From Strategy to OKRs to Projects

How can we implement an Agile Goalsetting?

Speaker – Carsten Ley

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Carsten Ley

Founder
Business Transformation Consultant

carsten@asiapmo.com
(+84) 7 686 585 68
asiapmo.com / okrasia.com / okrchamp.com

© 2022 Asia PMO

Asia PMO – Business Transformation Services

Strategy &
Transformation

Goal-setting by OKRs

Project & Agile

Management

Customer / Employee
Experience

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How high do you fly?

Strategy
Goals

OKRs

Actions

1 - 3 years

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Strategy preparation / update

Behaviors:

Do Don’t

Stay up-to-date with Hide mistakes or

latest research failures

Share new findings & Blame others rather

results proactively than support to solve

Accept everyone Do not discriminate

equally as your based on gender,

colleague race, religion, etc.

https://medicine.uic.edu/strategic-planning-overview/mission_vision_values/

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Strategy preparation / update

To develop meaningful yearly and quarterly objectives, we need

• to develop the Mission / Vision, Values & Strategy of the company
• or update and recommunicate the existing strategy at least once a year (ideally November / December)

Mission

Vision

Strategy

Values &
Behaviors

Tools: SWOT Analysis – TOWS Impact - Workshops

Retrospective (What went well / What can be improved) / Staff Survey / Market Research
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Operation based Strategy

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 Business Value based Strategy

Strategic layers:

High quality education & outstanding training

experience

Advanced scientific discoveries

Comprehensive clinical services & patient

experience

Distinct health care brand & UIC community

Diversify and grow revenue

Improve infrastructure to bolster success

https://medicine.uic.edu/strategic-planning-overview/mission_vision_values/
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WHAT ARE OKR? OBJECTIVES & KEY RESULTS + ACTIONS

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OKR vs. KPI

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Purpose of OKRs in Organizations

Strategy Alignment
Vertical and horizontal alignment.
Mission, Vision, Value & Strategy understanding.

Agile Goalsetting
Quarter or Half-yearly goalsetting on company level, team or project basis.

Review & Tracking

Weekly or Bi-weekly OKR review, tracking & update to align on current & support on
current progress vs. goals

Clear & Transparent

OKRs in a central file or tool keep the entire company up-to-date on the progress and
foster cross-functional understanding

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OKR Holiday Exercise

North Star
(Purpose) Why? What’s our Purpose?

15 min Breakout Rooms in Groups

of 3 - 5 team members
Objectives “Where do we want to go?”
Topic: Take Holidays

Define minimum
Key Results “What measurable outcome do we 1 Purpose,
want to achieve?” 1 Objective,
2 - 3 Key Results &
2 - 3 Actions

Actions “How can we achieve it?”

“What we can do to achieve it?”

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 OKR Structures

Departmental Structure Business Value Based Structure

Company

Market Customer Product Employee

Launch Experience Launch Experience

Pros Clear roles & responsibilities Fosters ideas, innovation and cross-functional collaboration
Clear hierarchy Fosters accountability, initiatives, motivation & self organization
Pro’ Clear execution processes & approvals Culture to try fast, with smaller & faster implementation results
s
Con’
Cons Hinders ideas & innovation Need an educated motivated workforce
s Takes away accountability & self organization and fosters silos No or little remuneration connected to performance (see chapter 2B)
Slow & formal implementation & troubleshooting Allows failure and trials
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OKR Set-up

Objective Objective Objective Objective Objective

Company
Key Key
Results Result

Sub Sub
Objective Objective
Division
Key
Departments Actions Actions Actions
Result
Teams
(Individuals)
Key Actions Actions Actions
Result

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Be connected to company purpose

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Our OKR Implementation Modules

Strategy
Workshop
Existing
OKR OKR / KPI OKR Tool
Training Review
October

OKR OKR
OKR Set-up
Workshop Coaching Champions
October

(Bi-)/ Weekly
Review &
Tracking
Oct - Dec.

OKR Review
Workshop
December
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Carsten Ley Asia PMO Please take
1 minute
Business Transformation Consultant & rate us:
Agile / Project & OKR Consultant

carsten@asiapmo.com

asiapmo.com / okrasia.com / okrchamp.com

https://www.surveygizmo.eu/s3/90252734/Asia-PMO-Webinars

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