OKRs For Teams Expense - Digital Pathways

Notify your manager

Give your manager a heads up to signal your interest and prepare the ground.

…or send your manager a quick chat message:

Boss

Don’t hesitate if you need anything

Hey boss, I just saw this OKRs for teams 1-day workshop. and I think it’d be really useful for our work. Can I send you the details?

Email your manager

Short, personal emails are best. Copy the template below and tweak it for your context:

To: “Boss” <boss@company.com>

Subject: OKRs for Teams Workshop Expense

Hey boss,

I’ve found an “OKRs for Teams workshop” that looks great. A few sessions are scheduled in Aotearoa in the coming weeks, and I’d like to attend.

This is a practical 1-day workshop designed to help teams maximise value from Objectives and Key Results (OKRs). It’s $1,497, and the feedback from past attendees is excellent. Past clients include:

- Technology scale-ups like Abeja, Taiger, Instabase, Ripple
- Startup Accelerators like Founder Institute, SC Ventures, INSEAD Launchpad
- Traditional Companies like PwC, Standard Chartered, SocGen, Westpac, Axa, Allianz, Sonatrach

The course is packed with practical tactics and tools (like real-life examples and routines) that I can use for our work. The 1 day workshop lays the foundations for a 90 day OKRs challenge. In short, it’ll help us better align, focus our work and increase our delivery rate.

The instructors are industry experts, with extensive experience implementing OKRs at scale. Their case studies highlight proven, scalable ways to achieve Peak Performance with OKRs.

Here’s the link: https://digitalpathways.io/okrs-for-teams

Is it okay to expense this?

P.S. Should we offer this to the team? (They have a team discount option)

It’s common for managers to ask how this course aligns with your role and goals.

Here are some answers you can use as a starting point. Feel free to modify them:

Is there a summary of the Program and its curriculum?

Yes, you can download the OKRs for Teams curriculum here

It includes a summary of the workshop and more.

What are the logistics & time commitment associated with OKRs for Teams?

•⁠ ⁠Duration: the OKRs for Teams workshop is 1 full day. If required, the curriculum can be delivered in 2 sessions of 0.5 day each.
•⁠ ⁠Delivery: This 1-day workshop is available as in-house training. It is offered live, either face-to-face (preferred option) or online (remote option).
•⁠ ⁠Ideal group size: Minimum = 5 Participants / Maximum = 15 Participants
•⁠ ⁠Applied learnings to maximise impact: the initial 1-day workshop is supplemented by a 90 day Challenge (deploy an entire OKRs cycle, with expert support and ongoing 1:1 coaching) & #OKRs Champions Certification Program (optional). Those are practical, cost-effective solutions to increase the likelihood of success for the 1st Quarter pilot.

How do you see this course impacting your work here?

After I complete this course, I’ll be able to better:

1. Master OKRs fundamentals

- Write inspirational Objectives and measurable Key Results

- Self assess OKRs Quality and rapidly spot specific areas of improvement.

2. Understand the 3 steps of the OKRs cycle (every quarter)

- Step 1: Set OKRs for this Quarter & Align as a team -> write our first M-OKRs document.

- Step 2: Check-in In & Monitor -> use the OKRs Tracker & practice weekly check-in.

- Step 3: Reflect & Reset -> measure success and capture lessons learned (Scoring Key Results).

3. Improve Team Dynamics and make better decisions (data-driven)

- Organise around shared goals and clear priorities to focus our effort (stop starting, start finishing).

- Visualise, at a glance, progress, results and issues (see, learn & act together).

- Reduce fire fighting and increase our velocity (both for delivery and impediments removal).

4. Manage Change to foster OKRs adoption and scale

- Inspire Team Members, boost team alignment and improve our delivery mechanism.

- Focus, Flow and Fun -> leverage OKRs to create an environment that drives performance.

- Know how to explain to colleagues and executives “why we need to change the way we set goals and measure success”.

How does this course align with your personal or team Goals?

I care a lot about our Team Dynamics, Productivity, and user experience. And I think other Team Members do too...

I realize that understanding the proven OKRs principles (and behaviours) used by successful companies like Google, Spotify, Twitter, Airbnb and LinkedIn... is key to boost Team engagement and productivity.

That’s what led me to this OKRs for Teams course.

How do you plan to disseminate this knowledge to your team?

With 30% theory and 70% practice, the OKRs for Teams curriculum is designed so I can immediately apply the learnings at work.

- The lessons include several exercises and activities that’ll help me present new ideas and solutions to the Team and Management.

- Following the OKRs for Teams workshop, we also have access to exclusive support from OKRs experts and community-led events.

- We could also enrol as a group to make the collaboration around the key concepts explained in this program easier (they offer interesting team discounts).

How’s this course different from other programs and bootcamps?

This course is built for busy Teams Members and Managers who want concrete results, not just more information.

- Learn-Apply-Deliver: Every lesson follows a proven methodology called "Learn-Apply-Deliver". Applying core concepts immediately enables me to improve understanding, increase knowledge retention and deliver Value faster.

- Lessons from the trenches: The instructors are well-known in the industry and have a solid track record in maximising value from OKRs. Their exercises and case studies highlight the proven principles, tools and behaviours used by their clients.

- De-risking the OKRs journey: To de-risk our OKRs deployment journey and get Maximum value, they supplement the initial 1-day workshop with a 90-day challenge (guided implementation). They even offer certify #OKRs Champions.

- Making Change stick: Beyond the technical aspects, the focus on Change Management is here to help us foster adoption and understand how to replicate success at scale (beyond our initial pilot).

Follow-up after 3 days

Your manager is a busy person? Reply with this reminder if you haven’t heard back from them:

To: “Boss” <boss@company.com>

Subject: RE: OKRs for Teams Workshop Expense

Hey boss, have you had time to look at the OKRs for Teams workshop I sent you?

I really believe it’d help us improve our Alignment and Outcomes Delivery.

Here’s the link: https://digitalpathways.io/okrs-for-teams

P.S. Spots are in New Zealand [INSERT COUNTRY or CITY]