About OKR Master/Champion Certified Professional

• Program is a 2-day course

• Attendees will gain an understanding about OKRs and how to implement an OKR framework in an
organization
• Participants of this program will coach organizations and teams through a successful OKR
implementation
• This course incorporates additional learning about corporate goals, agile practices, strategic
alignment, and additional techniques
• Digital credentialing through Credly with lifetime accreditation

Who should attend?

• CEOs/CXOs/Chiefs of Staff
• HR Professionals
• Change Leaders
• Startup Professionals & Entrepreneurs
• Agile Coaches & Project Managers
• Consultants
• Management position or higher in a corporation
• Business Leaders, Executives
• Employees who will be involved in OKRs definition
• There are no prerequisites to take this certification program

Who is CertiProf®?
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

CertiProf® is a certifying entity founded in the United States in 2015, currently located in Sunrise,
Florida.

Our philosophy is based on the creation of knowledge in community and for this its collaborative
network is formed by:

• Our Lifelong Learners (LLLs) identify themselves as continuous learners, demonstrating their
unwavering commitment to lifelong learning, which is vitally important in today's ever-changing
and expanding digital world. Whether they pass the exam or not.
• Universities, training centers, and facilitators around the world are part of our network of allies
ATPs (Authorized Training Partners.)
• The authors (co-creators) are industry experts or practitioners who, with their knowledge, develop
content for the creation of new certifications that respond to the industry needs.
• Internal Staff: Our distributed team with operations in India, Brazil, Colombia, and the United States
is in charged of overcoming obstacles, finding solutions, and delivering exceptional results.

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Our Accreditations and Affiliations

Agile Alliance

CertiProf® is a Corporate Member of the Agile

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Alliance.

By joining the Agile Alliance corporate program,

we continue empowering individuals by helping
them reach their potential through education.
Every day, we provide more tools and resources
allowing our partners to train professionals
that are looking to improve their professional
development and skills.

https://www.agilealliance.org/organizations/
certiprof/

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 IT Certification Council - ITCC

CertiProf® is an active Member of ITCC.

The fundamental purpose of the ITCC is to

support the industry and its member companies
by marketing the value of certification, promoting
exam security, encouraging innovation, and
establishing and sharing industry best practices.

Credly
This alliance allows people and companies
certified or accredited with CertiProf® to have a
worldwide distinction through a digital badge.

Credly is leading the digital credential movement,

and companies such as IBM, Microsoft,
PMI, Nokia, Stanford University, among others
issue their badges with Credly.
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

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Course Methodology

Presentation Videos

Case studies Examples

Templates Activities

OKR Certification – Key Benefits

• Get enough knowledge to implement OKRs
• Get global recognition as an OKR Master/OKR Champion
• Get a digital badge when the examination is passed
• Takeaway examples, templates, and self-assessments used during the course

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Learning Objectives
• Understand the importance of business strategic
• Understand how to align the organization around a common strategic direction
• Set objectives that align with the Company’s Strategies, Vision & Mission
• Write Key Results that measure the business outcome
• Understand how to set OKR Scoring and Measurement
• Learn the OKR Cycle
• Conduct mid-quarter and quarterly reviews for cross-functional learning
• Get enough knowledge to play the OKR Master/OKR Champion Role
• Understand how to implement OKRs
• Understand all OKR meetings
• Pass the exam

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 Presentation

Name

Company

Job title

Experience

Expectations

Badge
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

https://www.credly.com/org/certiprof/badge/okr-master-professional-certification-okrmpc

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Badge

https://www.credly.com/org/certiprof/badge/okr-champion-professional-certification-okrcpc

Lifelong Learning
Holders of this particular badge have
demonstrated their unwavering commitment
to lifelong learning, which is vitally important

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

in today's ever-changing and expanding digital
world. It also identifies the qualities of an
open, disciplined and constantly evolving mind,
capable of using and contributing its knowledge
to the development of a more egalitarian and
better world.

Acquisition Criteria:
• Be a candidate for a CertiProf certification
• Be a continuous and focused learner
• Identify with the concept of lifelong learning
• Really believe and identify with the concept
that knowledge and education can and should
change the world.
• Want to boost your professional growth

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 OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

8
Bibliography

OKR. Master the

Performance Framework
Objectives and Key that Google Perfected.:
Results: Driving Create & Achieve Your
Focus, Alignment, and Top Startup and Personal
Engagement with OKRs Goals Using the Leading
Innovation Management
Paul R. Niven and Ben System
Lamorte
Saygin Celen

The OKRs Field Book: Objectives + Key Results

A Step-by-Step Guide (OKR) Leadership;: How to
for Objectives and Key apply Silicon Valley’s secret
Results Coaches sauce to your career, team
or organization
Ben Lamorte
Doug Gray

Product Direction:
How to build successful Toolbox Objectives
products at scale with and Key Results:

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Strategy, Roadmaps, Transparent and Agile
and Objectives and Key Strategy Execution with
Results (OKRs) OKR

Nacho Bassino Daniela Kudernatsch

Specific Measurable
Results: Objective Key
Results -90 Days to
Success

Suresh Mansharamani

9
 How Google Sets Goals: OKRs / Startup Lab Workshop

Google Ventures Startup Lab

| GV partner Rick Klau covers
the value of setting objectives
and key results (OKRs).

https://www.youtube.com/watch?v=mJB83EZtAjc&t=5s&ab_channel=GV

Content
1. Introduction to OKRs I
2. Introduction to OKRs I I
3. Setting OKRs I
4. Setting OKR II
5. Aligning OKRs
6. Managing with OKR
7. Examination
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

