Workshops: Core (1) | Applied | Deep Dive (2) | Online (2) | Impact! | Wholehearted:OKR (1) | Outside-in

18-19 May, Online

This workshop is offered both publicly and privately. Don’t see your preferred workshop near you? Get in touch | More: Events

Wholehearted:OKR – Bringing OKR to life with Agendashift

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 Agendashift territory.

We know that the best outcomes aren’t just metrics or targets, but the happy endings to stories in which real needs are met. How they might be evidenced remains an important question, but a different one. With that clear separation in mind, Agendashift and OKR seem made for each other:

  • Agendashift: an engagement model that is strategic in outlook and steadfastly needs-based and outcome-oriented in both approach and technique
  • OKR: an operating model for strategy deployment that emphasises alignment on outcomes and transparency around progress towards them

With this powerful combination you’ll not only avoid the potential pitfalls and dysfunctions of OKR but come away with fresh perspectives on participation, leadership, and organisation design. And if you’re already familiar with Agendashift, you’ll experience some exciting new tools for strategy and operation.

Of all our workshops, Wholehearted:OKR delivers the most complete realisation of our wholehearted mission. It demonstrates how to create opportunities for:

  1. Authentic engagement on issues that matter
  2. Meaningful participation across strategy, development, and delivery
  3. Anticipating and meeting needs
  4. 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

Day 1: Exploring Objectives

Engage on identifying compelling shared goals; learn the language of outcomes, how to organise them, and define their measures of success


  1. Context
    • Celebration-5W
    • Introducing OKR, 4DX, and Agendashift
    • From adaptive challenge to ideal best
  2. Outside-in strategy review (I)
    • Layers: Customer, Organisation
    • Stories, ideal, obstacles, outcomes
    • 15-minute FOTO (Lite)
  3. Find your objectives
  4. Identify your measures of success
    • ODIM
    • X-Matrix / TASTE (I)
    • Leading & lagging indicators; Scoreboard

Day 2: Sustaining Key Results

Focussing collaboration; showing progress towards objectives; nurturing and sustaining emergent ownership; creating opportunities for leadership to develop – and the relationship of all of these to organisation design


  1. Changeban
    • Knowledge discovery process
    • Double loop learning
    • Sustaining cycles
  2. Outside-in strategy review (II)
    • Layers: Product, Platform, Team(s)
    • Stories, ideal, obstacles, outcomes
    • 15-minute FOTO (Classic)
  3. Organising for (mutual) accountability
    • Cadence of accountability
    • Outside-in service delivery review
    • Organising in circles
  4. Taking it forward
    • X-Matrix / TASTE (II)
    • Two hypotheses; Experiment A3
    • Retrospective


Created in collaboration with Karl Scotland, Steven Mackenzie, and Mike Haber.

Agendashift™ is copyright © 2015-2020 Positive Incline Ltd. All rights reserved. The Agendashift Wholehearted / OKR workshop description by Mike Burrows of Positive Incline Ltd is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit

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About us

Agendashift™ is brought to you by Positive Incline Ltd, UK-based specialists in Lean, Agile, strategy, and change. Founder Mike Burrows came to prominence in the Lean-Agile community as the orginator of Kanban’s values model, out of which came his first book, Kanban from the Inside (2014). His more recent books Agendashift (2018) and Right to Left (2019) 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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