
In this lecture you lay out the four moments of an execution quarter, find the one almost every team skips, and write a real date and an owner against each of them.
This course is built from six disciplines: strategic planning, OKR launch across a company, OKR from a team manager's chair, performance indicators, performance management and change management.
The map of the course
A dictionary for reading lectures recorded in the language of goal systems and reviews as work on your own strategy
A short self-diagnostic that shows which sections to watch first
Download the Execution Quarter Calendar and fill in one line after each lecture.
Tools in this lecture
Files to download (1)
What a strategic plan actually contains
How it differs from operational planning
The five-step plan
The strategic planning model
Tools in this lecture
Ready to use on the slides (4)
Models and methods explained (1)
Preparing the project plan for the strategy work
Choosing who owns the plan
Forming and training the planning team
Running the first planning meeting
Tools in this lecture
Ready to use on the slides (6)
Assessing mission, vision and guiding principles honestly
Stakeholder analysis and a structure review
Scanning the external environment
Gap analysis, and making recommendations
Tools in this lecture
Ready to use on the slides (14)
Models and methods explained (5)
Shaping the desired future state
Choosing participants and a facilitator
Day one: working from the starting point
Day two: working towards the target point
Tools in this lecture
Ready to use on the slides (16)
Models and methods explained (1)
Defining the plan and the desired outcomes
Finalising the document
Communicating it to the organisation
Building the implementation plan
Tools in this lecture
Ready to use on the slides (7)
Models and methods explained (1)
Developing performance metrics for the plan
Assigning owners and allocating resources
Executing against milestones
Training people, and sustaining the strategy afterwards
Tools in this lecture
Ready to use on the slides (6)
Models and methods explained (1)
The four superpowers of the method
Where it came from, and how it was born at Intel
The basic principles
Why it spread beyond technology companies
Tools in this lecture
Ready to use on the slides (1)
Models and methods explained (2)
The planning cycle
The format that separates an objective from a key result
Synchronising goals across teams
Where the format usually goes wrong
Tools in this lecture
Ready to use on the slides (5)
Models and methods explained (1)
Training the management team first
Training everyone else
Running the first goal-setting meeting
What to expect from an imperfect first cycle
Tools in this lecture
Ready to use on the slides (6)
Models and methods explained (1)
The agenda for a regular goal meeting
Using one-to-ones to support delivery
Updating goals mid-cycle without losing meaning
Keeping goals visible between reviews
Tools in this lecture
Ready to use on the slides (5)
Models and methods explained (3)
Debriefing on the results
Presenting outcomes to the company
Capturing lessons learned
Feeding them into the next cycle
Tools in this lecture
Ready to use on the slides (7)
How this works at Google and Intel
MyFitnessPal
Preply and iDeals, from the inside
What transfers between companies and what does not
Tools in this lecture
Ready to use on the slides (1)
Models and methods explained (1)
Dedicated platforms
Universal systems with goal-tracking functions
What to look for before buying anything
When a spreadsheet is still the right answer
Tools in this lecture
Services and apps shown in this lecture (10)
Linking goals to performance review
The relationship with 360 assessment
Whether to link goals to pay, and the consequences
Connecting goals to learning and development
Tools in this lecture
Ready to use on the slides (10)
Services and apps shown in this lecture (1)
Models and methods explained (2)
The definition and core principles, from a delivery point of view
How company goals connect to what your team does on Monday
The manager's role in setting and managing them
Focusing on what is business-critical, and wording it correctly
Tools in this lecture
Ready to use on the slides (5)
Models and methods explained (3)
Preparing the team for a goal-setting cycle
Running the first meeting
The "from X to Y by Z" format in practice
Selling the change with both rational and emotional arguments
Tools in this lecture
Ready to use on the slides (9)
Models and methods explained (2)
The cycle: planning, monitoring, evaluation
Setting up the regular meeting that catches problems early
Adjusting objectives without abandoning them
Why leading indicators decide the outcome
Tools in this lecture
Ready to use on the slides (10)
Models and methods explained (2)
Scoring delivery and setting the next set
Running the wrap-up conversation