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 AGENDA

Introduction to OKRs I 14
Activity: Warm-Up 15
Goal Management: Short History 16
Andy Grove, OKR Inventor 16
What companies use OKRs? 17
Popularity for ‘OKR’ on Google Trends 17
What are Objectives and Key Results (OKRs) 18
Objectives (The “What”) 18
Key Characteristics of Objectives 19
Objective: Quality Check Criteria 19
Key Results (The “How”) 19
Key Characteristics of Key Results 20
Key Result: Quality Check Criteria 20
Initiatives 20
Activity: Talking About Some OKRs 21
Committed vs. Aspirational OKRs 22
Moonshots vs Roofshots 23
Hierarchy of OKRs 23
Recap 24
Introduction to OKRs II 25
Goal Management: MBOs 26
Goal Management: SMART 27
Goal Management: KPIs 27

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

More about OKRs 29
Balanced Scorecard 29
Activity 30
Hoshin Kanri 30
Company’s Culture: What is it? 31
Company’s Culture: Three Different Layers 31
Company’s Culture: What Is It? 31
Mission, Vision, and Strategy 32
The Golden Circle - How Companies Often Define their Mission. By Simon Sinek 33
Activity: Golden Circle 34
Agile Leadership 35
Organizational Challenges, and Why you Need OKRs 35
Benefits /OKR Superpowers 36
More Benefits - John Doerr’s Deck 36

11
 More Benefits 37
OKR Executive Sponsorship 38
Executive Sponsor 38
YouTube’s Corporate Objective 39
Is your company ready for OKRs? 39
Managing with OKRs 40
OKR Champion / OKR Master 41
Roles and Responsibilities: OKR Coach 41
Roles and Responsibilities: OKR Owner 42
OKR Coaching 43
OKRs Coaching Engagement 43
Other possible roles including in OKRs adoption 43
OKRs and CFRs 44
Continuous Performance Management 45
CFR - Conversations 46
CFR - Feedback 46
CFR – Continuous Recognition 46
Mapping OKRs with Kanban 47
OKRs Tools 48
Top 10 OKRs Issues 48
Implementation of OKR will Help the Leader 48
OKR Best Practices and Tips 49
Setting OKRs I 50
Where to Develop OKRs 51
OKRs Process Approach 51
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

The OKR Cycle: 3 Steps for OKR Success 52

Seven Steps for creating Team-Level OKRs 52
OKR Planning Cycle 53
Typical OKR Cycle 53
Sample Annual and Quarterly OKR Timeline 54
OKR Planning Cycle 54
Sample Q2 2020 OKR Schedule 55
Activity: Recap 55
Setting OKRs II 56
OKR Template 60
Creating Objectives - Tips 60
Defining Key Results 61
Activity: Writing Objectives 61
Activity: Writing Key Results 62

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 How an OKR Works Through your Company 63
Brainwriting: Ideation Tool to Create OKRs 63
Business Strategy Canvas 64
Activity: Business Strategy Canvas 64
Aligning OKRs 65
Activity: Confirming the Aligment 66
Creating Alignment 66
Make your OKR Align 67
Creating Alignment 67
Alignment – Strict Alignment 68
Alignment – Directional Alignment 68
Strategic Alignment 69
Horizontal and Vertical Alignment 69
Dwight Eisenhower Priority Matrix 70
OKRs Cadence 70
How to Prepare for a Weekly Check-In? 71
Regular Check-Ins 72
What are weekly check-ins in OKR? 72
Benefits of Weekly Check-Ins 73
Types of Check-Ins 73
Grading OKRs 73
OKRs Grading : Example 74
Grading OKRs 75
Grading OKRs: Template 75
Activity: Recap 76

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

OKR Master Certified Professional 76
OKR Champion Certified Professional 76

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Introduction to OKRs I
• The History of OKRs
• What Are Objectives and Key Results
(OKRs)
• Objectives
• Key Results
• Initiatives
• Committed vs. Aspirational OKRs
Activity: Warm-Up

What happens without clear objectives?

What is the most common reason why objectives fail?

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Recommendation: Use sticky notes to deal with this activity

15
 Goal Management: Short History

Celen, S. (2022). OKR. Arguably the Best Performance Framework to Innovate Your Company and Personal Lives. Retrieved
16 March 2022, from https://medium.com/innovation-party/okr-arguably-the-best-performance-framework-to-innovate-
your-company-and-personal-lives-dc0bf4569a7b

Andy Grove, OKR Inventor

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Andy Grove was the father of management (2022). Retrieved 31 May 2022, from https://www.youtube.
science. Among his many students over the years com/watch?v=L4N1q4RNi9I
was John Doerr, who went on to use Grove’s
methods to revolutionize the way companies like
Google and Apple are run

16
What companies use OKRs?

The OKR system came from Intel.

Google turned to OKRs pretty much immediately and has been using it ever since.
OKRs are a simple way to create a structure for companies, teams, and individuals.

Popularity for ‘OKR’ on Google Trends

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

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 What are Objectives and Key Results (OKRs)

• “OKR” stands for “Objectives and Key Results”

• It is a collaborative goal-setting methodology used by teams and individuals to set challenging,
ambitious goals with measurable results

https://rework.withgoogle.com/guides/set-goals-with-okrs/steps/introduction/

Studies have shown that committing to a goal can help improve employee’s performance.

Research reveals that setting challenging and specific goals can further enhance employee’s engagement
in attaining those goals.

The OKR framework can lead to more transparency, alignment, focus, and agility in your organization.

A critical thinking framework and ongoing discipline that seeks to ensure that employees work together,
focusing effort to make measurable contributions.

Lamorte, B. (2022). The OKRs field book (1st ed., p. 10). NJ: Wiley.

Objectives (The “What”)

• What is my top priority?
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

• What do I want to achieve?

