Quarterly Planning — An OKR-based team workshop

Lisa Mo Wagner
8 min readApr 17, 2020

We plan quarterly. We use OKRs. It sounds easy, and it is not. There are so many things to keep in mind to create good and valuable objectives. They need to be outcome-focused, on that exactly right level, measurable, make sense to the team, align with business goals and strategy, keep the customer in mind, make employees happy and…

Here’s my recipe 👩‍🍳

  1. Make sure everyone is on the same page what OKRs are.
  2. Align everyone to the business.
  3. Decide on objectives and key results on a team level.

You can do these three things easily with my quarterly planning workshop using this helpful Mural template and yes, it is also very pretty!

Click on the link, create a Mural from the template, export that still empty Mural as a template into your workspace to reuse it regularly or just use it once.

Start the workshop off by going through the agenda, this sets expectations and people will know what’s about to happen.

📃 Make sure everyone is on the same page what OKRs are

The first part of the workshop is a quick intro to OKRs, it shouldn’t take longer than 10 minutes. Familiarize yourself with the little slides at the top, each of them has an entry in the outline in Mural. When you click on the part in the outline that slide will be in focus, so you can either present your screen or have all the participants follow you on the screen using facilitator superpowers.

OKR definition

The very short definition:

[tweet link]

The next slide is an overview of what OKRs are and what qualities your objectives, as well as your key results, should have.

To learn more check out this blog post by Tim Herbig: How to Combine Objectives and Key Results (OKR) and Agile Product Management?

Objectives from MARS

We have all heard about SMART goals — here are some objectives from MARS. It’s…

--

--

Lisa Mo Wagner

Product strategist, decision facilitator, team enabler, problem solver, design sprinter, agile enthusiast, intersectional feminist.