Creating educational content that drives adoption
What I did: Created and contributed to educational playbooks, guides, and other longer-form resources that helped organizations understand, implement, and adopt OKRs.
Role: Content strategist, writer, and editor
Impact: Built a library of educational resources supporting customer training and adoption
The challenge
OKRs can be difficult to understand and even harder to implement effectively. Customers needed practical, accessible guidance to help their teams learn the methodology, put it into practice, and drive adoption across their organizations.
The resources
Here are four examples from Ally and Microsoft that showcase different approaches to making OKRs easier to learn and apply.
Ally Implementation Playbook
A 26-page guide helping new Ally customers go from learning about OKRs to launching their own successful program.
Start with the basics: Welcome customers to Ally, explain the magic of OKRs, and walk them through setting up their team and planning a rollout
Introduce the 4 Cs: I created the 4 Cs framework (Cascade, Create, Check-in, Close) to make the OKR process easier to understand and remember
Take it further: Show customers how to get the most out of Ally with Salesforce, Asana, and Slack integrations, plus dashboards, notifications, and other advanced features
Writing Great OKRs: An Interactive Team Workshop
A hands-on, two-hour workshop guide that brings small business teams together to develop their own OKRs through exercises and discussion.
Preparation: Introduce OKR fundamentals, formulas, scoring, and quarterly rhythms
Strategy: Identify company priorities and explore how goals cascade across teams
Action: Write, refine, and validate OKRs, then schedule check-ins to stay on track
Viva Goals Enterprise Adoption Guide
A 29-page guide helping large enterprise organizations plan, launch, and drive adoption of Microsoft Viva Goals across their teams.
Planning: True guidance for a successful rollout, including "starting with why," getting leadership buy-in, establishing realistic scope, and addressing change management
Implementation: Real-world resources for the OKR champion, such as work-back schedules, persona guides, preferred software settings, and launch templates
Adoption: Actual steps that move the needle, such as "communication moments," software integrations, establishing community, and building a sense of purpose
Viva Goals OKR Cheat Sheet with examples
Time and again throughout training, we saw organizations pleading with us for guidance on writing effective OKRs, and seeing examples for their particular industry. We answered.
Simplify: For each element of an OKR (Objectives, Key Results, and Initiatives), we gave them a simple framework: 3 questions to ask, a formula to follow, and an example
Refine: To take those good OKRs to great, there were 5 key questions to ask, then a "necessary and sufficient" test, followed by tips when entering data into Viva Goals
Real world examples: We provided 29 objectives and 80+ key results for sales, marketing, engineering, customer success, operations, HR, and finance teams
The takeaway
Good educational content does more than explain a concept. It gives people the confidence and tools to put what they've learned into practice. These projects brought together my experience in content strategy, instructional design, and long-form writing.
