<h2>About this asset</h2><p><span lang="EN-US" dir="ltr">Discover the essentials of goal setting with this Company OKR Guide. This guide lays out a clear roadmap for setting and achieving goals through Objectives and Key Results (OKRs). Learn about OKR structures, how they differ from other performance metrics, and their role in driving company success. This guide simplifies your strategic planning, providing step-by-step guidance for setting, tracking, and achieving your company's most important goals through the OKR framework.</span></p>

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Company OKR Guide

<h2>About this asset</h2><p><span lang="EN-US" dir="ltr">This OKR Playbook example from Nebraska Medicine outlines all the components&nbsp; that executives and stakeholders need to understand and adopt the OKR methodology in their organization. The playbook serves as a dynamic guide for enhancing OKR writing, processes, and outcomes quarter over quarter, and ensuring a culture of excellence and innovation in OKR implementation.</span>&nbsp;</p>

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OKR Playbook Executive Summary 

<h2>About this asset</h2><p><span style="color:rgb(55,65,81);font-family:ui-sans-serif, ui-sans-serif_EmbeddedFont, sans-serif;"><span lang="EN-US" dir="ltr">Drive OKR success with a tailored "OKR FAQs" document. Crafted by Ben Lamorte from OKRs.com, this comprehensive template serves as a valuable resource for both internal and external coaches. It efficiently addresses common questions tied to your organization's OKRs deployment, enhancing communication and empowering your team to navigate the framework seamlessly.</span>&nbsp;</span></p>

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OKR FAQs Document 

<h2><span lang="EN-US" dir="ltr">About the asset</span></h2><p><span lang="EN-US" dir="ltr">Has your strategy been buried beneath tedious presentations or convoluted spreadsheets? Discover the Strategy Focus Onepager (SFO) canvas, created by Antonio Civita. This dynamic system, underpinning the renowned “MAKE PROGRESS” methodology, offers a new age approach to business growth centered on OKRs. Use the template to align teams with unwavering precision, and craft company OKRs with ease.</span>&nbsp;</p><p>Antonio walks us through the canvas in this webinar replay:</p><div class="raw-html-embed"><div class="wistia_responsive_padding" style="padding:58.54% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/qhu7xptvkl?seo=true&amp;videoFoam=true" title="Replay: Strategy workshop with Antonio Civita Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen="" width="100%" height="100%"></iframe></div></div>
<script src="https://fast.wistia.net/assets/external/E-v1.js" async=""></script></div>

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Strategy Focus One-Pager

<h2>About this asset</h2><p>Use the Goldilocks Worksheet to assess your team members' workloads and rebalance where necessary. <span lang="EN-US" dir="ltr">Through regular check-ins, it encourages managers to gauge if team members are overworked, underutilized, or optimally engaged, using the familiar Goldilocks framework. It's a practical tool for building trust, empathy, and ensuring a harmonious work environment.</span> This process can be completed in minutes for a team, and should be done at least monthly.</p><p><i>Source: Modern Management Mentor by Christine Sandman Stone</i></p>

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Goldilocks Tool for Team Workload Management 

<h2>About this asset</h2><p><span lang="EN-US" dir="ltr">Streamline your OKR workshop process with this Miro board template. This template includes everything you need to get started, from setting the agenda to leading activities and discussions for company and team level OKRs.</span></p>

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OKR Workshop Template

<h2>About this asset</h2><p><span style="color:rgb(55,65,81);font-family:ui-sans-serif, ui-sans-serif_EmbeddedFont, sans-serif;"><span lang="EN-US" dir="ltr">Use this template to efficiently organize your objectives, key results, KPIs, and areas of responsibility into the One-Page Plan. Crafted for clarity and conciseness, this template ensures a focused approach to goal-setting. Define responsibilities, outline plans, and identify resources, all in one easily digestible document.&nbsp;</span></span></p><p><span style="color:rgb(55,65,81);font-family:ui-sans-serif, ui-sans-serif_EmbeddedFont, sans-serif;"><span lang="EN-US" dir="ltr">You can learn more about how to use this template from the creator, Richard Russell, in this </span></span><a href="https://podcasters.spotify.com/pod/show/scaleupleaders/episodes/EP-21---The-One-Page-Plan-for-Better-OKR-Execution-e23r0e9/a-a9qflp0"><span style="color:rgb(5,99,193);font-family:ui-sans-serif, ui-sans-serif_EmbeddedFont, sans-serif;"><span lang="EN-US" dir="ltr"><u>podcast episode.</u></span></span></a><span style="color:rgb(55,65,81);font-family:ui-sans-serif, ui-sans-serif_EmbeddedFont, sans-serif;"><span lang="EN-US" dir="ltr">&nbsp;</span>&nbsp;</span></p>

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Strategic Planning Template

<h2>About this asset</h2><p>Ensure your OKRs are rooted in well-defined opportunities by leveraging this Opportunity Brief template. Before drafting OKRs, it's crucial to collect and evaluate potential opportunities aligned with your company's strategic direction. This process, whether cyclical or continuous, empowers teams to formulate tangible objectives.&nbsp;</p><p>This comprehensive template not only streamlines opportunity evaluation but also prevents the submission of impractical ideas.&nbsp;</p><p>You’ll find included an example filled out for the Uber incentive program, along with a clean template to use for opportunity planning in your organization.</p>

