OKR Consulting
Unleashing Business Potential through Goal-Setting

OKR Implementation Kick-Off

Objective

Kick-off the OKRs implementation process by assessing the current way of goal setting, and building a foundation for the OKRs framework. 

Best for

Leadership teams and decision-makers in organisations seeking to establish the foundation for a successful OKR framework, especially for those in the early stages of OKR adoption.

Outcomes

Established the company's ground rules for using OKRs. Defined long-term company-wide OKRs aligned with the company's mission and purpose.

Timeline

3 weeks.

Activities

Initial Assessment: Analyse the company's current goal-setting practices and culture to identify opportunities for OKR integration.

Stakeholder Engagement: Engage leadership and key stakeholders to ensure their buy-in and active participation in the OKR implementation process.

OKR Framework Development: Design ground rules and tailored OKR framework that aligns with the company's vision, mission, and strategic goals.

Goal-Setting Workshop: Conduct interactive workshops with the leadership team to collaboratively develop and refine objectives and key results.*

*This package includes OKR Leadership Workshop.

OKR Implementation Integrated

Objective

Seamlessly integrate OKRs into your organization's workflow and create a high-performance culture focused on achieving strategic goals.

Best for

Companies of all sizes that are looking for a comprehensive and holistic approach to OKR implementation and integration, including training, support, and change management.

Timeline

From 2 to 8 months.

Outcomes

1. Established company’s ground rules for using OKRs.
2. Defined long-term OKRs on the company level and teams’ OKRs for the upcoming quarter.
3. Improved alignment of company-wide goals, ensuring teams are working collaboratively towards shared objectives.
4. Teams trained on OKRs concepts.
5. Created a culture of transparency and accountability, as employees become more engaged with their goals and the company's strategic direction.
6. Completed the first cycle by monitoring and evaluating OKRs with support from a coach.
7. Optimised OKRs program for the second cycle based on the learning from the first.
8. Effective adoption of the OKR framework within the organisation.

Activities

1. Initial Assessment: Analyze the company's current goal-setting practices and culture to identify opportunities for OKR integration.
2. Stakeholder Engagement: Engage leadership and key stakeholders to ensure their buy-in and active participation in the OKR implementation process.
3. OKR Framework Development: Design ground rules and tailored OKR framework that aligns with the company's vision, mission, and strategic goals.
4. Goal-Setting Workshops: Conduct interactive workshops with leadership and teams to collaboratively develop and refine objectives and key results.
5. OKR Alignment: Help align OKRs across different departments and teams to ensure strategic cohesion throughout the organisation.
6. Monitoring and Tracking System: Establish a system for tracking progress on OKRs and enabling regular check-ins and updates.
7. Training and Support: Provide training to employees on the principles of OKRs, as well as best practices for setting, tracking, and evaluating OKRs.
8. Change Management: Assist in managing the cultural and process changes required for successful OKR implementation.
9. Review and Iteration: Conduct periodic reviews of the OKR process and
   suggest improvements based on feedback and lessons learned.*

*This package includes OKR Leadership Workshop and OKR Basic Training.

OKR Leadership Workshop

Objective

This workshop is designed to train a leadership team on the principles of OKRs, assess the suitability of OKRs for your organization, and explore long-term strategic planning with OKRs.

Best for

Executive leadership teams and key stakeholders in organizations considering the adoption of OKRs or looking to strengthen their understanding and practice of OKRs for strategic planning.

Outcomes

The leadership team has successfully gained the knowledge and skills required to effectively utilize OKRs as a powerful goal-setting framework within the company, and has successfully expressed the strategic direction through clear long-term goals.

Agenda*

*may be adapted according to client's request

1. Introduction to OKRs and their Superpowers.
2. Why OKRs in your organization?
3. Anatomy of Objectives, Key Results, and Initiatives.
4. Different types of OKRs.
5. OKRs as a system that disciplines the entire organization to achieve objectives.
6. What is important for building the right culture for OKRs to flourish?
7. Establishing ground rules and the foundation for the OKRs framework in your company.

Format

Timeline: 1-day workshop (offsite).

Maximum number of participants per class: 10.

OKR Basic Training

An interactive training program designed for individuals and teams to understand the fundamentals of OKRs and the OKR Cycle.

Objective

Empower your team to master OKRs and drive company-wide success by aligning objectives and key results.

Best for

Individuals and teams new to OKRs, seeking a foundational understanding of the principles and practices of the OKR framework.

Outcomes

Participants have learned the theory behind OKRs, practiced formulating OKRs, and the knowledge and skills on how to track and evaluate OKRs.

Agenda

1. Introduction to OKRs and their Superpowers.
2. Anatomy of Objectives, Key Results, and Initiatives.
3. Different types of OKRs.
4. OKRs as a system that disciplines the entire organization to achieve objectives.
5. Hands-on defining OKRs.

Format

Timeline: 4-hour online workshop.

Maximum number of participants per class: 20.

OKR Advanced Training

A comprehensive and interactive program designed for individuals and teams seeking a deeper understanding of OKRs and their implementation. This training goes beyond the basics, covering advanced topics and techniques.

