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Quarterly Planning that Doesn't Suck
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Quarterly Planning that Doesn't Suck
Quarterly Planning that Doesn't Suck
Getting Started
Schedule
Long-term milestones
Company OKRs
Finance
Sales
EPD
Engagement
Platform
Identity
Experiences
Supporting Data
Master OKR list
Dependency
Teams
EPD
Engagement
Spend Management - OKRs
Spend Management - OKRs
8
Objective
Team
Key Result
Objective
Team
Key Result
1
Be in every country in the world
EPD - Engagement
Translate into 15 new languages
2
Be in every country in the world
EPD - Engagement
DAU/MAU of 99% in each new geo
3
Be in every country in the world
EPD - Engagement
#1 in app store in each local market
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Spend Management - Dependencies
Spend Management - Dependencies
12
KR
Project
Blocking Team
Blocking Need
Dependency Response
Dependency will do?
KR
Project
Blocking Team
Blocking Need
Dependency Response
Dependency will do?
1
Translate into 15 new languages
Spanish translations
Sales
Need all sales tools localized
2
Translate into 15 new languages
New internationalization software
Finance 💰
Approval for spend
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Spend Management - Things others need from you
Spend Management - Things others need from you
12
Blocking Team
Team
KR
Project
Blocking Need
Dependency Response
Dependency will do?
Blocking Team
Team
KR
Project
Blocking Need
Dependency Response
Dependency will do?
1
EPD - Engagement
Sales
500,000 customers closed
Integration with Widget 1
Build API for partners
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