
In this lecture you take one goal your team carries this year and decide how it should be measured, comparing an indicator and a quarterly objective on four criteria that actually decide the answer.
This course is built from six disciplines: critical thinking, strategic planning and the strategy session, business analysis, KPI design, OKR and change management.
The map of the course
A simple dictionary for reading lectures from other fields as strategy work
Three questions to ask after every lecture
A short self-diagnostic that shows which sections to watch first
Download the KPI or OKR Decision Sheet and fill it in for your own goal.
What critical thinking is and why strategy fails without it
How it differs from logical and creative thinking
Its role in business decisions
Objectivity, rationality and evidence-based reasoning
Deduction, induction and abduction
Strong arguments against weak ones
Building a case that survives a board meeting
Recognising errors in reasoning
What cognitive biases are
Confirmation bias, anchoring, framing
How they distort strategic decisions specifically
Practical techniques for reducing their effect
Telling a fact from an opinion delivered confidently
Verifying accuracy
Primary and secondary sources
Fact-checking and media literacy
Decision models: OODA, Cynefin, cost-benefit
Using analysis and argument to make the call
Managing risk and uncertainty
Cases from business
Applying it in business and daily decisions
Critical thinking in negotiation and communication
Its connection with creativity and innovation
A personal development plan for the skill
What a strategic plan actually contains
How it differs from operational planning
The five-step plan
The strategic planning model
Preparing the project plan for the planning itself
Choosing who owns the strategic plan
Creating and training the planning team
Selecting the key participants and running the first meeting
Where are we now, answered with evidence
Reviewing the current structure, mission, vision and principles
Stakeholder analysis and the external environment scan
Gap analysis and the recommendations that follow
Shaping the desired future
Identifying participants and selecting a facilitator
Handouts and preparation
Day one from the starting point, day two on the target point
Defining the strategic plan
Defining the desired outcomes
Finalising the document
Communicating the strategy to employees, and the implementation plan
Developing performance metrics for the plan
Selecting the people accountable
Allocating resources
Executing against milestones, training people, and supporting the strategy afterwards
Translating business value into a solution
Problem mindset against solution mindset
Telling a symptom from a problem
Value-driven analysis, and the Problem to Goal to Constraint to Metric framework
Stakeholder mapping and influence analysis
Elicitation techniques
Asking the business the right questions
Working with conflicting requirements, and prioritising by value against effort
Business, functional and non-functional requirements
User stories: structure, examples and anti-patterns
Acceptance criteria in Given-When-Then form
Use cases, BRD, SRS, PRD, and the definition of ready
What a business process means in practice
The AS-IS and TO-BE approach
The minimum necessary BPMN
Finding bottlenecks and waste, and proposing improvements rather than diagrams
The system context diagram
Functional decomposition
User flows, data objects and business rules
Non-functional requirements and traceability
Working in Agile, Scrum and waterfall
The backlog and requirements that keep moving
Change requests and impact analysis
Managing scope and expectations, and defending requirements to both sides
The four types of performance indicator and why the difference matters
The characteristics of a KPI that works
How indicators support strategy
The 10-80-10 rule, and knowing your critical success factors
Case studies of KPI systems in companies
The four stages of the process
Running a two-day workshop on success factors
Impact mapping to find the factors with the largest effect
The three laws of productivity
The emotional factors that sell a change to employees
Preparing an elevator pitch
A proposal for executives, and Kotter's eight steps applied to the rollout
The common measurement traps
Deciding what actually needs measuring
Formulating the metric
Eliminating metrics that cost more than they return, and evaluating what is left
Using success factors to derive indicators
Calculating them
Practice across several critical success factors
Improving performance reporting using Stephen Few's principles
Graphic display and management practice
Getting more out of the software you already have
The reporting hierarchy for staff, managers and executives
The seven fundamental building blocks
Bringing agile methods in to raise the odds of success
Scrum meetings and Kanban applied to the rollout
The next steps over the following five weeks
Tying indicators to pay does not raise productivity
More indicators do not mean better performance
Not every performance indicator is a KPI
Why monthly monitoring alone changes nothing, and the pay linkage question
This course contains the use of artificial intelligence.
Most documents called a strategy are a list of things the company intends to do. A strategy is a set of choices about what it will not do, and those are much harder to write down.
Where strategy work goes wrong
The session happens, everyone leaves energised, and the deck is opened twice more that year. Or the plan is genuinely good and dies in execution because nobody was named as the owner of anything in it. Or the indicators get attached at the end, chosen because they were easy to pull from the existing system, and now the company is optimising for whatever was measurable in March.
There is also the version where the strategy survives, the people resist, and the resistance gets treated as a communication problem when it is a self-interest problem.
The five things this course gives you
Clear thinking first, because a strategy is a chain of inferences and one weak link takes the rest down. Six lessons on argument, cognitive bias, sources, and decision models for genuine uncertainty.
Then the planning itself: the five-step model, preparing the session, establishing where the company actually stands through stakeholder analysis and gap analysis, and running the two-day offsite properly, day one on the starting point and day two on the target.
Then translating strategy into something executable, which is the business analysis layer most managers never learn. Problem, Goal, Constraint, Metric. Requirements, AS-IS and TO-BE processes, and how to defend a requirement when both the business and the technical side want it changed.
Measurement and making it stick
Eight lessons on KPIs, and the honest version: critical success factors before indicators, impact mapping, the measurement traps, the reporting hierarchy, and the six myths that wreck most measurement systems including the one about tying indicators to pay. Then OKR — four lessons on setting objectives as "from X to Y by Z", running the quarterly cycle and scoring it at the end.
And finally change management, because everything above is worthless if the organisation declines to move. Kotter's eight steps, the rider and elephant model for the emotional half, quick wins, and how to finish a change rather than let it dissolve.
Who is teaching this
Mike, the number one HR instructor on Udemy. More than 1.6 million course enrolments, over 150,000 professionals trained, PHRi and SHRM-CP certified, HRCI representative in more than 10 countries. I built the people function of the unicorn Preply and worked at Wargaming, Alfa-Bank and iDeals. I have facilitated strategy sessions that produced real decisions and strategy sessions that produced a nicely formatted document, and the difference was almost always in the preparation rather than the room.
What is included
Lifetime access to all course materials
Active instructor support in the Q&A section
Udemy Certificate of Completion
Practical assignments and real business cases
A section with additional courses, tools and resources
How to get the most out of it
Take one goal your team is carrying this year and rebuild it through the course: the reasoning, the plan, the indicator, the quarterly objective, the rollout. One goal done properly teaches more than six done in theory. Enrol now and start the first lesson today.