Ben on OKRs
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Ben on OKRs episodes

  • How to Define Team Level OKRs in 7 Practical Steps (OKR Cycle Step 1 of 3)

    This episode is long, but VITAL!

    It kicks off your OKRs journey with the most critical step: setting and aligning effective OKRs.

    Many teams try OKRs to gain focus, but fall into common traps like:

    • Defining too many objectives
    • Writing key results as task lists
    • Working in silos without clear alignment.
    • This leads to "busy teams but no progress" 

      You’ll learn how to avoid these pitfalls by focusing on 1-3 objectives, distinguishing outcomes from activities, and clearly defining why each objective matters now.

      Ben also walks you through the importance of mission and alignment to  ensure your OKRs connect vertically to strategy and horizontally across teams.

      Using real client examples, you’ll see how strong objectives, measurable key results, and cross-functional collaboration come together to create clarity, focus, and impact. If your organization has struggled with OKRs before, you’re not alone, this episode shows you how to get them right from the start.

      Sample OKR from today's episode for a marketing team:

      Marketing Team Mission: Provide tools to enable our sales team to sell and beat the competition 

      Alignment Check: We depend on sales, product, and customer success. Sales and finance depend on us. 
      Objective: Increase the quality of leads, cost effectively 
      Why Now? We are not measuring the return on investment (ROI) of major marketing spend at events, and our new CEO wants visibility now to create an ROI-based marketing plan next year. Cost per lead at $105 is not viable as we scale and is a key driver in the financial plan. The sales team reports that the quality of leads we deliver is poor. 

      Key Results:

      • Obtain baseline ROI of marketing as measured by reporting 
      • revenue/cost for 5 conferences where we spent $50,000 or more
      • Reduce overall cost per lead from $105 in Q4 to $75 in Q1 
      • Double the quality of leads as measured by an increase in leads that 
      • convert to opportunity within six weeks of creation from 20% to 40% 

        Team-Level Mission Exercise:

         

        Characterists of Effective Key Results:

        1. “Key” not “all” – Is the key result just “business as usual” or is it a “key” result
        2. Specific –  Using specific language improves communication and avoids ambiguity
        3. Measurable – Progress should not be subject to opinion
        4. Results not tasks –  Key results are results/outcomes, not tasks
        5. Clear – Use High School English with only standard acronyms
        6. Aspirational –  You achieve more when you set the bar high
        7. Scored – Use 0-1 scores to clearly communicate targets, manage expectations
        8. Owned – All KRs have an owner who agrees to update progress and ensure the KR does not slip through the cracks
        9. Further Reading: Team-Level OKRs in 7 Steps

          For your free 1:1 OKR consult, contact [email protected]

          Video Training of OKRs Cycle Step 1

          Video Training featuring 3 Steps of OKRs Cycle

          Thanks for listening and see you next time!

           

          42 min
        10. Train the Trainer for OKRs: How to Build Internal OKR Capability (Workshop 2 of 4)

          Ben's favorite workshop - this is the one his clients ALWAYS LOVE!

          The OKRs Expert Workshop is designed to help organizations build the internal capability to sustain and scale their OKRs program long after the external coach is gone.

          First developed in 2014 with Zalando, this workshop pioneered a structured approach to developing internal OKRs coaches—leaders who can guide teams, strengthen alignment, and keep the OKRs process alive quarter after quarter.

          Unlike introductory OKRs sessions that focus on writing OKRs, the Expert Workshop focuses on coaching skills. Through highly interactive breakout groups, participants rotate through three roles—coach, coachee, and observer—learning how to ask powerful questions, clarify outcomes, and support teams in drafting effective OKRs. The emphasis is simple: the only way to learn OKRs is to do OKRs.

          Ideal for organizations running team-level OKRs, this 6–8 hour onsite workshop works best with 12–18 cross-functional participants and is built around hands-on application, shared learning, and real coaching practice.

          This workshop is also for smaller groups of 6-12 trainees via remote delivery over two mini-workshops of ~2 hours each.

