How to Run an OKR Workshop as a Company, Team or Individual

Increase transparency, accountability and performance with checklists to run OKR workshops at company level, team level and individual level.

How to Run an OKR Workshop as a Company, Team or Individual

Matt Hallmann
September 16, 2020

OKRs are a great way for your company or team to say ‘no’ to what isn’t important right now.  

They are the ultimate enabler of laser focus and can grow with your ambitions, so that they always fit what you are aiming for.

You can use them for individuals, small teams and big companies. And, they connect great with the concept of successful self organisation.

Unfortunately, very often OKRs are set in a way that doesn’t include all layers of the company.

When that happens, you run the risk of using OKRs that are not grounded in reality and that don’t resonate with needs of the individuals and teams in your company.

The results will be: OKRs that aren’t used, OKRs that are laser focusing on the wrong priorities, or even a different focus that lingers in the shadows of your organisation.

How do you prevent this from happening?

By running inclusive OKR workshops in your company, that involves teams and individuals.

Not just one workshop, but workshops at different levels of the organization and in different settings.

The more you involve people on every level, the more impact you will have.

In this post, we’ll look at how to run an OKR workshop:

  • how to run an OKR workshop at company level,
  • creating OKRs for your team, and
  • how to set individual OKRs with your team members.

We’ll examine what the ideal result would be and what potential pitfalls or risks are.

Running an OKR Workshop as a Company

Starting with OKRs can be daunting. It can be difficult to start and implement a focus for the whole company.

While there is no ‘one size fits all’, setting a focus for your company with OKRs starts with:

  • bringing together a group of executives or team leaders,
  • collecting input from all employees,
  • gathering objectives,
  • listing metrics,
  • turning metrics into Key Results, and
  • agreeing on numbers for your Key Results.

Most important is to gather feedback from the whole company, so that every team and individual buys into these OKRs.

In an ideal workshop, the OKRs reflect the sentiment and opinions of your employees. As a result, teams and individuals are able to use them to their benefit. Let me show you an example.

OKR Workshop Example at Company Level

The team lead of your customer support team gets input that the resolution time on tickets is too slow. Quicker resolution time leads to happier customers who then spend more.

Image of a smiley face saying hello
Customer engagement is a great metric to consider for OKRs

The team lead takes this input to the OKR workshop and shares it. As a result, the team creates an  Objective around support and speed. Moreover, the Key Results focus on speed in the whole company.

Now the customer support team can build on that Objective and create their own Key Results. This enables them to focus on what is important in their own team, while having the company support them.

Ok that’s great but how do you get started?

How do you run an OKR workshop at company level?

How do you make sure everyone working at the company is on the same page?

Checklist for an OKR Workshop at Company Level

Getting everyone on the same page is not easy, especially if you’re a big company with many employees.

Still, there are things you can do to prepare and efficiently run an OKR workshop at company level.

The checklist is pretty long but rest assured, you’ll have a downloadable checklist that you can use for future reference at the end of this post.

Preparing for the Meeting

1- Ask for everyone’s opinion in preparation for the meeting

In advance of the first OKR workshop, get all of your employees to submit the Objective that they think the company should focus on.

In larger companies, it might be hard to get a 100% buy-in but it’s still worth a try and, assuming employees have not completely lost faith in the organization, they will appreciate being asked.

2- Identify the best or most popular Objectives

This could be as easy as setting up a Trello or using a tool like Feature Upvote where employees can add the Objective they think the company should focus on and/or upvote the Objectives they think are most relevant.

Ask people to vote for best company OKRs

Or you could hire an external consultant or assign someone internally to identify the company Objectives that should be explored during the first company-level workshop. Note, however, that this option is more subjective and less inclusive. Further down the line, this could be a problem. But more on that later.

3- Select 10 or less people who will participate to the workshop

Meetings are rarely efficient when there’s more than a handful of people participating.

When it comes to OKR workshops, this is especially true because a lot of debating needs to take place before a decision is made.

Image of an OKR workshop at team-level
In meetings, less is often more.

In traditional organizations, the temptation is to invite only senior executives to participate. Food for thought: does this approach make sense for your organization or do you want to include other voices?

4- Get the CEO to run the OKR workshop

Running an OKR workshop at company level without the CEO is largely useless because, at the end of the day, the CEO needs to be fully onboard with the company Objective.

5- Turn off phones and laptops

This should be standard practice for every meeting. You want people to be focused on the job at hand.

