Cascading goals

Vision

Mission

Goals

Strategies

Tactics

Action Plans

Todo

Todo

Todo

Todo

QuarterlyObjective 1

QuarterlyObjective 2

QuarterlyObjective 3

Mission & Vision

Where

How

Objective Objective Objective Objective

Mission & Vision

AnnualObjective 1

AnnualObjective 2

Key Result 1

Key Result 2

Todo

Todo

Todo

QuarterlyObjective 1

QuarterlyObjective 2

QuarterlyObjective 3

Long term

2014

Q3

Now

OKR CHEATSHEET

Weekly discussion

Priorities this week

P1: Get design work signed offP2: Finish specification for feature xP3: Resolve big bug

OKR ConfidenceObjective: Increase revenue ith new products

KR: PPL - 5/10KR: National - 5/10KR: State of nation - 5/10

Next 4 weeks projects

• Launch pilot of new feature• Improve sign-up process• Launch call tracking• Launch new feature to all users

Health

Team health: Green / Yellow / Red

Advisor health: Green / NPS: 8,9

Everyone to draft their next Q1’s OKRs and align to their manager

Managers to have 1:1s at least once a month with their direct reports to review progress on OKRs

Set and communicate Q1’s organization OKRs

Managers to meet with their direct reports to close and assess last Q4’s OKRs and approve Q1’s OKRs

Dec. Jan. Feb.

www.TightShip.io

OKRs= Objectives (3) + Key results (3)

Set quarterly & annually

Cascaded Public

Measurable, graded each quarter

Company Team Individual Negotiated

70% Stretch50:50Up/Down