Free Resources
Templates, Guides, and Assessments for the Real OKR Work
Built from rollouts, check-ins, scoring weeks, and stalled programs we’ve helped turn around. Free to download. Yours to use this quarter.


Toolkit (Bundle)
LEAD Self-Assessment Toolkit: The Framework + The Self-Assessment, Together
A two-part kit for OKR leaders. The LEAD Framework reference card plus the LEAD Self-Assessment.…

For Coaches
OKR Client Readiness Assessment: Know What You’re Walking Into
Built for OKR coaches and consultants. Five domains, scored 0-50, with a full engagement planning…

Internal Audit
OKR Alignment Audit: A Guided Take on Whether Your OKRs Hold Together
A guided team-level audit. Assess your current OKRs, get a preliminary result using the scoring…

Diagnostic
OKR Revival Guide: Restart a Stalled Rollout in 30 Days
Your last rollout stalled. Check-ins slipped. Scores got gamed. Seven root causes, a rollout autopsy…

Guide
Playbook
OKR Rollout Guide: A 7-Phase Plan That Survives Contact With Tuesday
You’ve been handed the OKR brief. Now pull it off. A seven-phase rollout walkthrough plus…

Template
OKR Check-In Template: Run a 15-Minute Check-In That Works
Run a 15-minute weekly check-in that ends with a decision, not a status update. A…

Assessment
Goal-Setting Health Check: A 5-Minute Honest Read on Your Team
Ten questions across four areas. An honest read on whether your team’s goal-setting is working,…

Guide
OKR Scoring Guide: Score the Cycle Honestly Without Killing Ambition
The three accepted scoring methods, when each one fits, and how to avoid the sandbag-or-stretch…
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