{"id":219837,"date":"2024-12-18T10:15:29","date_gmt":"2024-12-18T16:15:29","guid":{"rendered":"https:\/\/caroli.org\/en\/?p=219837"},"modified":"2024-12-19T10:45:12","modified_gmt":"2024-12-19T16:45:12","slug":"cascading-okrs-dont-work","status":"publish","type":"post","link":"https:\/\/caroli.org\/en\/cascading-okrs-dont-work\/","title":{"rendered":"Why Cascading OKRs Don\u2019t Work \u2014 And What to Do Instead"},"content":{"rendered":"<p data-pm-slice=\"1 1 []\">Cascading OKRs have been the go-to method for aligning organizational goals from the top down. On paper, it sounds effective: start with strategic objectives, break them down into tactical targets, and then cascade them further into operational OKRs. But in reality, this approach often leads to misalignment, lack of ownership, and rigidity.<\/p><div id=\"ez-toc-container\" class=\"ez-toc-v2_0_88 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Sum\u00e1rio<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/caroli.org\/en\/cascading-okrs-dont-work\/#Introduction_The_Problem_with_Cascading_OKRs\" >Introduction: The Problem with Cascading OKRs<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/caroli.org\/en\/cascading-okrs-dont-work\/#The_Traditional_Approach_to_Cascading_OKRs\" >The Traditional Approach to Cascading OKRs<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/caroli.org\/en\/cascading-okrs-dont-work\/#Team_OKRs_the_Alternative_to_cascading_OKRs\" >Team OKRs: the Alternative to cascading OKRs\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/caroli.org\/en\/cascading-okrs-dont-work\/#Key_Differences_Cascading_vs_Team_OKRs\" >Key Differences: Cascading vs. Team OKRs<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/caroli.org\/en\/cascading-okrs-dont-work\/#Shift_Your_Approach_From_Cascading_OKRs_to_Aligning\" >Shift Your Approach: From Cascading OKRs to Aligning<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/caroli.org\/en\/cascading-okrs-dont-work\/#Final_Note\" >Final Note<\/a><\/li><\/ul><\/nav><\/div>\n\n<p>What if there was a better way? In this article, I\u2019ll share why the traditional cascading approach fails and introduce a proven alternative: <strong>Team OKRs<\/strong>. By empowering teams to create their own OKRs in alignment with strategic goals, organizations can drive stronger engagement, faster execution, and greater adaptability. Let\u2019s explore how to shift from cascading to aligning\u2014and why it\u2019s a game-changer.<\/p>\n\n<h2><span class=\"ez-toc-section\" id=\"Introduction_The_Problem_with_Cascading_OKRs\"><\/span><b>Introduction: The Problem with Cascading OKRs<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Cascading OKRs. I\u2019ve been there. I\u2019ve done that. And if you\u2019re reading this, you\u2019ve probably been there too. It\u2019s a common approach\u2014one recommended by OKR books, coaches, and consultants. The logic seems simple: start with strategic OKRs, cascade them down to tactical OKRs, and then further down to operational OKRs.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But here\u2019s the truth: I\u2019ve rarely seen it work.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This realization led me, years ago, to develop a different approach\u2014what I now call <\/span><b>Team OKRs<\/b><span style=\"font-weight: 400;\">. The premise is simple but powerful: OKRs should be written by the teams that &#8220;walk the talk.&#8221; These are the people doing the real work that drives progress. Instead of OKRs being cascaded <\/span><i><span style=\"font-weight: 400;\">down<\/span><\/i><span style=\"font-weight: 400;\"> to teams, Team OKRs are created <\/span><i><span style=\"font-weight: 400;\">by<\/span><\/i><span style=\"font-weight: 400;\"> teams\u2014aligned with organizational objectives, but not dictated by them.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this article, I\u2019ll explain why cascading OKRs often fail, introduce the alternative approach of <\/span><b>Team OKRs<\/b><span style=\"font-weight: 400;\">, and share how this shift can improve alignment, execution, and engagement.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"The_Traditional_Approach_to_Cascading_OKRs\"><\/span><b>The Traditional Approach to Cascading OKRs<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Here\u2019s how cascading OKRs typically work:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Strategic OKRs<\/b><span style=\"font-weight: 400;\"> are set by the C-level leaders, often during an annual planning session.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">These strategic OKRs are cascaded to the next level down (divisional or functional OKRs).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Then, each division or area cascades its OKRs down to the team level.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">It sounds logical. But logic doesn\u2019t always equal results.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The problem? <\/span><b>Misalignment, lack of ownership, and rigidity.<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Misalignment<\/b><span style=\"font-weight: 400;\">: By the time OKRs reach teams, they\u2019re often disconnected from reality. Teams end up working on objectives they had no say in, leading to low engagement.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Lack of Ownership<\/b><span style=\"font-weight: 400;\">: When people are handed an OKR and told, \u201cThis is your target,\u201d they\u2019re less motivated to achieve it. They had no hand in its creation.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Rigidity<\/b><span style=\"font-weight: 400;\">: If the market shifts or priorities change, these cascaded OKRs aren\u2019t agile enough to adapt. The &#8220;cascade&#8221; process requires every level to adjust their OKRs, which is slow and cumbersome.<\/span><\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Team_OKRs_the_Alternative_to_cascading_OKRs\"><\/span><b>Team OKRs: <\/b><b>the Alternative to cascading OKRs\u00a0<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Rather than cascading OKRs down, let\u2019s flip the script. Let\u2019s <\/span><b>align instead of cascade<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With <\/span><b>Team OKRs<\/b><span style=\"font-weight: 400;\">, the organization\u2019s strategic objectives remain clear at the top. But instead of pushing OKRs down the org chart, teams create their own OKRs aligned with those objectives.