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Krezzo OKR Training Slides.pdf
Hi there!
Hi friend -
I’m delighted you have accessed our OKR Training Slidedeck, and believe this
is a big step in the right direction to ensuring the success of an OKR program.
There’s a lot of crappy information out there about OKRs (Objectives & Key
Results), so we wanted to sift through all the noise and give you a clear,
confident, and psychology-based approach to implementing the popular
strategic goal-setting methodology. When OKRs are implemented correctly
and consistently it can truly be transformative. The value in OKRs is based on
the structure and the learnings, and the more they are adopted within your
organization, the more benefits they will provide.
We encourage you to check out some of our online resources at Krezzo.com,
but also be aware (shameless self plug incoming) that we offer a fully digital
course library to customers to drive consistent onboarding, scalable
knowledge, and improved performance.
If you have any questions or comments, please feel free to reach out.
Cheers!
Stephen & KJ
Krezzo Co-Founders
Stephen Newman
Palm Harbor, FL
KJ McGowan
Hamilton, ON
What’s In It For You
Ideal Learning Outcomes
1. Aligned on “why” OKRs being used
2. Aligned on “what” OKRs are
3. Aligned on “how” to effectively create OKRs
Let’s Get Started!

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This document provides an overview of OKRs (Objectives and Key Results), a goal-setting framework used by many companies. It discusses what OKRs are, how they differ from other goal frameworks like KPIs and MBOs, examples of OKRs at different levels of an organization, best practices for implementing OKRs, common mistakes to avoid, and how OKRs can help organizations of various sizes achieve ambitious goals.

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This document provides an introduction to Objectives and Key Results (OKRs). It defines OKRs, discusses their benefits, and offers best practices for implementing them. OKRs help companies set clear goals and track progress towards objectives. The document outlines that OKRs have both qualitative objectives and quantitative key results, and should be bottom-up defined as well as top-down aligned. Common OKR cadences and some examples from successful companies like Google and Spotify are also presented. The document concludes by offering next steps for getting started with OKRs, such as scoping an OKR project and piloting the rollout.

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Part 1: The 6-Steps to OKR Success!
Step 1
Establish a Sense
of Urgency
Step 2
Name a Task
Force
Step 3
Galvanize a
Vision
Step 4
Amplify
Communication
Step 5
Generate Quick
Wins
Step 6
Empower Your
People
Your Path to OKR Nirvana
Step 1:
Create a Sense of Urgency
What is urgency?
Acting with intent, not pressure.
Why this is important?
Knowing “why” OKRs are a priority helps set the
stage for everything else.
How to do this?
Get 100% alignment at the strategic level
How long does this step take?
Between instantly and never done
Urgency in action
Any customer that comes to us already has a
“sense of urgency” but the challenge is knowing
“WHY”
Step 2:
Name a Task Force
What is a Task Force?
Coalition of various individuals which build
momentum for your OKR program
Why this is important?
Building momentum is critical for long-term,
sustainable cultural change.
How to do this?
Find 5-8 enthusiasts at all levels and tackle steps
3 and 4.
How long does this step take?
Between instantly and never done
Task Force in action
We work with a customer who calls their Task
Force the “OKR Guild” and the leader is the “OKR
Ambassador.” They are awesome.

