The OKRs Field Book: A Step-by-Step Guide for Objectives and Key Results Coaches

by Ben Lamorte

Sample Email with Prework for a Top‐Level Workshop Here is an actual email that an OKRs project lead sent to leadership to prepare for an upcoming top‐level OKRs workshop. Use this sample as inspiration. From: OKRs Project Lead To: All Top‐Level OKRs Workshop Participants When: 1 week prior to workshop [send reminder 1‐2 days before workshop] Email Subject: Prep for OKRs Workshop [Email Body] Team, Here is the required material to review ahead of our upcoming workshop on [date]: Pre‐read: Objectives and Key Results, by Niven & Lamorte6 Pre‐watch: Christina Wodtke's Executioner's Tale7 Workshop Goal: Learn about the OKRs methodology and draft company‐level OKRs in a workshop facilitated by [YOUR NAME], who is an expert on OKRs. Preparation: Please submit an objective that you think is critical to focus on this year. Include a few sentences to explain why you feel the objective is important now. Company‐level objectives should… Reflect overall business goals (not just your team). Begin with a verb (improve, increase, etc.). Be qualitative (no numbers). Here are sample objectives as inspiration:8 Objective: Win Belgium market! Why Now? Competitor X just closed three major accounts in Belgium, and while we continue to be the leader in the Netherlands, we are at risk of losing traction in Belgium. Belgium is a critical region for us to dominate, as it is home to many fashion trendsetters and key influencers. Objective: Successfully launch add‐on product ABC. Why Now? With mo...