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Succeeding with OKRs in Agile (2nd edition)

How to create & deliver Objectives Key Results for teams

Clear concise discussion of what OKRs are, why you want to use them with agile, how to write them, deliver them and the pitfalls to avoid.

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About

About

About the Book

Praise for the first edition:

"This is absolutely brilliant book. If you really wants to learn more regarding OKR in Agile and other important stuff related to it you must read this book. It's truly a master piece."

"Super easy to read, with clear chapter summaries. Lots of solid content that is not hidden amongst fluff. Straight to the point and a must have for any agile practitioner curious about okrs"

"Having read other books that argue strongly for OKRs as a panacea to achieve a high-performing organisation, the perspectives here from Allan are balanced, informed by lived experience and provide patterns and anti-patterns to watch for. Insightful and powerful - thank you Allan for sharing such well-considered feedback."

"Allan's writing is perfect for busy managers who need to set objectives and form initiatives that satisfy diverse stakeholders. Plus, it doesn't sugar-coat OKRs - they are part of a management system - not a medicine. Overall, a wonderfully concise and easy to read guide to using OKRs. Highly recommended."

OKRs are important to agile teams because they deal with big thing, they think forward and they engage with senior leaders.

OKRs are about goals bigger than the next story.

OKRs prioritise purpose and strategy over backlogs.

Does your agile team get lead astray by burning fires? Do you struggle to keep your agile team focused?

Do you feel the need for more than just doing the top of the backlog every two weeks?

Then this hands-on, experience informed book is for you. Acclaimed author Allan Kelly describes why you will want to use OKRs, how to write OKRs, how to execute against OKRs in an agile environment to deliver outcomes, and what pitfalls and problems to avoid.

In this book he doesn't try to sell OKRs - others can tell you why OKRs are great. Allan describes his practical experience working with an agile team adopting OKRs, day-by-day, quarter-by-quarter.

Allan is the author of multiple books on agile and has given advice and training for over 10 years. Now he turns his attention to OKRs.

Allan’s advice includes: be really specific in setting goals, involve the whole team in setting OKRs, think broad when setting then execute narrowly, set analogue not binary OKRs and, most controversially, throw away your backlog and let OKRs drive everything you do.

Initially sceptical about OKRs Allan found them a good fit with agile; OKRs became an effective means of focus teams, exposing problems, communicating with senior managers and a powerful means of asking bigger questions about product strategy and value.

OKRs and agile work well together because they are both outcome oriented and results focused. When used right OKRs give power and authority to teams - one could even say OKRs create test first management.

Yet OKRs can be a double edge-sword, used poorly they can re-introduce command-and-control and hinder agile working. Allan addresses problems with predictability, aspirations, culture, targets and annual reviews.

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    Author

    About the Author

    Allan Kelly

    Allan Kelly is a product leader with deep experience of digital product strategy and delivery. Successes include project rescue, business turn around and smoothing client-supplier relationships.

    He creates structure, institutionalises operational excellence and builds high-performing cultures using product thinking, agile working and OKRs.

    Allan is a regular conference speaker and author of multiple books including the best selling "Succeeding with OKRs in Agile", "The Art of Agile Product Ownership" and "Business Patterns for Software Developers" (which he wishes he'd entitled "Strategy patterns for software products").

    Print versions of his books are also available - where you will also find his books with Apress and Wiley.

    For more about Allan checkout his website and blog.

    Leanpub Podcast

    Episode 252

    An Interview with Allan Kelly

    Translations

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    Contents

    Table of Contents

    Praise for the first edition

    Free book when you subscribe

    Foreword

    Preface

    Preface to the second edition

    Short quick lessons

    3 Questions

    1. IWhy OKRs

    1.Introducing OKR

    1. Dissecting OKRs
    2. OKRs and agile
    3. Best within constraints
    4. Think broadly, execute narrowly
    5. Iterate
    6. Ambition over estimation
    7. Psychological safety

    2.Why use OKRs?

    1. Mid-term planning
    2. Quarterly, three months, 12 weeks
    3. Test-driven OKRs
    4. Communication
    5. A team API
    6. The team
    7. Warning
    8. Summary

    3.Focus

    1. OKRs create focus
    2. Digital distractions
    3. Summary

    4.OKR history

    5.Outcomes, value and benefits

    1. Business benefit and value
    2. Business
    3. Value
    4. Pieconomics
    5. Estimate value
    6. Summary
    7. IIWriting OKRs

    6.Writing OKRs

    1. Team setting
    2. Mark aspirations
    3. Limited number
    4. Priority
    5. Effort
    6. Working backwards
    7. Avoid planning by OKR
    8. The trouble with pre-work
    9. When to set OKRs
    10. Not money
    11. Summary

