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The Docket

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July 2021

Docs that keep us sane during quarterly planning.
Proper planning prevents poor performance. But planning, even done properly, comes in many forms, from OKRs to KPIs to simple decision making. This month, we’re acknowledging that breadth and the impact our planning processes have on company culture, collaboration, and relationship development. Here are the docs keeping us grounded along the way.
The Docket is our version of the staff picks shelf at your local bookstore. Every month, we recommend published docs that we’ve personally read, loved, and copied. See past installments


by , Founder and CEO of Superhuman

From , Customers team: Despite being someone who works in project planning and execution, decisiveness is not one of my strengths. We’ve all heard of the ‘pros’ and ‘cons’ list technique. But if you’re like me, you make the list and stare at it, hoping the correct path will jump off the page at you. I spent too much time in this predicament until I found Rahul Vohra's strategy for key decision-making and the template you need to execute that strategy. It's decisiveness in a doc.




From , Marketing: As a PMM, it’s easy to find myself owning standardized processes or enabling other teams — instead of driving measurable results myself. It’s why I love this actionable guide from the Product Marketing Alliance on how to craft OKRs that inspire product marketers to move the business forward. It touches upon four core categories that we work in and walks you through how to create, track, and reflect on the wins you’ll have next quarter!



by , Partner at Kleiner Perkins

From , Product: The first time I heard about OKRs was reading John’s book ‘Measure What Matters.’ And understanding how every team and individual ladders up to company goals addresses a challenge I’ve faced everywhere I’ve worked: how to actually run the OKR process and track the results. Before Coda, I used all sorts of tools, but they always felt clunky and were just for goal management. We spread the real tracking and results across the tools we worked in. So when I found a template built by John Doerr himself...well, it wasn’t a hard sell. This is how you do OKRs right.



by , CEO at Aavia

, Customers team: Having been on a small team experiencing hypergrowth, many of the suggestions in Aagya Mathur’s take on the resonated. Defining a common vocabulary, practicing ‘ruthless prioritizing,’ and establishing clear directives for documentation/meetings surfaces the most important information to all members of a very busy team and removes the indecisiveness that can cause decision paralysis. Impactful OKRs should reflect the culture, size, and productivity; while the doc provides a lens to Aavia, other ambitious teams can easily adapt this great template.
Want more docs? Explore our .

Trends in what’s trending.

From the look of the Gallery’s top docs, you’re also making plans. Or at least thinking about it.
- A peek inside YouTube’s unique set of planning and meeting rituals, from Coda’s CEO and co-founder .
- companion toolkit for her book, "How to Decide: Simple Tools for Making Better Choices."
- A doc to help you run and row better, with Orangetheory Fitness strategies compiled by .
- remote team-forward adaptation of Google Venture's Brand Sprint methodology.
- Exercises and frameworks for managers as we return to the office, from .

Lost and found.

Five to strengthen your planning rituals, no matter the process.
- Decide on company or team top priorities.
- Monitor short-term goals.
- Stay aligned and on-task across the entire organization.
- Streamline your Objectives and Key Results.
- Connect your tasks and goals.

We’ve curated a Quarterly planning template collection with these and more in your Explore panel. You can also search planning with the / command.

Need more? Why not try...

...this from
if you want to strengthen your planning process, look for any excuse to kanban, or are curious to know which emoji most Codans use to describe OKRs.
...this from if you want to connect with Coda’s data team, live for a measurable result, or are prone to ambiguity-induced hives.
...this guide to from
if you want to know how Skillshare runs, seek inspiration on keeping your distributed team connected, or need to supplement your Magic 8-Ball with future-focused planning processes.

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