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Step 3:
Galvanize a Vision
What is a vision?
Why is it important?
What is a Vision?
Explains to all employees the “Why” of OKRs
Why this is important?
Shows “what’s it in for them.”
How to do this?
Task Force tackles this one :)
How long does this step take?
As long as it takes!
Vision in action
One Krezzo customer’s vision - “We’re
implementing OKRs so that everyone
understands how their work contributes to a
greater purpose.”
Step 4:
Amplify Communication
What is Amplifying Communication?
The frequency of OKR communication
Why this is important?
Creates the “operational rhythm”
How to do this?
Set a cadence and purpose for the communication.
How long does this step take?
Consistently every week
Communication in action
One Krezzo customer’s does quarterly company-wide
“townhalls”, monthly leadership / team “reviews”, and
weekly “check-ins.”
Step 5:
Generate Quick Wins
What is a Quick Win?
A prioritized and focused outcome to improve.
Why this is important?
Creates social proof
How to do this?
Pick one. Execute against it. Show improvement. Do it
again, and again, and again.
How long does this step take?
Ideally less than 3 months for the 1st one
Quick Win in action
One Krezzo customer wanted to reduce the # of Key
Results from 100 to 50. They did this in a month!
Step 6:
Empower People
Google has been using OKRs for over
20 years and still use them to this
day!
20+ Years
What does it mean to Empower People?
Getting buy-in from the bottoms-up
Why this is important?
Only way to sustain OKRs into the culture
How to do this?
Follow steps 1-5 and if something is breaking down,
revisit!
How long does this step take?
Ongoing effort
Quick Win in action
Krezzo (although small) can quickly onboard

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Memorable
Meme :)
Part 2: Utilizing the Logic Model & the
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The Logic Model
What is the Logic Model?
The Logic Model is a visual representation of
process that can bring about change.
Why use it?
It keeps people moving in the same direction by providing a common
framework and point of reference.
When use it?
Use it when setting your OKRs so that your efforts align with the
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● Tasks
● Initiatives
● Meetings
● Materials
What we will influence
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Mitigating the Risk of
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Get specific with metrics and verifiable
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3 6 I E E E S O F T W A R E P u b l i s h e d b y t h e I E E E C o m p u t e r S o c i e t y 0 7 4 0 - 7 4 5 9 / 0 5 / $ 2 0 . 0 0 © 2 0 0 5 I E E E Adopting agile practices is a process of con- tinuous learning and improvement. The tran- sition required hard work, intense focus, and strict discipline. As a team, we discovered many things about ourselves, our process, and our products. Every discovery revealed a bet- ter understanding of what it takes to success- fully deliver software at a sustainable pace. By telling our story, we hope to help others in the software industry successfully transition to agile development. The time is right for the software development community to improve its historically low success rate, and agile de- velopment might provide the answer. Starting down the agile path People assume that a company that designs and builds project management software has all the knowledge and tools necessary to con- tinuously perform software development flaw- lessly. The truth is, we struggle just like every- one else. Primavera has its roots in construction and engineering. Our culture supported the com- monly used waterfall development approach, and the development team worked hard over the years to distribute high-quality releases to a growing, diverse market as quickly as possi- ble. The team followed the typical cycle, which usually resulted in working late nights and weekends in an attempt to finish projects on time. Primavera’s project managers typically used a command-and-control philosophy—a few people, usually those farthest from the action, made the decisions without directly involving the developers doing the actual work. Further- more, relationships between the development team and other departments began to deterio- rate because expectations were seldom ful- focus 1 Primavera Gets Agile: A Successful Transition to Agile Development P rimavera Systems provides enterprise project portfolio manage- ment solutions that help customers manage their projects, pro- grams, and resources. Our development organization employs 90 business analysts, programmers, testers, documenters, and project managers. When we decided to improve how we build software and in- crease the quality of life for everyone on the team, we found our answer in agile software development. adapting agility Bob Schatz and Ibrahim Abdelshafi, Primavera Systems Primavera’s development team is a model for others looking to adopt agile processes. Learn how to deliver high- quality software while improving your team’s quality of life. filled. So, in conjunction with a leadership change in 2001, we took a hard look at the many issues we had to resolve with respect to the organization, its people, and its processes. In particular, we had to improve the com- pany’s perceptions of its own development team, and the team itself had to reduce its deep-rooted dependency on the organizational hierarchy and break down functional silos with ...