You need focus to run a successful OKR workshop
Once set, OKRs will help your team or company focus on what matters. But first, you need focus to set OKRs.

During the Meeting, Part 1

This first part of the meeting should take two hours or less.

6- Put all the ideas on the table and organize your thoughts

Write down all of the most promising Objectives on Post-its and start organizing them on a wall.

One Objective = one Post-it.

Try to find patterns. Get rid or combine duplicates.

Are there recurring themes?

What are employees trying to say?

Do their proposals suggest they are worried about something specific?

Don’t hesitate to move things around to explore different perspectives.

7- Discuss, debate and decide

Once the team is pretty much happy with how things look on the board, start ranking Objectives.

Discuss and debate which Objectives should take priority and why.

Decide which ones the company will work towards.

Choose a maximum of three.

Remember that Objectives should be high-level, ambitious qualitative statements that people can get behind.

At this point, you are not focused on tasks or granular outcomes.

During the Meeting, Part 2

8- Take a 30 minute break

Once you’ve chosen the three Objectives you’re aiming for at company-level, take a 30 minute break.

Give everyone one in the room the chance to think about something else before you dive into the Key Results.

9- Brainstorm Key Results for each Objective

Now that you have company Objectives to strive for, get everyone to brainstorm ideas for metrics that could measure the progress towards those objectives.

At this point, the goal is to get everyone to contribute freely.

To ensure that everyone is comfortable sharing without being interrupted or contradicted, ask people to write down all of their ideas on Post-its for the next 10 minutes.

Again, one idea = one Post-it.

10- Choose 2-3 Metrics for each Objective

After 10 minutes, get the whole team to discuss the proposed ideas and agree on 2 or 3 metrics.

Christina Wodtke recommends choosing a usage metric, a revenue metric, and a satisfaction metric for the Key Results.

While acknowledging that’s not always possible, she explains that having two revenue metrics could mean a company has an unbalanced approach to success.

In addition, it could lead employees behaving in a way that’s not beneficial to the company in the long term.

11- Set the Values for the Key Results

Once you’ve chosen the metrics that you will monitor to measure your progress towards the company Objectives, it’s time to aim for a specific value and turn those metrics into Key Results.

A Key Result should be ambitious, time-bound and measurable.

Atlassian’s approach to Key Results is that, if you feel totally confident you can hit a Key Result, you should increase the target by approximately 30%. On the other hand, if you're not at all sure you'll hit the target, the Key Result is probably set just right.

Christina Wodtke’s recommendation?

You should have only 50 percent confidence that you can make them.

12- Challenge One Another and Agree on the Final OKR Set

Before leaving the room, it’s important that every one is happy with the company OKRs for the next quarter.

You will be sharing these OKRs with the rest of the company. They need to make sense.

Are the company Objectives inspirational and ambitious? Will employees be excited about working towards these goals?

Are the Key Results ambitious as well?

Are they aligned with the company Objectives?

Can they keep employees focused and excited for a full quarter?

Once the company-wide OKRs feel right to everyone in the room, it’s time to share the company vision with the rest of the employees.

An organization's OKRs are like a North Star
An organization’s OKRs = an organization’s North Star

After the Company OKR Workshop

Running an OKR workshop at company-level is just the first step.

Now you need to make sure all the company employees know about the company OKRs and monitor the progress made towards those objectives.

How do you do that?

  • By scheduling an OKR review workshop for next quarter, and
  • By organizing OKR workshops at team level and individual level.

Creating OKRs for Your Team

Once the company has set Objectives and Key Results, each team should have a workshop to see to which of these they can contribute.

They should look at how they can contribute to an Objective and set their own Key Results.

Team leads set an OKR workshop for their team and are mindful of the following:

  • Do the Key Results indicate progress towards the Objective?
  • Are they inspiring and ambitious?
  • Are they concrete enough, but not just “task or projects to execute”?

For this workshop, you can adapt the checklist described above for company-wide OKRs.

You’ll want to keep the company-wide OKRs in mind but also give the team an opportunity to propose and vote on new ideas.

It’s crucial that team leads involve their whole team because their work will be directly influenced.

Setting individual OKRs with your team members

The last step is the hardest. How can you help your reports or colleagues to distill OKRs into personal OKRs? How do you translate aspirational goals into concrete action? And how can employees connect their daily goals and targets to this?

