Phase 3:

OKR Cycle 2

One quarter to 4 months

OKR Cycle 1 narrative here……

In the OKR Cycle 2 phase, the ELT and team leads now have the experience to lead your organization through OKR writing, implementation, and progress tracking, with only light guidance from Wave Nine.

By the end of OKR Cycle 2, people in your organization will:
  • Have set OKRs from the top strategic level of the company
  • Have adopted WorkBoard software into their weekly workflow
  • Have successfully used OKRs to drive and track results
  • Be ready to independently create their OKRs in Cycle 2 with only light guidance from Wave Nine

How We’ll Work Together

In OKR Cycle 2, your teams will have the experience and confidence to lead the way as they create impactful OKRs, make progress on goals, and track their results in WorkBoard. Your Wave Nine Implementation Consultant will provide helpful support as needed.

Wave Nine
  • Manages an ongoing cadence of progress check-ins on the WorkBoard platform
  • Drives ongoing, visible commitment from the Executive Leadership Team
  • Drives a program of timely communications to ensure ongoing clarity and momentum
  • Runs Reflect & Reset Workshops at the end of the cycle, and publishes newly-created OKRs to WorkBoard
Program Team
  • Continues to meet weekly with the BPO Team for updates and guidance as needed
  • Attends your "Reflect & Reset" Workshops at the end of the cycle to lend guidance as needed
  • Prepares for a smooth transition from your Implementation Specialist to your Wave Nine Customer Success Manager

The OKR Cycle

Let’s get started on OKRs! Over the next two to three weeks, Wave Nine will lead hands-on OKR Workshops and coaching sessions. At the first workshop your CEO and Executive Leadership Team will translate company-level business objectives into strong and actionable OKRs. Once these company-level OKRs are complete, Wave Nine will follow  the tiers of your org chart, hosting OKR Workshops for pillars across the organization to create their own localized OKRs that align to company-level objectives.

Align & Localize
Focus & Execute
Reflect & Reset
The OKR Cycle

OKR Workshops

The Program Lead, your IT Owner, and Wave Nine will collaborate to get your organization ready to use WorkBoard.

  • Provision the WorkBoard Platform
  • As soon as our engagement begins, the Program Lead fills out and returns the Platform Provisioning Sheet, identifying users in your organization who need to be provisioned for WorkBoard. To start, this may be a short list of people close to the project who need first access. The list can grow over time as the rollout progresses to your full organization.
  • Provisioning people in the organization doesn't automatically trigger immediate notifications. If you prefer to delay notifications, perhaps because no prior communication has been sent out and participants might not be fully aware of this program, please inform yourWave Nine Implementation Consultant.

User Provisioning Sheet 

How to fill in the User Provisioning Sheet

  • Implement SSO
  • If applicable, your Single Sign On (SSO) system (SAML 2.0, such as Okta, Azure Active Directory, etc.) will be integrated with WorkBoard after the initial platform provisioning. The process is typically straightforward, but Wave Nine will provide support if needed in a 30 minute call after the SSO-level permissions have been assigned. For security reasons, the accreditation of SSO-level permission follows a manual process:
  • The Program Lead provides the name and email of the person who administers your SSO. Within 24-48 hours, Wave Nine will provide your administrator with SSO-level permissions as well as WorkBoard admin-level permissions. Note that if you are also setting up SSO SCIM, a secure SCIM token must be provisioned, via a manual request to Wave Nine.

Single Sign-On (SSO) Activation 

  • Integrate WorkBoard with Other Business Software
  • WorkBoard seamlessly integrates with other business software, including JIRA, Outlook, Slack, and MS Teams, allowing you to meet your team where they work. This accelerates change, and your IT Owner can centrally manage these integrations for user convenience. Wave Nine is ready to assist as needed.

Integrations with Other Business Software 

Activating MS Teams Integration 

Activating Slack Integration 

Connect Google or Outlook Calendar with WorkBoard 

  • Publish Existing OKRs to WorkBoard
  • If your organization already has existing OKRs at the beginning of the implementation, Wave Nine will publish these OKRs to WorkBoard for you using the OKR Import Excel Template.

Onboarding Survey

IMPORTANT: Onboarding Surveys must be returned to Wave Nine before the next steps can take place.

  • Fill Out the Onboarding Survey
  • The Program Lead fills out the Onboarding Survey to help Wave Nine get to know your organization better. This helps us align on expectations, identify the requirements of a successful rollout, and create a customized implementation plan for you.

Team Formation

A successful rollout relies on a great team, with the right people in the right roles. First, take a moment to get familiar with the roles and responsibilities detailed in Program Roles & Responsibilities. Next, taking guidance from the results of the Onboarding Survey, the Executive Sponsor and Program Lead will identify individuals who can best fill these key roles, then bring them up to speed on the program. Wave Nine can offer support in identifying the right individuals.
  • Build the Program Team
  • The Program Lead informs identified people of their inclusion and responsibilities on this team. Typical roles on the Program Team include IT, HR, Comms, Training Owner.
  • Once the team is formed, the Program Lead schedules a regular meeting series for the duration of the implementation.
  • Build the Steering Committee (SteerCo)
  • The Program Lead informs identified people of their inclusion and responsibilities on this team
  • The Program Lead schedules meetings, as needed
  • Identify and Inform WorkBoard Admin Users
  • The Program Lead informs identified people of their selection as candidates to become WorkBoard Admin Users
  • The Program Lead helps them schedule WorkBoard trainings
  • Build a Community of Champions. Identify and Inform Certified OKR Coaches and WorkBoard Pro Users
  • The Program Lead informs identified people of their selection as candidates to become Certified OKR Coaches or WorkBoard Pro Users
  • The Program Lead helps them schedule necessary trainings

Resources for you and your team

All resources, such as links to trainings, are collected here for easy access. First, be sure to read the detailed descriptions of each phase of the Implementation Process, above, to understand how and when to use these resources.

Jump to Resources Hub

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