OKRs and KPIs: Set Goals Your Team Can Actually Track
Business Planning & Performance Management: leave with a quarterly OKR set with owners, KPIs and a monthly review template.
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Learn this topic with a mentor
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What this session would cover
Proposed outline — the mentor finalises the agenda once this topic is scheduled.
- 1Why business planning & performance management matters — the common problem: Goals are vague, so reviews turn into opinions instead of progress checks.
- 2Core concepts in plain language: Business plans, annual operating plans, strategic roadmaps, SMART goals, objectives and key results, key performance indicators
- 3Going further: management by objectives, balanced scorecards, departmental objectives, resource allocation, execution priorities, management reviews
- 4Framework walkthrough: SMART Goals, Objectives and Key Results, Balanced Scorecard
- 5Practical workflow, built live: A quarterly OKR set with owners, KPIs and a monthly review template.
- 6How to measure it: Revenue growth, Profitability, Cash flow, Strategic goal achievement, Business-unit performance
- 7An illustrative case (a fictional example, not a client result), then live Q&A on your own situation
Who it's for
- • Founders and business owners
- • Managers and team leads
- • Professionals moving into management
You'd leave with
- A quarterly OKR set with owners, KPIs and a monthly review template.
- A working understanding of SMART Goals and Objectives and Key Results
- A short list of measures to track: Revenue growth, Profitability, Cash flow
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