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It’s not too late! How to use OKRs to achieve your year end goalsWhat an OKR really is and how the process works

@7Geese #GetOkrs

IT’S NICE TO MEET YOU.

Wendy Pat Fong

Director of Customer Success

Kelly Batke

Director of Marketing, 7Geese

Darren Cunningham

VP of Marketing, SnapLogic

AGENDA 1. What are OKRs?

2. Why OKRs work

3. How to write an OKR

4. How SMART are your OKRs?

5. What happens after you set your OKRs

6. Who is using OKRs

7. Q & A

WHAT ARE OKRS?

!

OKRs stands for Objectives and Key Results. It is a method of

defining and tracking objectives and their outcomes

In a goal setting platform/technology

Where do you currently store your goal setting?

I store them in Excel or Word

I write them down on paper

We don’t store them anywhere

POLL #1

WHY OKRS?

• Alignment and business performance

• Accountability and focus

• Visibility and communication

• Engagement and motivation

ALIGNMENT AND BUSINESS PERFORMANCE

• Alignment of top priorities on organizational, departmental, and

individual levels

• Cascade from top to bottom and vice versa for alignment

• Company as a whole is heading towards same direction

ACCOUNTABILITY AND FOCUS

Seeing the direct impact of an individual objective has on the overall

success creates:

• Accountability: Taking responsibility of the objectives one has set

and making sure that they are reached

• Focus: Ability to prioritize the objectives that have a direct impact

on peers and company

VISIBILITY AND COMMUNICATIONObjectives are public!

• Promotes transparency in the organization

• Communication is centered around priorities:

• “What can I do to support you?”

• “How are we doing as a team?”

• “Where are we at?”

ENGAGEMENT AND MOTIVATION

• Motivating to see progress

• Ability to show what one has accomplished

• Sense of identity when there is a direct impact on the success of

company

• Higher quality of teamwork

Yes, absolutely

Do your employees know what the company objectives are?

Probably, we talk about it a lot

Definitely not

I really don’t know

POLL #2

SO WHERE DO WE START?Objective (for organization)

• “What is the outcome?”

• “What are we trying to accomplish?”

Key results

• “What are the specific things I need to do?”

• “How do I know I am successful?”

• “What factors can I fully control?”

OKR EXAMPLE IN BUSINESS

CEO: Grow Business

• VP Sales: Grow revenue to $2M

• $1M in North America

• $1M in Europe and Asia

• VP Engineering: Launch mobile app

• Hire 3 mobile developers

• Launch mobile app in App Store

• Have 100K users using new app by June

CASCADING OKRS

HOW SMART ARE YOUR GOALS?

NOT SO SMART GOALS

Not so Specific: “Grow Sales”

Not so Measurable: “Generate more leads for sales”

Not so Attainable: “hire and train three new developers”

Not so Relevant: “Write a new blog post every month”

Not so Timely: “Launch new website”

WHAT HAPPENS NEXT?

Score after the quarter

Assess the results

Readjust if necessary

WHO IS USING OKRS?

SNAPLOGIC• Company founded in 2006, based in San Mateo, CA

• 2010 decision was made to build a completely new cloud integration

platform

• New development team leaders from Google drove decision to adopt OKRs

SnapLogic.com

RECOMMENDATIONS

• Get company-wide buy in on how and why to implement OKRs the right way

!

• While your rolling out OKRs, get started right away with the Recognition portal

7GEESE

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THANKS FOR JOINING!

A recorded version of this Webinar will be available on our blog at blog.7geese.com

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