While you can use the workshop format for this part, it’s much more personal to help your colleagues or reports one by one.

One-on-one meetings are best to discuss individual OKRs
One-on-one meetings are best to discuss individual OKRs

Help your team members on a one-on-one basis

  • Ask your employees to take one Key Results and think what Objective they choose, so they can contribute to these
  • Write down that objective and add three Key Results they can personally influence
  • Connect these to metrics that their job directly impacts

Once you’ve performed this exercise on an individual basis, making it small and personal, it’s a good idea to get the individuals in your team to share their OKRs with one another.

Encourage transparency and accountability

There are different ways you can ask individuals to share their OKRs and thus encourage transparency and accountability.

One, during the team OKR workshop, you could set aside 30 minutes or so where each team member shares their individual OKRs.

Two, you could run a dedicated OKR workshop where team members share their personal OKRs.

Three, you could  document individual OKRs in a trusted system like Holaspirit and make them visible for everyone in that tool.

Four, you could do a combination of or all of the above!

No matter what option you choose, it’s important that, as soon as OKRs are set, you schedule a time to review those OKRs further down the line.

Image of a woman looking at a map in the middle of the road
OKRs tell you where you want to go. OKR review workshops tell you where you are.

Following Up On Your OKR Workshop

As we’ve seen, setting OKRs is not easy. It requires company-wide commitment and buy-in.

OKR-setting workshops are the beginning of your OKR cycle. They are not a goal in itself. It’s crucial to review OKRs on a regular basis, adapt and start the OKR-setting process over again.

This is how you learn and get everyone on board.

If you set and forget OKRs, no one will believe you when you talk about the company’s vision. Individuals will think it’s another managerial gimmick and won’t be motivated to perform.

On the other hand, if you make it a habit to schedule an OKR review meeting at the end of each OKR workshop, everyone will feel involved and get onboard more quickly.

The question then becomes: how do you review OKRs and keep people motivated in the long run?

Well, that’s a question for another blog post in a few weeks.

In the meantime, why don’t you download our “How to Run an OKR Workshop” checklist.

How to Run an OKR Workshop as a Company, Team or Individual

Matt Hallmann
September 16, 2020

OKRs are a great way for your company or team to say ‘no’ to what isn’t important right now.  

They are the ultimate enabler of laser focus and can grow with your ambitions, so that they always fit what you are aiming for.

You can use them for individuals, small teams and big companies. And, they connect great with the concept of successful self organisation.

Unfortunately, very often OKRs are set in a way that doesn’t include all layers of the company.

When that happens, you run the risk of using OKRs that are not grounded in reality and that don’t resonate with needs of the individuals and teams in your company.

The results will be: OKRs that aren’t used, OKRs that are laser focusing on the wrong priorities, or even a different focus that lingers in the shadows of your organisation.

How do you prevent this from happening?

By running inclusive OKR workshops in your company, that involves teams and individuals.

Not just one workshop, but workshops at different levels of the organization and in different settings.

The more you involve people on every level, the more impact you will have.

In this post, we’ll look at how to run an OKR workshop:

  • how to run an OKR workshop at company level,
  • creating OKRs for your team, and
  • how to set individual OKRs with your team members.

We’ll examine what the ideal result would be and what potential pitfalls or risks are.

Running an OKR Workshop as a Company

Starting with OKRs can be daunting. It can be difficult to start and implement a focus for the whole company.

While there is no ‘one size fits all’, setting a focus for your company with OKRs starts with:

  • bringing together a group of executives or team leaders,
  • collecting input from all employees,
  • gathering objectives,
  • listing metrics,
  • turning metrics into Key Results, and
  • agreeing on numbers for your Key Results.

Most important is to gather feedback from the whole company, so that every team and individual buys into these OKRs.

In an ideal workshop, the OKRs reflect the sentiment and opinions of your employees. As a result, teams and individuals are able to use them to their benefit. Let me show you an example.

OKR Workshop Example at Company Level

The team lead of your customer support team gets input that the resolution time on tickets is too slow. Quicker resolution time leads to happier customers who then spend more.

Image of a smiley face saying hello
Customer engagement is a great metric to consider for OKRs

The team lead takes this input to the OKR workshop and shares it. As a result, the team creates an  Objective around support and speed. Moreover, the Key Results focus on speed in the whole company.

Now the customer support team can build on that Objective and create their own Key Results. This enables them to focus on what is important in their own team, while having the company support them.

