WorkBoard User Group 2020

This is the brain trust – the passionate cadre of people who help their organizations achieve their best possible results

May 19-21

A one-of-a-kind opportunity to talk to and learn from peers at some of the world's largest companies!

INSPIRATION

Join peer-led virtual sessions and get best practices for driving results in a distributed world.

CONNECTION

Share ideas with results leaders and thinkers from enterprise organizations like yours, including Microsoft, IBM, Workday, Zuora, Comcast, GHX, BAL Global, and more.

EDUCATION

Hear company journeys and practices and learn how to take fullest advantage of WorkBoard for transparency and alignment.

Guest speakers from Microsoft, IBM, Comcast, Workday, Zuora, and more!

Erin Rifkin

Erin Rifkin
General Manager
Microsoft

Sarah Davis

Sarah Davis
Director of Portfolio Programs
IBM

Emily Bruzzone

Emily Bruzzone
Office of the COO
Workday

Deidre Paknad

Deidre Paknad
CEO and co-founder
WorkBoard

Sally Huriaux

Sally Huriaux
Executive Director, Strategy and Field Operations
Comcast

Paul Cohen

Paul Cohen
Chief of Best Possible, Juniper Transformation Office
Juniper Networks

Connie Deyo

Connie Deyo
VP Business Excellence
Greenfield Global

Vince DiMascio

Vince DiMascio
Chief Information and Technology Officer
BAL Global

Lindsey Faust

Lindsay Faust
Sr. Director, Strategic Planning
Comcast

Karen Gaydon

Karen Gaydon
SVP, ZEO Success
Zuora

Andrew Kisslo

Andrew Kisslo
Chief of Staff
Microsoft Azure

Sally Turvey

Camellia Ngo
Chief People Officer
Malwarebytes

Ryan Padilla

Ryan Padilla
Leader of Global Strategy Execution
GHX

Sally Turvey

Sally-Mae Turvey
Sr. Director ZEO Engagement & Communications
Zuora

Sameera Moinpour

Sameera Moinpour
Sr. Director & Practice Leader, Strategy Solutions
WorkBoard

Our peer-focused agenda

Over the course of three half-days, our guest experts will share their customer journeys , application best practices , and subject matter expertise . Sessions are designed to be intimate conversations with the opportunity to have real exchanges and dialogue with your peers.

May 19, 2020

Welcome and Opening Remarks

Deidre Paknad

Bio

Deidre Paknad
CEO and co-founder, WorkBoard

9:00am - 9:20am PST

Microsoft Journey: Managing Epic Growth

Andrew Kisslo
Chief of Staff, Microsoft Azure

Learn how this Azure team launched OKRs and how the process and platform have accelerated results and decisions while reducing the "overhead" of ops reviews and reporting.

9:25am - 10:10am PST

Popcorn break!

10:10am - 10:25am PST

Breakout sessions

10:25am - 11:10am PST

Track 1:

Biz Reviews: How to Create Them

Learn how to create your OKR dashboards, move elements around and organize information so it's cogent and always accessible.

For those who haven't used Biz Reviews or haven't created one in 2 months or more

Track 2:

Accountability Views: Which to Use When

Alignment without focus and accountability is hollow, and WorkBoard provides many views of progress to OKRs. This breakout will cover all the accountability lenses and discuss which is best suited to staff meetings, ops reviews, Sunday night previews, and more.

For chiefs of staff, business process owners, operations leaders, team leaders and those driving outcomes for their org

Track 3:

OKR Coach Meet Up

Meet peer coaches from other orgs, build connections and compare notes.

For certified OKR coaches

Track 4:

Activating Jira

Learn all the Jira integration options and how to activate them.

For developers working in Jira, process owners and integration leaders

Smart, Efficient Biz Reviews

Erin Rifkin

Bio

Erin Rifkin
General Manager, Microsoft

Alignment without accountability is hollow! Erin tells us why and shows us how she uses WorkBoard Biz Reviews to drive faster accountability in her organization.

11:15am - 12:00pm PST

Linking Output to Outcome Using Workstreams

Connie Deyo
VP Business Excellence, Greenfield Global

Learn how Connie and her team live and breathe results by linking their outputs to outcomes. She will show how the team uses WorkBoard workstreams to efficiently manage the outputs that connect back to their results. She will also talk through how she has shifted her team's mindset to focusing on outcomes, not output.

12:05pm - 12:50pm PST

May 20, 2020

Comcast Journey: Amplifying and Accelerating Results

Sally Huriaux
Executive Director, Strategy & Field Operations, Comcast

Lindsay Faust
Senior Director, Strategic Planning, Comcast

Hear Comcast's journey from launch to results, how OKRs drove results victories and how they're managing the program at scale. Sally and Lindsey will share the impact OKRs have had, how they manage the program at scale and some of the victories they've achieved.

8:30am - 9:20am PST

Harmonizing Performance Management and OKRs

Camellia Ngo
Chief People Officer, Malwarebytes

Malwarebytes uses both team OKRs and individual OKRs; hear how Camellia harmonizes the two and how their connection between OKRs and performance management.

