Top Level
Phase 2
Phase 3
Phase 4

PHASE 1 :
SETUP AND LAUNCH

Approximately four weeks
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I have been using OKRs for years and still learned a lot from Wave Nine.

Andrew Huxter
VP Northern Europe & Growth Markets EMEA at ResMed

In the Setup & Launch phase, we'll work together to lay a strong foundation. By the end of Setup & Launch, people in your organization will:

  • Be introduced to the partnership with Wave Nine, have clarity on our shared goals, and understand how we'll work together.
  • Understand how using OKRs benefits both their own work and the company's top line strategic objectives.
  • Be ready to spot—and overcome—some of the common challenges of OKRs.
  • Be able to master the best practices of OKR Methodology
  • Understand the best practices of OKR methodology and be ready to write effective OKRs.
  • Be provisioned in WorkBoard and have completed software trainings.
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How We’ll Work Together

Our partnership forms the foundation of our shared success. Think of it as a journey, where Wave Nine first supports and leads you, taking you through a journey, where Wave Nine first supports and leads you, taking you through a series steps that build skill and confidence, until OKRs are part of the fabric of your organization.

In this first phase, timely coordination and clarity of ownership are key. Let’s take a look at what you can expect from Wave Nine-and what Wave Nine needs from you.

Wave Nine

  • Be introduced to the partnership with Wave Nine, have clarity on our shared goals, and understand how we'll work together.
  • Understand how using OKRs benefits both their own work and the company's top line strategic objectives.
  • Be ready to spot-and overcome-some of the common challenges of OKRs.
  • Understand the best practices of OKR methodology and be ready to write effective OKRs.
  • Be provisioned in WorkBoard and have completed software trainings.

BPO Team

  • Be introduced to the partnership with Wave Nine, have clarity on our shared goals, and understand how we'll work together.
  • Understand how using OKRs benefits both their own work and the company's top line strategic objectives.
  • Be ready to spot-and overcome-some of the common challenges of OKRs.
  • Understand the best practices of OKR methodology and be ready to write effective OKRs.
  • Be provisioned in WorkBoard and have completed software trainings.
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The Process
Over the next approximately four weeks, we’ll work closely to orchestrate all the pieces that need to come together for a successful rollout. Here’s how things will unfold.
Preparation
Before we roll out the program to your full organization, we’ll collaborate on a bit of behind-the-scenes preparation.
Platform Provisioning & Integration
Pre-Kickoff Surveys
Program implementation OKRs
Team Formation & Key Roles
Kickoff Meetings
Trainings & Certifications
Comms Program Design
The BPO Team, your IT Owner, and Wave Nine will get your organization ready to use WorkBoard.
IMPORTANT: Pre-Kickoff Surveys must be returned to Wave Nine before the next steps can take place.
The BPO Team and Wave Nine align on the goals and expectations of the implementation(through the Onboarding Survey). Taking into account your organization’s unique needs and existing operational norms, we’ll set OKRs to guide the implementation process.
Example Program Implementation OKRs
Informed by the Pre-Kickoff Surveys, the Executive Sponsor and BPO Team indetify individuals for team and key roles.
Team Formation & Key Roles
Scheduled by the BPO Team and led by Wave Nine, these live sessions give your organization extra support by developing deeper expertise in selected individuals.
  • WorkBoard Pro User Training
  • WorkBoard Pro Users learn advanced features of the WorkBoard platform so that they can guide others on best practices and troubleshoot when needed
  • This training takes 2-3 hours
A strategic communications program is your greatest tool to help you inspire, align, educate and drive adoption across your organization. The Comms Owner oversees this program, with supporting materials and guidance from the BPO Team and Wave Nine.
  • Identify channels
  • The Comms Owner identifies the most effective internal channels (internal bulletin boards, SharePoint news centers, weekly CEO update newsletters, etc.) for rollout and ongoing communications to your broader organization
  • Design comms plan
  • Using the communications framework provided by Wave Nine, the Comms Owner creates a communications plan that drives clarity on timelines, trainings, deliverables, and general expectations around participation
See Communication Guidelines
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The Process

Over the next approximately four weeks, we’ll work closely to orchestrate all the pieces that need to come together for a successful rollout. Here’s how things will unfold.

ROLLOUT TO THE FULL ORGANIZATION

We’ve completed the behind-the-scenes work and now we’re ready to introduce the program to the full organization, giving everyone in your company the information they need to understand the implementation process and what comes after.
All Hands Kickoff

Wave Nine

  • Led by Executive Sponsor, BPO Team, and Wave Nine
  • One hour
  • In this meeting, we'll introduce:
  • Why your organization's leadership believes using WorkBoard to manage OKRs is an optimal strategic advantage at this time
  • The WorkBoard Platform
  • The Wave Nine partnership
  • The goals of the program and expectations around adoption and participation
  • An overview of the implementation schedule
  • An overview of upcoming training programs for WorkBoard
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BPO Team Action Items

When your WorkBoard instance is up and running, you’ll track your action items there. Until then, here are the first orders of business.

Forms to Return to Wave Nine

  • Platform Provisioning Sheet
  • Pre-kickoff Surveys:
  • Onboarding Survey
  • Strategic Priorities Survey
  • Key Roles & Responsibilities
  • Membership of the BPO Team
  • Membership of the Executive Leadership Team
  • Individuals who will be tapped to train as OKR Coaches
  • Individuals who will be tapped to train as WorkBoard Pro Users

Meetings to Schedule

Resources for you and your team

WorkBoard Implementation
Program & Change Management
OKR Process Design
Trainings & Certifications
Workshops and Coaching
  • User Provisioning Sheet
  • 1:34 Minutes Video on how to fill in the User Provisioning Sheet
  • Single Sign-on (SSO) Activation
  • Integrations with Other Business Software
  • Activating MS Teams Integration
  • Connect Google or Outlook Calendar with WorkBoard
  • Onboarding Survey
  • Team Formation & Key Roles
  • Example Program Implementation OKRs
  • BPO Team Kickoff Presentation PDF
  • Communication Guidelines
  • Glossary of Terms
  • Onboarding Survey
  • Team Formation & Key Roles
  • Example Program Implementation OKRs
  • BPO Team Kickoff Presentation PDF
  • Communication Guidelines
  • Glossary of Terms
  • WorkBoard Platform
  • WorkBoard Learn is a self-paced Learning Management System (LMS) available to your teams at all times
  • WorkBoard Help Center
  • WorkBoard Localization Tracker

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