May 19-21
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.
Erin Rifkin
General Manager
Microsoft
Sarah Davis
Director of Portfolio Programs
IBM
Emily Bruzzone
Office of the COO
Workday
Deidre Paknad
CEO and co-founder
WorkBoard
Sally Huriaux
Executive Director, Strategy and Field Operations
Comcast
Paul Cohen
Chief of Best Possible, Juniper Transformation Office
Juniper Networks
Connie Deyo
VP Business Excellence
Greenfield Global
Vince DiMascio
Chief Information and Technology Officer
BAL Global
Lindsay Faust
Sr. Director, Strategic Planning
Comcast
Karen Gaydon
SVP, ZEO Success
Zuora
Andrew Kisslo
Chief of Staff
Microsoft Azure
Camellia Ngo
Chief People Officer
Malwarebytes
Ryan Padilla
Leader of Global Strategy Execution
GHX
Sally-Mae Turvey
Sr. Director ZEO Engagement & Communications
Zuora
Sameera Moinpour
Sr. Director & Practice Leader, Strategy Solutions
WorkBoard
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.
Welcome and Opening Remarks
Deidre Paknad
CEO and co-founder, WorkBoard
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.
Popcorn break!
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
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.
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.
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.
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
Popcorn break!
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.
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.
IBM Journey: Operational Excellence at Scale
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.
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.
Popcorn break!
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
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.
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
Registration is open to WorkBoard customers only.
We look forward to seeing you at our next 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!