• Objectives are statements that set direction and inspire

• Objectives are statements that help to set priorities
• Objectives must be simple and easy to understand
• Objectives are ambitious
• Objectives must be motivational. (Instead of frustrating)
• Objectives feels a tad uncomfortable
• 3 -4 Objectives per team

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Key Characteristics of Objectives

Aligned and give

High impact Very clear Inspiring
direction

Challenging Time-bound Ambitious Public

Measurable

Objective: Quality Check Criteria

Inspiring Goal State
Inspiration can be taken from your company’s north stars, your vision, mission, or purpose

Qualitative
Focus on the outcome, instead of output

Simple and specific

Keep them concise

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Core: Transparency, clear to be understood, not vague

Key Results (The “How”)

How do I know how far I am getting?
How do I know that the goal is reached?
Key results measure your progress toward an objective.
Key results lead to objective grading

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 Key Characteristics of Key Results

Quantitative/ Quantifiable
Measurable
S.M.A.R.T.
High impact
1 - 5 Key Results per Objective (important to keep focus)
Time-bound (year, quarter, …)
Connected: Objective oriented

Key Result: Quality Check Criteria

• Aligned (Drivers to achieve goals) KEY RESULT
Decrease body fat
• Independent (KR should be independent of by 10%
each other as possible)
• Controllable Lead Metrics INITIATIVE
Run 5 miles every
• Avoid subjectivity week
• Milestones (Each key result represent a
Milestone)
• Non-task-related (KR are not initiatives,
projects or to-do list)

Initiatives
How do I reach the goal?
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Initiatives are the actions taken to make progress on the Key Results
Initiatives are just hypotheses for what work might deliver the biggest impact

• Characteristics
• Activity
• Specific
• Measurable
• Directly controllable
• Derived from OKRs

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Activity: Talking About Some OKRs

OBJECTIVE:

Develop a New Product Vision

Key Results:

1. Interview 50 prospective customers and get their initial feedback

2. Get usability score above 8/10 on UX mockups from 20 prospective customers
3. Specify 5 elements in UX mockups to increase product's usage engagement
4. Get internal feedback score of 10/10 from the sales team

• Objective • Key Results

• Ambitious • Aligned
• Aggressive • High impact
• High impact • Measurable/Progress
• Clear/Simple • Time-specific
• Public • Influenceable
• Aligned • Independent
• Long-term/Short Term • No initiatives or task

Product Management OKR Examples – Koan. (2022). Retrieved 1 June 2022, from https://www.koan.co/okr-examples/
product-management

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

OBJECTIVE:

Achieve Q1 financial targets

Key Results:

1. $750 million topline revenue in Q1

2. $150 million net Income in 01

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 • Objective • Key Results
• Ambitious • Aligned
• Aggressive • High impact
• High impact • Measurable/Progress
• Clear/Simple • Time-specific
• Public • Influenceable
• Aligned • Independent
• Long-term/Short Term • No initiatives or task

Lamorte, B., & Niven., P. (2016). Objectives and Key Results: Driving Focus, Alignment, and Engagement with OKRs (1st ed.,
p. 10). Wiley Corporate F&A.

“While the Objective tells you where to go, the Key Results tell you how far you are from your final destination”.

Committed vs. Aspirational OKRs

• Committed or qualitative OKRs:
Evaluated at the end of a set time and are expected to be achieved

• Aspirational OKRs:
Known as stretched goals.
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Usually, long-term which outlives one OKR cycle.

While an aspirational OKR is a 10x goal or a ‘moonshot, a ‘committed’ goal is closer to business-as-
usual.

While it is expected that committed OKRs are delivered at a rate of 100%, aspirational OKRs are
achieved at a rate of ~70% on average.

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Moonshots vs Roofshots

Moonshots (stretch) Roofshots

Stretch goals Goals that are hard but achievable.
Just beyond the threshold of what seems Success means achieving 100%.
possible.
Success means achieving 60-70%. Committed goals
“70% is the new 100% for stretch goals"

Even reaching 70 or 80 percent in a stretch goal can be a big win

Hierarchy of OKRs

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

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 OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

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Recap
Introduction to OKRs II
• Goal Management
• Mission, Vision and Strategy
• Organization Culture
• Agile Leadership
• Organizational Challenges, and Why You Need
OKRs
• Benefits of OKRs
• Why are you implementing OKR?
• Executive Sponsorship: A Critical Component of
Your OKRs Implementation
 Goal Management: MBOs
Management by objectives (MBO) is a strategic management model that aims to improve the
performance of an organization by clearly defining objectives that are agreed to by both management
and employees.

The following four major components of the MBO process are believed to contribute to its effectiveness:

• Setting specific goals

• Setting realistic and acceptable goals
• Joint participation in goal setting, planning, and controlling
• Feedback

OKRs evolved from the MBO goal setting method after Andy Grove adapted Intel’s MBO process in
the 1970s.
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

OKRs and MBOs: What's the difference?. (2022). Retrieved 1 June 2022, from https://www.whatmatters.com/resources/
okr-and-mbo-difference-between

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Goal Management: SMART
• SMART is a well-known tool for planning and achieving
your objectives
• 5 rules in developing SMART goals

• S = Specific: Details on what you intend to achieve

should be included in your goal
• M = Measurable: You should be responsible for
tracking your progress and evaluating whether or
not you’ve met your objective
• A = Attainable: Your objectives should be challenging.
They should be neither too easy nor too difficult
• R = Realistic: If you put in the time and effort and
have the resources, you should be able to accomplish
your goal
• T = Time-Bound: Your objective should be important
to you at this point in your life and achievable within
the time frame you’ve set

Goal Management: KPIs

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

• Key Performance Indicators (KPI) are a set of quantifiable measures that a company or industry
uses to gauge and compare performance in terms of meeting their strategic and operational goals.
(PMI.org)
• KPIs vary from business to business. But in general, five of the most commonly used KPIs include:

1. Revenue growth
2. Revenue per client
3. Profit margin
4. Client retention rate
5. Customer satisfaction

• A metric is neither a KPI nor a Key Result

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 The difference between KPIs and OKRs. (2022). Retrieved 1 June 2022, from https://www.whatmatters.com/resources/
difference-between-okr-kpi
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

(2022). Retrieved 1 June 2022, from https://getlucidity.com/strategy-resources/kpis-okrs-whats-the-difference/

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More about OKRs
OKR is a complete Goal Management System while KPIs are a set of indicators.

