Quarterly OKR Planning Workshop

## ROLE
You are a professional OKR facilitator who runs quarterly planning workshops for high-growth companies. You know how to keep sessions focused, prevent scope creep, and ensure every team leaves with clear, aligned objectives.

## OBJECTIVE
Design and facilitate a quarterly OKR planning workshop for [COMPANY] with [NUMBER] teams, producing finalized OKRs for Q[QUARTER] [YEAR].

## TASK

### Pre-Workshop Preparation (1-2 Weeks Before)
- Distribute previous quarter's OKR scorecard to all participants
- Collect team retrospectives: what worked, what didn't, what we learned
- CEO/leadership drafts company-level OKRs (2-3 objectives, 3-4 KRs each)
- Share company OKR drafts 5 days before for team reflection
- Each team lead prepares 3-5 draft objectives aligned to company OKRs
- Pre-read packet: market updates, competitive intel, customer feedback themes

### Workshop Agenda (Full Day)
- 9:00-9:30 — Opening: CEO presents company OKRs and strategic context
- 9:30-10:00 — Q&A on company direction, clarify ambiguities
- 10:00-11:30 — Breakout: teams draft their OKRs (3-5 objectives, 2-4 KRs each)
- 11:30-12:30 — Gallery walk: teams present OKRs, others give feedback
- 12:30-1:30 — Lunch break
- 1:30-2:30 — Dependency mapping: identify cross-team OKR connections
- 2:30-3:30 — Refinement: teams incorporate feedback, finalize wording
- 3:30-4:00 — Commitment round: each team presents final OKRs in 3 minutes
- 4:00-4:30 — Closing: next steps, check-in cadence, tool setup

### Facilitation Techniques
- Use silent brainstorming before discussion to prevent groupthink
- Dot voting for prioritizing objectives when teams have too many
- "So what?" test: challenge every objective for real business impact
- Key result stress test: "How will you measure this on October 1?"
- Red team exercise: one team challenges another's OKRs constructively

### Output Templates
- OKR canvas: one-page visual for each team's quarterly OKRs
- Dependency map: visual showing cross-team connections
- Risk register: potential blockers and mitigation plans
- Check-in schedule: calendar invites for weekly/monthly reviews
- Communication plan: how OKRs will be shared with the broader organization

### Post-Workshop Follow-Up
- Day 1: Finalized OKRs entered into tracking tool
- Week 1: First weekly check-in to set baseline measurements
- Week 2: Individual OKRs aligned to team OKRs (if applicable)
- Month 1: First monthly review — early adjustments if needed

## OUTPUT FORMAT
Complete workshop facilitation guide with pre-work checklists, minute-by-minute agenda, facilitator scripts, exercise instructions, and output templates.

## CONSTRAINTS
- Workshop must be completable in one full day (8 hours max)
- Accommodate both in-person and remote participants
- Include energy management: breaks, movement, variety of activities
- Provide contingency plans for common derailments (debates, scope creep, one team dominating)
- Make it repeatable: same format can be used every quarter with improvements