          Key Takeaways

          • Build internal OKRs coaches
          • Practice structured coaching in small groups
          • Strengthen long-term OKRs sustainability and scale

          Sample Agenda for an Onsite OKRs Expert Workshop (Idea for large group of 12-18, max 24 trainees)

          • 9:00–9:30 am: Welcome and introductions
          • 9:30–10:00 am: OKRs theory
          • 10:00–10:45 am: Group exercise: Draft key results for a top-level OKR
          • 10:45–11:00 am: Break
          • 11:00–11:30 am: Creating team-level OKRs in 7 steps
          • 11:30–12:30 pm: Breakout round 1: A coaches B, C observes
          • 12:30–1:30 pm: Lunch
          • 1:30–2:00 pm: Share backs
          • 2:00–2:30 pm: Rapid breakout round 2: B coaches C, A observes
          • 2:30–3:00 pm: Share backs
          • 3:00–3:30 pm: Wrap-up: feedback, next steps, and key takeaways
          • Contact [email protected] to learn more or for a free 1:1 OKR consult.

            Thanks for listening!

            9 min
          • KR Champions: The Hidden Driver of OKR Progress (Workshop 3 of 4)

            OKRs are failing everywhere I look, not just according to Reddit! That's because "IDEAS are EASY, EXECUTION" as Doerr declares is spot on.

            And once your OKRs are in place and everyone is excited, things fall apart for many of you. Your execution is weak, for 3 reasons:

            • PROBLEM 1: Zero OKRs review = “Set-it-and-forget-it” OR introducing ad-hoc “OKRs-specific” meetings & processes. SOLUTION: Integrate OKRs into existing team meetings & processes*
            • PROBLEM 2: Inconsistent scoring (historical, predictive, color-coding). SOLUTION: Apply standard scoring system during the cycle; use 4-column check-in update template (progress, predicted score, blockers/risks, action items)
            • PROBLEM 3: Not clear about who’s accountable for updating key results. SOLUTION: Each KR has a champion (can be 2 champions, max 3) who updates progress
            • But there's more to this. You'll learn how the KR Champion workshop stacks the deck in your favor that you'll make real progress on your KRs! In other words, you'll execute, you'll get what John Doerr calls "EVERYTHING"

              And as a bonus, Ben gets into how coaching KR champions right before check-ins during your first cycle can create more accountabilty, focus, and progress so you move the needle on your OKRs.

              This episode features new content that was not included in Ben's 2022 OKR book.

              To learn more about how to deliver a KR champion workshop in your organization, contact [email protected] to get your 1:1 consult.

               

               

              12 min
            • How Zalando Scaled OKRs Using a Train-the-Trainer (TTT) OKR Expert Workshop (Real OKR Implementation #2))

              This is the second episode in a series of "Real-OKR Implementation" stories that I hope you find super-useful.

              When organizations adopt OKRs, the early excitement is usually high. Executives align around strategy. Teams draft, refine, and publish their OKRs. 

              Then comes the hard part:

              • Scaling across departments
              • Structuring OKR check-ins that add value, at a set cadence
              • Maintaining quality after that initial set of solid OKRs 
              • Sustaining momentum beyond the initial rollout

              • One of the clearest examples of how to scale OKRs the right way comes from Zalando, Europe’s leading online fashion platform for women, men, and children, founded in 2008 in Berlin.

                Their journey illustrates why scaling OKRs isn’t about better templates or better software. It’s about building internal capability.

                And that insight ultimately shaped what we now offer at OKRs.com as the OKR Expert Workshop, our Train-the-Trainer (TTT) program.

                The Scaling Challenge: From Pilot to Enterprise

                Zalando began using OKRs within a single department with roughly 80 employees, Brand Solutions, before rolling them out more broadly across the company.

                Like many fast-growing organizations, they wanted:

                • Greater alignment across teams
                • Increased transparency
                • Clearer articulation of strategy
                • A system that encouraged stretch and collaboration
                • They adopted a version of the Google model which was super-popular when they first got started with OKRs which features:

                  • KRs are scored on a 0-1.0 scale
                  • 0.7 as the “sweet spot” or “target”
                  • Public grading
                  • No linkage to bonuses or compensation
                  • That last decision was critical. By keeping OKRs separate from compensation, they protected stretch thinking and avoided sandbagging.