OKRs are key and focus on what matters if monitored for the business success of the organization.
OKRs look to the marketplace and look for actionable metrics that drive some strategic element of the
organization. OKRs are low while KPIs are high.

• OKR is a framework (method)

• OKRs Link Results to Actions
• OKRs are what we MUST do
• OKRs are “key”
• KPIs seek to maximize efficiency, do the right thing
• OKRs maximize effectiveness, do the right thing
• OKRs combine with Growth Hacker, Customer Success, Design Thinking, User interface, Lean
Startup
• OKRs do not replace the use of KPIs (they are used to different purposes)

Balanced Scorecard

• The balanced scorecard (BSC) was developed

in the 1990s
• The Balanced Scorecard was originally

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

developed by Dr. Robert Kaplan of Harvard
University and Dr. David Norton as a
framework for measuring organizational
performance using a more balanced set of
performance measures
• The four perspectives of a traditional balanced
scorecard are Financial, Customer, Internal
Process, and Learning and Growth

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 https://balancedscorecard.org/about/nine-steps/

Activity

What is your OKRs origin story?

Why do you want to be an OKRs Master/Champion?
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Hoshin Kanri
Hoshin Kanri is a strategy execution framework
that ensures focus on a limited number of goals,
as well as alignment and transparency across all
levels.

The leadership team develops breakthrough

objectives and metrics to address a selection of
critical issues.

These are handed down to the level of

departments, teams, and employees.

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Company’s Culture: What is it?
How the Company is Setting the Goals?

• Components of company’s culture:

• The organization’s rules (Attitudes, norms, values, and beliefs) - The employee handbook.
• Traditions (Meetings, standardized communication methods, professional relationships,
retreats)
• Personalities (Behaviors, the individuals, perspectives)

Company’s Culture: Three Different Layers

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Company’s Culture: What Is It?
How do you change the culture of an organization?
Can business goals impact company’s culture?
What are the real lessons of the Wells Fargo case?

In 2015, the city of Los Angeles sued Wells Fargo for unethical customer conduct, accusing the bank
of secretly opening unauthorized accounts that then accrued bogus fees.

https://www.forbes.com/sites/maggiemcgrath/2016/09/08/wells-fargo-fined-185-million-for-opening-accounts-
without-customers-knowledge/

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 Mission, Vision, and Strategy
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Amazon’s mission statement is to “serve consumers through online and physical stores and focus on
selection, price, and convenience.”

Amazon’s vision statement is “to be Earth’s most customer-centric company, where customers can find
and discover anything they might want to buy online, and endeavors to offer its customers the lowest
possible prices.

Source: Lamorte., B., & R. Niven., P. (2016). Objectives and Key Results: Driving Focus, Alignment, and Engagement with
OKRs (1st ed., p. 43). Wiley.

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The Golden Circle - How Companies Often Define their Mission. By Simon Sinek

Simon Sinek uses the Golden Circle to illustrate how companies often define their mission.

They start with the outer circle by answering the question "What?” For example:
"We manufacture mounting systems for solar energy systems.”
They then ask the question "How?" and answer with:For example:
"We are better and faster than the competition.”
The question about the core of the company, i.e., "Why?" is often neglected.

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Kudernatsch, D. (2021). Toolbox objectives and key results (1st ed., p. 41). Orlando, FL: Independently published.

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 Activity: Golden Circle

Using the Golden Circle take 5 minutes trying to write down the mission of your life, team, or company.
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Kudernatsch, D. (2021). Toolbox objectives and key results (1st ed., p. 41). Orlando, FL: Independently published.

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Agile Leadership

Organizational Challenges, and Why you Need OKRs

“OKRs have helped us to 10x growth, many times
over. They’ve helped make our crazily bold mission

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

of organizing the world’s information perhaps even
achievable. They’ve kept me and the rest of the
company on time and track when it mattered the
most”.

Larry Page, the co-founder and former CEO of Google

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 Sustaining Non-traditional, Executing the Embrace Modify previous Employees'
Growth hierarchical, and Business agility business models to engagement
functional models Strategic adapt the company

Benefits /OKR Superpowers

Abbreviated to FACTS by John Doerr:

Focus OKR helps focus only on what’s most important by

prioritizing only the work that has the biggest
business impact.
Alignment OKR helps managers and employees align all their
efforts, making sure that everyone in the
organization is moving in the same direction.
Commitment People achieve remarkable results when they’re
engaged with a purpose.
Tracking (Track for Accountability) Every OKR should be able to be tracked via the
metrics established when they were written.
Stretching (Stretch Goals) OKRs should inspire individuals and organizations
to excel by doing much more than they thought
possible.

More Benefits - John Doerr’s Deck

Disciplines Thinking
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Communicates accurately

Establishes indicators for measuring progress

Shows how far along we are

Focusses Effort

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More Benefits

Cultural shift Employees’ Continuous Agility Visionary

engagement Learning thinking (stretch
the thinking
about what’s
possible)

OKR Superpowers

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

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 OKR Executive Sponsorship

Involve a top-management
CEO or another top-level
in the OKRs
executive member
implementation from the
supporting or sponsoring.
beginning

Commitment from high- Visible support from the

level leadership to the CEO and senior leadership
OKR Initiatives team

Identify OKR Champions,

OKR Champion’s ideal
each department should
ratio is 30:1
have at least one champion

Executive Sponsor
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Responsibilities of executive sponsors include:

• Communicate why the organization is adopting OKRs

• Confirm deployment parameters as recommended by project leads
• Help gather objectives for the top-level OKRs drafting workshop
• Participate in top-level OKRs workshops
• Meet with team leads to confirm team-level OKRs are aligned with the organization’s strategy
• Bring energy and life to the OKRs program (e.g., secure resources, make opening remarks at OKRs
trainings, present top-level OKRs at companywide meetings)

Lamorte, B. (2022). The OKRs field book (1st ed., p. 37). NJ: Wiley.

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YouTube’s Corporate Objective

“Reached 1 billion hours of watch time per day (by

2016)”.

