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OKR Strategy Session Outline

This document outlines an agenda for an OKR strategy session to define the organisation's objectives and key results for the upcoming year. The session will involve brainstorming ideas individually and as a group, followed by voting to select the annual objective and key results. Participants will then develop potential roadmap actions to achieve the objectives. The goal is to have an inclusive process that taps into everyone's creativity to collectively determine what the organisation must focus on and accomplish over the coming year.

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Yannick Mayenga
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222 views4 pages

OKR Strategy Session Outline

This document outlines an agenda for an OKR strategy session to define the organisation's objectives and key results for the upcoming year. The session will involve brainstorming ideas individually and as a group, followed by voting to select the annual objective and key results. Participants will then develop potential roadmap actions to achieve the objectives. The goal is to have an inclusive process that taps into everyone's creativity to collectively determine what the organisation must focus on and accomplish over the coming year.

Uploaded by

Yannick Mayenga
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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OKR Strategy Session

Strategy Session Format

Introduction
The objective of this session is to have a collective map of what we, as a team, believe
[ORGANISATION] focus should be in [YEAR]; what we all feel we must nail next year and should
put a focus on, and resources into, achieving.

At the end of the session we will have an annual:

● Objective
● Key results
● Roadmap of actions

Alongside a document of all ideas generated during the session.

The process is designed to be:

● Anti groupthink / brainstorm


○ Working alone, and then bringing ideas together
○ Getting the best of all the creativity and brains within the team
● Be a creative process (strategy is a creative process)
● Be inclusive (allow everyone to feel apart of the process)

Concepts:

● Must-do
○ The OKRs that we decide upon are what [ORGANISATION] Must do as opposed to
what they “Should” or “Could” do
○ We’re going to come up with a lot of ideas that are really great and we’ll likely a lot
of them, but this process is deciding what we collectively feel we Must do to achieve
our desired growth
○ Often other ideas generated will form roadmap action points

● Freethinking
○ Everyone's quiet, with 5 minutes to think of new ideas at various stages, adding one
thing per post-it note on marker pens
■ Marker pens enable you to be succinct and clear in your idea due to lack of
space

● Post-it note wall


○ Will act as a record of a communal brain of ideas from the various sections of the
session
● Spot-voting
○ Everyone will have x votes, where you can spread your votes out across ideas or put
them all into one
○ You can vote for your own ideas
○ It’s not a democracy, there is a decision maker who will be asked to make decisions
during key points which will shape the next section - everyone is able to contribute
their ideas and views before a decision is made
○ Voting is done in silence
● Goal-oriented roadmap
○ The roadmap/actions are not the objective, they are flexible tasks that are reviewed
regularly and what we believe will enable us to hit the key results
● How might we (HMW)
○ A method of reframing a problem or challenge statement into one that encourages
idea creation and solutions to these challenges
○ Challenges/problems reframed to begin with “How might we...”

Roles:
● Co-Ordinator - [NAME]
○ The coordinator is in charge of timings and ensures the session both runs smoothly
and is inclusive

● Decider - A decided must be nominated from [ORGANISATION]


○ At various points someone has to make a decision to move the session forward, once
the decision is made an explanation will be given and we will move on

Housekeeping:

● No devices (apart from the co-ordinator)


● There will be breaks scheduled

Pre-Work

Section Details
Ask the experts - ● Each attendee to complete the Google Form on:
Google Form ○ What they believe [ORGANISATION]’s objectives and
main focus in [YEAR] should be
○ Think what they believe [ORGANISATION]’s biggest
challenges will be and provide two examples in the form of a
“How might we…” statement
■ i.e. “How might we convince customers to choose
us over our competitors”
Familiarisation with ● If possible, read pre-prepared information on this topic provided
OKRs (Objectives
& Key Results)
Schedule

Section (and Details


timing estimate)

Introduction (10 ● [CO-ORDINATOR] to introduce the session, concepts and the


mins) process
Review of Survey ● Pre-prepared results from the Google Form survey will be presented
Results - Objectives on a post-it note wall to show the key themes that came out of the
& HMW survey
(20 mins) ● Pre-prepared results from the Google Form survey will be presented
on HMW questions
● Period of review for everyone to read the post-it note wall
● Go around the room to get any initial feedback on these key themes
and HMW areas
Objectives - ● After everyone has had a chance to review the outcome of the survey
Freethinking and we’ve review and discussed the HMW section, it’s the chance to
(10 mins) add additional themes and ideas to post-it note wall with this new
understanding
● Everyone's quiet, 5 minutes to think of new ideas, add one thing per
post-it note on marker pens
● Go around the room and ask each person in turn for one of their new
ideas along with a brief explanation.
● New ideas added to the post-it note wall
Spot-Voting ● Everyone will have 5 votes, where you can spread your votes out
(5 mins) across ideas or put them all into one
● You can vote for your own
DECISION & BREAK (10 mins)

Decision ● Decision maker explains their choice of objective theme that they
Explanation feel [ORGANISATION] must do
(5 mins)
Objective ● Create the wording of the [YEAR] annual objective based on the
Formation chosen theme - this should be an inspirational message to get behind
(10 mins) and not measurable

Key Results - ● Based on the objective we need to formulate measurable key results
Freethinking so come the end of [YEAR] we can say if we met the annual
(15 mins) objective
● Everyone's quiet, 5 minutes to think of new ideas, add one thing per
post-it note on marker pens
● Post-it notes added to the post-it note wall and grouped into themes
● Post-it note wall reviewed
Spot-Voting ● Everyone will have 5 votes, where you can spread your votes out
(5 mins) across ideas or put them all into one
● You can vote for your own
DECISION & BREAK (10 mins)

Goal-oriented ● With our annual objective and key results for how we will measure
roadmap - the success determined, this is the chance to come up with a list of
Freethinking xN (20 possible actions [ORGANISATION] can take to make sure they hit
mins) the objective
● This is the chance to be creative and really think outside the box
● This is repeated for each key result
● Post-it notes added to the post-it note wall under the respective key
result

Wrap up ● Review the outcome of the session; annual objective, key results and
(10 mins) roadmap

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