Programs

Goals and performance · Facilitator-led

OKR Cascade

Three cascade documents, an audit and four simulations, over six weeks, measured over time.

A six-week program for leaders and managers setting and cascading a quarter's objectives, assigned by a chief of staff, a strategy or people lead or a facilitator, built on Renatus. Four document rooms and four simulation rooms · Six weeks, one or two rooms a week · Unlimited attempts · Ongoing each quarter thereafter.

6 weeks · 8 rooms · Total time 3 hours 10 min

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Who it's for
Heads of function, department heads, team leads with direct reports, and leadership team members who own a function: everyone who sets a quarter's priorities for a unit, carries the company's measures down to it, and answers for the numbers upward.
Cadence
6 weeks
Format
Facilitator-led
Program sessions
6

Who it's for

Heads of function, department heads, team leads with direct reports, and leadership team members who own a function: everyone who sets a quarter's priorities for a unit, carries the company's measures down to it, and answers for the numbers upward.

Output

  • Three documents the manager built: the unit's three priorities for the quarter with a first action each, the team's KPIs linked to the company's with thresholds, owners, data sources and a review cadence, and the manager's own KPIs with weekly signals
  • An audit of what the cascade's measures reward, metric by metric, with the counter-metric the headline needs and recommendations before the quarter runs on them
  • A scored report after each simulation with the moment that earned each score, a trajectory across every attempt, and for the manager a Ren summary of each participant and a team report
  • Scored against published frameworks: Cohen and Bradford's Influence Without Authority, Stakeholder Salience (Mitchell, Agle and Wood), Interest-Based Negotiation (Fisher and Ury), Care and Challenge, Conversation Layers and Disciplined Prioritisation; the documents rest on SWOT and TOWS, RICE Scoring, the KPI cascade, Goodhart's Law and counter-metric pairing

Program contents

  1. Quarterly focus — Strategic Priorities
  2. Cascading the measures — Team KPIs
  3. Owning the numbers — Individual KPIs
  4. Negotiating upward · Alignment across teams — Managing Up · Stakeholder Influence
  5. Protecting the priorities · Holding people to the numbers — Saying No Simulation · Performance Conversation
  6. Reviewing what the measures reward — Metrics audit

How the program works

A six-week program for leaders and managers setting and cascading a quarter's objectives, assigned by a chief of staff, a strategy or people lead or a facilitator, built on Renatus. Four document rooms and four simulation rooms · Six weeks, one or two rooms a week · Unlimited attempts · Ongoing each quarter thereafter.

The rooms

Strategic Priorities

Framework

Set-up: the current business situation and context, what is generating the most value right now, what is consuming energy without proportional return, the three things to focus on in the next ninety days, and what would prevent execution on them.

Team KPIs

Framework

Set-up: the function or department the manager leads, which company KPIs this team's metrics support, the five to ten metrics that make up the team's dashboard, the green, amber and red thresholds for each, and the owner, data source and review cadence for each.

Individual KPIs

Framework

Set-up: the manager's role and which team KPIs they own or contribute to, the three to six personal KPIs that show they are performing in role, the green, amber and red thresholds for each, the weekly signals that show whether the KPIs are on track, and how and when these are reviewed with their own manager.

Managing Up

Simulation

Calibration: role title, the power gap (a peer-level senior, one-up, two-up or C-suite), industry or sector, and a line of working context.

Stakeholder Influence

Simulation

Calibration: role title, the stakeholder's type and history (a peer, a senior or a partner; friendly, neutral or sceptical), industry or sector, and a line of working context.

Saying No Simulation

Simulation

Calibration: role title or the relationship, the power dynamic (junior upward, a peer, a manager, a senior or a personal relationship), and a line of context; industry is an option.

Performance Conversation

Simulation

Calibration: role title, the situation type (coaching a high performer, underperformance, a PIP, or an exit conversation), industry or sector, and a line of working context.

Metrics audit

Framework

Set-up: what is currently tracked, which is the team dashboard from week 2 and the personal KPIs from week 3; the headline metric; whose metrics these are; what behaviour the metrics are driving; what is prompting the audit; and who the audit is for.

Why this program exists

A manager who owns a quarter's objectives is answerable for numbers they did not choose alone: the target from the leadership offsite, the team measure that depends on a peer team, the personal KPI a direct report cannot move. This program prepares them through three documents, four simulations and an audit. Ren builds each document from what the manager states about their own unit and presses where an answer is vague, then plays every person in the four scenes that test a manager once the numbers are set: the boss, the peer, the senior with another request, and the direct report whose number is red.

What you'll achieve

  1. Three documents they built for their own unit: the quarter's priorities with a first action each, the team's KPIs linked to the company's, and their own KPIs with weekly signals
  2. An audit of the cascade's measures before the quarter runs on them: the behaviour each rewards, what is missing, and a counter-metric for the headline
  3. A scored report after each simulation with the moment that earned each score, and one recommended focus for the week
  4. Unlimited attempts at every simulation, each a different scene, scored on the same dimensions and charted against every attempt before it

At a glance

Who it's for
Leaders and managers who set a quarter's priorities for a unit or a team, carry the company's measures down to it, and answer for the numbers upward: heads of function, department heads, team leads, and leadership team members who own a function. It is assigned by a chief of staff, a strategy or people lead, or a facilitator; the manager's lines in this guide are for whoever that is. Every room calibrates to the participant's own unit, role and seniority, so one cohort can hold a chief operating officer and a first-time team lead. It assumes participants know their team's work.
Cadence
6 weeks
1
Quarterly focus · Strategic Priorities · Read Your Priorities and What Gets in the Way
2
Cascading the measures · Team KPIs · Read Cascade and Owners & Cadence
3
Owning the numbers · Individual KPIs · Read The Team Above and Review; read the Ren summary
4
Negotiating upward · Alignment across teams · Managing Up · Stakeholder Influence · Read Grounding and Outcome; read Durability; agree the focus for the second half
5
Protecting the priorities · Holding people to the numbers · Saying No Simulation · Performance Conversation · Read Alternative and Relationship; read Clarity of Message and Path Forward
6
Reviewing what the measures reward · Metrics audit · Read Counter-Metric and Recommendations; read the team report; set the ongoing plan

Session by session

1

Week 1: Quarterly focus

Get the unit's three priorities for the quarter, with the evidence behind them and a first action each.

2

Week 2: Cascading the measures

Define the numbers the team watches, each linked to a company KPI, with thresholds and an owner.

3

Week 3: Owning the numbers

Define the manager's own numbers as their contribution to the team KPIs they own, with the weekly signals that move first.

4

Week 4: Negotiating upward · Alignment across teams

Take the week 1 blocker, or the target that does not fit, to the person above

6

Week 6: Reviewing what the measures reward

Audit the measures the cascade produced before the quarter runs on them.

Three cascade documents, an audit and four simulations, over six weeks, measured over time.

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