World of Learning 2014 Closing Keynote: Linking Learning to Business
World of Learning 2014 Closing Keynote: Linking Learning to BusinessWorld of Learning 2014 Closing Keynote: Linking Learning to Business
World of Learning 2014 Closing Keynote: Linking Learning to Business

Laura Overton provided the closing keynote at World of Learning 2014 (Birmingham, UK), sharing why it's important to prioritise the alignment of learning to business needs instead of focusing on the latest fads and technologies.

alignment to business strategybusinesselearning
Bad Initiatives
Listing Day-To-Day Activities
Respond to Support Tickets
Ambiguous
Do more stuff better
Don’t Experiment or Improve
Do The Same Thing As Last Quarter

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Initiatives Main Takeaway
Actions. Effort. Execution. Experiment. Verifiable.
The work you put in.
Memorable
Meme :)
Part 3: Translating Strategy Into Reality
with OKRs
How to Get Started on
the Right Track
OKRs are all about having a
collaborative, cross-functional
conversation to establish the priorities.
#1 - Follow the 6-Steps to OKR Success
This is your playbook to follow. Use it.
The Task Force will be valuable.
#2 - Collaborate & Prioritize
Put OKRs front and center at all levels.
Get everyone on the same page.
#3 - Focus & Learn
The real value in OKRs is in the learnings.
The performance is what it is, but when
you have documented learnings you can
apply them moving forward.

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Follow the OKR Lifecycle
1. Plan
2. Execute
3. Reflect (C.F.R.)
Focus on taking action
that moves the needle
Execution
Establish the priorities
and critical metrics
Planning
Conversations.
Feedback Reflections /
Recognition
Learn
Prioritize & Simplify
Less is more. OKRs are about simplicity and focus.
Go Big
Be ambitious and learn from your failures.
Consistency is Critical
Stick with it.

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Start Small & Build Momentum
Don’t try and conquer the world in one
quarter or across the whole company. Start
small and generate some momentum :)
Memorable
Meme :)
Thanks!
Appendix

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Krezzo OKR Training Slides.pdf