                    The pilot phase allowed teams to learn:

                    • What a great objective looks like
                    • How to write measurable key results
                    • Why scoring KRs is critical
                    • How transparency can enable alignment
                    • But after the pilot, a major challenge emerged. While it is easy for most teams to draft objectives, coaching people to develop measurable and impactful KRs that represent achievement of their objective at scale is quite a challenge.

                      The Turning Point: Build Internal OKR Experts

                      As OKRs expanded beyond the initial department, Zalando recognized that central oversight wouldn’t scale. Reviewing every OKR from the top would create bottlenecks and slow execution. Instead, they invested in building in-house OKR expertise. They invited Ben Lamorte to develop a program to create internal OKR coaches so that they could embed OKR expertise throughout their organization. We co-developed a workshop to effectively train OKR coaches with Zalando.

                      Managers and selected team members (often agile coaches and HR business partners) were trained to:

                      • Facilitate OKR drafting sessions
                      • Identify KRs that look like a task on a to-do list
                      • Guide alignment conversations across teams
                      • Run structured quarterly check-ins
                      • Support peers in refining KRs
                      • This approach laid the foundation for what became known as the OKR Expert Workshop, and later evolved into a formal Train-the-Trainer (TTT) model.

                        The lesson learned from our work with Zalando is obvious: if you want OKRs to scale, you must build internal capacity to support and sustain the OKR program.

                        A small group of trained OKR facilitators can sustain quality across hundreds or thousands of employees. Without that layer, OKRs often degrade into:

                        • Restatement of roadmaps into KRs that look like a “to-do list”
                        • Compliance exercise that is at best a waste of time
                        • “Set it and forget it” documents that fail to deliver value
                        • What the OKR Train-the-Trainer (TTT) Model Teaches

                          The OKR Expert Workshop, which we now call our Train-the-Trainer program, goes far beyond theory.

                          Participants practice:

                          • Shifting from an output to outcome-mindset to define KRs that reflect results not tasks
                          • KR scoring criteria defined upfront for alignment and expectation management
                          • Facilitating alignment sessions across functions
                          • Running OKR development workshops to move from draft->refine->publish
                          • Coaching leaders by asking clarifying questions that improve OKR quality
                          • Challenging the action plans proposed by KR champions to focus on impact
                          • The goal is distributed capability and when done well, OKRs become a shared operating language, not a compliance exercise.

                            Alignment Week: Designing Alignment Into the Process

                            One of the most powerful scaling mechanisms Zalando implemented was an “alignment week” at the beginning of each quarter.

                            Instead of hoping cross-functional conversations would happen organically, they designed time for them.

                            During alignment week:

                            • Calendars were intentionally lighter
                            • OKR owners met with dependent teams
                            • Cross-functional buy-in was secured before finalization
                            • This simple structural choice prevented downstream conflict and strengthened shared ownership.

                              Alignment isn’t accidental. It must be designed, or “embedded into every element of your OKRs program” (See the 6th OKR mantra)

                              Transparency as an Alignment Multiplier

                              Zalando reinforced transparency through:

                              • Quarterly company-level OKR presentations
                              • Department all-hands meetings
                              • Public grading
                              • Broad visibility into team OKRs
                              • Ongoing training and education
                              • Transparency created:

                                • Clear direction
                                • Shared accountability
                                • Faster resolution of dependencies
                                • Stronger cross-team convergence
                                • When OKRs are visible, alignment improves naturally.

                                  Critical Insight: Tools Alone Do Not Create Maturity

                                  Interestingly, Zalando operated successfully for an extended period using simple Google Docs/Sheets prior to implementing a dedicated OKR platform.

                                  This reinforces a fundamental principle about OKR implementations:

                                  Tools can make a process more efficient and even amplify the effects of a system, but they cannot create that system.

                                  The early priorities in an effective OKR program must be:

                                  • Quality of objectives and key results
                                  • Coaching capability
                                  • Alignment behavior
                                  • Check-in discipline
                                  • Leadership sponsorship
                                  • Software becomes powerful once those foundations are strong.

