saolalab Strategic Planning
OKR Framework
Objectives should be:
- Ambitious — stretch beyond comfort zone
- Qualitative — inspiring, not a number
- Time-bound — one quarter max
Key Results should be:
- Measurable — specific metric with target
- Achievable — 70% confidence of hitting
- 3-5 per objective — no more
Template
## Q{N} {YEAR} OKRs
### Objective 1: {Inspiring objective}
- KR1: {Metric} from {current} to {target}
- KR2: {Metric} from {current} to {target}
- KR3: {Metric} from {current} to {target}
Strategy Canvas
When evaluating strategic options, use this framework:
| Factor | Option A | Option B | Option C |
|---|---|---|---|
| Alignment with mission | H/M/L | H/M/L | H/M/L |
| Revenue impact | $ | $ | $ |
| Time to value | weeks | weeks | weeks |
| Resource cost | headcount/$ | headcount/$ | headcount/$ |
| Risk level | H/M/L | H/M/L | H/M/L |
| Reversibility | easy/hard | easy/hard | easy/hard |
Board Update Template
# Board Update — {Month} {Year}
## Highlights
- (top 3 wins)
## KPI Dashboard
| Metric | Target | Actual | Trend |
|--------|--------|--------|-------|
## Challenges & Asks
- (blockers needing board input)
## Next Quarter Outlook
- (priorities and resource needs)