  • 2. Hi there! Hi friend - I’m delighted you have accessed our OKR Training Slidedeck, and believe this is a big step in the right direction to ensuring the success of an OKR program. There’s a lot of crappy information out there about OKRs (Objectives & Key Results), so we wanted to sift through all the noise and give you a clear, confident, and psychology-based approach to implementing the popular strategic goal-setting methodology. When OKRs are implemented correctly and consistently it can truly be transformative. The value in OKRs is based on the structure and the learnings, and the more they are adopted within your organization, the more benefits they will provide. We encourage you to check out some of our online resources at Krezzo.com, but also be aware (shameless self plug incoming) that we offer a fully digital course library to customers to drive consistent onboarding, scalable knowledge, and improved performance. If you have any questions or comments, please feel free to reach out. Cheers! Stephen & KJ Krezzo Co-Founders Stephen Newman Palm Harbor, FL KJ McGowan Hamilton, ON
  • 3. What’s In It For You Ideal Learning Outcomes 1. Aligned on “why” OKRs being used 2. Aligned on “what” OKRs are 3. Aligned on “how” to effectively create OKRs
  • 5. Part 1: The 6-Steps to OKR Success!
  • 6. Step 1 Establish a Sense of Urgency Step 2 Name a Task Force Step 3 Galvanize a Vision Step 4 Amplify Communication Step 5 Generate Quick Wins Step 6 Empower Your People Your Path to OKR Nirvana
  • 7. Step 1: Create a Sense of Urgency What is urgency? Acting with intent, not pressure. Why this is important? Knowing “why” OKRs are a priority helps set the stage for everything else. How to do this? Get 100% alignment at the strategic level How long does this step take? Between instantly and never done Urgency in action Any customer that comes to us already has a “sense of urgency” but the challenge is knowing “WHY”
  • 8. Step 2: Name a Task Force What is a Task Force? Coalition of various individuals which build momentum for your OKR program Why this is important? Building momentum is critical for long-term, sustainable cultural change. How to do this? Find 5-8 enthusiasts at all levels and tackle steps 3 and 4. How long does this step take? Between instantly and never done Task Force in action We work with a customer who calls their Task Force the “OKR Guild” and the leader is the “OKR Ambassador.” They are awesome.
  • 9. Step 3: Galvanize a Vision What is a vision? Why is it important? What is a Vision? Explains to all employees the “Why” of OKRs Why this is important? Shows “what’s it in for them.” How to do this? Task Force tackles this one :) How long does this step take? As long as it takes! Vision in action One Krezzo customer’s vision - “We’re implementing OKRs so that everyone understands how their work contributes to a greater purpose.”
  • 10. Step 4: Amplify Communication What is Amplifying Communication? The frequency of OKR communication Why this is important? Creates the “operational rhythm” How to do this? Set a cadence and purpose for the communication. How long does this step take? Consistently every week Communication in action One Krezzo customer’s does quarterly company-wide “townhalls”, monthly leadership / team “reviews”, and weekly “check-ins.”
  • 11. Step 5: Generate Quick Wins What is a Quick Win? A prioritized and focused outcome to improve. Why this is important? Creates social proof How to do this? Pick one. Execute against it. Show improvement. Do it again, and again, and again. How long does this step take? Ideally less than 3 months for the 1st one Quick Win in action One Krezzo customer wanted to reduce the # of Key Results from 100 to 50. They did this in a month!
  • 12. Step 6: Empower People Google has been using OKRs for over 20 years and still use them to this day! 20+ Years What does it mean to Empower People? Getting buy-in from the bottoms-up Why this is important? Only way to sustain OKRs into the culture How to do this? Follow steps 1-5 and if something is breaking down, revisit! How long does this step take? Ongoing effort Quick Win in action Krezzo (although small) can quickly onboard
  • 14. Part 2: Utilizing the Logic Model & the Fundamental of OKRs
  • 16. What is the Logic Model? The Logic Model is a visual representation of process that can bring about change. Why use it? It keeps people moving in the same direction by providing a common framework and point of reference. When use it? Use it when setting your OKRs so that your efforts align with the appropriate needs.
  • 17. OKRs & the Logic Model What we will execute ● Projects ● Tasks ● Initiatives ● Meetings ● Materials What we will influence ● Leading indicators ● Behavior ● Knowledge ● Decision-making ● Opinions ● Skills ● Motivations What we will need ● People ● Time ● Technology ● Money ● Research ● Materials ● Equipment ● Data Resources Activities Outcomes Impact What we will change ● Lagging indicators ● Economic ● Environmental ● Social ● Civic Awesome Initiatives! Solid Key Results! Great Objectives!
