Getting started with OKRs can feel like a lot to unpack. That's why we recommend a collaborative process involving key players across your organisation. Here's a typical approach :

1. Assemble your OKR Leadership Team:

This group will define your ground rules for using OKRs effectively. Typically, it includes:

• Your Coach (That's Us!): We'll guide you through the process.

• Executive Sponsor: A high-level champion for OKRs (CEO, Division Head, etc.).

• OKR Project Lead: An internal point person overseeing the initiative.

• OKR Coordinator: Manages the day-to-day logistics of OKRs.

• HR Representative: Ensures alignment with HR policies.

2. Define your OKR Framework:

Together, you'll answer key questions about how OKRs will function in your company:

• Target Level: Will OKRs apply company-wide, selected departments, or just to individual teams?

• Number of OKRs: Focus on a manageable number of high-level objectives and keep key results specific (typically 2-4 per objective).

• Scoring: Choose a method to track progress that best suits your organisation (binary, percentage, etc.).

• Cycle Length: Quarterly cycles are common, but consider shorter or longer options based on your needs.

• Key Result Structure: Will you use metrics, baselines, milestones, or a combination?

• Technology: Select an OKR tracking system accessible to everyone involved. We can help you find the right fit.

• OKRs vs. KPIs: While some Key Results may resemble KPIs, they serve different purposes. We'll clarify the distinction.

• Alignment: Ensure OKRs work together and support your overall company goals. However, avoid simply cascading objectives down – encourage bottom-up input for key results.

• Team Involvement: Team members should be involved in defining key results to leverage their expertise and build ownership.

3. Fine tune your Implementation Plan:

Once your OKR framework is defined, we can help you fine tune your OKR implementation plan by putting together a staged timetable of key activities before and after go-live.

This initial planning sets the stage for successful OKR implementation. We'll be here every step of the way to guide you through the process.