The document is an introduction to an OKR (Objectives and Key Results) training program designed to help organizations effectively implement this goal-setting methodology. It presents a six-step process for achieving OKR success and highlights the importance of collaboration, clear communication, and measurable outcomes. Additionally, the document emphasizes the value of using resources from Krezzo, which offers digital training and tools to support organizations in aligning their operational goals.

2. Hi there!
Hi friend -
I’m delighted you have accessed our OKR Training Slidedeck, and believe this
is a big step in the right direction to ensuring the success of an OKR program.
There’s a lot of crappy information out there about OKRs (Objectives & Key
Results), so we wanted to sift through all the noise and give you a clear,
confident, and psychology-based approach to implementing the popular
strategic goal-setting methodology. When OKRs are implemented correctly
and consistently it can truly be transformative. The value in OKRs is based on
the structure and the learnings, and the more they are adopted within your
organization, the more benefits they will provide.
We encourage you to check out some of our online resources at Krezzo.com,
but also be aware (shameless self plug incoming) that we offer a fully digital
course library to customers to drive consistent onboarding, scalable
knowledge, and improved performance.
If you have any questions or comments, please feel free to reach out.
Cheers!
Stephen & KJ
Krezzo Co-Founders
Stephen Newman
Palm Harbor, FL
KJ McGowan
Hamilton, ON

3. What’s In It For You
Ideal Learning Outcomes
1. Aligned on “why” OKRs being used
2. Aligned on “what” OKRs are
3. Aligned on “how” to effectively create OKRs

4. Let’s Get Started!

5. Part 1: The 6-Steps to OKR Success!

6. Step 1
Establish a Sense
of Urgency
Step 2
Name a Task
Force
Step 3
Galvanize a
Vision
Step 4
Amplify
Communication
Step 5
Generate Quick
Wins
Step 6
Empower Your
People
Your Path to OKR Nirvana

7. Step 1:
Create a Sense of Urgency
What is urgency?
Acting with intent, not pressure.
Why this is important?
Knowing “why” OKRs are a priority helps set the
stage for everything else.
How to do this?
Get 100% alignment at the strategic level
How long does this step take?
Between instantly and never done
Urgency in action
Any customer that comes to us already has a
“sense of urgency” but the challenge is knowing
“WHY”

8. Step 2:
Name a Task Force
What is a Task Force?
Coalition of various individuals which build
momentum for your OKR program
Why this is important?
Building momentum is critical for long-term,
sustainable cultural change.
How to do this?
Find 5-8 enthusiasts at all levels and tackle steps
3 and 4.
How long does this step take?
Between instantly and never done
Task Force in action
We work with a customer who calls their Task
Force the “OKR Guild” and the leader is the “OKR
Ambassador.” They are awesome.

9. Step 3:
Galvanize a Vision
What is a vision?
Why is it important?
What is a Vision?
Explains to all employees the “Why” of OKRs
Why this is important?
Shows “what’s it in for them.”
How to do this?
Task Force tackles this one :)
How long does this step take?
As long as it takes!
Vision in action
One Krezzo customer’s vision - “We’re
implementing OKRs so that everyone
understands how their work contributes to a
greater purpose.”

10. Step 4:
Amplify Communication
What is Amplifying Communication?
The frequency of OKR communication
Why this is important?
Creates the “operational rhythm”
How to do this?
Set a cadence and purpose for the communication.
How long does this step take?
Consistently every week
Communication in action
One Krezzo customer’s does quarterly company-wide
“townhalls”, monthly leadership / team “reviews”, and
weekly “check-ins.”

11. Step 5:
Generate Quick Wins
What is a Quick Win?
A prioritized and focused outcome to improve.
Why this is important?
Creates social proof
How to do this?
Pick one. Execute against it. Show improvement. Do it
again, and again, and again.
How long does this step take?
Ideally less than 3 months for the 1st one
Quick Win in action
One Krezzo customer wanted to reduce the # of Key
Results from 100 to 50. They did this in a month!

12. Step 6:
Empower People
Google has been using OKRs for over
20 years and still use them to this
day!
20+ Years
What does it mean to Empower People?
Getting buy-in from the bottoms-up
Why this is important?
Only way to sustain OKRs into the culture
How to do this?
Follow steps 1-5 and if something is breaking down,
revisit!
How long does this step take?
Ongoing effort
Quick Win in action
Krezzo (although small) can quickly onboard

13. Memorable
Meme :)

14. Part 2: Utilizing the Logic Model & the
Fundamental of OKRs

15. The Logic Model

16. What is the Logic Model?
The Logic Model is a visual representation of
process that can bring about change.
Why use it?
It keeps people moving in the same direction by providing a common
framework and point of reference.
When use it?
Use it when setting your OKRs so that your efforts align with the
appropriate needs.

17. OKRs & the Logic Model
What we will execute
● Projects
● Tasks
● Initiatives
● Meetings
● Materials
What we will influence
● Leading indicators
● Behavior
● Knowledge
● Decision-making
● Opinions
● Skills
● Motivations
What we will need
● People
● Time
● Technology
● Money
● Research
● Materials
● Equipment
● Data
Resources Activities Outcomes Impact
What we will change
● Lagging indicators
● Economic
● Environmental
● Social
● Civic
Awesome Initiatives! Solid Key Results! Great Objectives!

18. Applying the Logic
Model to OKRs

19. Mitigating the Risk of
OKR Mediocrity
Following the Logic Model in your OKRs
creation process will enable you to
write higher-quality OKRs. Here’s three
pitfalls to avoid!
#1 - Remove Ambiguity
Get specific with metrics and verifiable
execution. Wishy-washy words don’t
produce results.
#2 - Separate Action from Results
Effort, actions, projects, tasks, etc…
these are your Initiatives. Metrics, KPIs,
etc. are your Key Results.
#3 - Reduce Complexity
There’s no need to have 157 OKRs. Less
is more across the board. Less words.
Less OKRs. More focus.

