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Balanced OKRs Template

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We call this the balanced OKR, leveraging the balanced scorecard approach combined with OKRs. Inspired by a MIT alumni and silicon valley CEO. A single page that brilliantly combines the full strategic process together to help everyone achieve remarkable outcomes.

[R] = Results
[K] = KPI
[I] = Initiative

Type '/' to link to a sub-OKR plan
AUTHOR
Alignment
Learn how to roll out OKRs
Project Activity
Balanced OKRs
Frameworks
T
Tiffany Little updated Balanced OKRs is template from Y to N on Mon Jan 08 2024 undo
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Tiffany Little deleted section TEAM on Wed Jan 29 2020 undo
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Tiffany Little deleted Type '/' to link to my direct reports OKR plans in TEAM on Wed Jan 29 2020 undo
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Tiffany Little deleted Type '/' to link to my managers OKR plan in TEAM on Wed Jan 29 2020 undo
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Tiffany Little deleted Type '/' to link to the company OKR plan in TEAM on Wed Jan 29 2020 undo
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Tiffany Little deleted [I] in LEARNING & GROWTH on Wed Jan 29 2020 undo
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Tiffany Little deleted [I] in LEARNING & GROWTH on Wed Jan 29 2020 undo
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Balanced OKRs

Template Library
Frameworks
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Balanced OKRs

Add here - What do you want to achieve what is your ultimate goal, how would you know if you were successful?

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FINANCIAL

JB
Add a strategic objective
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[Initiative]+[KPI]+[End Result]
JB
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notes
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CUSTOMER

JB
Add a strategic objective
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INTERNAL

JB
Add a strategic objective
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LEARNING & GROWTH

JB
Add a strategic objective
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VALUES

JB
Core values to guide success
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ex: Bias towards action
JB

Here is an example list of Amazon's key values


-Insist on the Highest Standards

-Bias for Action

-Ownership

-Invent and Simplify

-Hire and Develop the Best

-Think Big

-Customer Obsession

-Dive Deep

-Frugality

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STRATEGY

JB
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Type '/' to link to your role based Mission, Vision, Values
JB

Create a roles based Mission, Vision, Responsibilities

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360 Retrospective on previous quarterly performance
JB

Complete a quarterly 360 Alignment Plan Retrospective based upon your previous quarters OKR performance. Look at your Retrospective from every dimension of your role and areas of responsibility. Seek input from your peers and those that reply on your function.


Create Retrospective

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360 SWOT Analysis based on your role responsibilities
JB

Complete a quarterly 360 Role Mission SWOT Analysis based on your role objective. Look at your SWOT from every dimension of your role and areas of responsibility. Seek input from your peers and those that reply on your function.


Create SWOT Analysis

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