Proposal

Succeeding with OKRs at Diageo

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Context

Objectives and key results (OKRs) offer a refreshing opportunity for greater alignment, ownership, and game-changing impact across an entire organisation.

Our CIO, Benedetto is excited about rolling out OKRs with the SLT and is looking for support to make OKRs a useful tool for the team and the entire organisation.

Like hosting a memorable celebration, careful planning, guidance, and facilitation can make all the difference in turning that excitement into a valuable reality. 

I’m confident that, together, we can design and deliver a compelling, practical, useful workshop to the Diageo SLT, one that will “uncork” Diageo Digital’s potential like nothing else!

Approach

Theory and background are helpful but, to really make OKRs work, there’s no substitute for hands-on practical experience. The fastest and most effective way to do this is to dive in and set real OKRs with a single a high-impact team and begin checking in on them.

To begin, we’ll offer participants some optional, self-guided foundational learning through my 75 minute video course. Then it’s time to get hands-on with a practical, fun, and valuable on-site workshop co-designed with you. In the workshop, we will reiterate Diageo’s 6-12 month ambitions and create a set of robust OKRs that will guide our efforts to achieve measurable success with these ambitions.

In a full-day experience, we can also include practice checking in on OKRs and tying them to daily delivery. The workshop will also act as a learning laboratory giving us valuable feedback and experience for introducing OKRs more widely within Diageo.

Workshop design & preparation

Meet & Greet

Prior to the workshop we will hold a 30-60 minute “discovery meet & greet” call giving us an opportunity to get to know each other and align our approaches to OKRs and the workshop itself. This is also an opportunity for Benedetto to share any specific concerns, questions, insights or goals ahead of the workshop. 

Design Calls

We will hold two 30-45 minute “design calls” ahead of the workshop to work out the finer points of the agenda and any logistical concerns.

Additional facilitation prep

I’m happy to read through any existing goals, strategy docs, or other material ahead of the session to give me relevant context and make for a more engaged and relevant workshop on the day.

Pre-reads for attendees

Before the half-day workshop, attendees will be invited to do two optional activities:

1. Consider and jot down their 1 - 2 most important goals for the next year. These don’t need to be in the form of OKRs but will provide a useful starting point for the conversation.

2. Take my 75-minute self-paced online course to master the theory and foundational techniques we will use.

The short course covers the following topics:

• OKR origins at Intel
• Structure & grammar of OKRs including examples
• OKRs x project management
• OKRs x KPIs and health metrics
• Linking strategy & execution
• Outcomes vs outputs
• Techniques for setting OKRs in teams
• Aligning OKRs vertically and horizontally
• Market-based alignment vs top-down cascading
• Confidence based OKR check-ins
• OKRs to enable rapid organisational learning
• Tips for closing OKRs and continuously improving

Option 1: Half day

Draft Agenda

The final agenda will be co-created and agreed with you. The session will be very practical and hands-on with a focus on producing real OKRs which will guide the SLT (and the entire organisation) throughout the new financial year.

9:00 AM - 9:15 AM: Welcome and Introductions

• Welcome & housekeeping
• Optional: short ice-breaker activity

9:15 AM - 9:50 AM: Setting the stage

• Benedetto to offer any insights or framing
• Revisit our mission, vision, and strategic objectives as well as key outcomes and learnings from the previous financial year.

9:50 AM - 10:00 AM: Short break

9:50 AM - 10:30: Quick Q&A & Introduce the OKR Map

• Briefly uncover any questions from the pre-read or things people have heard about OKRs. This is not meant to be an exhaustive theory session, just enough to get us comfortable to dive in.
• Introduce my “OKR Map” method and prepare the group to begin

10:30 AM - 11:30 PM: OKR-setting Part one

• Working in small groups we’ll begin mapping out themes, objectives, metrics, targets, and actions
• Present our draft OKR maps to the group

11:30-11:45 - Break

11:45 AM - 1:00 PM: - OKR-drafting part two: Refinement

• In plenary, bring OKR maps together – refine, align, and negotiate
• Agree a single set to cover whole of SLT

1:00 PM - 1:30pm: Wrap-Up and Next Steps

• What have we discovered?
• What commitments have we made?
• How will we continue to make OKRs a valuable part of our delivery process?
• Where can we get more information?

