ZOKRI

Strategy and OKR Consultant

Outcomes Thinking 

I help product organisations change their focus from outputs to outcomes. 

My typical clients are high-growth tech-oriented startups.  

I coach leadership teams to articulate their strategy, define persistent metrics and set powerful goals. 

Then I work with their teams to employ fast learning cycles to significantly improve their chances of delivering the outcomes the organisation and their customers need.

https://www.outcomesthinking.com/learnokr

Strategy and OKR Coach

Elsevier

At Elsevier I focused on achieving a few key goals. 
* Building organisational alignment through the implementation of OKRs
* Coaching and training product teams in outcomes planning product management techniques
* Managing the organisations largest portfolio of product investments

Achieving this has drawn on my three key work passions
* Through the implementation of OKRs I helped colleague understand the 'why?'
* Collectively we promoted inclusion and psychological safety with the teams we worked in
* I helped strengthen the bond between strategy and execution.

I also learned from working with a rapidly growing and highly capable technology organisation as part of the leadership team. 

And learned from the things I’ve tried that didn’t work and continue to do so!

Senior Portfolio Director

Program Manager

Pearson

In a technical product management role, I pioneered the use of semantic technology at Pearson, with a purpose of connecting data to provide organisational, content and customer insights. Created the strategy for linked data and formed a vision that spanned the key data that drives Pearson. 

Led a team that built the first Pearson tool to utilise semantic technology.

Head of Semantic Technology

Department head, accountable for the solution design, technical strategy, development and business fit of global content related products. Launched an image management product for educational content authors.
Accountable for three significant international digital products. Led a team of c. 45 mixed domain people.

Head of Content Management - Systems Development

Marsh

Brought on board in an interim role to kick-start the implementation of corporate web based content management systems. Accountable for re-focusing the programme and fast tracking a return on investment. Introduced Agile techniques to this inflight programme.

Provided department wide guidance on programme management best practice.

Interim Program Manager

Director level consultant, leading engagements with EMC’s highest profile clients all with budgets exceeding £1m. Consulted on transformation and change management for clients in a range of sectors, including finance, insurance and oil and gas.

Principal Consultant

Interim Project Management of a difficult IT project replacing key systems in insurance and reinsurance functions. 

Successfully re-focused scope of the project and delivered the system to pilot groups within the business.

Interim Project Manager

Envoque

Founding Partner

Strategy and Business Analyst

I am a strategy and OKR coach who helps organisations from household names to hyper-growth unicorns align and focus with OKRs. 

Do you want to connect your work to your strategy? Do you want to  focus on the things that really impact your customers, your employees and your organisation? 

If so, let’s talk.

If you want to know more about what I do, my clients can tell you better than I can.

“Collaborational, easy to work with, reliable, sticks to his words, inclusive, really values including everyone and pays attention to detail and each member of a (workshop) group”
Olivia Hupfeld, EQT Ventures describing a recent on-site workshop

“Pragmatic, hands on, flexible and business oriented expert who can apply OKR principles in a practical way to any organisation” - 
CPO, Insurtech Unicorn.

“With Ian's help we made a huge amount of progress last quarter from a standing start. The OKRs are incredibly clear and specific. We established a really good basis.”   
CEO

“Deep expertise and recognised OKR Leader”
CoS, Unicorn

"Yes, we definitely saw a difference. I would like to thank you a ton for the pro-active collaboration last year – it really helped us move forward!" - COO Unicorn Fintech

”Senior team had a range of complex personalities…. your approach was to build relationships and manage stakeholders carefully which paid off”



“You helped the Leadership Team become outcomes driven”

"Huge amount of progress last quarter from a standing start"

“Ian was particularly good at holding us to account”

“Ian is a terrific facilitator. The right balance of seriousness, knowledge, humour and patience.“

Ian Harvey

Conduo

I work with leaders to create environments that support high performing, collaborative Lean/Agile teams. Through coaching, training and workshops, I work with teams at every level of the organization to focus on their most important goals, identify measurable outcomes and then develop the mindset and practices that lead to continuous improvement and lasting change. I have deep experience in the public sector and a wide range of experience in private sector industries, with expertise in Enterprise Business Agility, Lean/Agile leadership, organizational design and strategy, product management and performance management.

Outcome-Driven Planning gets everyone in your organization on the same page, starting with providing clarity on the problem you are trying to solve and a focus on what is most important. Then, you develop a strategy, agree on what to try first, deliver incrementally and validate whether you are on the right track. This approach energizes and motivates your project teams by providing them the clarity, alignment and focus they need to deliver results.

Outcome-Driven Planning:
* Focuses on outcomes over activities
* Applies Agile, Lean and Design-Thinking, using the Mobius Innovation Framework
* Encourages collaboration
* Incorporates short planning and delivery cycles focused on learning

Business Agility Coach

Agile Transformation Inc.

I'm a certified Enterprise Business Agility Strategist and AgilityHealth Coach and Facilitator, specializing in leadership, enterprise strategy and transformations using the Enterprise Business Agility framework. I provide coaching and training in Agile leadership, effective facilitation, product management, planning and continuous improvement and growth for individuals, teams and organizations. 

