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

by Ben Lamorte

OKRs Cycle Step 1: Set and Align OKRs Questions about mission Whom do we serve? Who is our customer? Why do we exist? What is our purpose? What do we offer? What is our core offering? What is the long‐term impact we make? Questions about alignment What teams do we depend on? Which teams do we collaborate with most often? Which teams depend on us? How? Questions about objectives Fundamental objective question: What is the most important area to focus on to make measurable progress in the near term? Why is this objective so important? Why now? If we could only focus on one objective, what would it be? Questions about key results (when drafting) Fundamental key result question: At the end of the period, how will we know “the objective” will be achieved? What metric needs to move to make progress on the objective? Questions to convert tasks into key results (when drafting) Fundamental task‐to‐key result question: What is the intended outcome of the task? If we complete the task, does that mean we've achieved the objective? What is the most amazing outcome you can imagine that could result from completing the task? Questions about key results (when refining) Measurable: Rather than “increase the metric to Y,” can we specify where we are now? Can we write in the form “increase the metric from X to Y”? Clear: Can any jargon or acronyms be removed or clarified? Would a high school graduate understand the key result? Scoring Stretch: What is the most amazing outcome you can imagine...