Strategic Planning
Business Efficiency

Objectives and Key Results (OKRs)
OKRs are all about measuring what matters most and creating clarity and alignment around that.
ONE-TIME ANNUAL STRATEGIC PLANNING
- 1 page plan that includes your:
- Vision
- Mission
- Core values
- Purpose
- Pitch (1-liner)
- DOS
- Set Yearly OKR for company and Dept
- Set Objectives (In one year from now looking back, what needs to happen so that you feel like you accomplished what you wanted from your business)
- Set Key results (what quantifiable metrics do we need to measure and hit in order to guarantee success of the objectives).
- Set Targets
- Identify Key Projects/Initiatives
- BONUS:
- 1 Quarterly OKR
QUARTERLY STRATEGIC PLANNING
- Review / Updates to 1 page plan
- Monthly Check in’s to make sure you’re on track
- Unlimited async support (within reason)
- Review Status of last quarter OKR
- Set quarterly OKR for company and Dept
- Set Objectives (In one quarter from now looking back, what needs to happen so that you feel like you accomplished what you wanted from your business). Aligned with yearly.
- Set Key results (what quantifiable metrics do we need to measure and hit in order to guarantee success of the objectives).
- Set Targets
- Identify Key Projects/Initiatives