Proprietary OKR & Client Health Check Tool

Overview

Mark is building a custom, proprietary tool to serve as the single source of truth for OKRs, client health checks, and related strategic information. This decision supersedes the earlier plan to build OKR tracking functionality inside ClickUp.

The tool is currently in active development. As of the November 13, 2025 sprint planning meeting, Mark had completed an initial prototype and was incorporating existing source documents (health check files, OKR documents) shared by Melissa.

Decision

The decision was communicated during the ^[1]. Melissa noted that OKRs had previously been scattered — stored under per-client strategy sections without a unified view — and that Mark wanted everything consolidated in one place outside of ClickUp.

Rationale

• Centralization: OKR and client health data was previously fragmented across individual client strategy folders. Mark wanted a single location for all strategic client information.
• Separation of concerns: ClickUp is optimized for task and project management. Tracking OKRs and client health inside ClickUp was seen as a forced fit; a dedicated tool allows purpose-built structure and views.
• Ownership: A proprietary tool gives Asymmetric full control over data model, access, and future integrations (e.g., eventual linking back to ClickUp task outcomes).

"He wants to have it contained into one program, but not ClickUp now."
— Melissa Cusumano, sprint planning meeting

Planned Scope

Based on the meeting discussion, the tool is expected to cover:

• OKRs — per-client and possibly company-level objectives and key results
• Client health checks — structured assessments of client relationship and delivery health
• Strategic client information — a consolidated record that can be referenced across the team

Future integration with ClickUp task data (to show OKR progress through completed work) was acknowledged as a possibility but explicitly deferred.

Current Status

• Mark is actively building and testing the tool
• Melissa has provided source documents: existing health check files and OKR documents
• Isalia Ramirez and Melissa are scheduled to review progress in a Friday meeting (as of 2025-11-13)
• The ClickUp migration consultants have been informed that the OKR/health check build-out in ClickUp is no longer needed

Relationship to ClickUp Migration

This tool is separate from the ^[2]. The ClickUp migration proceeds as planned for task and project management. The proprietary OKR tool handles strategic and health-check data that will not live in ClickUp.

Open Questions

• What is the technology stack for the proprietary tool?
• Will there be a defined rollout date or team onboarding plan?
• How will the tool eventually integrate with ClickUp task completion data to demonstrate OKR progress?
• Who will have access, and will clients ever have visibility into their health check data?

Related

• ^[3]
• ^[2]
• ^[4]