Watch the presentation from this two-part workshop that is tailored for credit union executives and department leaders, offering practical tools and insights to effectively set, align, and achieve critical objectives that enhance organizational performance.

Session 1: Setting and Defining Effective OKRs

  • Introduction to OKRs: Understanding the Basics
  • Crafting Powerful Objectives: What Makes a Good Objective?
  • Defining Key Results: Distinguishing Between Key Results and Performance Metrics
  • Interactive Exercise: Participants will draft preliminary OKRs for their respective organizations.


Session 2: Implementing and Aligning OKRs Across the Organization

  • Aligning Teams and Departments: Strategies for Effective Collaboration and Accountability
  • Monitoring and Measuring Success: Establishing OKR Review Rhythms
  • Addressing Common Pitfalls: Tips for Sustaining an OKR Program
  • Interactive Review: Feedback session on participant-created OKRs and alignment strategies.
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