Preparing to launch OKRs requires you to take a series of steps that will increase your chances of success. I know this could sound a bit intimidating, but all great things are! Good news is that we’ve figured out most of the steps for you and all you need to do is make sure you follow them through!

In this article:

We’ll address the first two steps that will get you closer to kicking off your OKR implementation:

  1. Appoint an Ambassador

  2. Create a detailed project plan


Appoint an Ambassador

Every great idea needs a great leader, especially because introducing OKRs into an organization will involve some change management. In essence, you’ll be changing how people think and how people work, so some hand holding will be necessary until you crack the code.

What exactly is an Ambassador?

The Ambassador is the person you’ll choose to spearhead this change. They will manage the OKR program and act as the OKR expert within the company. Some of the responsibilities will include:

  • Leading the OKR implementation

  • Creating processes and ensuring they’re being followed

  • Assisting teams while creating/closing OKRs

  • Administrating the Perdoo software

  • Coordinating with your Perdoo Coach for tutoring and mentoring sessions

Once you’ve decided who the Ambassador will be, add them to Perdoo to ensure they continue to receive important information relevant to their role:

  1. Go to Configure

  2. In the Ambassador field, choose their name from the drop-down menu

  3. Click Save

Update Ambassador in Configure

Create a detailed project plan

A project plan will be your roadmap to success. It will give you a clear picture of the timeline you need to follow; what needs to happen when, and who needs to be involved. 

Things usually fall through the cracks so having a plan will reduce friction and keep things on track.

When putting your plan together, make sure you include these essentials:

  • Perdoo setup & access

  • OKR program design

  • Training

  • OKR first drafts

  • Finalized OKRs

Need a hand? Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.

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