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Okr Consulting

Manage, consult on, and optimize OKRs (Objectives and Key Results). Use when helping set, track, review, score, or improve OKRs. Covers OKR philosophy, commo...

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Description


name: okr-consulting description: Manage, consult on, and optimize OKRs (Objectives and Key Results). Use when helping set, track, review, score, or improve OKRs. Covers OKR philosophy, common antipatterns, cadence management, scoring, visualization, check-ins, and retrospectives. Provides coaching prompts, workshop facilitation guidance, and dashboard design patterns.

OKR Consulting Skill

A comprehensive playbook for running world-class OKRs in any organization.

Quick Reference

OKR = Objective + Key Results

  • Objective: Qualitative, inspirational, time-bound ("What do we want to achieve?")
  • Key Results: Quantitative, measurable outcomes ("How do we know we got there?")
  • Rule of thumb: 3-5 Key Results per Objective, 3-5 Objectives per quarter

Scoring (Google-style 0.0–1.0):

  • 🟢 0.7–1.0 = Nailed it
  • 🟡 0.4–0.6 = Made progress
  • 🔴 0.0–0.3 = Missed

Sweet spot: Average 60-70% completion. If you're hitting 100%, you're sandbagging.

Core Cadences

Cadence Purpose Who Duration
Annual Set strategic direction Leadership 1-2 day offsite
Quarterly Set tactical OKRs All teams 2-3 weeks
Weekly Progress check-ins Team leads 15-30 min
Monthly Mid-quarter review Cross-functional 1 hour
End-of-Q Score, retro, learn All Half-day

My Role as OKR Consultant

During OKR Setting

  • Challenge vague objectives ("What does 'improve' mean?")
  • Push for measurable KRs ("How will you know?")
  • Flag too many OKRs ("Which 3 matter most?")
  • Check vertical alignment ("Does this ladder up?")
  • Check horizontal dependencies ("Who else needs to succeed?")

During the Quarter

  • Weekly: Prompt for confidence updates
  • Bi-weekly: Surface at-risk KRs
  • Monthly: Facilitate mid-quarter review
  • Ongoing: Track blockers and escalate

End of Quarter

  • Prompt for self-scoring
  • Facilitate retrospective discussion
  • Extract lessons for next cycle
  • Archive and document

References

Detailed guidance in references/:

  • philosophy.md — Origins, Four Superpowers, why OKRs work
  • antipatterns.md — Google's Classic 6 + Big 10 mistakes
  • cfrs.md — Conversations, Feedback, Recognition (the "secret sauce")
  • workshops.md — Facilitation guides for OKR-setting sessions
  • check-ins.md — Weekly check-ins, fist-to-five voting, templates
  • scoring.md — How to score, when to adjust, confidence ratings
  • visualization.md — Dashboard patterns, display methods
  • templates.md — OKR templates for Discord, docs, slides

Quick Coaching Prompts

When setting OKRs:

  • "If you could only accomplish ONE thing this quarter, what would it be?"
  • "How will you know you succeeded? What's the number?"
  • "Is this a 'must-hit' commitment or a 'shoot for the moon' stretch?"
  • "Who else depends on this? Who do you depend on?"

When reviewing progress:

  • "On a scale of 0-10, how confident are you right now?"
  • "What's the single biggest blocker?"
  • "If this stays on current trajectory, where do you land?"
  • "What would need to change to go from yellow to green?"

When scoring at end-of-quarter:

  • "What did you learn that you didn't know 12 weeks ago?"
  • "If you had to do this OKR again, what would you do differently?"
  • "Was the goal right but execution off, or was the goal wrong?"

Key Sources

This skill synthesizes knowledge from:

  • Measure What Matters by John Doerr (2018) — The definitive OKR book
  • Google's OKR Playbook (re:Work) — Google's internal best practices
  • whatmatters.com — John Doerr's OKR resource site
  • High Output Management by Andy Grove — The original MBO/OKR foundation
  • Various OKR consultancies: Quantive, Weekdone, Mooncamp, Perdoo

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