Dan
About Dan Montgomery

Dan has been training, coaching and facilitating in the areas of strategic planning, leadership development and balanced scorecard for 20 years.

Read Dan's full bio here.

Start Less, Finish More, Pivot Fast: Building Agility and Engagement with OKR

Webinar or Live Presentation with Dan Montgomery

Strategic agility is a continuous process of sensing and responding quickly to change, disruption and opportunity in the business environment. The three most important contributors to agility are:

  • Shared strategic focus and awareness across the organization
  • High level of social skill to make and manage action commitments
  • Ability to dynamically reallocate people and dollars to emerging priorities

A key practice for achieving agility, Objectives and Key Results (OKR) is a rapidly emerging goal setting practice for building overall strategic agility, featuring fast feedback and high levels of team engagement.  OKR originated in Silicon Valley firms including Intel, Google, and LinkedIn, and has spread to other industries and non-tech companies including Patagonia, ING Bank, The Guardian, and Target.  OKR builds on the agile mindset and culture without the focus on software development.   OKR is an easy to learn, rapid feedback process that engages each team’s perspective and creativity. 

The big difference from traditional planning methods?  OKRs are set, evaluated and reset frequently - typically quarterly.  In a typical OKR environment, at least 60% of the goals are set bottom-up, rather than being cascaded from a more global objective.  This provides a much more engaging environment for the teams setting the goals. OKR is a great way to ensure that teams stay focused on what matters to the customer, and for creating an agile mindset in every business function. Many progressive companies are now replacing their annual performance appraisal process with forward looking coaching sessions focused on individual and team OKRs.

What You'll Learn

  • Core concepts of agility that grew out of the highly volatile world of high tech business
  • The evolution of strategic planning, goal setting and performance management in the 21st century
  • Building enterprise-level OKRs
  • Creating team-level OKRs
  • Holding powerful conversations at each stage of the process
  • Creating strategic cadence to sustain the process

About Dan Montgomery

Dan’s perspective is based on lessons learned from:

  • His 40 year career experience in human resources, information technology, and strategic planning
  • The “agile” and “lean” movements
  • New understandings about engagement and motivation derived from neuroscience research

He is Founder and Managing Director of Agile Strategies, and is the developer of the Agile Strategies ToolkitTM - the first practical step by step process for building strategic agility in business. His diverse career has included IT project management, leadership development, and strategic planning. He has taught strategic planning and balanced scorecard for the past 15 years, and has led the development of strategic plans for dozens of clients. He is co-author of The Institute Way: Simplify Strategic Planning and Management with the Balanced Scorecard.

 

Contact us about upcoming speaking engagements and webinars!
Get started today. Call (720) 641-3048 or send us an email.
Dan
About Dan Montgomery

Dan has been training, coaching and facilitating in the areas of strategic planning, leadership development and balanced scorecard for 20 years.

Read Dan's full bio here.

Dan Montgomery is a strategic planning visionary and thought-leader. His ideas are thought provoking and prescient to the challenging times companies face today.
- Gabriel Morgan
, Business Performance Architect
, Microsoft

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