Ok that’s great but how do you get started?

How do you run an OKR workshop at company level?

How do you make sure everyone working at the company is on the same page?

Checklist for an OKR Workshop at Company Level

Getting everyone on the same page is not easy, especially if you’re a big company with many employees.

Still, there are things you can do to prepare and efficiently run an OKR workshop at company level.

The checklist is pretty long but rest assured, you’ll have a downloadable checklist that you can use for future reference at the end of this post.

Preparing for the Meeting

1- Ask for everyone’s opinion in preparation for the meeting

In advance of the first OKR workshop, get all of your employees to submit the Objective that they think the company should focus on.

In larger companies, it might be hard to get a 100% buy-in but it’s still worth a try and, assuming employees have not completely lost faith in the organization, they will appreciate being asked.

2- Identify the best or most popular Objectives

This could be as easy as setting up a Trello or using a tool like Feature Upvote where employees can add the Objective they think the company should focus on and/or upvote the Objectives they think are most relevant.

Ask people to vote for best company OKRs

Or you could hire an external consultant or assign someone internally to identify the company Objectives that should be explored during the first company-level workshop. Note, however, that this option is more subjective and less inclusive. Further down the line, this could be a problem. But more on that later.

3- Select 10 or less people who will participate to the workshop

Meetings are rarely efficient when there’s more than a handful of people participating.

When it comes to OKR workshops, this is especially true because a lot of debating needs to take place before a decision is made.

Image of an OKR workshop at team-level
In meetings, less is often more.

In traditional organizations, the temptation is to invite only senior executives to participate. Food for thought: does this approach make sense for your organization or do you want to include other voices?

4- Get the CEO to run the OKR workshop

Running an OKR workshop at company level without the CEO is largely useless because, at the end of the day, the CEO needs to be fully onboard with the company Objective.

5- Turn off phones and laptops

This should be standard practice for every meeting. You want people to be focused on the job at hand.

You need focus to run a successful OKR workshop
Once set, OKRs will help your team or company focus on what matters. But first, you need focus to set OKRs.

During the Meeting, Part 1

This first part of the meeting should take two hours or less.

6- Put all the ideas on the table and organize your thoughts

Write down all of the most promising Objectives on Post-its and start organizing them on a wall.

One Objective = one Post-it.

Try to find patterns. Get rid or combine duplicates.

Are there recurring themes?

What are employees trying to say?

Do their proposals suggest they are worried about something specific?

Don’t hesitate to move things around to explore different perspectives.

7- Discuss, debate and decide

Once the team is pretty much happy with how things look on the board, start ranking Objectives.

Discuss and debate which Objectives should take priority and why.

Decide which ones the company will work towards.

Choose a maximum of three.

Remember that Objectives should be high-level, ambitious qualitative statements that people can get behind.

At this point, you are not focused on tasks or granular outcomes.

During the Meeting, Part 2

8- Take a 30 minute break

Once you’ve chosen the three Objectives you’re aiming for at company-level, take a 30 minute break.

Give everyone one in the room the chance to think about something else before you dive into the Key Results.

9- Brainstorm Key Results for each Objective

Now that you have company Objectives to strive for, get everyone to brainstorm ideas for metrics that could measure the progress towards those objectives.

At this point, the goal is to get everyone to contribute freely.

To ensure that everyone is comfortable sharing without being interrupted or contradicted, ask people to write down all of their ideas on Post-its for the next 10 minutes.

Again, one idea = one Post-it.

10- Choose 2-3 Metrics for each Objective

After 10 minutes, get the whole team to discuss the proposed ideas and agree on 2 or 3 metrics.

Christina Wodtke recommends choosing a usage metric, a revenue metric, and a satisfaction metric for the Key Results.

While acknowledging that’s not always possible, she explains that having two revenue metrics could mean a company has an unbalanced approach to success.

In addition, it could lead employees behaving in a way that’s not beneficial to the company in the long term.

11- Set the Values for the Key Results

Once you’ve chosen the metrics that you will monitor to measure your progress towards the company Objectives, it’s time to aim for a specific value and turn those metrics into Key Results.

A Key Result should be ambitious, time-bound and measurable.

Atlassian’s approach to Key Results is that, if you feel totally confident you can hit a Key Result, you should increase the target by approximately 30%. On the other hand, if you're not at all sure you'll hit the target, the Key Result is probably set just right.