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here\u2019s the process:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Leaders Define Strategic Objectives<\/b><span style=\"font-weight: 400;\">: The leadership team defines 3-5 clear, strategic objectives for the organization. These are big, bold outcomes like &#8220;Double our revenue by 2025&#8221; or &#8220;Become the #1 provider in our market.&#8221;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Teams Define Their Own OKRs<\/b><span style=\"font-weight: 400;\">: Teams are invited to create OKRs that align with these objectives. The goal isn\u2019t to \u201cmatch\u201d the company\u2019s strategic OKRs\u2014it\u2019s to define what the team can do to contribute.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Ongoing Alignment<\/b><span style=\"font-weight: 400;\">: Teams and leaders meet periodically to ensure alignment. But alignment doesn\u2019t mean control\u2014it\u2019s a dialogue.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">The result? <\/span><b>Ownership, adaptability, and alignment<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Key_Differences_Cascading_vs_Team_OKRs\"><\/span><b>Key Differences: Cascading vs. Team OKRs<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The table below highlights the critical differences between Cascading and Team OKRs. While the traditional cascading approach relies on a top-down, command-and-control model, Team OKRs emphasize a more agile, team-driven process. The shift results in better alignment, greater adaptability, and higher engagement.<\/p>\n<table style=\"border: 2px solid #000; border-collapse: collapse; width: 447px; height: 259px;\">\n<tbody>\n<tr>\n<th style=\"border: 2px solid #000;\">Cascading OKRs<\/th>\n<th style=\"border: 2px solid #000;\">Team OKRs<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 2px solid #000;\">Top-down approach<\/td>\n<td style=\"border: 2px solid #000;\">Bottom-up approach<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 2px solid #000;\">Leaders set OKRs at every level<\/td>\n<td style=\"border: 2px solid #000;\">Teams set their own OKRs<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 2px solid #000;\">Rigid structure<\/td>\n<td style=\"border: 2px solid #000;\">Agile and adaptable<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 2px solid #000;\">Low team ownership<\/td>\n<td style=\"border: 2px solid #000;\">High team ownership<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 2px solid #000;\">Delays in adjusting to change<\/td>\n<td style=\"border: 2px solid #000;\">Flexibility to adapt to change<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 data-pm-slice=\"1 1 []\"><span class=\"ez-toc-section\" id=\"Shift_Your_Approach_From_Cascading_OKRs_to_Aligning\"><\/span><strong>Shift Your Approach: From Cascading OKRs to Aligning<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>If you\u2019re still using cascading OKRs, it\u2019s time to rethink the approach. You\u2019ll see higher engagement, faster execution, and better alignment with <strong>Team OKRs<\/strong>. Forget about top-down control\u2014empower your teams to write their own OKRs that align with your strategy.<\/p>\n<p>Here\u2019s the key takeaway: <strong>Don\u2019t cascade. Align.<\/strong> Encourage alignment between strategic objectives and team OKRs, but let the teams drive the process. This shift will result in more engaged teams, faster adaptations to change, and more meaningful outcome.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Final_Note\"><\/span><strong>Final Note<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>I\u2019ve been facilitating OKR sessions for over a decade, but in the past five years, I made a pivotal shift: prioritizing empowerment and collaboration over traditional cascading. This change led to the development of <strong>Team OKRs<\/strong>\u2014a method that has driven measurable success for the organizations I\u2019ve worked with. This concept is at the core of my upcoming book, and I\u2019m excited to continue sharing these insights through articles leading up to its release.<\/p>\n<p>If this approach resonates with you, or if you\u2019d like to explore how it can benefit your organization, <a href=\"https:\/\/caroli.org\/en\/about-caroli-org\/\"><strong>reach out to me<\/strong><\/a>. Let\u2019s discuss.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Cascading OKRs have been the go-to method for aligning organizational goals from the top down. On paper, it sounds effective: start with strategic objectives, break them down into tactical targets, and then cascade them further into operational OKRs. But in reality, this approach often leads to misalignment, lack of ownership, and rigidity.<\/p>\n","protected":false},"author":1,"featured_media":219838,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[20834],"tags":[21234,20955],"inception_activities":[],"colaboradores":[],"class_list":["post-219837","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-okr-en","tag-cascading-okr","tag-team-okr"],"_links":{"self":[{"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/posts\/219837","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/comments?post=219837"}],"version-history":[{"count":4,"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/posts\/219837\/revisions"}],"predecessor-version":[{"id":219862,"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/posts\/219837\/revisions\/219862"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/media\/219838"}],"wp:attachment":[{"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/media?parent=219837"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/categories?post=219837"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/tags?post=219837"},{"taxonomy":"inception_activities","embeddable":true,"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/inception_activities?post=219837"},{"taxonomy":"colaboradores","embeddable":true,"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/colaboradores?post=219837"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}