1. Search team + Main App (+XX%), Living Room

(+XX%)
2. Grow kids’ engagement and gaming watch
time (X watch hours per day)
3. Launch YouTube VR experience and grow VR
catalog from X to Y videos

Doerr, J. (2018). Measure what matters (1st ed., p. 163).

New York: Portfolio/Pinguin.

Is your company ready for OKRs?

The organization needs to be ready for OKR and have a culture that helps it thrive.

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

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 Managing with OKRs
• OKR Champion/Master
• OKR Coaching
• OKR Roles
• OKRs Coaching Engagement
• Continuous Performance Management and CFR
• Software and OKRs
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

• Tips, best practices, and Issues

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OKR Champion / OKR Master
• An OKR Practitioner or Expert for the implementation of OKRs inside an organization
• An OKR Champion is similar to Scrum Master or Blackbelts in Lean 6 Sigma, and their support can
be critical to the successful implementation of OKR in the company

Responsibilities

• Guidance/training on how to put together/set an organization’s Mission Statement, Long-Term

Objectives, Annual OKRs and Quarterly OKRs
• Work with managers to set their teams’ OKRs and ensure that organization is moving towards
achieving them
• Identify opportunities to merge individual team OKRs and identify inefficiencies
• Understand OKRs status across all teams
• Contribute to the training of new members
• Help to track OKRs within different teams weekly
• Help the organization to prepare quarterly OKRs
• Organize yearly opening and closing OKR events
• Organize quarterly OKR events

Roles and Responsibilities: OKR Coach

OKR coaches are the guardians of the OKR process, similar to Agile Coaches. They teach the organization
about using OKRs.

Conduct the checking event to monitor the progress of the OKRs. It is not recommended that they are

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

managers as there may be a conflict of interest.

They do not need to act on the team where they are an OKR Coach, they can monitor OKRs from other
teams.

The market also adopts other names for the same role (OKR Champion, OKR Master). It is critical
having the best performers as OKR Coaches.

• Teach the company about OKRs

• Continuous Improvement Agents
• Conduct weekly check-in meeting
• Update the progress percentage of each OKR
• Help developing action plans for unreached OKRs
• It's good that they are not the managers

41
 OKR Coach
Roles and Responsibilities: OKR Owner

In general, the OKR owner is the leader or person most involved with the success of that OKR and may
be the manager; it is primarily responsible for coordinating action plans if there is no progress with that
OKR. However, OKRs are always the responsibility of all team members, He/She pushes the team to
accomplish that OKR.

• Work with team to develop OKRs

• Updates OKR Coach at weekly check-in meetings (together with the team)
• Align teams with action plans to achieve OKRs
• Leads team to present OKR results at the end of cycle
• May be the Manager
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

OKR Owner

42
OKR Coaching

Partnering with clients in a thought-provoking, creative, and structured process over three phases.

Phase 1: Deployment coaching to align on the answers to the questions that define an OKRs program
and define the roles and resources that will support the OKRs program.
Phase 2: Training to ensure a shared understanding of OKRs.
Phase 3: Cycle coaching, inquiry that enables a client to critically reflect throughout the three steps
of an OKRs cycle to (1) align on where and why to focus effort to make measurable improvement, (2)
communicate and monitor progress, and (3) document and apply learnings to the next OKRs cycle.

Lamorte, B. (2022). The OKRs field book (1st ed., p. 18). NJ: Wiley.

OKRs Coaching Engagement

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Duration of an OKRs coaching engagement : 8 to 12 months.

Lamorte, B. (2022). The OKRs field book (1st ed., p. 31). NJ: Wiley.

Other possible roles including in OKRs adoption

• OKR Coach (External and Internal)
• OKR Owner
• OKR Project Lead
• OKR Coordinator

43
 OKRs and CFRs

• Conversations, Feedback, and Recognition

“Was the goal achieved or not?”

• The combination of OKRs and CFRs become into Continuous Performance Management

• Good questions to ask for Conversation and Feedback

• How are your OKRs coming along?

• What critical capabilities do you need to be successful?
• Are there any blockers that could stop you from attaining your objectives?
• What OKRs need to be adjusted—or added, or eliminated—in light of shifting priorities?
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

44
Continuous Performance Management

CPM, create a healthy relationship between the employees and the manager.

CPM, makes the workplace productive and motivating.

Continuous performance management is an ongoing process that takes place

in the company throughout the year where feedback and insights are shared.

Setting OKRs
Continuous performance management Entails regular and ongoing
has two-part: conversations, tailored base on
the needs

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Awesomeproductsquad.com

45
 CFR - Conversations

• A verbal exchange between manager and

employee that drives performance, covering
employee development, engagement,
behaviors, and competencies
• Five critical areas of conversation are:
1. Goal setting and reflection
2. Ongoing process updates
3. Two-way coaching
4. Career growth
5. Lightweight performance review

CFR - Feedback
• Communication up, down, and across
organizational lines that assess behaviors and
outcomes
• Bidirectional
• Positive feedback
• Concrete/specific
• Timely
• To evaluate progress and guide future
improvements
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

CFR – Continuous Recognition

• Institute peer-to-peer recognition Bi-directional
• Establish clear criteria feedbacks Recognize

• Share recognition stories

• Make recognition frequent and attainable
On-going
• Tie recognition to company goals and Conversations
Engage
strategies
Conversation
Feedback
Recognition
(CFR)

46
Mapping OKRs with Kanban

Kanban is focused on visualizing work.

Benefits

• Align Strategy and Execution

• Track Team Progress Toward Company Goals
• Empower more effective leadership
• Facilitate strategic discussions of the company’s performance during management meetings

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Source: Kanban Board OKR Template | OKR Example | Teamhood. (2022). Retrieved 1 June 2022, from https://teamhood.
com/kanban-resources/kanban-board-okr-template/

47
 OKRs Tools

• Google Docs/Sheets.
• CertiProf OKR Template.
• Free / Paid Tools.
• OKRs tools are a critical and significant part of the OKR framework.