Recognising achievement and planning growth from it
Presenting the outcome upward, and feeding it back into strategy
Tools in this lecture
Ready to use on the slides (14)
The four types of performance indicator, and why the distinction matters
The characteristics of a metric that works
How indicators connect to strategy
The 10-80-10 rule, and knowing your critical success factors
Tools in this lecture
Ready to use on the slides (4)
Models and methods explained (3)
Cases from companies that did this properly
The four stages of building the system
Running a two-day workshop on success factors
Impact mapping to find the factors with the most leverage
Tools in this lecture
Ready to use on the slides (10)
The three laws of productivity
The emotional factors that decide whether people accept a metric
Preparing the short version and the full proposal
The eight steps of the promotion process
Tools in this lecture
Ready to use on the slides (8)
Models and methods explained (1)
The common measurement traps
Deciding what genuinely needs measuring
Formulating the metric precisely
Eliminating metrics that cost more than they return
Tools in this lecture
Ready to use on the slides (6)
Models and methods explained (1)
Deriving indicators rather than inventing them
Calculating them
Working through several success factors in practice
Tools in this lecture
Ready to use on the slides (9)
Models and methods explained (2)
Improving reporting using Stephen Few's principles
Best practice in graphical display
Getting more out of software you already own
The reporting hierarchy for staff, managers and executives
Tools in this lecture
Ready to use on the slides (5)
Services and apps shown in this lecture (2)
Models and methods explained (2)
This course contains the use of artificial intelligence.
Ask three people what your company's top priority is this quarter. If you get three answers, the strategy is not being executed; it is being stored. Here are 287 tools to execute it: 217 ready-to-use procedures, question lists, templates and checklists, 45 models and methods, 20 services shown on screen and 5 working files.
Open a lecture, take the template, and cascade one strategic goal this quarter.
Where the chain breaks
The strategy is approved, goals are set once a year and forgotten by spring. KPIs measure what is easy to count, team goals do not connect to the company ones, and the annual review discusses a year nobody remembers. Change stalls because people never understood why it was needed.
What changes after this course
The strategy becomes a plan, goals cascade with OKR and are reviewed every quarter, indicators show progress, individual agreements connect to team goals, and review meetings lead to decisions. People understand the change and the new way of working stays.
What is inside: 287 tools, counted lecture by lecture
You do not have to take this number on trust. Open any lecture and read its description: every tool inside is listed there by name.
Where the tools are
The plan (2 sections, 54 tools). The strategy session, the starting point and the implementation plan.
OKR (3 sections, 56 tools). Principles, the company level, running and closing the cycle, tooling.
The team level (2 sections, 43 tools). The manager's cycle, delivery and team reviews.
Measurement (3 sections, 64 tools). Success factors, indicator design, display and implementation.
The individual level (3 sections, 98 tools). The agreement, the conversation, evaluating results and competencies, the review meeting.
Making it stick (2 sections, 32 tools). Why change fails, emotion, vision and anchoring the new way.
Who is teaching
I am Mike, the #1 HR instructor on Udemy, with 1,800,000+ course enrollments from 170,000 students, and the author of about 200 books on Amazon. I built the people system at Preply as it became a unicorn and worked at Wargaming, iDeals and Alfa-Bank across 20 years in HR. I hold PHRi, SHRM-CP and HCI sHRBP certifications and represent HRCI in Eastern Europe. I am also a founder and lead the strategy of my own academy.
I lived with annual goals and then introduced OKR with quarterly cycles, and I saw it myself: with annual goals people forget them within a month and remember only at the end of the year. At Preply we introduced OKR in 15Five, and candidates were impressed when we opened the system in the interview and showed how a recruiter's goals connected to the company's.
How to use the course
Start with the plan and OKR sections, then use the measurement and individual sections to connect goals to people. Section and lecture titles show how many tools are inside, and each lecture description lists them by name.
What is included
Where to start
Ask three people what the top priority is this quarter, compare the answers, then open the first section. Enrol now and start your first lesson today.