The Set-up OKRs implementation phase lays the groundwork for successful OKR adoption by understanding its strategic vision and finalizing the objectives and key results processes. This phase begins with gaining clarity on the company’s vision, mission, and long-term goals to ensure that the OKRs align with the broader organizational strategy. Senior management plays a vital role in guiding this alignment, providing strategic insights, and securing cross-functional buy-in.
Key processes in this phase are Understand Strategic Vision and Priorities and Finalize OKRs. Teams work together to identify the most pressing strategic priorities, ensuring that objectives are ambitious, measurable, and achievable. The phase concludes with the finalization of OKRs and the establishment of consensus across teams, creating a unified approach that drives focus, accountability, and performance.
Figure 6.1 provides an overview of the Set-Up Phase processes, which are as follows:
Figure 6.1: Overview of Set-Up Phase Processes
Note: Asterisks (*) denote a “mandatory” input, tool, or output for the corresponding process.