Foundations
TL;DR
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How to roll OKRs in one week
- Day 1: Foundations
Read Part 1 together, draft one Objective + KRs. - Day 2: Prep
Share past metrics, strategy, capacity. - Day 3: Frame
Run the 2‑hour workshop and publish the OKRs (some targets might still need to be agreed upon). - Day 4: Instrument
Finalise baselines, targets, owners, and hook up dashboards. - Day 5: Map the bets
Start adding the strategic initiatives that will help you make progress on your key results.
Roles you need
- Decider: breaks ties, sets constraints (budget, risk). Present in the framing phase, but optional in weekly reviews unless a decision stalls.
- Facilitator: runs the clock, keeps you inside the rules, calls the next step.
- KR Owners: update numbers and commentary weekly. Propose next bets.
- Sponsor (optional): executive who clears blockers and reinforces cadence.
One person can wear multiple hats in small teams.
Non‑negotiable: every KR has one named owner.
Cadence you’ll run
Weekly on Mondays (30 min)
- Scan red/yellow/green KR updates
- Discuss the yellow items first
- Make calls between continuing/pivoting/stopping
- Assign next bets
Monthly objectives health checks(30 min)
How are things progressing? Are we moving in the right direction? Should we do things differently?
Quarterly retrospectives(90 min)
Retro + decision to roll, evolve, or drop objectives. Note learnings and find opportunities for improvements.
Adoption success metrics
Track these to know the system is working:
- Check‑in compliance ≥ 90% (updates posted before the meeting).
- On‑time review rate ≥ 90% (meeting happens within 24h of schedule).
- Decision latency on yellows ≤ 14 days (no more than 2 consecutive weeks with a yellow status).
- % KRs with baseline & target = 70% (most OKRs should be measurable).
- Owner load ≤ 7 KRs per person.
- Outcome focus ≥ 70% of meeting time on outcomes / decisions, not on status narration.
Guardrails (print these)
- 3 Objectives max, and 2–4 KRs per Objective.
- One owner per KR.
- Weekly check‑ins and review meetings every Monday.
- No BAU in OKRs. Track business as usual (BAU) as health metrics or KPIs elsewhere.
- Two yellows max. Third update flips green or red.
- Score to your culture. Keep R/Y/G simple and avoid grading theatre
Glossary (short and practical)
- Objective: A short headline that describes a changed state customers or the business will feel by quarter end. No metrics.
- Key Result (KR): A measurable signal that proves the Objective is happening. 2–4 per Objective. One owner.
- Initiative / Bet: A project or action you believe will move a KR. Treated as a hypothesis. Replace freely.
- Confidence‑based KR: Temporary KR scored R/Y/G when you can’t measure yet. You commit to instrument it next cycle.
- Health metric / KPI: A BAU or platform signal you monitor (uptime, support SLA, cost/unit). Tracked outside OKRs.
Example quarter timeline
- 3 weeks before the quarter: Frame the Quarter workshop → create draft OKRs
- 2 weeks before the quarter: Instrument metrics, confirm baselines & targets.
- 1 week before the quarter: Identify strategic initiatives that map to the OKRs.
- W1–W11: Weekly Monday OKR Reviews and monthly health checks (W4, W8).
- W12: Retro
If you only remember five things
- Meet weekly. Feedback loops beat perfect plans.
- Yellows first. Surface risk early and decide fast.
- One owner per KR. Shared ownership is no ownership.
- No BAU in OKRs. OKRs are for change.
- Keep it light. Trim words, shorten meetings, move with data.