20. Simple OKR Overview

21. What are Objectives?

22. Objectives = The Priorities
Describe You Want to Achieve
Clear. Concise. Compelling.
Use Action Verbs

23. Good Objectives

24. Customer-Centric
Delight Our Customers Across The Entire
Customer Experience

25. Business-Centric
Generate High-Quality Pipeline That
Converts Into Revenue!

26. Employee-Centric
Become a Company Our Employees Love
Working For!

27. Bad Objectives

28. Too Vague
Be the Best Company in the World

29. Too Broad
Improve Everything By 10x

30. Too Metric-Focused
Create $100,000,000 in ARR & 0% Churn

31. Objectives Main Takeaway
Clear. Concise. Compelling.

32. What are Key Results?

33. Key Results = Measurable Progress
Quantifies the Objective
Metrics / KPIs You Want to Improve
Blend quality, quantity & health
Key Result Are RESULTS. Not Actions.

34. Good Key Results

35. Simple & Measurable
Sign 1,000 new customers

36. Focused Improvement
Decrease Churn from 10% to 1%

37. Specific & Verifiable
Increase ARR from $30 Million to $60 Million

38. Bad Key Results

39. To-Do List
Put On Clothes

40. Only Output
Write 10 Blog Posts

41. Lacks a Number
Increase revenue

42. Key Results Main Takeaway
Verifiable and measurable.

43. What are Initiatives?

44. Initiatives = What You Work On
Influence Key Results
Action Oriented
Encourage Experimentation

45. Good Initiatives

46. Resources & Activities
Hire 20 Engineers

47. Action-Oriented
Deploy 5 Employee Surveys Per Year

48. Big Effort
Launch New Product by Dec 31st

49. Bad Initiatives

50. Listing Day-To-Day Activities
Respond to Support Tickets

51. Ambiguous
Do more stuff better

52. Don’t Experiment or Improve
Do The Same Thing As Last Quarter

53. Initiatives Main Takeaway
Actions. Effort. Execution. Experiment. Verifiable.
The work you put in.

54. Memorable
Meme :)

55. Part 3: Translating Strategy Into Reality
with OKRs

56. How to Get Started on
the Right Track
OKRs are all about having a
collaborative, cross-functional
conversation to establish the priorities.
#1 - Follow the 6-Steps to OKR Success
This is your playbook to follow. Use it.
The Task Force will be valuable.
#2 - Collaborate & Prioritize
Put OKRs front and center at all levels.
Get everyone on the same page.
#3 - Focus & Learn
The real value in OKRs is in the learnings.
The performance is what it is, but when
you have documented learnings you can
apply them moving forward.

57. Follow the OKR Lifecycle
1. Plan
2. Execute
3. Reflect (C.F.R.)
Focus on taking action
that moves the needle
Execution
Establish the priorities
and critical metrics
Planning
Conversations.
Feedback Reflections /
Recognition
Learn

58. Prioritize & Simplify
Less is more. OKRs are about simplicity and focus.

59. Go Big
Be ambitious and learn from your failures.

60. Consistency is Critical
Stick with it.

61. Start Small & Build Momentum
Don’t try and conquer the world in one
quarter or across the whole company. Start
small and generate some momentum :)

62. Memorable
Meme :)

63. Thanks!

64. Appendix

65. Harmonize Operational Alignment with Krezzo
Krezzo is building the world’s first Operational Alignment
Platform geared towards increasing how operational leaders
aggregate data, understand context, and actionable plans from
cross-functional teams.
04
The world’s first OPERATIONAL
Alignment Platform

66. OKRs
shouldn’t
be difficult.
In a world with so many leaders are trying to
operationalize teams behind OKRs, it sucks that
there’s so much crappy information and tools out
there for OKRs.
There’s a better way.
We are here to help.
We Feel Your Pain Krezzo exists to provide a trusted resource of scalable
training and technology so companies can quickly
align behind shared goals and execute their mission.

67. Krezzo’s
PRODUCTS

68. VIRTUAL INSTRUCTOR-LED TRAINING
& LIVE COACHING
It all starts with a series of
conversations to understand
your goals and ideal outcomes.
Discover
NO
01
Execution is everything. Start
executive the plan, optimizing
the process, and scale it out!
Execute
NO
03
We work with you to understand
where you are at on your OKR
journey and how to improve.
Plan
NO
02
The primary benefit of OKRs in in
the learnings! Optimize and
refine, but focus on learning.
Learn
NO
04
Product #1: Live Sessions

69. The Fastest Way
to Onboard
Teams to OKRs
Krezzo’s Alignment Center comes packed with role-based
OKR training courses and content designed to quickly get
people trained on OKRs in a consistent, scalable and
engaging way. It’s the fastest way to drive operational
alignment at scale with OKRs.
We provide three tracks for
operational leaders, managers,
and contributors to learn OKRs.
Role-Based
Learn quickly with engaging and
rapid fire OKR experiences so
you can get back to business.
Lightweight
Learn OKRs together and get
insights into engagement reporting
across teams and users.
Dedicated
Product #2: Alignment Center Licensed Courseware

70. OKR
Powered
Operational
ALIGNMENT
Purpose-built for OKRs so teams can
quickly create high-quality OKRs.
Simple. Visual. Intuitive.
Centralize business priorities and have
more meaningful conversations.
Align Strategy at Scale
Product #3: Krezzo Platform (Coming Soon)

71. Thanks again!
If you’re interested in engaging further, don’t hesitate to reach out!
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