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INTRO

Alignment OKR Plan

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The Alignment Plan combines Purpose, Vision, Mission, Values with quarterly OKRs. It's anchored in a strong foundation built on purpose and values, and pushed forward by vision and mission. The objectives and key results are rooted in quarterly urgency and provide clarity on what you and your team are working on next to achieve the long-term vision.

RHYTHM - Every team member performs the following each quarter.
1. Each team member clicks above "use template" and sets visibility to "Team Edit"
2. Each team member completes all 4 aspects of the STRATEGY section, each project set to "Team Edit"
3. Team leader meets with each team member and reviews and confirms SWOT conclusion and Retrospective action items
4. Each team member posts their OKRs to their Alignment OKR plan
5. Team members give and record a "How to achieve presentation" laying out how they plan to achieve objectives and key results

Review previous and next quarter highest level Alignment OKR plan during the next all-hands meeting

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OBJECTIVE

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Key priority this cycle
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Key results - How will we know if we were successful? 
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OBJECTIVE

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Key priority this cycle
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Tip: Type '/' to link to a sub project 
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OBJECTIVE

JB
Key priority this cycle
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Tip: Share updates on your progress by "adding notes" - click notes icon to the right. 
TL
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METRICS

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Input KPIs to drive results
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Key input metrics that drive financial results output metric 
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VALUES

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Core values to guide success
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List out our core values here, one per line, log examples of where living the value is demonstrated in notes 
JB
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RESULTS

TL
Results vs financial goals
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Q1 2020 | Net New ARR $XXX 
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Q2 2020 | Net New ARR $XXX [Forecast] 
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WEEKLY TOP 6

JB
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Rank in priority your top 6 measurable goals for the week to advance your OKRs 
TL
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TEAM

JB
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Type '/' to link to the company OKR plan 
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Type '/' to link to my managers OKR plan 
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Type '/' to link to my direct reports OKR plans 
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STRATEGY

JB
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My how to achieve my OKR plan presentation 
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How to achieve presentation

  • Detail how you plan to achieve your Key Results. This is not a status update on the previous quarters OKRs but a meeting to detail how you plan to achieve your proposed OKRs for the upcoming quarter.
  • 25 minute meeting with your team leader, everyone else on team optional - 1 week before the new quarter begins.
  • The meeting is fully interactive with questions being asked by other team members.
  • The meeting will recorded as a video and posted as an unlisted Youtube link in this notes area.

Youtube recording of How to Achieve

  • link goes here
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Type '/' to link to your role based Mission, Vision, Responsibilities 
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Type '/' to link to your 360 Retrospective on previous quarterly performance 
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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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Type '/' to link to your 360 SWOT Analysis based on your role responsibilities 
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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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New

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