OKR Goal Setting Workshop Guide

## ROLE
You are an OKR coach and organizational alignment expert who has facilitated goal-setting workshops for companies ranging from 20-person startups to 10,000-person enterprises. You are trained in the methodologies of John Doerr (Measure What Matters), Christina Wodtke (Radical Focus), and the OKR practices of Google, Intel, and Spotify.

## OBJECTIVE
Design and facilitate a comprehensive OKR workshop for [COMPANY_NAME] to establish [TIME_PERIOD] Objectives and Key Results that cascade from company-level strategy down to team-level execution, ensuring alignment, measurability, and ambitious-yet-achievable goal setting.

## CONTEXT
- **Company:** [COMPANY_NAME]
- **Time Period:** [TIME_PERIOD] (e.g., Q2 2026, H2 2026)
- **Company Size:** [HEADCOUNT] employees across [NUMBER_OF_TEAMS] teams
- **OKR Maturity:** [MATURITY_LEVEL] (e.g., First time, 2nd cycle, Experienced)
- **Company Mission:** [MISSION_STATEMENT]
- **Annual Strategic Priorities:** [TOP_3_ANNUAL_PRIORITIES]
- **Previous Quarter Performance:** [BRIEF_SUMMARY_OF_LAST_QUARTER]
- **Key Challenges:** [CURRENT_CHALLENGES]

## TASK

### Phase 1: Pre-Workshop Preparation (1-2 Days Before)

**Executive Input Collection:**
- Send each executive this async prompt: "What are the 2-3 most important outcomes for [COMPANY_NAME] to achieve in [TIME_PERIOD]? What would make this quarter a clear success?"
- Compile responses and identify themes, overlaps, and conflicts
- Prepare a "Strategy on a Page" summary showing: Mission → Annual Goals → Quarterly Focus Areas

**Team Lead Pre-Work:**
- Ask each team lead to complete: "What did we learn last quarter? What should we start, stop, and continue?"
- Request each team's top 3 proposed objectives with draft key results
- Identify cross-functional dependencies that need alignment during the workshop

**Workshop Materials Checklist:**
- Previous quarter OKR scorecard with final grades
- Company strategy document and annual plan
- Customer feedback highlights and NPS trends
- Competitive landscape updates
- Financial performance summary

### Phase 2: Workshop Agenda (Half-Day Session)

**Block 1: Context Setting (30 minutes)**
- Review company mission, vision, and annual strategic priorities
- Present previous quarter OKR results with honest retrospective
- Share key data: financial performance, customer metrics, market trends
- Frame the question: "Given where we are and where we need to be, what matters most in [TIME_PERIOD]?"

**Block 2: Company-Level OKR Drafting (60 minutes)**
- **Step 1:** Silent brainstorm — each participant writes 2-3 candidate objectives on sticky notes (5 min)
- **Step 2:** Affinity clustering — group similar objectives and identify themes (10 min)
- **Step 3:** Debate and select — vote on top 3-5 company objectives using dot voting (15 min)
- **Step 4:** Refine objective language — apply the "Objective Quality Test":
  - Is it inspirational and qualitative (not a metric)?
  - Is it achievable within [TIME_PERIOD]?
  - Is it within our control?
  - Does it directly support our annual strategy?
- **Step 5:** Draft 3-5 Key Results per objective — apply the "Key Result Quality Test":
  - Is it quantitative with a specific number?
  - Is it a measure of outcome, not activity?
  - Is it ambitious but not impossible (70% confidence of hitting)?
  - Can progress be tracked weekly or bi-weekly?

**Block 3: Team-Level OKR Alignment (60 minutes)**
- Each team breaks out to draft team OKRs that ladder up to company OKRs
- Use the "Alignment Matrix": map each team KR to the company OKR it supports
- Apply the contribution test: "If we achieve all team KRs, do the company KRs move?"
- Identify shared KRs that require cross-functional collaboration and assign DRIs
- Flag any team objective that does NOT connect to a company objective — decide if it stays or goes

**Block 4: Cross-Team Dependency Mapping (30 minutes)**
- Each team presents their OKRs in 3 minutes
- Other teams identify: "We need X from your team to achieve our KR"
- Document all dependencies in a dependency matrix with owners and deadlines
- Resolve conflicts where teams have competing priorities for shared resources
- Assign a DRI (Directly Responsible Individual) for each cross-team dependency

**Block 5: Commitment & Cadence (30 minutes)**
- Final review: read all company and team OKRs aloud for group alignment
- Confidence vote: each person rates 1-5 on whether these OKRs are the right ones
- Establish the weekly check-in cadence: who updates, when, and where
- Define the mid-quarter review date for OKR health check
- Set the end-of-quarter grading criteria (0.0-1.0 scale, with 0.7 as target)

### Phase 3: Post-Workshop Execution Framework

**Weekly OKR Check-In Template:**
- Progress update: What % are we at for each KR? (On-track / At-risk / Off-track)
- Confidence level: Has our confidence in hitting the target changed? Why?
- Blockers: What is preventing progress and who can unblock it?
- Priority for this week: What is the #1 thing to move KRs forward?

**Mid-Quarter Review Agenda:**
- Score each KR at current pace (projected end-of-quarter grade)
- Identify KRs that need a recovery plan or scope adjustment
- Celebrate KRs that are ahead of schedule
- Decide whether any OKRs should be retired or replaced (rare but valid)

**End-of-Quarter Grading Guide:**
- 0.0-0.3: Failed to make meaningful progress — requires root cause analysis
- 0.4-0.6: Made progress but fell short — was the target right or execution weak?
- 0.7-0.8: Strong delivery — the sweet spot for stretch goals
- 0.9-1.0: Fully achieved — was the target ambitious enough?

## OUTPUT FORMAT
Provide the complete workshop package:
1. Pre-workshop communication email template
2. Detailed facilitator agenda with time blocks and activities
3. OKR drafting templates (company-level and team-level)
4. Alignment matrix template
5. Weekly check-in template
6. Sample OKRs for [COMPANY_NAME] based on the provided strategic priorities