1**. Understanding the OKR-Briefing**

• The first step towards defining quarterly objectives & key results is the OKR briefing executed by the CEO and/or Team Lead.
• During this meeting, the CEO or Team Lead updates the team on the company's current status, customers, business model, market trends, and strategic themes for the next quarter.
• This briefing aims to provide everyone with a comprehensive understanding of information beyond their daily work, department, and expertise, ensuring an equal level of knowledge among the team.
• The briefing should enable team members to create OKRs, considering their expertise, available resources (time, money, personnel), customer needs, and market trends.

2. Creating the OKR-Briefing

<aside> 🤓 Click here to access the OKR-Briefing Template

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1. Product Update

1. Establish a review of product KPIs tied to growth, retention, and uptime, incorporating key insights from their evolution, to help team members learn from previous successes or failures.

   

2. Provide an overview of new features or modifications to existing ones that were rolled out prior to the OKR, highlighting their value proposition. This allows the team to have a broad understanding of the progress made and the current state of the product.

   

3. Highlight the contribution of these features to internal growth and retention-related KPIs, as well as KPIs related to customer success (CSM).

   

<aside> 💡 Relating product development to business-KPIs helps the team understand the feasibility between development, sales/marketing, and finance in business modeling.

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1. If applicable, provide updates on pricing changes, ensuring to clarify their reasons (e.g., customer feedback, faster market adoption, etc.).

2. Sales Update

1. Develop a summary of existing customers, their contribution to company revenue, insights from customer feedback and demands, along with the next steps in the partnership.

   

<aside> 💡 This is crucial for team members like UX designers, developers, and back-office staff who don't directly interact with customers. It helps them understand what customers value in the product or service, identify what needs are being met or not yet met, and prioritize OKRs and feature development based on current earnings and potential growth. It also shows them the tangible value of their work.

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1. Provide a breakdown of your sales pipeline, categorized by stages from initial contact to closing. Include opportunity size per prospect and in total per stage.

   

<aside> 💡 During the presentation focus on explaining acquisition methods (e.g., inbound, outbound), why prospects are interested, any product gaps that might hinder deal closure, and any key features that sealed the deal.

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3. Cashflow Forecast

1. Create a revenue forecast including a worst-case, middle-case, and best-case scenario for the next 6-12 months.