                                    Results: From Framework to Operating System

                                    As OKRs matured, Zalando experienced:

                                    • Greater cross-team alignment
                                    • Clearer company direction each quarter
                                    • Stronger strategic conversations
                                    • A self-sustaining OKR expert community
                                    • Reduced dependency on centralized oversight
                                    • Most importantly, OKRs became embedded in how the organization operated.

                                      They were no longer a “program.”

                                      They were part of the culture.

                                      Lessons for Organizations Scaling OKRs

                                      If you’re implementing or scaling OKRs, here are the key takeaways:

                                      1. Pilot Before You Scale

                                      Start in one department, learn quickly, and refine the approach before broad rollout.

                                      2. Build Internal OKR Experts

                                      Train a cohort of leaders to facilitate drafting, alignment, and check-ins.

                                      3. Protect Alignment Time

                                      Create structured windows (like alignment week) for cross-functional coordination.

                                      4. Separate OKRs from Compensation

                                      Preserve stretch, learning, and honest scoring.

                                      5. Focus on Behavior Before Software

                                      Strengthen capability and cadence before investing heavily in tooling.

                                      Why the Train-the-Trainer Model Works

                                      Many OKR rollouts fail because organizations underestimate the human component.

                                      OKRs change:

                                      • How teams prioritize
                                      • How leaders communicate
                                      • How tradeoffs are resolved
                                      • That requires facilitation skill, not just documentation.

                                        The OKR Expert Workshop, now offered as a formal Train-the-Trainer (TTT) program at OKRs.com, exists to build that internal capability. And some of our clients who already have an OKRs program in place but feel it is not scaling well benefit from our TTT program which can add exponential value even in just one month!

                                        It ensures OKRs scale through people, your people.

                                        Scaling OKRs successfully can happen in your organization so long as you build the internal capability to make the framework your own.

                                        To explore TTT for your organization, contact [email protected]

                                        Thanks for listening! 

                                        33 min
                                      • OKR Workshops: Top Level (1 of 4)

                                        Armed with your deployment parameters, it's time to get going with OKR training!

                                        A great OKRs workshop has two essential parts.

                                        First comes theory, where leaders align on why OKRs matter, how they work, and how the organization will deploy them.

                                        Then comes application, where teams actively draft and refine real OKRs through interactive exercises and discussion.

                                        Ben explains how to structure both parts for maximum engagement, alignment, and real outcomes. And it all starts with the top-level workshop, the first in a series that details the four most valuable OKR workshops OKRs.com has delivered over the years!

                                        To make the theory section more engaging, here is a sample 10-minute exercise that Ben mentions in this episode to get your group involved right from the start!

                                        Instructions for Sample Workshop Exercise

                                        • Present a slide like the one shown above
                                        • Ask participants to share several metrics that they are currently tracking
                                        • Classify each metric as a health metric or a key result
                                        • Duration: five to ten minutes
                                        • Key points to reinforce:
                                        • Just because you measure it, does not mean it is a key result
                                        • Health metrics often take priority over key results if they move out of their ‘healthy range’
                                        • A given metric may shift from a key result to a health metric over time and vice versa
                                        • Ben introduces 3 of the 4 OKR Training Workshops in THIS VIDEO

                                          Want to run your own OKRs workshop

                                          Contact [email protected] to get a sample agenda, a complete OKR workshop slide deck, and even a ready to use email you can send ahead of the workshop to prepare participants.

                                           

                                          18 min
                                        • The 6th Mantra: Embed Alignment into Your OKRs

                                          Ben once chanted mantras as he stretched his arms and legs. He repeated these mantras hundreds of times and internalized them as a student of yoga.

                                          The OKRs Field Book introduced the first five mantras for OKRs coaches. You should internalize these mantras!

                                          But Ben introduces the sixth mantra for OKRs coaches based on a recent interview in as a guest on another podcast.

                                          The sixth mantra for OKRs coaches is to “build alignment into the fabric of your OKRs coaching engagement.”

                                          If you are looking to take your OKRs coaching skills to the next level or contribute to a future edition of The OKRs Field Book, here are THREE things you can do now:

                                          1. Get your copy of The OKRs Field Book
                                          2. Join The OKRs Coach Network
                                          3. Request a free 1:1 OKR Consult via [email protected]
                                          4. Thanks for listening, see you next time!