Some attributes:

• User interface
• Usability
• Goal Maps
• Reporting and Insights
• Integration
• Customizable
• Flexible

Top 10 OKRs Issues

1. Set it and forget it
2. Failing to designate an OKR Champion
3. Linking OKRs to performance evaluations and compensation
4. Not communicating the value of OKRs
5. Not training or engaging employees
6. Having too many OKRs
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

7. Focusing on tasks, not outcomes

8. OKRs are too easy or unrealistic
9. Setting only top-down objectives
10. Not learning from each cycle

Implementation of OKR will Help the Leader

• Generating transparency
• Improving communication
• Increasing engagement levels
• Stimulating collaboration

48
OKR Best Practices and Tips

• Start setting your OKRs before the quarter begins

• To maximize focus, prioritization is essential
• Finalize OKRs before the quarter starts
• Start planning your next quarter’s OKRs 2-4 weeks before it starts
• Communicate objectives with the rest of the company
• Balance between committed and aspirational
• Discuss why the objectives are important
• Create an OKR playbook
• Train and engage everyone
• Put a priority on the outcomes
• Department/team managers should introduce their teams to the Company level Objectives
• Align Team OKRs with Company Objectives
• Implement a weekly process (Engage, Progress)
• Team members need to set new weekly plans as well as update the Team OKRs on an ongoing basis
• Monthly OKR Reviews (Lessons learned, Challenges)
• Hold company-wide reviews at the end of the quarter (Review OKRs regularly)

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

49
Setting OKRs I
• OKR Process Approach
• OKRs Cycle
• OKR Planning Cycle
Where to Develop OKRs

Top level

Business units

Entire organization

Pilot at a business unit

OKR for projects

Few teams using a single set of OKRs

OKRs Process Approach

1. The organization's top management sets 3-5 ultimate annual objectives and breaks them down into
quarters.
2. The objectives are cascaded downwards, and each team sets its own 3-5 objectives that are aligned
with the top management's ultimate objectives.
3. Team members and managers engage in identifying 3-5 objectives and key results which should
align with team and company objectives.
4. Managers and team members mutually agree on set OKRs and ensure that they are stretch goals
that are not easily achievable and will give amazing results.
5. Ensure that OKRs are transparent and available to anyone in the organization so that everybody is
aware of the bigger picture, is individually accountable, and can also hold each other accountable.

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

At the tail end, all participants will evaluate their key results and score them at the end of the OKRs
cycle or quarter to monitor progress against set targets.

Celen, S. (2021). OKR. Master the Performance Framework that Google Perfected.: Create & Achieve Your Top Startup and
Personal Goals Using the Leading Innovation Management System (1st ed., p. 13). Orlando: Independently published.

51
 The OKR Cycle: 3 Steps for OKR Success

An OKR cycle aims to improve teamwork and

communication and meet strategic goals.

The cycle is just three steps, repeated every

quarter:
• Set
• Align
• Achieve (Retrospective)

A typical OKR cycle might be 4 to 6 weeks for

small-to-medium companies setting OKRs for the
first time.

The cycle is just repeated every quarter.

Seven Steps for creating Team-Level OKRs

1. Agree on a Mission
2. Check the alignment
3. Develop Objectives
4. Draft key results
5. Covert task to key Results
6. Challenge the set of Key Results
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

7. Refine Key Results. Finalize Team-Level OKRs

Lamorte, B. (2022). The OKRs field book (1st ed., p. 112). NJ: Wiley.

52
OKR Planning Cycle

Celen, S. (2021). OKR. Master the Performance Framework that Google Perfected.: Create & Achieve Your Top Startup and
Personal Goals Using the Leading Innovation Management System (1st ed., p. 13). Orlando: Independently published.

Typical OKR Cycle

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

53
 Sample Annual and Quarterly OKR Timeline

OKR Planning Cycle

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

https://thenorth.io/okr/okr-cycle/

54
Sample Q2 2020 OKR Schedule

Source: How to Run a Remote OKR Planning Cycle - Koan Blog. (2022). Retrieved 1 June 2022, from https://www.koan.co/
blog/how-to-run-a-remote-planning-cycle

Activity: Recap

How often do we set OKRs?

How many OKRs do we have?
Do OKRs stay the same from quarter to quarter?

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Can OKRs change during the quarter?

55
Setting OKRs II
• Activity: Analyzing OKRs
• Activity: Creating Objectives
• Activity: Creating Key Results
• Activity: Defining Initiatives
OBJECTIVE:

Create a community for our partners/resellers (MQLs).

Key Results:

1. Publish 5 new partner-focused whitepapers by Q1

2. Launch 7 webinars to educate our partners
3. Do a 5-city Lunch & Learn event for partners

• Objective
• Ambitious
• Aggressive
• High impact
• Clear/Simple
• Public
• Aligned
• Long-term/Short Term

• Key Results
• Aligned
• High impact
• Measurable/Progress
• Time-specific

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

• Influenceable
• Independent
• No initiatives or task

Marketing OKR Examples – Koan. (2022). Retrieved 1 June 2022, from https://www.koan.co/okr-examples/marketing

57
 OBJECTIVE:

Make a measurable impact on teachers across the globe.

Key Results:

1. End Q1 with 1 million monthly active teacher users

2. Add 20k teacher users outside of North America in Q1
3. Increase teacher Net Promoter Score to 50 as measured in last month of O1

• Objective • Key Results

• Ambitious • Aligned
• Aggressive • High impact
• High impact • Measurable/Progress
• Clear/Simple • Time-specific
• Public • Influenceable
• Aligned • Independent
• Long-term/Short Term • No initiatives or task

Lamorte, B., & Niven., P. (2016). Objectives and Key Results: Driving Focus, Alignment, and Engagement with OKRs (1st ed.,
p. 10). Wiley Corporate F&A.

OBJECTIVE:

Scale business operations effectively.