    7.Objectives

    1. Background analysis
    2. Objective value
    3. Obvious value
    4. Wide objectives
    5. Feature factories
    6. One for the team
    7. Testing trouble
    8. Take time but not too much time
    9. Summary

    8.Key results

    1. Test first
    2. Testable key results
    3. Binary or analog?
    4. Summary

    9.Four types of key results

    1. Type 1: Acceptance criteria
    2. Type 2: Plan
    3. Type 3: Lego bricks
    4. Type 4: Vertical slices
    5. Contrast
    6. Implications for cascading
    7. Domino effect
    8. Summary

    10.Objective worked example

    1. The date
    2. Minimal?
    3. Context and constraints
    4. Pharmacy
    5. MVP
    6. Full-size
    7. What is key?
    8. Summary

    11.Measuring

    1. Quantify
    2. Measurement
    3. Measuring the impossible
    4. Removing the subjectivity
    5. Unintended consequences
    6. Don’t boil it down
    7. Summary

    12.Key result tricks

    1. Experiments
    2. Hypothesis-driven development
    3. Time-boxed
    4. Survey
    5. Knowing when to stop
    6. Summary

    13.OKR cycle

    1. OKR cycle
    2. Cycle length
    3. OKR-setting is not work planning
    4. What about work planning?
    5. Estimation?
    6. Summary

    14.Planning players

    1. Product Owner, Product Manager or what?
    2. Product Owner
    3. Stakeholders
    4. Managers are stakeholders too
    5. Summary

    15.Planning to plan

    1. Schedule the events
    2. When to set
    3. Start late
    4. During the cycle
    5. End-of-cycle review
    6. Mid-cycle review
    7. Summary
    8. IIIWorking with OKRs

    16.Organizing to deliver OKRs

    1. OKRs everywhere
    2. Bigger team, fewer OKRs
    3. Sprint planning with OKRs
    4. Traffic lights and status
    5. Summary

    17.OKRs and the backlog

    1. OKRs, not backlogs
    2. Backlog first
    3. The bottomless pit
    4. OKRs first
    5. An experiment
    6. Return of the sprint goal
    7. Summary

    18.BAU – keeping the lights on

    1. Software always changes
    2. Option 1: suppress BAU
    3. Option 2: reduce or remove BAU
    4. Option 3: make BAU better
    5. Option 4: objective zero – add BAU
    6. Downside
    7. Summary

    19.Executing

    1. Keeping focus
    2. Prioritize
    3. Visual display
    4. Revisit often: sprint planning
    5. Time-slice
    6. Summary

    20.Going off-piste

    1. Unplanned but valuable
    2. Prepare for the unexpected
    3. Track distractions
    4. Summary

    21.Beyond the quarter

    1. Three horizons
    2. Rolling roadmap
    3. OKR roadmaps
    4. Feedback
    5. Summary
    6. IVLeadership

    22.Strategy

    1. Big goals
    2. Strategic intent
    3. Agile makes strategy more important
    4. Strategy elements
    5. Opportunity cost
    6. What not to do
    7. The backlog
    8. Don’t forget the technology
    9. Technical liabilities
    10. Shared mental model
    11. Summary

    23.Leaders

    1. Culture, goals and strategy elements
    2. Day-to-day
    3. Leaders and culture
    4. My big failure
    5. Bottom-up more than top-down
    6. Summary

    24.Culture

    1. Delivery culture
    2. Customers
    3. Openness and feedback
    4. Psychological safety
    5. Ambition
    6. Summary
    7. The next Google?

    25.Leaders and planning

    1. Broad–narrow
    2. Forward planning
    3. Cascade up, not down
    4. Orbiting satellites
    5. Summary
    6. VForewarnings

    26.Aspirations

    1. Utility mode
    2. Predictability
    3. Creating aspirations?
    4. Leaders and culture
    5. An OKR adoption route
    6. Exercise: where are you?
    7. Summary

    27.Everyday pitfalls

    1. ‘OKR buffet’
    2. Late-arriving OKRs
    3. Adding to the story hierarchy
    4. Counting problems
    5. Respect for specialists
    6. Respect for managers
    7. Summary

    28.Trouble with targets

    1. Targeting the measurable
    2. Questions measurement can’t answer
    3. Goodhart’s Law
    4. Goal displacement
    5. Overcoming tunnel vision
    6. Rules of thumb
    7. A final warning: targets
    8. Summary

    29.Individuals and performance reviews

    1. Integrating employee reviews with OKRs
    2. Disagree and commit
    3. OKRs for individuals
    4. Behaviours
    5. Summary
    6. Close

    Closing words

    1. Get out of jail free
    2. Finally

    Please review

    Further reading

    OKRs extra - coming soon

    Acknowledgements

    Also by Allan Kelly

    Get the free sample chapters

    Click the buttons to get the free sample in PDF or EPUB, or read the sample online here

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