CHAPTER 2The OKRs Coaching Engagement: Phases, Duration, and Roles

THE FIELD OF OKRs coaching was in its infancy in 2013. There were no resources available like the book you are reading now. Without a compass, I turned to my mentors and colleagues for guidance. However, as a first‐year coach, I could not find answers to basic questions such as: (1) How do I create a proposal with a detailed work plan for an OKRs coaching engagement? (2) How long should the engagement run? (3) Who needs to be involved to support the program? I put in hundreds of hours developing proposals and detailed work plans. Midway through my second year, I created my first systematic approach for scoping out an OKRs coaching engagement.

I spent the next two years testing and validating my initial approach for creating proposals with detailed work plans. I made major changes based on client feedback. In fact, I overhauled the very foundation of a proposal, my pricing structure. I started by pricing services based on the number of teams requesting coaching. Pricing based on the number of teams works in some cases. However, I learned this approach is not reliable.

Defining teams prior to starting the engagement is like fortune telling. ...

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