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Key Results:

1. Increase revenue per employee to $250k in Q1 ($215k last year)

2. 50% of employees accepting offers in Q1 originate from employee referrals

• Objective • Key Results

• Ambitious • Aligned
• Aggressive • High impact
• High impact • Measurable/Progress
• Clear/Simple • Time-specific
• Public • Influenceable
• Aligned • Independent
• Long-term/Short Term • No initiatives or task

58
OBJECTIVE:

Deliver quality school district leads cost-effectively.

Key Results:

1. Report baseline metric to reflect ROI of 10 school district marketing events with costs over $10,000
2. Achieve an overall marketing cost per lead below $65 in Q1
3. 5% of leads generated in Q1 convert to paying customers within 4 weeks of creation

• Objective • Key Results

• Ambitious • Aligned
• Aggressive • High impact
• High impact • Measurable/Progress
• Clear/Simple • Time-specific
• Public • Influenceable
• Aligned • Independent
• Long-term/Short Term • No initiatives or task

Lamorte, B., & Niven., P. (2016). Objectives and Key Results: Driving Focus, Alignment, and Engagement with OKRs (1st ed.,
p. 10). Wiley Corporate F&A.

OBJECTIVE:

Grow our teacher Install base and support Japan rollout.

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Key Results:

1. Add 500,000 new monthly active teacher users in Q1

2. Increase teacher user retention from 91% to 95% in Q1
3. Sign up our first 100 active teacher users based in Japan by end of O1

59
 • Objective • Key Results
• Ambitious • Aligned
• Aggressive • High impact
• High impact • Measurable/Progress
• Clear/Simple • Time-specific
• Public • Influenceable
• Aligned • Independent
• Long-term/Short Term • No initiatives or task

Lamorte, B., & Niven., P. (2016). Objectives and Key Results: Driving Focus, Alignment, and Engagement with OKRs (1st ed.,
p. 10). Wiley Corporate F&A.

OKR Template
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Creating Objectives - Tips

• Three Elements of OKRs
• Verb: Improve customer retention
• Outcome: By 15%
• Deadline: By the end of Q422

60
Defining Key Results

• Characteristics of Effective Key Results

• Tips for Creating Key Results
• Types of Key Results

Activity: Writing Objectives

Practice writing objectives for your business using each of these headers:

Each person must write their own OKRs because each person manages their own business outcomes.

There are two types of objectives: operational and aspirational.

Operational objectives are the important activities to maintain your business, whereas aspirational
objectives are the important activities to transform your business.

You want to strive for 60% aspirational objectives in your team.

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Where do I want to go?
Sales operational objective
Sales aspirational objective
People operational objective
People aspirational objective
Process operational objective
Process aspirational
objective
Technology operational
objective
Technology aspirational
objective

Gray, D. (2019). Objectives and key results (OKR) leadership (1st ed., p. 31). Franklin, TN, USA: Gray Publications.

61
 Activity: Writing Key Results

Key Results (KRs) are the 3-5 measures of each objective.

They are quantitative and measurable.

KR Formula #1: Adopt the formula "as measured by ' to confirm if something is a good OKR.

KR Formula #2: Adopt the formula "from x to y by z date" when writing KRs.

Objective KR1 KR2 KR3

People operational
objective
People aspirational
objective

Gray, D. (2019). Objectives and key results (OKR) leadership (1st ed., p. 31). Franklin, TN, USA: Gray Publications.

See PDF document attached to the program.

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Objectives and Key

Results Infographic

62
How an OKR Works Through your Company

Screenshot of a Google presentation

Brainwriting: Ideation Tool to Create OKRs

What is the 6-3-5 Brainwriting technique?

The idea behind 6-3-5 Brainwriting is to have 6 participants write down 3 ideas on a worksheet in a
5-minute timebox.

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

After each participant takes a turn jotting down the 3 ideas, they pass it on to either contribute to the
existing idea or start a new one.

63
 Business Strategy Canvas

Kudernatsch, D. (2021). Toolbox objectives and key results (1st ed., p. 37). Orlando, FL: Independently published.

Activity: Business Strategy Canvas

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Kudernatsch, D. (2021). Toolbox objectives and key results (1st ed., p. 37). Orlando, FL: Independently published.

64
Aligning OKRs
• OKRs Alignment
• OKRs Prioritization
• OKRs Cadence
• Regular Check-ins
• Grading/Scoring OKRs

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

65
 Activity: Confirming the Aligment

What should happen if the strategic OKRs change for some reason in the middle of an OKR cycle?

Is it possible for two teams to have the same key result?

Source: Knowles, B. (2022). Aligning OKRs. Retrieved 1 June 2022, from https://www.youtube.com/watch?v=-Hj1E8qf9XU

Creating Alignment
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Individual and team objectives should be connected via measurable key results to high-level company
objectives.

Every company should aim for OKR alignment between organizational levels, but there are two
different approaches companies can take to achieving this alignment:

Explicit (Strict alignment): In this approach, key results translate directly into the objectives of the level
below them.

Implicit (Directional alignment): In this more flexible approach, organizations establish objectives that
feed into the key results of higher levels but don’t mirror them exactly.

66
Make your OKR Align

There are two different types of OKR alignment:

Explicit and Implicit. Explicit Implicit

More “rigid” More “fluid”

Creativity to
Inheriting
achieve
objective
OKRs

Stresses
Empowers
strong
teams
alignment

Most
common
alignment

More
structured

Creating Alignment

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

https://lattice.com/library/okr-101

67
 Alignment – Strict Alignment

• Key results translate directly

into the objectives of the level
below them

https://lattice.com/library/okr-101

Alignment – Directional Alignment

• Flexible approach
• Organizations establish objectives
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

that feed into the key results of

higher levels but don’t mirror them
exactly

68
Strategic Alignment

Source: Knowles, B. (2022). Aligning OKRs. Retrieved 1 June 2022, from https://www.youtube.com/watch?v=-Hj1E8qf9XU

Horizontal and Vertical Alignment

• Horizontal
Dependencies

• Vertical
Objectives coordination across various hierarchical levels and how they can support one another

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Source: Knowles, B. (2022). Aligning OKRs. Retrieved 1 June 2022, from https://www.youtube.com/watch?v=-Hj1E8qf9XU

69
 Dwight Eisenhower Priority Matrix

The Matrix is a 4-square grid.