Benefits

By the half-day workshop’s conclusion, the SLT will:

• Understand the basics of setting and aligning OKRs
• Possess a draft set of OKRs for the new financial year which will begin guiding execution
• Have a clear portfolio of activities and initiatives to support these OKRs and understand how they relate to each other
• Have a greater sense of mutual-accountability, ownership, and shared success metrics

Investment (half day)

Including the “discovery meet & greet”, 2 design sessions, and on-site half-day (up to 4.5 hours) workshop facilitation in central London for just £4,500GBP + VAT.

Option 2: Full day

Draft agenda

A full day will allow us to go even deeper and, most importantly, introduce and practice checking in on the OKRs. This is the most valuable part of the framework as it’s where we connect strategy with execution.

Afternoon

The full day workshop includes everything in the half-day workshop up to 1pm with the following changes:

1:00pm - 1:45pm - LUNCH

1:45pm - 2pm Short debrief

• How was the morning?
• What have we learned?
• What’s clear? What’s not? What opportunities do we see?

2pm - 3pm - OKR Check-ins

• Theory: Why perform confidence-based check-ins vs progress-only? Projects vs OKRs?
• The method: how to do it
• Hands-on: practice checking-in with small groups
• Debrief and adjust OKRs if needed

3pm - 3:30pm - Multi-level OKRs (alignment)

• A brief introduction to multi-level OKR alignment (market-based vs top-down cascading)
• Hands-on: consider which areas of Diageo might be good future candidates to work with OKRs.

3:30 - 3:45pm - BREAK

3:45pm to 4:15pm - Extended Q&A & debrief

4:15 - 4:30pm - Close

• Review our OKRs
• Review how to check-in
• Agree regular check-in cadence
• How will we continue to make OKRs a valuable part of our delivery process?

• Where can we get more information?
• Tips for setting up a community of “OKR Ambassadors”
• Thank you and head to the bar… 🍸

Benefits

In addition to the benefits of the half-day workshop, the full-day workshop will give participants:

• Hands-on facilitated experience of checking-in on OKRs and using them to guide actual delivery
• An understanding of multi-level OKR alignment and “layering”
• Additional time to go into deeper Q&A and spend more time in refinement and alignment activities
• Greater clarity on how to continue rolling out OKRs at Diageo

Investment

I’m happy to offer the discovery meet & greet, 2 design sessions, a full day (7 hours) of facilitation & training at a special rate of just £7,500GBP + VAT

Special Bonuses

As part of either the half or full day programme, all participants will receive:

• 90 days access to my online course
• 4 weeks of realtime chat support via my secure, personal OKR slack instance

Meet your facilitator

About Peter Kappus

For more than 25 years I’ve helped teams in the world’s leading organisations to understand what they’re doing, why they’re doing it, and how to get better at doing it – all while enjoying the process. I’ve consulted as an engineer, project/programme/portfolio manager, agile coach, and organisational development facilitator.

I work independently and truly believe in meeting people where they are and focusing on the work at hand and the outcomes most critical for a team’s success. This means I’m able to continuously inspect and adapt my approach to maximise impact and enjoyment for change that doesn’t hurt and actually sticks!

Since 2015 OKRs have been a key part of my toolkit. I’ve helped thousands of people across hundreds of teams in organisations like The BBC, the UK Government (GDS), Société Générale, Wikimedia Foundation, Hewlett Packard, Exscientia, Contentful, Genomics England, and BNP Paribas to get started and evolve move beyond the basics – making OKRs a powerful, rewarding part of their organisational DNA. Learn more about me or read some testimonials.

Here’s to your success with OKRs! 🍸

Ready to get started?

I’m looking forward to speaking in more detail about how to make this vision a reality. I’d love to lock in the date ASAP once I have your agreement and a 50% deposit. Do you have questions or ideas for how to improve this proposal and get the most from the session? Just let me know!

Here’s to your remarkable achievements ahead!

Peter Kappus
www.peterkappus.com