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Instead of cascading goals directly from a vision, use "Strategic Themes." These are broad, directional choices (e.g., "Leverage critical partnerships") that act as guardrails, or "lanes on the interstate," guiding how teams set their specific, measurable objectives.
Combat strategic complexity by creating a one-page plan. This document connects your highest-level vision and values to tactical quarterly goals in a clear cascade (Vision -> Strategy/KPIs -> Annual Goals -> Quarterly Goals). This simple, accessible artifact ensures universal alignment and clarity on how individual work ladders up.
Vision and strategy are not interchangeable. Vision is the ambitious, long-term future state that provides direction and coherence. Strategy consists of the specific, repeatable choices and actions you make over time to get closer to that vision.
Cascading OKRs through multiple layers (company to department to team to individual) often results in "OKR theater" where the connection to business impact is lost. Instead, an individual product manager's goals should be no more than one link away from a core business objective that leadership cares about.
Instead of setting rigid goals, the OHL framework defines objectives as puzzles. Teams then form hypotheses on how to solve them and are measured on their learnings through a cycle of three questions: "How well did it work?", "What did you learn?", and "What will you try next?"
For startups tackling monumental challenges, complex planning frameworks like OKRs are a distraction. Instead, maintain a clear, ambitious long-term vision and focus the entire company's energy on executing the immediate next step with maximum speed and quality.
Simply stating a goal, like "increase sales by 15%," is insufficient for autonomous teams. Leaders must also articulate the "anti-vision"—the negative outcomes to avoid, such as eroding customer experience. This rich context provides clearer guardrails and a more nuanced understanding of the mission.
Avoid overly detailed, multi-year roadmaps. Instead, define broad strategic 'horizons.' The shift from one horizon to the next isn't time-based but is triggered by achieving specific metrics like ARR or customer count. This allows for an agile response to market opportunities while maintaining strategic focus.
After defining strategic themes, link them visually in a "strategy map." This map reveals critical dependencies (e.g., product goals depending on hiring the right skills), forcing a holistic planning process that accounts for necessary precursors and prevents siloed execution.
To prevent rigid plans that break, maintain consistency in your high-level strategic pillars for the year. However, build in flexibility by allowing the specific tactics used to achieve those pillars to change quarterly based on performance and new learnings.
Don't build a feature roadmap and then write OKRs to justify it. Instead, start with the outcome you want to achieve (e.g., "move metric X to Y"). This frames all features as experiments designed to hit that goal, empowering teams to kill features that don't deliver value.