For HR leaders and business partners, business process owners and communications leaders

9:25am - 10:10am PST

Popcorn break!

10:10am - 10:25am PST

Breakout sessions

10:25am - 11:10am PST

Track 1:

Good Meetings Basics

Don't let meetings exhaust you! Learn how to organize agendas, capture decisions and actions, and publish minutes. Hear from other customers how they reduce the redundant discussions.

For those who haven't yet used agendas and takeaways to drive meeting purpose and hygiene.

Track 2:

Activating WorkBoard in Microsoft Teams

See how and why bringing WorkBoard pages into Teams makes work easier!

For Microsoft Teams users that haven't activated the integration or want to see its full potential

Track 3:

Bringing Other Data onto Biz Reviews

Learn how to quickly bring structured data and content outside WorkBoard into Biz Reviews so everyone has facts in context on demand.

For super users, chiefs of staff, operations leaders, and Biz Review users

Track 4:

Look Forward: Work 2020 & Beyond

Work will never be the same and many of our assumptions on alignment, management and ownership are grounded in proximity. Deidre will share her view on what replaces proximity and why our best work is still in front of us.

For program leaders, chiefs of staff, fellow visionaries, OKR coaches

Meetings that Matter

Ryan Padilla
Leader of Global Strategy Execution, GHX

Hear how GHX transformed its monthly business reviews and slashed the time spent on them, how they're driving higher meeting accountability and higher cadence 1on1s with WorkBoard.

11:15am - 12:00pm PST

Communications That Drive Change and Build Momentum

Sally-Mae Turvey
Sr. Director ZEO Engagement & Communications, Zuora

Karen Gaydon
SVP, ZEO Success, Zuora

Zuora has set the benchmark for internal and external communications across tech companies for many years, so naturally they launched and communicated their OKR program in flawless style. Karen and Sally will share the launch plan and communications playbook that drove fast momentum and success for their company.

12:05pm - 12:50pm PST

May 21, 2020

IBM Journey: Operational Excellence at Scale

Sarah Davis

Bio

Sarah Davis
Director of Portfolio Programs, IBM

While some of us are new to super-distributed teams, Sarah and the Data-AI organization at IBM have been at it a long time. Sarah will share how managing by assumption breaks down as the organization works remotely and how OKR alignment and transparency have been game changers for their org.

8:30am - 9:25am PST

Juniper's OKR Journey

Paul Cohen
Chief of Best Possible, Juniper Transformation Office, Juniper Networks

Hear how Juniper is making alignment and accountability company advantages. They'll cover the role of the CEO's chief of staff and program leader, accelerating cross-functional alignment, and how to partner with Org Dev to elevate accountability across middle managers.

9:25am - 10:10am PST

Popcorn break!

10:10am - 10:25am PST

Breakout sessions

10:25am - 11:10am PST

Track 1:

Setting KRs with Multiple Targets

Set weekly or monthly targets in your quarter KR - we will show you how in this breakout.

For super users, OKR coaches, program leaders and measurement wonks

Track 2:

Meeting Mastery - The Pro Moves

Be the Marie Kondo of meetings.

For anyone who wants more value from meeting time spent!

Track 3:

Super User Meet Up

Meet peer super users from other orgs, share experiences and ideas!

For certified Super Users and WorkBoard geeks

Track 4:

Improving OKR Quality

Improving the quality of what's measured is an ongoing opportunity — and key to continuously improving outcomes and insights. Ask your questions and share your experience on OKR integrity.

For OKR coaches, program leaders, HR executives, chiefs of staff and business leaders

Getting More Powerful Insights Over Time

Emily Bruzzone

Bio

Emily Bruzzone
Office of the COO, Workday

Company, team and people's performance are deeply intertwined, and Workday has shed new light on the interplay using data from WorkBoard and Workday. They'll share how they're using Prism to create new dashboards that combine WorkBoard and Workday data for new insights on strategy execution.

11:15am - 12:00pm PST

Using OKRs to Drive Transformation

Vince DiMascio
Chief Information and Technology Officer, BAL Global

As CIO, Vince joined BAL to transform its products and technology and has twice been recognized for breakthroughs in that transformation as CIO of the Year Silicon Valley and CIO 100 Award winner. He used WorkBoard and OKRs to lay out the journey and guide the distributed organization on a bold path forward. He'll share why that's so important and how he went about it.

For everyone in the midst of digital transformation, engineering and technology people, business and function leaders, OKR coaches, and business process owners

12:05pm - 12:50pm PST

Don’t miss this opportunity
for real exchange and conversation with peers on their journeys, how they use the WB platform, and their unique areas of program expertise.

Registration is open to WorkBoard customers only.

Registration is now closed.

We look forward to seeing you at our next meeting!

Who should attend this virtual User Group meeting?

It’s perfect for anyone building and expanding the results focus in a distributed organization, including:

P&L owners

Chiefs of Staff

Chief People Officers

OKR Process Owners

Directors of Operations

Super users

OKR Coaches

WorkBoard users with ideas to share!

  Download the meeting brochure to share with your team!