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We help leaders and engaged team members at every level to gain fluency in the language of outcomes – developing and pursuing strategy together, innovating and adapting as the organisation learns to renew and transform itself. More...
Workshops: Wholehearted:OKR – Integrating strategy, development, and delivery
PLEASE NOTE: These workshop pages are no longer maintained. From the Agendashift Academy site please see instead these standalone workshops addressing different aspects of organisation development and deliverable by authorised facilitators and trainers alike:
- Leading with Outcomes Assessment Debrief Workshop
- Leading with Outcomes Discovery Workshop
- Adaptive Organisation Workshop
- Outside-in Strategy Review Workshop
Deliverable by authorised trainers only:
Assuming meaningful interest in the issues under consideration (i.e. “skin in the game”), they are suitable for participants of all levels of experience. Some stakeholder involvement may be valuable also.
If interested in holding any of the above workshops or hosting Leading in a Transforming Organisation as public training, Contact us.
Objectives and Key Results (OKR) is – to use the Wikipedia definition – a framework for defining and tracking objectives and their outcomes. Done well (wholeheartedly), it’s a great model for participatory strategy deployment. Done badly... well let’s just say that you don’t want to do it badly!
OKR joins Lean and Agile as one of those things for which the way you introduce it matters at least as much as the thing itself, placing it very much within the scope of Agendashift, the wholehearted and outcome-oriented engagement model and open framework for participatory change. Happily, their respective aims coincide in the importance they attach to outcomes and to the integration of strategy, development, and delivery.
This workshop addresses 5 key challenges with OKR:
- How to define objectives that are relevant, meaningful, compelling, and generative
- How to measure key results with insightful metrics that will guide and stretch appropriately
- How to deliver key results – finding the innovations
- How to manage at multiple levels of detail
- How to support and sustain the process
Of all our workshops, Wholehearted:OKR delivers the most complete realisation of Agendashift’s wholehearted mission. It demonstrates how to create opportunities for:
- Authentic engagement on issues that matter
- Meaningful participation across strategy, development, and delivery
- Anticipating and meeting needs
- Leadership around outcomes (each inviting the other)
Run this workshop within your organisation and you will be creating these opportunities as you learn. Or join a public workshop and share with other practitioners – the choice is yours!
Workshop overview
The Wholehearted:OKR workshop comprises 8 sessions of between 90 and 120 minutes each, typically delivered in 4 half days or 2 full days, online by default.
Sessions 1-4: Outside in strategy – customer and external environment first
Context
- Identifying the adaptive challenge
- Celebration-5W
- Introducing OKR, 4DX, and Agendashift
- Stories as expressions of strategy, the meaning behind the metric
Outside-in strategy review (I)
- Layers: Customer, Organisation
- Ideal, Obstacles, Outcomes (IdOO)
- 15-minute FOTO (Lite)
Find your objectives
- Plan on a Page
- Option Approach Mapping (not its real name)
- Option Relationship Mapping
- Define your “Wildly important goal” (WIG)
Outside-in strategy review (II)
- Layers: Product, Platform, Team(s)
- Ideal, Obstacles, Outcomes (IdOO)
- 15-minute FOTO (Classic)
Sessions 5-8: Right to left and upside down – outcome-orientation and organisation design
Changeban (optional – may be replaced by the Agendashift delivery assessment)
- Knowledge discovery process
- Double loop learning
- Sustaining cycles
- Right-to-Left Strategy Deployment
Identify your measures of success
- ODIM: Objective, Decision, Insight, Metric
- X-Matrix / TASTE: True North, Aspirations, Strategies, Tactics, Evidence
- The Meaning, Measure, Method pattern
- Leading & lagging indicators; Balancing metrics; Scoreboard
- The organisational view: Who identifies with what metric?
Options and experiments
- Strategic prioritisation
- Generating and selecting ideas
- Experiment A3
Organising for (mutual) accountability
- Cadence of accountability
- Organising in circles
- [Outside-in Service Delivery Review (OI-SDR)]
See also
- OKR (en.wikipedia.org)
- There will be caveats: Warming cautiously to OKR (blog.agendashift.com)
- Implementing your Outside-in Service Delivery Review (OI-SDR) – the short training workshop corresponding to session 8 above
- The generative patterns Ideal, Obstacles, Outcomes (IdOO) and Right-to-Left Strategy Deployment
- Right to Left: The digital leader’s guide to Lean and Agile (2019, audioboook 2020)
Credits
This workshop was created in collaboration with Karl Scotland, Steven Mackenzie, Kjell Tore Guttormsen, and Mike Haber.
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Copyright © 2015-2024 Agendashift Ltd (formerly Positive Incline Ltd). All rights reserved. The page Wholehearted:OKR – Integrating strategy, development, and delivery by Mike Burrows of Agendashift Ltd is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit https://creativecommons.org/licenses/by-sa/4.0/.
Source text maintained at github.com/asplake/agendashift-open/tree/master/workshops/wholehearted-okr.md (github.com)
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Page sources for Wholehearted:OKR – Integrating strategy, development, and delivery
Related
- The workshops:
- Transformation strategy: Core, Applied, and Deep Dive
- Outside-in strategy: Outside-in strategy review (OI-SR), Impact!, and Wholehearted:OKR
- Short training: Coaching with Outcomes (CwO), Strategic Mapping with Outcomes, Probe! and Implementing your OI-SDR
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About Agendashift
- Our mission: Wholehearted
- Agendashift Assessments and Free 14-day trial
- Events calendar – training and other events
- Subscribe
- Leading with Outcomes from the Agendashift Academy:
-
The books:
- Organizing Conversations: Preparing Groups to Take on Adaptive Challenges (May 2024)
- Agendashift: Outcome-oriented change and continuous transformation (2nd edition 2021)
- Right to Left: The digital leader’s guide to Lean and Agile (2019, audiobook 2020)
- Agendashift as framework
- Resources
- The Agendashift blog (blog.agendashift.com)
- Agendashift communities on Slack and LinkedIn
Meet us online
- Subscribe (1-3 emails per month)
- Read our blog: blog.agendashift.com
- Join Agendashift on Slack
- Join our LinkedIn group: Agendashift
- Follow us on Twitter: @agendashift
About us
Agendashift™ is brought to you by Agendashift Ltd (formerly Positive Incline Ltd), UK-based specialists in leadership, engagement, strategy, and change. Founder Mike Burrows came to prominence in the Lean-Agile community as the originator of Kanban’s values model, out of which came his first book, Kanban from the Inside (2014). His more recent books Agendashift (2nd edition 2021) and Right to Left (2019, audiobook 2020) bring a resolutely needs-based and outcome-oriented perspective to change, transformation, and the Lean-Agile landscape as a whole, contributing meanwhile a number of popular tools, games, and other resources. He works as a consultant, facilitator, and trainer, and as a keynote speaker at events public and private around the world.
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