OKR Coaching

Our 2-Cycle Remote Coaching Program


Phase 1. Deployment Coaching 

Scheduling (Complete in Month 1)

We must understand why you want to or have started deploying OKRs. If you have an existing strategy and any OKRs already in place, we will assess how it works. Based on your unique situation and the goals of your OKR program, we will define your deployment plan.

Examples of Deployment Parameters:
These essential questions must be answered BEFORE deploying OKRs:

  1. Levels: At what level will we set OKRs?
  2. Number: How many OKRs will we set?
  3. Scoring: How will we score OKRs?
  4. Cycle Time: How long is an OKR cycle?
  5. Types: What are the three types of key results? Do we allow milestones?
  6. Tooling: Where do we draft, publish, and track OKRs? What templates do we use?
  7. Performance Reviews: How will OKRs relate to performance reviews?
  8. OKRs vs KPIs: How do we differentiate OKRs from KPIs?
  9. Alignment: How will we ensure OKRs are aligned?
  10. Bottoms-Up: How will we ensure most OKRs originate bottoms-up?

Your deployment parameters answer these questions and more. We must confirm these parameters even if you already have an OKR program. They are the foundation of your OKR program. It goes quickly. We will do this in several coaching sessions over a couple of weeks.


Phase 2. Training 

Scheduling (Complete in Month 2)

The parameters established in Phase 1 will serve as the foundation for your OKR training program. We provide tailored training to help you establish top-level and/or team-level OKRs. We may incorporate OKR expert training to create a group of internal OKR Coaches (also known as OKR Ambassadors or OKR Experts). These internal coaches ensure your OKR program is sustainable after we leave. Yes, we do plan to leave. It’s important to note that while we’re committed to helping you succeed, our ultimate goal is to empower your team to carry on without us.

 We begin training workshops with an overview of OKRs focusing on your unique deployment parameters. Most training workshop time is dedicated to interactive exercises to help your team develop real OKRs. Remote training workshops run 2-3 hours. These workshops work best with small groups of 5-10. However, we can accommodate up to 25 participants with online breakout rooms.


Phase 3. Cycle Coaching

Scheduling (Months 2-8)

After delivering training to introduce OKRs, we guide your team(s) through a 3-step OKRs Cycle: 

1) Set and Align OKRs, 

2) Check-In and Monitor, and 

3) Reflect and Reset. 

OKR Cycles typically run 3-4 months and I want to be there with you for two cycles. Let’s review a quick overview of each of the 3-steps.

  • OKR Cycle Step 1: Set and Align OKRs

    While the OKRs training from phase 2 will include some form of OKRs drafting, you will not end the training with a final set of OKRs aligned and ready to publish. In this first step of the OKRs cycle, we help you refine, align, and publish your OKRs in a single location, your “OKRs Tracker.” This can be a dedicated software tool or you can use one of our field-tested OKRs Tracker spreadsheets which tend to work quite well when getting started.

  • OKRs Cycle Step 2: Check-In and Monitor

    We effectively wrote down our goals in Step 1, Set and Align OKRs. Publishing OKRs in a single location is a big win. Your team may be elated at this stage. In many cases, simply creating OKRs can lead to increased focus, alignment, and engagement. However, your work here is not done. We want to ensure you integrate OKRs into daily work throughout the OKRs cycle. Now, we need to focus on those goals and execute them. Without a coach, many teams simply go back to their desk and work on their to-do list. They do not integrate OKRs into their daily work.

  • OKRs Cycle Step 3: Reflect and Reset

    Reflect and Reset, is a crucial step in the OKRs cycle. Many organizations perform a retrospective that focuses on looking back; we prefer to do this step this way as it features both a reflection on the past AND a reset into the future. As OKR coaches, we do not hold you accountable for achieving all your key results. However, we hold you accountable for documenting learnings and applying these learnings to the next OKRs cycle. At the end of the period, we facilitate a Reflect & Reset session to document these learnings and ensure you apply them.

How long is our Remote OKR Coaching program?

The ideal 2-cycle OKRs coaching program runs 8 months. This enables your first cycle to emphasize learning rather than scale. During the first cycle, it’s best to carve out a pilot group for OKR coaching rather than including the entire organization. The second cycle focuses on applying the learnings from the first cycle to the pilot group. In the second cycle, you refine your approach to OKRs with pilot teams and explore how best to expand the use of OKRs across the organization.