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Quarterly Planning that Doesn't Suck
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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
Schedule
Planning schedule and timeline this month
9/8/2020
Kick off planning
Send Company OKR draft
Send timeline to company
Share OKR template
9/18/2020
Initial draft of OKRs
Teams share v1 draft of Objectives and “directional KRs”
Review and receive feedback
9/25/2020
Finalize OKRs
Team quarterly reflections
Final feedback on team plans
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It’s the first day of planning, time to align on the
Long-term milestones
What your company looks like in 3 years
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