juan.co

● Business Transformation · Model · v1.1

Objectives and Key Results

How an organization is built around its numbers — the anatomy, the cascade from strategy to the individual, the rhythm of the year, and the weekly check-in that makes any of it work.

Why it matters

Objectives and key results are management by objectives with the ceiling removed: specific, measurable, timely — and deliberately set past what is known to be achievable, with seventy percent of the way there counted as success. The method is simple. The model is the organization around it: who sets which numbers, how a company’s objective becomes a department’s and then a person’s, and what happens every week so that the numbers move. I have used it in every transformation I have led, as an executive and as a consultant.

What’s inside

Two letters struck through. Drucker to Doerr in four dates, and S.M.A.R.T. with Achievable and Realistic crossed out — the whole argument in one acronym.

The achievement bar. Impact against time for the two methods, and why seventy percent of an ambitious result beats a hundred percent of a safe one.

Five questions. Vision, mission, strategy, objectives, key results — one sentence each, top to bottom — and the first rule of the cascade: objectives are set only at the company level.

Objective, key result, initiative. Three parts with their rules; two to five key results per objective; initiatives chartered monthly and only as valuable as the result. One objective written right and written wrong: outcomes, not outputs.

From strategy to the individual. The four-level cascade drawn out — strategic goals, company objectives, key results that become department objectives, individual key results — with metric or effort results, aspirational or committed.

Interdependent numbers. Owning a number is the quickest way to alignment; a worked chain from a company objective to one Customer Success Manager’s quarter; radical transparency as the condition.

Annual, quarterly, monthly, weekly. The five things to manage, each on its cadence, in one table. The three meetings. A note on bonuses.

The check-in. Weekly, one to one, three questions, a shared agenda — the best correlating factor I have found for whether numbers move. The first year, and the checklist.

How to use it

Answer the five questions before writing an objective. Set three to five at the company level and let everything below be a key result of the level above. Put targets at seventy. Hold the check-in every week and do not skip. Read the first year’s page once a quarter.

Provenance

The on-site workshop I built for a diagnostics company in 2023, through my consulting practice, while leading its organizational-management initiatives — on the method I had run as an executive before it. Rebuilt here as a Juan.co model: the diagrams redrawn, the cascade and the rhythm written out, the check-in and the first year added from the rhythm.