Objective

To provide an in-depth understanding of OKRs, enabling participants to effectively implement and manage OKRs within their organization and drive performance improvements.

Best for

Individuals and teams with a basic understanding of OKRs who are looking to expand their knowledge and skills in implementing and managing OKRs more effectively within their organization.

Outcomes

Participants have learned the theory behind OKRs, practiced formulating OKRs, learned about the importance of OKRs as a system, and have gained an understanding of how to build a culture that supports aligned goal-setting and focused execution.

Agenda

1. Introduction to OKRs and their superpowers.
2. Anatomy of Objectives, Key Results, and Initiatives.
3. Different types of OKRs.
4. Hands-on defining OKRs.
5. Strategies for aligning OKRs across the organization.
6. Tools and techniques for monitoring and updating OKRs, including effective check-ins and progress reporting.
7. Processes for conducting periodic reviews, identifying areas for improvement, and adjusting OKRs as needed.

Format

Timeline: 1-day offsite workshop or 2 online 4-hour workshops.

Maximum number of participants per class: 20.

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OKR Coach Training

An advanced program designed for individuals looking to develop the expertise needed to guide teams through the OKR process. Prior knowledge on the topic is needed.

Objective

To train and equip individuals with the skills and knowledge required to become effective OKR coaches, helping teams successfully establish, define, and improve their OKRs over time, and supporting organizations in building the right OKRs culture.

Best for

Experienced professionals, HR specialists, Scrum Masters, Agile coaches, OKR coaches, and team leaders seeking to develop the skills and expertise needed to guide teams through the OKR process and support organizations in building the right OKRs culture.

Outcomes

Participants have learned and practiced:

1. Guiding teams in designing and implementing tailored OKR frameworks.
2. Facilitating effective goal-setting sessions and workshops for the leadership team and teams.
3. How to align and cascade OKRs across the organization.
4. How to support teams in monitoring, tracking, and reviewing OKRs.
5. How to foster a culture of accountability, 
6. transparency, and collaboration.

Agenda

1. Introduction to OKR coaching: the role, responsibilities, and impact of an OKR coach.
2. Coaching principles and techniques for guiding teams through the OKR process.
3. Facilitating goal-setting sessions: best practices for conducting workshops to help the leadership and teams create and refine their aligned objectives and key results.
4. Supporting OKR progress tracking: helping teams monitor and update their OKRs.
5. Coaching through challenges and pitfalls in OKR implementation.
6. Study real cases of OKR implementation and discuss key learnings and approaches.

Format

Timeline: 2-day offsite workshop or 4 online 4-hour workshops.

Maximum number of participants per class: 12.

Oboard + OKR Framework training

This specialized training program covers both the theoretical aspects of OKRs and practical applications using the Oboard tool, with a focus on the latter, ensuring a seamless integration of OKR knowledge with the Oboard platform. Basic familiarity with Jira is recommended.

Objective

To provide comprehensive training on both OKR fundamentals and the Oboard Jira plug-in, enabling participants to effectively implement and manage OKRs using the Oboard tool within their organization.

Best for

Individuals and teams familiar with Jira who are seeking to learn the principles of OKRs and how to effectively implement and manage OKRs using the Oboard Jira plug-in within their organization.

Outcomes

Participants have learned and practiced:

1. Understanding the fundamentals of OKRs and their benefits.
2. Customizing and configuring the Oboard tool to fit their organization's needs.
3. Utilizing the Oboard tool to streamline the OKR management process, including setting, managing, tracking, aligning, and reporting OKRs.

Agenda

1. Introduction to OKRs: the fundamentals of OKRs (purpose, benefits, key components).
2. Oboard Tool Overview: exploring the features and capabilities of the tool.
3. Customization and Configuration: configuring the Oboard tool to align with your organization's structure, preferences, and reporting requirements.
4. OKR Management with Oboard: learning how to create, manage, and track OKRs using the Oboard tool, including best practices for setting objectives and key results.
5. OKR Alignment and Collaboration: Strategies for fostering collaboration with Oboard.
6. Progress Tracking and Reporting: Using the Oboard tool to monitor and evaluate OKR progress, generate reports, and inform decision-making.

Format

Timeline: 4-hour online workshop

Maximum number of participants per class: 20.

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OKR Review

Objective

Provide clients with a comprehensive audit of their existing OKRs framework, identify gaps, and present actionable insights to optimize their OKR process.

Best for

Organizations with an existing OKR framework that are seeking an external perspective to audit their current practices, identify gaps, and receive actionable insights to optimize their OKR process.

Outcomes

• Actionable insights that the client can implement independently, without further assistance.
• A tailored proposal for OKRs implementation based on the client's needs, presented as a roadmap of changes or a strategic plan, should they require further support.

Timeline

3 weeks.

Activities

1. Review current OKRs, their alignment with the existing strategy, and the alignment of current initiatives with OKRs.
2. Examine the context for OKRs, including strategy, top company priorities, roadmaps, key initiatives, and key metrics.
3. Conduct interviews with key leaders from the team and organization.
4. Attend meetings where the client checks in on OKRs or defines new OKRs.