When you do OKRs for the first time, ensure that you lock the plan, owners, and review slots no ceremony. Use TRICEA review artifact and a simple Review Charter
Why should this matter when you do OKRs
Quarterly plans slip when priorities are vague, and it normally happenes in the first few quarters when the dust settles down – even ownership is fuzzy, and reviews aren’t set up to make decisions. This super-effective 10-day kick-off turns strategy into next week’s work – clear goals, named owners, and decision-ready review mechanism
What you’ll need to Use
- Your strategic goals (OGSM or OKR or any equivalent)
- Team OKRs/IKRs for groups and individual roles.
- The TRICEA review artifact (1 or 2 per team)
- A short Review Charter (purpose, attendees, evidence, decision rights)
The First 10 Days (step-by-step)
Day 1 – Frame the quarter
- Confirm 3–5 priorities that truly matter this quarter.
- State outcomes in plain language and how you’ll know you’re there.
- Decide what won’t be done (trade-offs).
Day 2 – Map Ownership
- Draft or confirm OKRs/IKRs per stream/role.
- Name one owner per priority; record and agree on progress review mechanism
Day 3 – Publish Review Charters
- For each recurring review (e.g., Product Progress, Ops Health, Readiness):
- Purpose
- Attendees & timeboxing
- Evidence
- Decision rights
Day 4 – Calendarize Rhythm
- Fix days/times for each review (same slot every week).
- Publish a single review calendar; remove duplicate/status meetings.
Day 5 – Commission the Work
- Turn priorities into first two weeks of tasks with owners and dates.
- Identify interfaces (handoffs) and who signs off at each boundary.
Day 6 – First Review Run
- Open on time; run off the TRICEA artifact only.
- End with decisions, owners, and dates captured in the usual place.
Day 7 – Tighten Handshakes
- Walk one end-to-end workstream (e.g., Product – Eng – Ops).
- Make any fuzzy responsibility explicit; adjust IKRs if needed.
Day 8 – Remove the Drag
- Trim invites; keep only the people who do the work and who can decide.
- Cap prep at 15 minutes; no slide decks.
Day 9 – Check Insights
- Are the measures stable and useful? Keep the set unchanged for the quarter unless clearly wrong.
- Name top 1 – 2 blockers with an owner and a date.
Day 10 – Lock and Share
- Publish the quarter plan (priorities, owners, review schedule).
- Share the ground rules: start on time, one purpose per review, artifact only, decide in room.
What ‘GOOD’ looks like
- Priorities and owners are public and understood
- Reviews are short, consistent, and end with decisions
- Handoffs have a named checker; leakage drops
- Prep is predictable; no decks