Strategic Planning & OKR Architecture

Strategy comes first — most OKR failures are strategy failures wearing OKR clothes. Learn the complete stack: diagnose before you plan, set OKRs that measure outcomes, cascade without dictating, run the rhythm, and correct honestly at quarter's end.

5 Days20 CPD Hours4 Hours / DayIn-PersonLevel: Intermediate
CPD Certified

CPD Certified Course

Individually certified by the CPD Certification Service.
Succevment · Member No. 22858
Certificate of completion · 20 CPD Hours

Course Overview

OKRs as Governance, Not a Workshop

This course teaches how an organisation converts strategic intent into governed execution — using OKRs not as a goal-setting exercise but as the architecture that connects direction, focus, alignment, and review.

It takes a position most OKR training does not: a company that cascades objectives from an unexamined strategy simply executes the wrong plan faster. So the week starts with diagnosis — research first, opinion last — and only then builds the OKR layer on top.

Worksheets chain daily on your own organisation. By Friday, you leave with a complete first-cycle architecture: diagnosis, company OKRs, cascade map, operating rhythm, and review design.

Executive team at an OKR planning wall

Learning Outcomes

What You Will Be Able to Do

OUTCOME 1

Diagnose your organisation's real position and leverage points before any planning begins — research first, opinion last.

OUTCOME 2

Translate strategic direction into a small set of company OKRs — objectives that inspire, key results that measure outcomes rather than activity.

OUTCOME 3

Run the OKR/KPI dual system — OKRs to drive change, KPIs to monitor health — without confusing the two.

OUTCOME 4

Cascade and align OKRs across departments and teams without turning alignment into dictation, managing cross-team dependencies.

OUTCOME 5

Operate the full rhythm — quarterly cycles, weekly check-ins, scoring and confidence, and an honest end-of-cycle review that feeds the next cycle.

Signature Framework

The Alignment Engine

Five layers, one architecture — supported by the distinction most implementations blur: OKRs drive change; KPIs monitor health. A lean KPI baseline underneath, a sharp OKR layer on top.

LAYER 1

Direction

The organisation's position, honestly diagnosed — where to play, how to win, what to refuse. No OKR is written until the diagnosis is done.

LAYER 2

Focus

Company-level OKRs: the vital few that define what must change this cycle — chosen from the diagnosis, not a brainstorm.

LAYER 3

Cascade

Department and team OKRs aligned to company focus — contribution, not decomposition; negotiated, not dictated.

LAYER 4

Rhythm

The operating cadence: quarterly cycle, weekly check-ins, scoring and confidence, and the meeting discipline that keeps OKRs alive.

LAYER 5

Correction

The end-of-cycle review: honest scoring, learning extracted, strategy re-tested — the loop that turns planning into a governed system.

Course Agenda

One Layer Per Day, Built on Your Own Organisation

Each day pairs teaching and real-world examples with a workshop on the day's layer — plus a distinct company case per module.

DAY 1Direction

Strategy Before OKRs — Direction and Diagnosis

Why most OKR failures are strategy failures; research-first diagnosis; position, leverage points, and strategic choices — through the case of a busy, profitable agency whose "strategy" is whatever arrives in the inbox.

DAY 2Focus

Writing OKRs That Work — Focus and the Dual System

The vital few; objectives that direct and key results that measure outcomes; activity-vs-outcome surgery; the OKR/KPI split and the classic anti-patterns — rebuilding a gym chain's eleven objectives and forty-one "key results" into three that matter.

DAY 3Cascade

The Cascade — Alignment Without Dictation

Contribution vs decomposition, negotiated alignment, cross-team dependencies, shared objectives — and when a department should NOT have an OKR, realigning a consultancy whose top-down cascade set its divisions competing.

DAY 4Rhythm

The Rhythm — Running the System Between the Settings

The quarterly cycle; weekly check-ins that take 15 minutes, not 90; scoring and confidence; KPIs on the dashboard, OKRs in the conversation — reviving a distributor's beautifully set OKRs that died by week five.

DAY 5Capstone

Correction and Culture — the Honest Review + Capstone

End-of-cycle scoring without theatre; persist, pivot, or drop; why OKRs and performance reviews must not merge — then the capstone: building a scale-up's complete first cycle end to end and defending it.

Who It's For

For Leaders Whose Strategy Must Survive Execution

  • Founders, owners, and executives of startups and SMEs who need strategy to survive contact with daily execution
  • Department heads and team leads implementing or rescuing an OKR system
  • Strategy, transformation, PMO, and operations professionals responsible for planning cycles
  • Consultants and advisors who design planning and performance systems for clients
  • Leaders in companies preparing for investment, where governed execution is part of the readiness story
Executive ManagementStrategy & PlanningOperationsFinanceHR & PeopleProgramme / Project Management

Certification

CPD Certified — Individually Accredited

This course is certified by the CPD Certification Service (Succevment — Member No. 22858). Delegates who complete the five-day programme receive a certificate of completion carrying the CPD Certified logo, evidencing 20 hours of structured continuing professional development.

Assessment combines daily workshops chaining on the delegate's own organisation, a defended capstone architecture, and a knowledge test with a 70% pass mark.

CPD Certified

20 CPD Hours · Certificate of Completion

CPD Certification Service · Member No. 22858

Make Execution a Governed System

Enquire about upcoming cohorts or a private in-company delivery. It starts with a 15-minute discovery call.

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