Christina Wodtke’s recommendation?

You should have only 50 percent confidence that you can make them.

12- Challenge One Another and Agree on the Final OKR Set

Before leaving the room, it’s important that every one is happy with the company OKRs for the next quarter.

You will be sharing these OKRs with the rest of the company. They need to make sense.

Are the company Objectives inspirational and ambitious? Will employees be excited about working towards these goals?

Are the Key Results ambitious as well?

Are they aligned with the company Objectives?

Can they keep employees focused and excited for a full quarter?

Once the company-wide OKRs feel right to everyone in the room, it’s time to share the company vision with the rest of the employees.

An organization's OKRs are like a North Star
An organization’s OKRs = an organization’s North Star

After the Company OKR Workshop

Running an OKR workshop at company-level is just the first step.

Now you need to make sure all the company employees know about the company OKRs and monitor the progress made towards those objectives.

How do you do that?

  • By scheduling an OKR review workshop for next quarter, and
  • By organizing OKR workshops at team level and individual level.

Creating OKRs for Your Team

Once the company has set Objectives and Key Results, each team should have a workshop to see to which of these they can contribute.

They should look at how they can contribute to an Objective and set their own Key Results.

Team leads set an OKR workshop for their team and are mindful of the following:

  • Do the Key Results indicate progress towards the Objective?
  • Are they inspiring and ambitious?
  • Are they concrete enough, but not just “task or projects to execute”?

For this workshop, you can adapt the checklist described above for company-wide OKRs.

You’ll want to keep the company-wide OKRs in mind but also give the team an opportunity to propose and vote on new ideas.

It’s crucial that team leads involve their whole team because their work will be directly influenced.

Setting individual OKRs with your team members

The last step is the hardest. How can you help your reports or colleagues to distill OKRs into personal OKRs? How do you translate aspirational goals into concrete action? And how can employees connect their daily goals and targets to this?

While you can use the workshop format for this part, it’s much more personal to help your colleagues or reports one by one.

One-on-one meetings are best to discuss individual OKRs
One-on-one meetings are best to discuss individual OKRs

Help your team members on a one-on-one basis

  • Ask your employees to take one Key Results and think what Objective they choose, so they can contribute to these
  • Write down that objective and add three Key Results they can personally influence
  • Connect these to metrics that their job directly impacts

Once you’ve performed this exercise on an individual basis, making it small and personal, it’s a good idea to get the individuals in your team to share their OKRs with one another.

Encourage transparency and accountability

There are different ways you can ask individuals to share their OKRs and thus encourage transparency and accountability.

One, during the team OKR workshop, you could set aside 30 minutes or so where each team member shares their individual OKRs.

Two, you could run a dedicated OKR workshop where team members share their personal OKRs.

Three, you could  document individual OKRs in a trusted system like Holaspirit and make them visible for everyone in that tool.

Four, you could do a combination of or all of the above!

No matter what option you choose, it’s important that, as soon as OKRs are set, you schedule a time to review those OKRs further down the line.

Image of a woman looking at a map in the middle of the road
OKRs tell you where you want to go. OKR review workshops tell you where you are.

Following Up On Your OKR Workshop

As we’ve seen, setting OKRs is not easy. It requires company-wide commitment and buy-in.

OKR-setting workshops are the beginning of your OKR cycle. They are not a goal in itself. It’s crucial to review OKRs on a regular basis, adapt and start the OKR-setting process over again.

This is how you learn and get everyone on board.

If you set and forget OKRs, no one will believe you when you talk about the company’s vision. Individuals will think it’s another managerial gimmick and won’t be motivated to perform.

On the other hand, if you make it a habit to schedule an OKR review meeting at the end of each OKR workshop, everyone will feel involved and get onboard more quickly.

The question then becomes: how do you review OKRs and keep people motivated in the long run?

Well, that’s a question for another blog post in a few weeks.

In the meantime, why don’t you download our “How to Run an OKR Workshop” checklist.

goal setting
okr
metrics
performance
purpose
WRITTEN BY

Matt Hallmann

Strategic Account Director at SafeSize.

Former VP of International Growth at Springest, Matt is also a speaker and coach at Tealtamago.com

Joyce Kettering

Growth Hacker @ Holaspirit

Former internal auditor for Fortune 500 companies and music producer for no one in particular, Joyce is an entrepreneur who enjoys learning new things and creating helpful content.