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Execution Phase

Audience: CEO, Leadership Team, All OKR Owners Phase: 4 / 4 — Execution Summary: The strategic themes defined in Synthesis are converted into measurable goals (OKRs), performance metrics (BSC), and projects (initiatives).

What Happens in This Phase?​

In Synthesis we answered what should we do; in Execution we answer how will we do it and how will we measure it.

Execution Tools (COS Sidebar → Execution)​

ModuleDescription
BSC (/bsc)Balanced Scorecard — KPI tracking across 4 perspectives
OKR Cycles (/okr/cycles)Annual or quarterly OKR periods
My OKRs (/okr/my-okr)Personal OKR view and updates
OKR Control Center (/okr/control-center)Consolidated view of all OKRs across the organization

Step 1: BSC – Balanced Scorecard​

BSC translates strategic goals into concrete KPIs across four perspectives.

PerspectiveFocusExample KPI
FinancialShareholder value creationRevenue growth, EBITDA margin
CustomerCustomer satisfactionNPS, churn rate
Internal ProcessesOperational efficiencyTime-to-market, error rate
Learning & GrowthOrganizational capacityTraining completion, employee engagement

For each KPI: enter target value, measurement unit, update frequency.

Step 2: Create an OKR Cycle​

  1. Go to COS → OKR Cycles module
  2. Create an OKR period linked to the strategic cycle (annual or quarterly)
  3. Set name, date range, and scope (company / department / team)

Step 3: Create OKRs​

For each OKR:

  1. Select a Theme — Mandatory. Choose from the Strategic Themes list.
  2. Write an Objective — Qualitative, inspiring, period-focused
  3. Add Key Results — 3–5 items, SMART, quantitative
  4. Assign Owner and contributors
  5. Enter baseline and target value for each Key Result

Example:

Theme: Customer Experience Transformation
Objective: "Become the industry leader in customer satisfaction"
  KR1: NPS 58 → 75
  KR2: Average support response time 24h → 4h
  KR3: Customer churn rate 8% → 3%

Mandatory Rule: You cannot create an OKR without selecting a theme. Every OKR must serve a strategic purpose.

Step 4: Initiatives​

Link projects (initiatives) to each Key Result:

  • Initiative name, owner, estimated completion date
  • Progress notes and updates

Step 5: Periodic Review Cadence​

CadenceEventScopeOwner
WeeklyWBR — Weekly Business ReviewKPI updates, OKR noteTeam Leads
MonthlyMBR — Monthly Business ReviewOKR progress, blockers, initiative statusDepartment Leads
QuarterlyQBR — Quarterly Business ReviewOKR closure, new OKR planning, theme alignmentCEO + Strategy Manager

OKR Control Center​

The OKR Control Center (/okr/control-center) provides the full organizational OKR dashboard:

  • Active OKRs and progress percentages
  • View grouped by strategic themes
  • Red / Yellow / Green status indicators

Execution Completion Checklist​

Check✅
BSC KPIs defined (4 perspectives)
OKR cycle created
OKRs linked to themes
Key Results are SMART
Initiatives linked
WBR/MBR/QBR cadence planned

Next Cycle​

The Execution phase is ongoing. When OKR periods close, a new strategic cycle (or new OKR period) begins.

See also​