Training and Coaching for AgilityHealth: 
* AgilityHealth Facilitator Certification Training
* Coaching leaders and coaches on Continuous Improvement Processes, Measurement and Developing Growth Plans 

Training Courses:
* Advanced Scrum Master 
* Advanced Product Owner
* Agile Overview 
* Servant Leadership  
* Effective Facilitation and Collaboration 
* Developing Measurable Business Outcomes
* Writing Effective Outcomes and Features 
* Leading High-Performing Teams 
* Enterprise Business Agility Strategy

For private sector organizations from small start-ups to Fortune 500 Companies across multiple industries, as well as Government Agencies

Enterprise Agile Coach and Trainer

State of Idaho, Department of Health and Welfare

Lead the business side of software development, quality assurance and production support for the Division of Welfare portfolio, providing leadership to Agile teams using the Scaled Agile Framework to predictably deliver value.

Work with the executive business and IT leadership teams to align product management strategies and Agile team design with organizational goals and priorities. Develop the product vision and roadmap. Facilitate portfolio planning activities. Coach, mentor, and lead the product management team, including product managers, product owners, user experience design and business architects, in applying Lean/Agile product management methodology and practices.

Partner with IT managers to develop the architectural roadmap to support long-term business needs, plan for the architectural runway, strategize on technical options, and ensure that development teams have the tools and standards in place to create effective designs and quality products. Support and design plans toward DevOps culture and practices.

Support end users through leading a production support team responsible for monitoring production system performance, triaging and responding to reported issues, and gathering and reporting metrics.

Deliver quality products on schedule that meet user needs, providing vision, leadership and direction for release management and business testing teams.

Bureau Chief, Agile Program Leader

Created the product vision and roadmap for the project to replace the Department’s legacy benefits case management system. Supervised a team of product owners. Partnered with the operational and policy program managers to ensure system design would meet program requirements and support end users. Played a lead role in rolling out the new system and managing subsequent releases. Designed the workflow and reporting tools and processes.

Outcomes
¥	Transferred and customized a large and complex Welfare Eligibility System from another State, significantly reducing development costs and time lines while delivering a robust and effective application.

¥	Converted active programs and clients from the legacy to replacement system, with benefit program payments and health coverage transitioning and continuing without disruption; this required creative strategies, extensive data analysis and coordination and testing with multiple interfaces and partners.

¥	Established a data warehouse for the new eligibility system, supporting federal, management and field operational reporting requirements; designed a reporting strategy to support workload management and performance reporting with the launch of the new system, allowing for a smooth transition for operational managers.

¥	Implemented workflow and workload management tools in alignment with new processes and organizational structures, so that the system effectively supported the business design.

Product Manager

Legislative Services Office, Idaho

Advised legislators in setting the annual state budget and creating related legislation, providing expertise on the organizational structure, functions, performance, policies, budgets and statutory requirements of assigned state agencies.    
 
Completed analysis of agency expenditure data to determine compliance with legislative intent, use of efficient management practices, and trends across state government. Reviewed agency budget requests, gathered supporting information, and created content for annual legislative budget publications. Presented agency budget requests to the Joint Finance Appropriations Committee.

Budget and Policy Analyst

I'm a Business Agility Coach and co-founder of Conduo. I work with Agile leaders in regulated industries and the public sector who want to be more strategic and outcome-driven. Your teams are busy, but are they working on the right things? Are you making progress toward your most important goals?     

There's nothing I love more than to bring a group together and facilitate a collaborative and visual process, to sort through complexity and find a clear path forward. It comes down to people having good conversations to develop common understanding and trust. Once that is in place, we can develop an effective and repeatable process for Outcome-Driven Planning.  

Here's a little about my background, and what led me to what I do today: 

I got started as a Product Owner in 2007, and I fell in love with the Agile way of working. It just made sense to identify the most important things to work on, get them done quickly and make changes to stay on track with delivering value. It was rewarding to work as a team and see things go from idea to reality. 

I took on increasing levels of responsibility, eventually leading a team of product owners and managing the portfolio. 

Working with Agile coaches (including my current business partner) inspired me to further my knowledge and skills, and in 2016 I started to work as an Agile coach and trainer. This was an exciting leap and sparked a lot of personal and professional growth. 

For several years, I worked with leaders at large organizations to develop a continuous improvement strategy using the AgilityHealth platform. This deepened my understanding of the common patterns and challenges of leading Agile across multiple teams. 

During this time, I also developed and delivered Agile leadership training on Adaptive Leadership, Enterprise Business Agility, Defining Measurable Outcomes, and Effective Facilitation and Collaboration. 

The past several years have been focused on working with my business partner Ryan Fullmer to  take our experiences and focus on where we think we can make the greatest impact. Outcome-Driven Planning is our answer to this. 

We developed Outcome-Driven Planning as a series of workshops that you can learn to run with your teams to get better results from the way you plan and deliver. 

Outcome-Driven Planning incorporates the Mobius Innovative Framework developed by Gabrielle Benefield and includes five steps:

1 - Discover Why
2 - Identify Options 
3 - Decide What to Do
4 - Deliver Incrementally
5 - Continuously Improve

taplio

The Battle

Ian Harvey

Julie Springer

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