Instructions

Enterprise Wide Key Results

PART 1 - Establish Key Results

Objective

Selected KR?

KR-ID

Key Results

Key Result Weight on Objective

Delete Row

Up-Vote

Down-Vote

Objective

Selected KR?

KR-ID

Key Results

Key Result Weight on Objective

Delete Row

Up-Vote

Down-Vote

<A1 - Write here the Objective of the Strategic Theme - The O of OKR's>

2

a

<A1a-Write here the expected Key Result for the Objective / Strategic Theme, in terms of KPI's as concrete and specific as possible>

50%

​

b

<A1b-Write here the expected Key Result for the Objective / Strategic Theme, in terms of KPI's as concrete and specific as possible>

50%

​

100%

Sum

<A2 - Write here the Objective of the Strategic Theme - The O of OKR's>

1

a

<A2a-Write here the expected Key Result for the Objective / Strategic Theme, in terms of KPI's as concrete and specific as possible>

100%

​

100%

Sum

<B1 - Write here the Objective of the Strategic Theme - The O of OKR's>

1

a

<B1a-Write here the expected Key Result for the Objective / Strategic Theme, in terms of KPI's as concrete and specific as possible>

100%

​

100%

Sum

<C1 - Write here the Objective of the Strategic Theme - The O of OKR's>

1

a

<C1a-Write here the expected Key Result for the Objective / Strategic Theme, in terms of KPI's as concrete and specific as possible>

100%

​

100%

Sum

400%

Sum

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PART 2 - Evaluate Key Results

For Development Value Stream...

<A-Write a Brief Name for the Development Value Stream>

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Search

<A1a-Write here the expected Key Result for the Objective / Strategic Theme, in terms of KPI's as concrete and specific as possible>

<A2a-Write here the expected Key Result for the Objective / Strategic Theme, in terms of KPI's as concrete and specific as possible>

<A-Write a Brief Name for the Development Value Stream>

<A1 - Write here the Objective of the Strategic Theme - The O of OKR's>

Key Result for Objective

Adjust Key Result according to evaluation done by Team Members

<A1a-Write here the expected Key Result for the Objective / Strategic Theme, in terms of KPI's as concrete and specific as possible>

Final OKR ID

Calculated Field

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A

⁠

.1.

a

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Key Result Relative Weight on Objective

Change proportion as seen fit

50%

Date that this particular OKR was approved as is

Include the Date the OKR is approved by Team Members

Person Responsible for OKR

This is a Calculated Field

Is this Key Result Understood?

Every Member should Vote if you are in agreement

Is this Key Result Controlable?

Every Member should Vote if you are in agreement

Characteristics Wise, this Key Result is Great

This is a Calculated Field

Is this Key Result Quantitative?

Check if Team Members are in Agreement

Is this Key Result Measurable?

Check if Team Members are in Agreement

Is this Key Result Not an Epic or Initiative?

Check if Team Members are in Agreement

Comments and other information Relevant to this specific OKR

Write any information considered relevant for documentation purposes

Show hidden columns

⁠

For Development Value Stream...

<B-Write a Brief Name for the Development Value Stream>

⁠

⁠

Search

<B1a-Write here the expected Key Result for the Objective / Strategic Theme, in terms of KPI's as concrete and specific as possible>

<B-Write a Brief Name for the Development Value Stream>

<B1 - Write here the Objective of the Strategic Theme - The O of OKR's>

Key Result for Objective

Adjust Key Result according to evaluation done by Team Members

<B1a-Write here the expected Key Result for the Objective / Strategic Theme, in terms of KPI's as concrete and specific as possible>

Final OKR ID

Calculated Field

⁠

B

⁠

.1.

a

⁠

⁠

Key Result Relative Weight on Objective

Change proportion as seen fit

100%

Date that this particular OKR was approved as is

Include the Date the OKR is approved by Team Members

Person Responsible for OKR

This is a Calculated Field

Is this Key Result Understood?

Every Member should Vote if you are in agreement

Is this Key Result Controlable?

Every Member should Vote if you are in agreement

Characteristics Wise, this Key Result is Great

This is a Calculated Field

Is this Key Result Quantitative?

Check if Team Members are in Agreement

Is this Key Result Measurable?

Check if Team Members are in Agreement

Is this Key Result Not an Epic or Initiative?

Check if Team Members are in Agreement

Comments and other information Relevant to this specific OKR

Write any information considered relevant for documentation purposes

Show hidden columns

⁠

For Development Value Stream...

<C-Write a Brief Name for the Development Value Stream>

⁠

⁠

Search

<C1a-Write here the expected Key Result for the Objective / Strategic Theme, in terms of KPI's as concrete and specific as possible>

<C-Write a Brief Name for the Development Value Stream>

<C1 - Write here the Objective of the Strategic Theme - The O of OKR's>

Key Result for Objective

Adjust Key Result according to evaluation done by Team Members

<C1a-Write here the expected Key Result for the Objective / Strategic Theme, in terms of KPI's as concrete and specific as possible>

Final OKR ID

Calculated Field

⁠

C

⁠

.1.

a

⁠

⁠

Key Result Relative Weight on Objective

Change proportion as seen fit

100%

Date that this particular OKR was approved as is

Include the Date the OKR is approved by Team Members

Person Responsible for OKR

This is a Calculated Field

Is this Key Result Understood?

Every Member should Vote if you are in agreement

Is this Key Result Controlable?

Every Member should Vote if you are in agreement

Characteristics Wise, this Key Result is Great

This is a Calculated Field

Is this Key Result Quantitative?

Check if Team Members are in Agreement

Is this Key Result Measurable?

Check if Team Members are in Agreement

Is this Key Result Not an Epic or Initiative?

Check if Team Members are in Agreement

Comments and other information Relevant to this specific OKR

Write any information considered relevant for documentation purposes

Show hidden columns

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Navigation Bar

Header Page...

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2. OKR's at Portfolio Level

Header Page. Here we develop the organization's Strategic Themes or OKR's (Objectives & Key Results) that will guide decision-making throughout the Strategic Planning Process

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Home...

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Lean-Agile Portfolio Management for a Modern Strategic Planning

Content Page. The main purpose of this CODA Doc is to create visibility and document the whole process of Modern Strategic Planning. Find here a Happy Path - A simple RoadMap to go down to Business immediately, or take the Learning Path towards Lean-Agile.

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Next...

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2.3 Epics and Enablers

Event Page. Here we establish a prioritized working list of all initiatives, in the form of Epics and Enablers that will help us achieve OKR's

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