                                            PS Here's my initial post announcing the 6th mantra

                                            9 min
                                          5. Why OKRs Fail: 40 Common Mistakes (Part 2)

                                            The long awaited sequel to the first 20 reasons. Ben breaks down reasons 21-40, so you can learn from the others who've gone before you. 

                                            In case you missed it, here are the first 20 reasons why OKRs fail.

                                            And if you encountered one of these 40 reasons why OKRs fail, let us know in the comments.

                                            If you you failed with OKRs for a reason not included in these 40, please do share so others can benefit from your lessons learned!

                                            Good luck with OKRs.

                                            To learn about how we can help you succeed and and make progress on our goal...

                                            Key Result: Increase reported OKRs success rate from ~60% to 80% (stretch = 90%),

                                            Check us out at: www.okrs.com

                                             

                                            Thanks for listening!

                                            -Ben

                                             

                                            Note: This complete list of 40 is based on Ben's 15 years + experience and the team at OKRs.com. Shout out to Ana Venosa, Peter Kerr, Padmini Sathish, Nash Billimoria, Manos Koumantakis, Yuval Yeret, and Roger Longden for their input as well.

                                            18 min
                                          6. Top 10 Reasons OKRs Fail + Why Strategic Execution Fails in General (Executive Summary for CEOs)
                                            Top 10 Reasons OKRs Fail (Executive Summary)

                                            Why do OKRs fail?

                                            It is rarely because of the framework itself.

                                            After 15 years helping organizations implement structured performance systems, one pattern is clear:

                                            Execution systems fail for predictable reasons.

                                            You may have seen the full breakdown of the 40 Common Reasons OKRs Fail. That's a lot!

                                            This Executive Summary focuses on the Top 10 patterns that derail OKRs -- and strategy execution in general.

                                            Because these mistakes are not unique to OKRs.

                                            They show up in:

                                            • OKRs (Objectives and Key Results)

                                            • OGSM

                                            • 4DX (Four Disciplines of Execution)

                                            • EOS (Entrepreneurial Operating System)

                                            • Balanced Scorecard

                                              This episode is not about defending an acronym. It is about understanding what actually drives alignment, focus, and measurable results.

                                              The Top 10:

                                              Ben walks through the Top 10 reasons execution systems fail:

                                              1. No CEO buy-in

                                              2. Unclear why the organization is using OKRs

                                              3. Confusing OKRs with strategy

                                              4. Rolling out to too many teams too quickly

                                              5. Too many OKRs

                                              6. Key Results that are vague or read like a to-do list

                                              7. “Set it and forget it” behavior

                                              8. No internal OKR capability

                                              9. Inconsistent Key Result scoring

                                              10. Skipping Reflect and Reset

                                                For each failure pattern, Ben provides a clear and practical fix you can apply immediately.

                                                Key Takeaways
                                                • OKRs are not strategy. They are a vehicle for executing strategy.

                                                • Execution discipline must be modeled by the CEO.

                                                • Focus requires trade-offs.

                                                • Measurable outcomes matter more than activity.

                                                • Cadence and reflection turn a framework into a performance operating system.

                                                • No execution system works without leadership ownership and internal capability.

                                                  Why This Matters

                                                  If your organization struggles with alignment, inconsistent performance, or stalled strategic initiatives, the issue may not be the framework you chose.

                                                  It may be how it is being implemented.

                                                  This episode gives you the executive-level clarity needed to diagnose execution breakdowns quickly.

                                                  Learn More

                                                  To explore the full list of the 40 common reasons OKRs fail, structured performance systems, OKRs consulting, or strategy execution workshops, visit OKRs.com.

                                                  13 min
                                                • Why teams struggle to write good Key Results (and to ensure ownership)

                                                  When team members help define key results, engagement rises, ownership increases, and alignment becomes real AND you get more progress on those KRs!

                                                  But how do you balance leadership direction with team driven input without going too far top down or too far bottom up?

                                                  Ben explores how successful organizations strike the right balance. You will hear why a purely top down approach often disengages teams, why a fully bottom up approach can become inefficient, and how the most effective OKR programs combine clear leadership context with team driven thinking.

