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Coffee with OKRs · 6 min read

A mission becomes necessary on the day procedures stop being enough

This episode includes the story of a board that came to us for an OKR implementation with a ready-made strategy. After reading it, it turned out they had to sit down to it again, because it didn't say what the priority was. On the second attempt it emerged that it lacked a long-range direction, so they had to go back even further.

From the episode · in Polish

An hour on a direction that, by design, can never be reached

The episode is a four-way conversation with two guests from a consulting firm. At the start we talk about why the vision usually sits in the board's heads and is written down nowhere, while people in the company have completely different ideas of it. At around the eighteenth minute comes the story of the board asking for an OKR implementation, followed straight away by the answer to when a company reaches the point at which a mission stops being decoration. In the second half there is a part on testing the mission on people, on how naming it will push some people out of the company, and on the road from the mission to annual and quarterly goals. from 00:18:09

This chain works backwards, and that is why implementations step back. To write sensible goals, you need to know what the priority is, and that is what the strategy says. To write a strategy, a diagnosis of the current state isn't enough, because without a long-term direction there is nothing to compare the options against. And the direction is a picture of the world in the future, once we have fulfilled what we have taken to be our purpose. Hence the vision, and behind it the mission. Along the way the episode offers a simplification worth remembering, because companies routinely glue the two concepts into one sentence or multiply visions at every level of the organisation: the mission answers the question of what we do in order to have an impact on something, and the vision is the picture of the world once it has been fulfilled.

The second thing we say in this episode is unusually honest for this topic: not every company needs a mission. A business that is simply meant to make money for its owner can do without one, and there is nothing shameful about that. It becomes indispensable in two situations. The first: we want to build something that will outlast us, something that will remain after the founder. The second is more down to earth: rules, regulations and checklists can no longer cover everything that happens in the organisation, so people have to choose on their own. The trigger is neither the size nor the age of the company. It is the moment when two or more people face a difficult choice and need something bigger to hold that choice up against.

That is why the test of a mission is not how it sounds. In the episode we read out the mission of one of the Polish state-owned companies: striving for the position of regional leader and long-term growth in value for shareholders by offering customers products and services of the highest quality. The sentence is correct, and not a single decision can rest on it. The tests we propose instead of reading are two, and both are done on people, not on the text. Externally: you tell your mission to clients, partners and people close to you, and watch the reaction, because no reaction is information too. Internally: you ask your people how they understand it, and treat the differences in their answers as the result of an audit. I write about this carefully, because this is the part of the work where it is easiest to end up with a nice sentence that has nothing behind it, including for us. The question about the purpose of your own organisation is asked many times, not once at a workshop: in the episode someone says that before the answer came that surprised anyone, they had to ask themselves the question a hundred times. On top of that comes a mechanism that is easy to forget after a successful workshop. Anything agreed has to be repeated at least seven times, and from different sources, before anyone believes it, so a mission without repetition, and without showing how it plays out in a specific decision, remains a poster on the wall.

missionvisionproblemdecisionsmetricsOKRs1 page
The one-pager. The whole strategy on one page: mission, vision, the main problem, decisions, metrics, first OKRs. Red on the decisions, because those are the ones that hurt.

Takeaways

Four things that stay with you from this conversation

  1. 01

    The chain works backwards

    Goals need a strategy, a strategy needs a long-range direction, and the direction needs an answer to the question of why the company exists. A request for an OKR implementation therefore usually ends with stepping back two steps, and it is better to know that at the start.

  2. 02

    Not every company needs one

    A business set up to make money for its owner will manage without a mission. It becomes indispensable when we want to build something more lasting than ourselves, or when procedures stop covering all decisions.

  3. 03

    You test it on people, not on the text

    Externally, you tell it and watch the reaction. Internally, you ask your people how they understand it. If the answers diverge, that is the result of an audit, not a coincidence.

  4. 04

    A mission is a filter, and that hurts

    A specific wording forces you to reject things that don't fit it, clients included. Some people will also say it isn't for them, and leave. That is a natural consequence of naming the direction, not a failure of the process.

The whole topic in one place

What is company strategy?

That text starts exactly where this one ends: the direction is there, so it has to be turned into decisions. It contains strategy broken down into problem, policies and goals, a test that tells you whether what is sitting in your drawer is a strategy at all, and the full set of episodes in which we took this topic apart from the other sides.

Read the whole topic

Author

Lena Zhukova

Lena Zhukova

founder; strategy workshops, quarterly sessions

Founder of OKR Poland. For twenty years she has worked with boards of companies from 30 to a few thousand people; she wrote dozens of strategies with them and helped implement them in more than 40 organisations.

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