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Resources. Migration guides

Bring the goal system you already run into Primer

Respectful translation guides for the frameworks teams already trust.

This is not a replace-your-stack page

If OKRs, KPI dashboards, Balanced Scorecard, 4DX, EOS, Hoshin Kanri, or MBO work for your team, they work. Every guide below shows how to run Primer alongside the system you already run, concurrently, combined, or in an A/B test, and then lets your team make the call.

Not sure which guide to read?

The guides are organized by source system. Pick the one closest to how your team talks about goals today.

You track outcomes

If you grade objectives on a 0–1 scale or publish a KPI dashboard, start with the OKRs or KPIs guide.

You run a framework

If you already practice Balanced Scorecard, 4DX, EOS / Traction, or Hoshin Kanri, use the matching guide.

You run MBO or KRAs

If your team grew up on Management by Objectives or Key Result Areas, those guides are the gentlest entry points.

Library

Running OKRs alongside Primer

Keep your Objectives and Key Results. Mirror them into Primer's goal + metric stack for one cycle and compare what each model tells you.

Read the guide

Running your KPI dashboard alongside Primer

Keep the dashboard you already trust. Add weights, tiered thresholds, and a commitment workflow on top, without losing a single number.

Read the guide

Running the Balanced Scorecard alongside Primer

The Balanced Scorecard is the easiest framework to run inside Primer, the model already assumes weighted measures across perspectives.

Read the guide

Running 4DX alongside Primer

If you run the 4 Disciplines of Execution, Primer may be the cleanest fit of any framework in the catalog.

Read the guide

Running EOS / Traction alongside Primer

EOS (the Entrepreneurial Operating System, described in Gino Wickman's Traction) is built around quarterly Rocks, a weekly Scorecard, and a strict meeting cadence. Primer fits the first two cleanly; the meeting stays yours.

Read the guide

Running Hoshin Kanri alongside Primer

Hoshin Kanri's catchball negotiation maps exactly to Primer's the resolution workflow workflow. The X-matrix cascade maps to cascaded goals with source tracking.

Read the guide

Running Management by Objectives alongside Primer

MBO is the ancestor of every modern goal framework. Primer's goal maps directly; the added value is everything around it, metrics, tiers, cadence, dependency.

Read the guide

Running V2MOM alongside Primer

Marc Benioff's V2MOM is held together by narrative. Primer leaves the narrative where it is and takes ownership of the measures layer.

Read the guide

Running KRAs alongside Primer

Key Result Areas are widely used across South Asia and traditional manufacturing enterprises. Primer models them directly and adds a continuous metric layer.

Read the guide