  • 19. Mitigating the Risk of OKR Mediocrity Following the Logic Model in your OKRs creation process will enable you to write higher-quality OKRs. Here’s three pitfalls to avoid! #1 - Remove Ambiguity Get specific with metrics and verifiable execution. Wishy-washy words don’t produce results. #2 - Separate Action from Results Effort, actions, projects, tasks, etc… these are your Initiatives. Metrics, KPIs, etc. are your Key Results. #3 - Reduce Complexity There’s no need to have 157 OKRs. Less is more across the board. Less words. Less OKRs. More focus.
  • 22. Objectives = The Priorities Describe You Want to Achieve Clear. Concise. Compelling. Use Action Verbs
  • 24. Customer-Centric Delight Our Customers Across The Entire Customer Experience
  • 25. Business-Centric Generate High-Quality Pipeline That Converts Into Revenue!
  • 26. Employee-Centric Become a Company Our Employees Love Working For!
  • 28. Too Vague Be the Best Company in the World
  • 31. Objectives Main Takeaway Clear. Concise. Compelling.
  • 32. What are Key Results?
  • 33. Key Results = Measurable Progress Quantifies the Objective Metrics / KPIs You Want to Improve Blend quality, quantity & health Key Result Are RESULTS. Not Actions.
  • 35. Simple & Measurable Sign 1,000 new customers
  • 37. Specific & Verifiable Increase ARR from $30 Million to $60 Million
  • 39. To-Do List Put On Clothes
  • 40. Only Output Write 10 Blog Posts
  • 42. Key Results Main Takeaway Verifiable and measurable.
  • 44. Initiatives = What You Work On Influence Key Results Action Oriented Encourage Experimentation
  • 48. Big Effort Launch New Product by Dec 31st
  • 52. Don’t Experiment or Improve Do The Same Thing As Last Quarter
  • 53. Initiatives Main Takeaway Actions. Effort. Execution. Experiment. Verifiable. The work you put in.
  • 55. Part 3: Translating Strategy Into Reality with OKRs
  • 56. How to Get Started on the Right Track OKRs are all about having a collaborative, cross-functional conversation to establish the priorities. #1 - Follow the 6-Steps to OKR Success This is your playbook to follow. Use it. The Task Force will be valuable. #2 - Collaborate & Prioritize Put OKRs front and center at all levels. Get everyone on the same page. #3 - Focus & Learn The real value in OKRs is in the learnings. The performance is what it is, but when you have documented learnings you can apply them moving forward.
  • 57. Follow the OKR Lifecycle 1. Plan 2. Execute 3. Reflect (C.F.R.) Focus on taking action that moves the needle Execution Establish the priorities and critical metrics Planning Conversations. Feedback Reflections / Recognition Learn
  • 58. Prioritize & Simplify Less is more. OKRs are about simplicity and focus.
  • 59. Go Big Be ambitious and learn from your failures.
  • 61. Start Small & Build Momentum Don’t try and conquer the world in one quarter or across the whole company. Start small and generate some momentum :)
  • 65. Harmonize Operational Alignment with Krezzo Krezzo is building the world’s first Operational Alignment Platform geared towards increasing how operational leaders aggregate data, understand context, and actionable plans from cross-functional teams. 04 The world’s first OPERATIONAL Alignment Platform
  • 66. OKRs shouldn’t be difficult. In a world with so many leaders are trying to operationalize teams behind OKRs, it sucks that there’s so much crappy information and tools out there for OKRs. There’s a better way. We are here to help. We Feel Your Pain Krezzo exists to provide a trusted resource of scalable training and technology so companies can quickly align behind shared goals and execute their mission.
  • 68. VIRTUAL INSTRUCTOR-LED TRAINING & LIVE COACHING It all starts with a series of conversations to understand your goals and ideal outcomes. Discover NO 01 Execution is everything. Start executive the plan, optimizing the process, and scale it out! Execute NO 03 We work with you to understand where you are at on your OKR journey and how to improve. Plan NO 02 The primary benefit of OKRs in in the learnings! Optimize and refine, but focus on learning. Learn NO 04 Product #1: Live Sessions
  • 69. The Fastest Way to Onboard Teams to OKRs Krezzo’s Alignment Center comes packed with role-based OKR training courses and content designed to quickly get people trained on OKRs in a consistent, scalable and engaging way. It’s the fastest way to drive operational alignment at scale with OKRs. We provide three tracks for operational leaders, managers, and contributors to learn OKRs. Role-Based Learn quickly with engaging and rapid fire OKR experiences so you can get back to business. Lightweight Learn OKRs together and get insights into engagement reporting across teams and users. Dedicated Product #2: Alignment Center Licensed Courseware
  • 70. OKR Powered Operational ALIGNMENT Purpose-built for OKRs so teams can quickly create high-quality OKRs. Simple. Visual. Intuitive. Centralize business priorities and have more meaningful conversations. Align Strategy at Scale Product #3: Krezzo Platform (Coming Soon)
  • 71. Thanks again! If you’re interested in engaging further, don’t hesitate to reach out! Book Free Consultation Book Training Discovery Book Platform Demo