Deploying OKRs Training / Advisory
Discover how to enhance alignment between strategy and execution by leveraging frameworks like OKRs and Evidence-based Management (EBM). These tools help align strategic priorities and enable multi-disciplinary cross-organization teams to innovate with empowerment.
As a Sense and Respond Learning Certified Training Partner, I teach the OKR Masterclass, which introduces OKRs to establish strategic agility or fix/reboot a struggling output-oriented OKR Theater.
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Leveraging OKRs in Product and Beyond
I help leaders leverage OKRs wherever there is a need for strategic cross-functional alignment combined with adaptive execution. Here are some examples:
- Bringing product thinking and outcome orientation into a scaled IT/product organization (e.g., using SAFe / Scaled Scrum practices) – I leverage my deep expertise in scaled agile ways of working and getting out of Agile Theater to pivot agile investments towards agility and outcome orientation, leveraging OKRs.
- Consumer Goods R&D and Commercial strategic initiatives that utilize outcome-oriented alignment to drive business innovation and throughput.
- BioTech / Deeper Tech Scaleups that reach the inflection point where they need to scale their operating system.
- Marketing/Sales / RevOps – I have quite a bit of experience in the Agile Marketing space, so I’m often brought in to help align and execute a strategic cross-functional GTM transition involving marketing, sales, customer success, product, using OKRs and agility.
- Bring outcome orientation and product thinking to an organization that has established good flow using Kanban.
OKR Deployment Approach
Here’s what my typical OKR launch/boost engagements look like:
- Exploring current management operating system (whether using OKRs or not) and surrounding context – what’s working, what’s not, opportunities, and threats. This will be accomplished through brief conversations with relevant stakeholders and a review of existing artifacts.
- Facilitate an OKR Implementation Strategy workshop to align on improvements for the company/group-level management/operating system.
- This workshop begins by exploring the current context and challenges, as well as the objectives and desired results.
- We then explore principles and practices to help achieve the desired results and create an operating system that takes a pragmatic evolutionary step toward the desired results. This workshop section combines OKR / EBM training and in-context application conversations.
- The last part of the workshop is a conversation about the next steps – we draft a blueprint for the planned interventions, a roadmap for change, and a plan for what kind of support the group will need.
- OKR Training and Coaching
- Based on the outcomes of the strategic workshop, we will co-create and then implement an OKR/EBM training and coaching roadmap.
- Coaching the leadership team through creating company-level OKRs conducive to the right balance between alignment towards outcomes and the right execution autonomy.
- Help prepare and facilitate a broad participation (Big Room) OKR workshop to align OKRs across the organization (based on my OKR Big Room Alignment framework)
- Coach OKR execution check-ins, grading, debriefing and retrospectives – Inspect and Adapt several cycles of OKR implementation
You can also dive deeper into my insights in the OKRs space below:
