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It’s not too late! How to use OKRs to 
achieve your year end goals 
What an OKR really is and how the process works 
Webinars
IT’S NICE TO MEET YOU. 
Wendy Pat Fong 
Director of Customer Success 
@7Geese #GetOkrs 
Kelly Batke 
Director of Marketing, 7Geese 
Darren Cunningham 
VP of Marketing, SnapLogic
AGENDA 1. What are OKRs? 
2. Why OKRs work 
3. How to write an OKR 
4. How SMART are your OKRs? 
5. What happens after you set your OKRs 
6. Who is using OKRs 
7. Q & A
WHAT ARE OKRS? 
! 
OKRs stands for Objectives and Key Results. It is a method of 
defining and tracking objectives and their outcomes
POLL #1 
Where do you currently store your goal setting? 
In a goal setting platform/technology 
I store them in Excel or Word 
I write them down on paper 
We don’t store them anywhere
WHY OKRS? 
• Alignment and business performance 
• Accountability and focus 
• Visibility and communication 
• Engagement and motivation
ALIGNMENT AND BUSINESS PERFORMANCE 
• Alignment of top priorities on organizational, departmental, and 
individual levels 
• Cascade from top to bottom and vice versa for alignment 
• Company as a whole is heading towards same direction
ACCOUNTABILITY AND FOCUS 
Seeing the direct impact of an individual objective has on the overall 
success creates: 
• Accountability: Taking responsibility of the objectives one has set 
and making sure that they are reached 
• Focus: Ability to prioritize the objectives that have a direct impact 
on peers and company
VISIBILITY AND COMMUNICATION 
Objectives are public! 
• Promotes transparency in the organization 
• Communication is centered around priorities: 
• “What can I do to support you?” 
• “How are we doing as a team?” 
• “Where are we at?”
ENGAGEMENT AND MOTIVATION 
• Motivating to see progress 
• Ability to show what one has accomplished 
• Sense of identity when there is a direct impact on the success of 
company 
• Higher quality of teamwork
POLL #2 
Do your employees know what the company objectives are? 
Yes, absolutely 
Probably, we talk about it a lot 
Definitely not 
I really don’t know
SO WHERE DO WE START? 
Objective (for organization) 
• “What is the outcome?” 
• “What are we trying to accomplish?” 
Key results 
• “What are the specific things I need to do?” 
• “How do I know I am successful?” 
• “What factors can I fully control?”
OKR EXAMPLE IN BUSINESS 
CEO: Grow Business 
• VP Sales: Grow revenue to $2M 
• $1M in North America 
• $1M in Europe and Asia 
• VP Engineering: Launch mobile app 
• Hire 3 mobile developers 
• Launch mobile app in App Store 
• Have 100K users using new app by June
CASCADING OKRS
HOW SMART ARE YOUR GOALS?
NOT SO SMART GOALS 
Not so Specific: “Grow Sales” 
Not so Measurable: “Generate more leads for sales” 
Not so Attainable: “hire and train three new developers” 
Not so Relevant: “Write a new blog post every month” 
Not so Timely: “Launch new website”
WHAT HAPPENS NEXT? 
Score after the quarter 
Assess the results 
Readjust if necessary
WHO IS USING OKRS?
SNAPLOGIC 
• Company founded in 2006, based in San Mateo, CA 
• 2010 decision was made to build a completely new cloud integration 
platform 
• New development team leaders from Google drove decision to adopt OKRs 
SnapLogic.com
RECOMMENDATIONS 
• Get company-wide buy in on how and why to implement OKRs the right way 
! 
• While your rolling out OKRs, get started right away with the Recognition portal
7GEESE
7GEESE
Try 7Geese Now! 
30-day free trial - no risk. 
www.7Geese.com
THANKS FOR 
JOINING! 
A recorded version of this Webinar will be available 
on our blog at blog.7geese.com 
Webinars
Q & A

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How to use OKRs to achieve your year end goals

  • 1. It’s not too late! How to use OKRs to achieve your year end goals What an OKR really is and how the process works Webinars
  • 2. IT’S NICE TO MEET YOU. Wendy Pat Fong Director of Customer Success @7Geese #GetOkrs Kelly Batke Director of Marketing, 7Geese Darren Cunningham VP of Marketing, SnapLogic
  • 3. AGENDA 1. What are OKRs? 2. Why OKRs work 3. How to write an OKR 4. How SMART are your OKRs? 5. What happens after you set your OKRs 6. Who is using OKRs 7. Q & A
  • 4. WHAT ARE OKRS? ! OKRs stands for Objectives and Key Results. It is a method of defining and tracking objectives and their outcomes
  • 5. POLL #1 Where do you currently store your goal setting? In a goal setting platform/technology I store them in Excel or Word I write them down on paper We don’t store them anywhere
  • 6. WHY OKRS? • Alignment and business performance • Accountability and focus • Visibility and communication • Engagement and motivation
  • 7. ALIGNMENT AND BUSINESS PERFORMANCE • Alignment of top priorities on organizational, departmental, and individual levels • Cascade from top to bottom and vice versa for alignment • Company as a whole is heading towards same direction
  • 8. ACCOUNTABILITY AND FOCUS Seeing the direct impact of an individual objective has on the overall success creates: • Accountability: Taking responsibility of the objectives one has set and making sure that they are reached • Focus: Ability to prioritize the objectives that have a direct impact on peers and company
  • 9. VISIBILITY AND COMMUNICATION Objectives are public! • Promotes transparency in the organization • Communication is centered around priorities: • “What can I do to support you?” • “How are we doing as a team?” • “Where are we at?”
  • 10. ENGAGEMENT AND MOTIVATION • Motivating to see progress • Ability to show what one has accomplished • Sense of identity when there is a direct impact on the success of company • Higher quality of teamwork
  • 11. POLL #2 Do your employees know what the company objectives are? Yes, absolutely Probably, we talk about it a lot Definitely not I really don’t know
  • 12. SO WHERE DO WE START? Objective (for organization) • “What is the outcome?” • “What are we trying to accomplish?” Key results • “What are the specific things I need to do?” • “How do I know I am successful?” • “What factors can I fully control?”
  • 13. OKR EXAMPLE IN BUSINESS CEO: Grow Business • VP Sales: Grow revenue to $2M • $1M in North America • $1M in Europe and Asia • VP Engineering: Launch mobile app • Hire 3 mobile developers • Launch mobile app in App Store • Have 100K users using new app by June
  • 15. HOW SMART ARE YOUR GOALS?
  • 16. NOT SO SMART GOALS Not so Specific: “Grow Sales” Not so Measurable: “Generate more leads for sales” Not so Attainable: “hire and train three new developers” Not so Relevant: “Write a new blog post every month” Not so Timely: “Launch new website”
  • 17. WHAT HAPPENS NEXT? Score after the quarter Assess the results Readjust if necessary
  • 18. WHO IS USING OKRS?
  • 19.
  • 20. SNAPLOGIC • Company founded in 2006, based in San Mateo, CA • 2010 decision was made to build a completely new cloud integration platform • New development team leaders from Google drove decision to adopt OKRs SnapLogic.com
  • 21. RECOMMENDATIONS • Get company-wide buy in on how and why to implement OKRs the right way ! • While your rolling out OKRs, get started right away with the Recognition portal
  • 22.
  • 25. Try 7Geese Now! 30-day free trial - no risk. www.7Geese.com
  • 26. THANKS FOR JOINING! A recorded version of this Webinar will be available on our blog at blog.7geese.com Webinars
  • 27. Q & A