ABCDEFGHIJKLMNOPQRSTUVW
1
Task NameStatusStartFinishAssigned To
2
CUSTOMER
3
PreparationNot Started
4
Set deadlines for Onboarding Program (determine training deadline for executives, managers and team members)Not Started
5
Ambassador follows online OKR & Perdoo trainingNot Started
6
Design OKR ProgramNot Started
7
Document your processes (Check-in frequency, progress updates, etc.)Not Started
8
Announce OKR & Perdoo to your organization (draft email announcement of Perdoo and OKR then schedule an All Hands meeting to follow up) Not Started
9
Perdoo setup & configuration
10
Adjust Timeframes in Perdoo to reflect your OKR Program (define cadences and timeframes)Not Started
11
Add & configure all Groups in Perdoo (define participating Groups)Not Started
12
Add users to PerdooNot Started
13
Set up Single Sign On in Perdoo (optional)Not Started
14
Set up Slack and Jira integration (optional)Not Started
15
You're now ready to rollout Perdoo to the organization
16
Executive rollout // Company OKRs & KPIsNot Started
17
Send eBooks to leadershipNot Started
18
Prepare OKR & Perdoo training materials (buy online access or develop internal curriculum)Not Started
19
Train executives on OKR & Perdoo (Executives follow online OKR training)Not Started
20
Train managers on OKR & PerdooNot Started
21
Give Executives and managers access to PerdooNot Started
22
Set up Ultimate Goal in PerdooNot Started
23
Schedule workshops for Executives to discuss and define Strategic Pillars, create Company OKRs, & define KPIs (you might need 2 sessions)Not Started
24
Schedule call with OKR coach (when applicable) & executives to review Strategic Pillars, company OKR & KPIs Not Started
25
Add your Strategic PillarsNot Started
26
Collect input from staff for (annual) Company OKRs (optional)Not Started
27
Add (annual) Company OKRs & KPIs in Perdoo (optional: align to Strategic Pillars)Not Started
28
Wrap-up & FinalizationNot Started
29
Schedule All Hands meeting to introduce Strategic Pillars, Company OKRs & KPIs to the organizationNot Started
30
You now have a clear path to success and identified what matters most on company-level. You are ready to on board the teams!
31
Teams rollout // Team OKRs & KPIsNot Started
32
Define & communicate deadlines for teams to create OKRs & define KPIs and add them to PerdooNot Started
33
Teams follow online OKR trainingNot Started
34
Give teams access to PerdooNot Started
35
Team Leads collect input for Team OKRs & KPIsNot Started
36
Teams set up (quarterly) Team OKRs & KPIsNot Started
37
Teams create Initiatives to drive Team OKRsNot Started
38
Schedule meetings with team leads/managers to discuss and resolve interdependencies (optional)Not Started
39
OKRs are reviewed and approved by ManagersNot Started
40
Schedule calls with team leads and Perdoo coach (when applicable) to review Group OKRs Not Started
41
OKRs & KPIs are added to PerdooNot Started
42
Wrap-up & Finalization for each teamNot Started
43
Onboarding completed!Not Started
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100