Operating Rhythms

Strategic Planning Frameworks

A comprehensive approach to organizational alignment using OKRs, strategic initiatives, and executive cadence structures — from company-wide direction down to individual employee goals.

Horizon
2025–2028
Employees
200+
Cadence
Quarterly
Method
OKR + SI + KPI
Executive alignment wheel — strategy to execution framework

Why this approach

The framework was designed to protect executive attention, keep the organization laser-focused on ARR and NRR, use our own products for goal alignment, and build a data-driven decision culture. It borrows from Simon Sinek's Golden Circle — start with WHY, then HOW, then WHAT — so every operating conversation traces back to strategy.

People don't buy WHAT you do, they buy WHY you do it.

The three building blocks

  • OKRs — qualitative Objectives paired with quantitative Key Results, set quarterly and rolled up annually.
  • Strategic Initiatives — cross-functional projects with clear goals, timelines, and owners, each mapped to a company OKR.
  • KPIs — the smallest set of metrics needed to review performance with precision at every altitude.

Multi-year objectives

2025 — Building the foundation. Turn the business cash-flow positive, harden internal process, launch a structured innovation program, and lift NRR into best-in-class territory.

2026 — Market leadership. Become the leading HR solution on the Microsoft ecosystem, land in the top quadrant with analyst validation, and operate as a Great Place to Work in every country.

2027–2028 — Category creation & IPO readiness. Establish the Human Success category, operate at IPO-ready standard, and exceed a $1B market value ambition.

Operating cadence

  • Weekly executive team pulse focused on the top three constraints to the quarter's OKRs.
  • Monthly OKR check-ins with functional leaders — updates, blockers, and reallocation decisions.
  • Quarterly business reviews that reset priorities, retire finished SIs, and launch new ones.
  • Annual strategy off-site with the executive team and board to lock the next 12-month picture.

Framework artifact

Cover of the OKR guidance deck used company-wide
Cover of the OKR guidance deck rolled out company-wide