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Opportunity Brief for Strategy & OKR Alignment 

<h2>About this asset</h2><p><span lang="EN-US" dir="ltr">The Two-Step OKRs Miro board will walk you through two phases of collaborative exercises to create cross-team OKRs, while breaking down team silos and clarifying cross-departmental dependencies. Just follow the instructions and prompts provided in each stage to guide your team through the process to align on your OKRs.&nbsp;</span>&nbsp;</p><p><span style="background-color:rgb(255,255,255);color:rgb(29,28,29);font-family:Slack-Lato, Slack-Fractions, appleLogo, sans-serif;">This is a team exercise, and can be greatly optimized in case you have dependencies mapped prior to the workshop. It also works well having a skilled facilitator in the room.</span></p><p><strong>To view this Miro board use password: dwd-member</strong></p>

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Two-Step OKRs: Collaborative Workshop

<h2>About this asset</h2><p><span lang="EN-US" dir="ltr">Creating Objectives and Key Results does not have to be difficult and time-consuming.</span>&nbsp;</p><p><span lang="EN-US" dir="ltr">The strongest and most useful OKRs are created quickly and efficiently based on smart thinking about what may be possible. We learn how to improve our OKRs by working toward achieving them.</span>&nbsp;</p><p><span lang="EN-US" dir="ltr">This one-sheet for Creating Evolutionary OKRs is&nbsp;an excerpt of the one-pager used with clients at Red Currant Collective, to help make creating OKRs as efficient and painless as possible.</span>&nbsp;</p>

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Creating Evolutionary OKRs One-Sheet

<h2>About this asset</h2><p><span style="color:rgb(55,65,81);font-family:ui-sans-serif, ui-sans-serif_EmbeddedFont, sans-serif;"><span lang="EN-US" dir="ltr">Tailored to organizations at various growth stages, the OKR Performance Maturity Model categorizes performance maturity into Pre-stage, Basic, Advanced, and Pro (moonshot). It provides a structured framework for evaluating each element of your OKR program — set-up, structure, alignment, roll-out, tooling, measurement, and rewards. It will help you customize your program approach for your specific growth stage.</span>&nbsp;</span></p>

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OKR Performance Maturity Model

<h2>About this asset</h2><p>The purpose of this OKR Evaluation Guide is to identify the quality of your OKR&nbsp;based on its characteristics. The characteristics are used to identify the quality category&nbsp;that best fits the OKR you are evaluating. It is meant to provide an objective way to&nbsp;determine opportunities to make the OKR more effective. The characteristics listed have&nbsp; been discovered as recurring patterns discovered through countless hours supporting&nbsp;OKR development. Discretion is left to the group developing the OKR to determine&nbsp;what, if any, changes are made based on their evaluation.&nbsp;</p>

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Evaluation Guide for Effective OKRs  

<h2>About this asset</h2><p><span lang="EN-US" dir="ltr">Learn how to use the One Objective to Rule Them All approach to OKRs to achieve your goals faster and more efficiently. This lightweight approach is easy to implement and will help you get your teams aligned, reduce management overhead, and accelerate learning.</span></p><figure class="media"><div data-oembed-url="https://youtu.be/ASXjCW3Ut2o?si=WDSgu3-7gfmYWNPX"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/ASXjCW3Ut2o" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure><p>&nbsp;</p>

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One Objective to Rule Them All

<h2>About this asset</h2><p><span lang="EN-US" dir="ltr">This guide provides a step-by-step approach to conducting weekly check-ins that are productive, engaging, and actionable. Avoid the pitfalls of ineffective check-ins and get the most out of your team's time.</span></p>

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How to Conduct OKR Meeting Check-ins that Don’t Suck

<h2>About this asset</h2><p><span style="color:rgb(55,65,81);font-family:ui-sans-serif, ui-sans-serif_EmbeddedFont, sans-serif;"><span lang="EN-US" dir="ltr">Streamline your OKR creation process and set quality OKRs with this comprehensive cheatsheet. Use the questions provided to spot-check objectives and key results to ensure they align with your organization's priorities, offer tangible value, and inspire a future state while remaining influencable and universally understood.&nbsp;</span>&nbsp;</span></p>

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Cheatsheet: Setting Quality OKRs

<h2>About this asset</h2><p><span lang="EN-US" dir="ltr">Boost your OKR achievement with this actionable template. This lightweight resource provides everything you need to review your OKRs. With this template, you can discuss progress against your goals, celebrate your successes, highlight misses, and capture key learnings.</span></p>

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OKR Review and Discussion Template

<h2>About this asset</h2><p><span style="color:rgb(55,65,81);font-family:ui-sans-serif, ui-sans-serif_EmbeddedFont, sans-serif;"><span lang="EN-US" dir="ltr">Use this form to gather quantitative and qualitative feedback on your process for setting team-level OKRs. Understand various internal perspectives and make necessary improvements to your OKR program each quarter, with these ready-made survey questions.</span>&nbsp;</span></p>

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Team OKRs Feedback Form 

<h2>About this asset</h2><p><span lang="EN-US" dir="ltr">Evaluate how internal teams feel about OKRs and the benefits they bring to your organization, in a short 2-question survey. You can use this survey template to guage the impact of OKRs in your company, and gather valuable feedback to better understand the benefits and potential of OKRs.&nbsp;</span>&nbsp;</p>