                                                  You'll learn about a practical approach in which leaders introduce objectives and strategic intent while team members take the lead in defining most key results.

                                                  Ben also gives an example of when it can make sense to begin with a more top down first cycle so leadership becomes comfortable with OKRs, and how organizations gradually shift toward stronger team participation in later cycles.

                                                  You will learn how this evolution increases ownership, strengthens alignment, and turns OKRs into a shared framework for driving meaningful progress.

                                                  If you want your teams to feel true ownership of their goals while maintaining strategic clarity, this episode provides practical guidance to help you build a balanced, engaging, and effective OKR development process.

                                                  For your 1:1 OKR Consult with Ben, just email [email protected] with subject "Free 1:1 Consult" and let Ben know if you're already using OKRs, about to launch, or just exploring.
                                                  8 min
                                                • The Cascading Myth: Why Top-Down OKR Alignment Fails (And What Actually Works) (9/10)

                                                  Alignment is one of the most important goals of OKRs, yet many organizations misunderstand how alignment actually works. In this episode, Ben explains why the common idea of a strict top down cascade often fails, and how real alignment comes from conversation, clarity, and shared understanding rather than diagrams and arrows.

                                                  The Wrong Approach: The Direct Cascade

                                                  The direct cascade begins with OKRs at the top level, which is a good starting point. However, it requires lower level OKRs to be subsets of higher level OKRs. In practice, this approach rarely works.

                                                   

                                                  Why it fails:

                                                  • It turns higher level key results into lower level objectives, which violates the distinction between objectives and key results

                                                  • It discourages critical thinking and ownership at lower levels

                                                  • Teams copy and paste instead of creating meaningful OKRs

                                                  • It often reinforces silos rather than cross functional alignment

                                                    While cascading may look clean in theory, organizations that rely on strict cascading almost always struggle.

                                                     

                                                    How Real Alignment Happens

                                                    True alignment does not come from structure alone. It comes from shared understanding and conversation.

                                                    Instead of cascading, teams should:

                                                    • Use higher level OKRs as context, not constraints

                                                    • Clearly explain why their objective matters now

                                                    • Discuss objectives with leadership to confirm alignment

                                                    • Collaborate horizontally across teams where needed

                                                      In many cases, alignment is confirmed through discussion rather than visual mapping. A team’s objective can be fully aligned even if it does not directly map to a higher level OKR.

                                                      Using Why Now to Confirm Alignment

                                                      Each team should articulate why their objective is important now and how it supports strategy or cross team priorities. This explanation becomes the foundation for alignment.

                                                      Alignment occurs when leadership and teams agree on the importance of the objective, not when arrows connect boxes in a chart.

                                                      A Practical Three Step Alignment Approach

                                                      Inspired by practices used at leading organizations:

                                                      1. Leaders review prior results and set direction for the next period while teams draft and refine OKRs through discussion

                                                      2. Teams align their OKRs with higher level goals where appropriate, while allowing room for important work that may not directly connect

                                                      3. All OKRs are published in a shared tracker so everyone can see, comment, and strengthen alignment across the organization

                                                        Practical Guidance

                                                        Do

                                                        • Use higher level OKRs as context for lower level thinking

                                                        • Explain how each objective connects to strategy through Why Now

                                                        • Confirm alignment through leadership discussion

                                                          Do Not

                                                          • Use strict cascading to force alignment

                                                          • Turn key results into lower level objectives

                                                          • Copy and paste OKRs instead of creating them through critical thinking

                                                            Strong alignment is not created by structure alone. It emerges through conversation, clarity, and shared commitment, enabling teams to work together toward meaningful outcomes.

                                                            For your 1:1 OKRs Consult, just email [email protected]

                                                            12 min

                                                          About Ben on OKRs

                                                          From the publisher's feed

                                                          Ben on OKRs is a practical, real-world (and FUN) podcast hosted by Ben Lamorte, the founder of OKRs.com. Ben wrote The OKRs Field Book in 2022, the first book dedicated to the field of OKRs coaching. In fact, it's been rumored that Ben is the most experienced OKR coach on the planet.