OKRs for Every Business

Exam Questions: 40
Course Level: Basic
Pages: 214 | Content: 196, Supplemental: 18
NASBA Area of Study: Management Services
Not Acceptable for: Enrolled Agents
Version: 8185

OKRs (objectives and key results) have pretty much become the successor to KPIs (key performance indicators). They are helping some of the world's most successful businesses solve some of their strategic execution problems. This course will serve as an actionable guide on how to use OKRs most efficiently. You'll learn how to roll out an OKR system that closes the gap between strategy and project that can help managers and teams organize everyday decisions around shared and important goals. PLEASE NOTE: Not accepted for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.

Choose Your Format to ADD TO CART:

Go to CART

Course Information

Table of Contents
  • Part I: OKR Foundations
  • Introduction
  • Core Concepts: What Are OKRs?
  • Why OKRs?
  • The History and Evolution of OKRs
  • OKR Misconceptions, Mistakes, and Myths
  • Part II: Applying OKR Principles
  • Defining Your Objectives
  • Defining Your Key Results
  • Defining Your Key Initiatives
  • Aligning and Cascading Your OKRs
  • Writing OKRs: An Interactive Team Workshop
  • The Most Common Questions About OKRs (and Their Answers)
  • Staying Focused and Tracking Progress
  • Wrapping Up and Reflecting on OKRs
  • Company OKRs
  • OKRs for Each Department
  • Part III: Running the Business with OKRs
  • Expect and Prepare for a Challenge
  • Key Business Rhythm: Annual Planning
  • Key Business Rhythm: Quarterly OKR Planning
  • Key Business Rhythm: Monthly OKR Reviews
  • Key Business Rhythm: Weekly Team Meetings
  • Key Business Rhythm: 1:1 Meetings
  • FAQs for OKR Check-Ins
  • Part IV: Getting Started with OKRs
  • Key Roles in Getting Started with OKRs
  • A Step-by-Step Guide to Getting Started with OKRs
  • To identify where company culture comes from
  • To recognize common challenges faced by today's business leaders
  • To recognize the characteristics of a "good" objective statement
  • To identify the characteristics that should be focused on when developing key initiatives
  • To recall the steps in the OKR process
  • To identify the characteristics of a useful dashboard
  • To recall the challenges faced by strategy and operations teams
  • To recall the author's 3Cs
  • To identify the characteristics of the annual planning process with OKRs
  • To recognize the most common timeframe for 1:1 meetings
  • To recall the stages of the OKR maturity model
  • To recognize the steps in a typical OKR cycle

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.