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Balanced OKRs Template

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We call this the balanced OKR, leveraging the balanced scorecard approach combined with OKRs. Inspired by a MIT alumni and silicon valley CEO. A single page that brilliantly combines the full strategic process together to help everyone achieve remarkable outcomes.

[R] = Results
[K] = KPI
[I] = Initiative

Type '/' to link to a sub-OKR plan
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Judy Butler
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Burt Crumb
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@JaneSmith goes to the ocean
Went surfing today and rode a huge wave
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MARKETING SEO -Win the market and all the users for years to come
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Balanced OKRs

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Balanced OKRs

Add here - What do you want to achieve what is your ultimate goal, how would you know if you were successful?

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FINANCIAL

JB
Add a strategic objective
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[Initiative]+[KPI]+[End Result] 
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CUSTOMER

JB
Add a strategic objective
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INTERNAL

JB
Add a strategic objective
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LEARNING & GROWTH

JB
Add a strategic objective
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VALUES

JB
Core values to guide success
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ex: Bias towards action 
JB
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Here is an example list of Amazon's key values

-Insist on the Highest Standards
-Bias for Action
-Ownership
-Invent and Simplify
-Hire and Develop the Best
-Think Big
-Customer Obsession
-Dive Deep
-Frugality

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STRATEGY

JB
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Type '/' to link to your role based Mission, Vision, Values 
JB
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Create a roles based Mission, Vision, Responsibilities

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360 Retrospective on previous quarterly performance 
JB
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Complete a quarterly 360 Alignment Plan Retrospective based upon your previous quarters OKR performance. Look at your Retrospective from every dimension of your role and areas of responsibility. Seek input from your peers and those that reply on your function.

Create Retrospective

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360 SWOT Analysis based on your role responsibilities 
JB
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Complete a quarterly 360 Role Mission SWOT Analysis based on your role objective. Look at your SWOT from every dimension of your role and areas of responsibility. Seek input from your peers and those that reply on your function.

Create SWOT Analysis

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