OKR retrospective and planning workshop
Retrospective and planning are the most important activities in the OKR system, which are carried out before the start of each new OKR setting period.
Typically, up to 20 people participate in a session. Depending on the level, this is a management team (C-1), or a unit team (leader and key employees, or the whole team)
We can adapt this program for your needs
Language English or Russian
Online as well as on-site
Typically, up to 20 people participate in a session. Depending on the level, this is a management team (C-1), or a unit team (leader and key employees, or the whole team)
We can adapt this program for your needs
Language English or Russian
Online as well as on-site
OKR retrospective workshop
Sample agenda
10:00
10:00
Opening
Welcome.
Agenda. Timing. Setting the goals for the workshop.
General agreements on today’s cooperation.
Your current mood
- using special metaphor cards
The image of the passed quarter (period)
Agenda. Timing. Setting the goals for the workshop.
General agreements on today’s cooperation.
Your current mood
- using special metaphor cards
The image of the passed quarter (period)
10:25
10:25
How we achieve strategic goals?
Strategic goal, yearly goals - from previous session
What were the company OKR’s for the quarter?
Did reaching them brought the company closer to reaching the yearly goals?
What can we be proud of? Which goals were really ambitious and we can state that we have reached success?
Congratulations from the participants
What were the company OKR’s for the quarter?
Did reaching them brought the company closer to reaching the yearly goals?
What can we be proud of? Which goals were really ambitious and we can state that we have reached success?
Congratulations from the participants
11:00
11:00
Failures
Failures and failings.
Choose the most crucial (maximum 5)
What were the reasons for failures for each of the KR’s?
Write down the reasons, cluster, set the priority depending on the level of influence
Choose the most crucial reasons. (In order to make the next quarter more successful, which reasons do we have to work through?)
Choice criteria: reasons, which we can influence + those which will be most crucial in the next quarter
Choose the most crucial (maximum 5)
What were the reasons for failures for each of the KR’s?
Write down the reasons, cluster, set the priority depending on the level of influence
Choose the most crucial reasons. (In order to make the next quarter more successful, which reasons do we have to work through?)
Choice criteria: reasons, which we can influence + those which will be most crucial in the next quarter
11:40
11:40
Coffee break
11:50
11:50
Solutions
What can we do in order to eliminate those reasons and reach the goals?
Generate solutions in the Open Space format
Presentations. Discussion of suggested options (decision)
Generate solutions in the Open Space format
Presentations. Discussion of suggested options (decision)
12:40
12:40
Check old OKRs
1) Which goals should we repeat in the next period? How should we change them?
2) Which goals can be transferred to RUN and taken away from OKR?
2) Which goals can be transferred to RUN and taken away from OKR?
13:00
13:00
Evaluate the OKR implementation
Evaluate the OKR implementation results on the scale from 0 to 10
What are we doing great already and should continue doing?
What should we stop doing?
What are we NOT doing and should start doing now?
What are we doing great already and should continue doing?
What should we stop doing?
What are we NOT doing and should start doing now?
13:20
13:20
Closing
What mood are you leaving the RETRO in?
What was most valuable at this meeting?
What was most valuable at this meeting?
OKR planning workshop
Sample agenda
14:40
14:40
Opening
Session opening.
Recall basic concepts, principles and elements of OKR.
OKR process as part of the organizational strategy execution.
Recall basic concepts, principles and elements of OKR.
OKR process as part of the organizational strategy execution.
14:50
14:50
Strategy and changes
CEO presents strategic long term goals, mission and vision
What are the important changes we need to consider?
What are the important changes we need to consider?
15:00
15:00
Choose priority goals
Company level OKR’s drafting workshop for the chosen period
Step 1. Brainstorming - Where should we focus our efforts in order to successfully reach our strategic goals?
Working in the subgroups, collecting all ideas (using prepared ideas and generating new proposals)
Sorting all clusters to RUN and CHANGE
Step 2. Bringing all ideas together. Clustering.
Step 3. Voting. Choosing 2-4 crucial clusters of ideas (goals).
Step 1. Brainstorming - Where should we focus our efforts in order to successfully reach our strategic goals?
Working in the subgroups, collecting all ideas (using prepared ideas and generating new proposals)
Sorting all clusters to RUN and CHANGE
Step 2. Bringing all ideas together. Clustering.
Step 3. Voting. Choosing 2-4 crucial clusters of ideas (goals).
16:00
16:00
Objectives
Step 4. Creating inspiring Objectives for each chosen cluster in subgroups.
Step 5. Presenting and voting for the best Objectives.
Result: 1-3 Objectives.
Step 5. Presenting and voting for the best Objectives.
Result: 1-3 Objectives.
16:40
16:40
Coffee break
16:50
16:50
Key Results
Step 6. Creating Кey Results for each Objective.
World Cafe in sub-groups (3 turns for 15 min that each participant makes impact to define Key Results)
Check-list: check the OKR’s quality.
Result: Set of 3-5 Key Results for each Objective
World Cafe in sub-groups (3 turns for 15 min that each participant makes impact to define Key Results)
Check-list: check the OKR’s quality.
Result: Set of 3-5 Key Results for each Objective
17:40
17:40
OKR owners
Presenting OKRs.
Final agreement about OKR owners for each OKR
Final agreement about OKR owners for each OKR
17:50
17:50
Closing
What mood are you leaving the planning workshop in?
What was most valuable at this meeting?
What was most valuable at this meeting?