Situation
Ein etabliertes Finanzdienstleistungsunternehmen musste im Rahmen seiner Transformationsstrategie Ergebnistransparenz und operative Geschwindigkeit erhöhen. scaleon verankerte Objective & Key Results als Zielsetzungssystem bei mehr als 200 Führungskräften und Mitarbeitern über alle Geschäftsbereiche hinweg.
Approach
Approach: We worked hand-in-glove with a team of internal innovation managers and a scaleon team. We closely aligned on a weekly basis with the senior leadership of the unit. In addition we partnered with Software company Mooncamp to orchestrate the roll-out including tool-support from Day 1
OKR Concept: We developed an OKR system for the innovation unit to drive focused execution of the strategy of the unit. We developed recommendations to adjust the strategy layer to maximize impact of the OKR framework
Enablement: We enabled teams to define goals and work within the OKR system, empowering OKR masters to lead their respective teams.
Roll-Out: We collaboratively defined high-quality OKRs with OKR owners based on functional and departmental strategy and facilitated alignment workshops for teams and departments.
Scale: We reorganized the OKR community towards a self-organized Community, refined the training and onboarding process, and established a quality assurance process.
Results
Our efforts led to the successful enablement of teams across four? countries, including the US and APAC, to work with OKRs. We built and implemented a tailored OKR concept for strategic innovation and created supporting materials to guide the process. Additionally, we facilitated organizational feedback through surveys and established an OKR community and circles to ensure a seamless handover from our team to the client’s internal employees.
