Lean-Agile Portfolio Management for a Modern Strategic Planning

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2. OKR's at Portfolio Level

2.2 Key Results

Event Page. Here we will define Key Results for each of the Enterprise wide Objectives previously established. Ideally no more and no less than five Key Results for each Objective

Instructions

There should be no more than five Key results for each Objective Defined previously. Strategic Planning Team Members should do the following Steps:

In "PART 1 - Establish Key Results" Section...

STEP 1: Key Results are grouped by Objectives. Enter Key Results at own discretion. One row per Key Result

STEP 2: Group and consolidate similar Key Results. Add or delete rows as necessary

STEP 3: Upvote or downvote Key Results to prioritize them. If more than 5 KR per Obj., maintain relevant ones

STEP 4: Agree on final list of Key Results for each Objective. Check "Selected" Accordingly

In "PART 2 - Evaluate Results" Section...

STEP 5: Choose one of the DVS Tables. Take the time to evaluate each Key Result as directed

STEP 6: Discuss if the KR is quantitative, measurable, and NOT an Epic or Initiative. Check as appropriate

STEP 7: Vote in each Key Result if you consider it to be understood or controllable

STEP 8: Review Key Results and change or adjust as necessary

Enterprise Wide Key Results

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PART 1 - Establish Key Results

Objective

Objective

Selected KR?

Selected KR?

KR-ID

KR-ID

Key Results

Key Results

Key Result Weight on Objective

Key Result Weight on Objective

Delete Row

Delete Row

Up-Vote

Up-Vote

Down-Vote

Down-Vote

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

50%

<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

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

100%

Sum

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

100%

Sum

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

100%

Sum

Count

400%

Sum

⁠

PART 2 - Evaluate Key Results

For Development Value Stream...

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

⁠

<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>

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

⁠

A⁠

.1.

a⁠

⁠

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>

⁠

<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>

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>

⁠

<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>

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

⁠

Navigation Bar

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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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Key Results

It is Done

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