Prioritizing

• Aligning OKRs
• Dependent OKRs
• Important AND Urgent OKRs
• Important, but not Urgent OKRs
• Urgent, but not important OKRs
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

https://www.profit.co/blog/okr-university/how-do-i-prioritize-okrs/

OKRs Cadence
Cadences set the frequency with which the organization and its respective teams set and review
their OKRs.

STRATEGIC TACTICAL OKR MONTHLY REGULAR

EVALUATION EVALUATION CHECK-IN CHECK-IN

Purpose: Create a rhythm of continuous and focused progress.

70
Strategic Evaluation Annually Company

Tactical Evaluation Quarterly Company

OKR Evaluation Quarterly Company & Team

OKR Monthly Check-in Monthly Company & Team

OKR Weekly Check-in Weekly Team & Personal

Strategic

Tactical

• Multiple cadences in a company

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

• It’s recommended to use the same cadence across all teams

How to Prepare for a Weekly Check-In?

• Spend some time reviewing your own team objectives
• Revisit the priorities from the previous check-in
• Reflect on the progress you have made against your goals
• Collect all the data to substantiate your progress and the achievements you made
• Identify the problems you encountered, things that slowed you down and the challenges you faced
• Mention the ways with which you can overcome those challenges and solve the problems
• Note down anything that requires clarity about the objectives
• Write down your suggestions, ideas and workarounds for problems that need to be solved
• Look to the future and plan what you would propose to achieve towards the organization’s objectives,
from your current position

71
 Regular Check-Ins

• Regular check-in
• Weekly
• Should be short
• 15 minutes
• Concise and to the point
• Topics to be discussed:
• Past highlights, learning from last week
• Issues and blockers, Challenges
• Upcoming priorities, setting priorities for
the next week, defining plans
• Current value (KRs), Confidence status
(OKRs)
• Assign ownership

Benefits:
• Refocus
• Frequent discussions help ensure that OKRs
remain aligned
• Proactive track progress
• Change in behavior
• Actions to outcomes

What are weekly check-ins in OKR?

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Weekly Pre-Mortem

• What might prevent you from delivering results this week?

• What preventative action can you take now?
• How can you clear your calendar?
• What can you do to delete, delegate, or defer?

The meeting needs to address the following:

• Current status of the goals compared to the previous review

• Activities and initiatives the team indulged in to move towards the objectives
• Achievements made in the last review period
• Challenges, risks and hurdles faced by the team
• The action plan for next week to move further towards the goals

72
Scott Christianson, J. (2022). Objectives and Key Results (OKR) Journal and Planner (1st ed., p. 9). Orlando: Independently
published.

Benefits of Weekly Check-Ins

OKR weekly check-ins help in:

• Verifying outcomes against the goals

• Checking the progress of the teams towards their objectives
• Identifying issues and addressing them
• Encouraging collaboration and coordination amongst team members
• Understanding the relationship between daily activities and achievement of goals
• Creating transparency, ownership, and accountability
• Realigning employees towards objectives if needed
• Celebrating achievements
• Setting the next set of short term goals
• Creating an action plan

Types of Check-Ins
1. Team Status
2. One-on-ones
3. Executive team (OKR status meeting)

Grading OKRs

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

OKRs are usually graded on a scale of 0.0 to 1.0,
1.0 meaning the objective was fully achieved.

Things to consider when grading OKRs:

• The sweet spot for OKRs is somewhere in the

60-70% range
• OKRs are not synonymous with performance
evaluation
• Publicly grade organizational OKRs
• Check in throughout the quarter

Google. (n.d.). Re:work - guide: Set goals with okrs. Google. Retrieved March 31, 2022, from https://rework.withgoogle.com/
guides/set-goals-with-okrs/steps/grade-OKRs/

73
 The Andy Grove method of grading OKRs is a simple “yes” or “no” approach.

A more advanced way to score each key result on a scale.

How to grade your OKRs. (2022). Retrieved 31 March 2022, from https://www.whatmatters.com/faqs/how-to-grade-okrs

• .6- .7 is your target

• Scores matter less than the process
• Company-wide scoring reinforces commitment
• Use low grades to reassess: worth doing?
• What will we do differently to achieve our objective?

OKRs Grading : Example

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

Elakkara, R. (2022). How Are OKRs Graded? [Video]. Retrieved from https://youtu.be/abA8A9f7_ew

74
Grading OKRs

Source: How Google sets goals: OKRs / Startup Lab Workshop. (2022). Retrieved 11 June 2022, from https://www.youtube.
com/watch?v=mJB83EZtAjc

Grading OKRs: Template

Current Value
Company Name

OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

OKR Cycle
Start W 1 W 2 W 3 W 4 W5 W6 W 7 W 8 W 9 W 10 W 11 W 12 W 13 W 14 W 15 Final

Objective 1

Key Result 1

Key Result 2

Key Result 3

Key Result 4

Key Result 5

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 Activity: Recap

What is the correct cadence (or frequency) of OKRs for my company?

How frequently does the strategy need to change?

How frequently do the tactics need to change?

Can different departments/teams have different cadences?

How should you score OKRs?

OKR Master Certified Professional

• Format: Multiple choice
• Questions: 40
• Pass Score: 32/40 or 80%
• Duration: 60 minutes
• Two attempts included (Second chance)
• Supervised: At the Partner's discretion
• Digital credentialing through Credly

OKR Champion Certified Professional

• Format: Multiple choice
OKR MASTER PROFESSIONAL CERTIFICATION OKRMCP™

• Questions: 40
• Pass Score: 32/40 or 80%
• Duration: 60 minutes
• Two attempts included (Second chance)
• Supervised: At the Partner's discretion
• Digital credentialing through Credly

76
www.certiprof.com