Wondering if your strategy is healthy?
Or, if you’re doing OKRs “right?”
Stop guessing and spinning your wheels.
Get empirical clarity and a practical path forward with a No-BS Strategy and OKR Health Check.
You've developed the strategy. You've got ambitious goals (maybe even OKRs). And the reality? The gap between your vision and actual day-to-day execution is wider than you'd like.
You might be wondering:
If your strategic planning is actually driving meaningful change or just creating busy work?
Whether your measurement approach (OKRs or otherwise) is giving you real insights or false confidence?
How to create clear metrics when you don't have robust data today?
How to get people to move beyond activity-thinking and focus on measurable outcomes?
Through this focused, personalized audit, you'll gain empirical clarity on where your organization stands and what needs to change to maximize your OKR success.
End the audit with:
Clear data on your strategy’s impact potential and OKR readiness across six critical dimensions
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A prioritized action plan customized to your organization
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Specific next steps to improve your implementation
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Risk reduction strategies to avoid common pitfalls
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This package is perfect for:
CEOs and Senior Leaders
Who want to increase focus, alignment, and measurable progress toward strategic goals.
Strategy Leaders and Executives
Who need to ensure OKRs drive real organizational change and measurable results.
HR/People/Operations Leaders
Who have been tasked with implementing or improving OKRs across the organization.
When you provide whatever strategy and OKRs you’re using today, we'll review and provide feedback on their effectiveness.
If you're using other goal-setting approaches, we'll assess their strategic alignment and provide recommendations to strengthen your measurement system.
If you're struggling with strategy execution regardless of methodology, we'll identify the specific gaps and provide a practical path forward.
Strategy Health Check Step by Step
Intake and Self-Assessment
Answer questions and share relevant documents to inform preliminary assessment.
Optional Kick-Off Huddle
Optional: Meet live or asynchronously before I develop initial findings.
Live Preliminary Findings Review
A deep-dive session reviewing my findings, recorded with written takeaways.
Final Written
Audit Delivery
Receive your complete audit report and clear implementation roadmap.
Implementation Check-Up
Schedule your 30-minute follow-up session anytime you need additional guidance.
What Leaders Say After Working With Sara
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"If you've grown frustrated or intimidated by OKRs, working with Sara is exactly what you need. I gained tremendous clarity on my team's priorities, started taking action after our first session, and even had fun!"
- Michelle Vittus, Founder & CEO
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"It was so refreshing to not manage the process and to trust that you were driving to an outcome. This allowed me to noodle on and answer your questions more thoughtfully. You did an excellent job of creating a sense of space and time--it never felt rushed, and I felt like we could go on (relevant) tangents--and refocusing the discussion when necessary. My only complaint is that I would have loved to have a reason to keep working with you."
- Confidential, Senior Leader, Professional Services
What You'll Gain From This Audit:
Your Strategic Health Score
A data-driven assessment of your organization across six critical dimensions of strategic execution, benchmarked against patterns observed in 300+ global organizations. Includes specific OKR assessment if you're using that framework.
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Customized Implementation Roadmap
A step-by-step action plan prioritized specifically for your organization's unique context, culture, and goals. No generic templates – this is built for your specific situation.
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Risk Reduction Strategy
Identify potential failure points before they impact your implementation, with specific contingency plans to keep your OKRs on track.
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48-Hour Action Plan
Leave with three clear high-impact actions you can take immediately to improve your OKR implementation, plus a 30/60/90 day roadmap for longer-term success.
Meet Your OKR Guide
Sara Lobkovich
How the methods you’ll experience in this transformation experience are different:
The Strategy Health Check brings together my expertise as both a strategic advisor and OKR Master Coach. After working with 2,000+ leaders and coaches across 300+ global organizations, I've developed a proven model to assess strategic health and create clear paths to measurable results.
These practices are:
Empirically grounded. Drawing from extensive implementation data and proven success patterns, this audit delivers quantifiable insights about where your organization stands and what needs to change to maximize OKR success.
Context-specific, not cookie-cutter. My multidisciplinary background in strategic implementation means I can assess your unique organizational context, culture, and goals. Your recommendations will be tailored to your specific situation – never generic best practices or theoretical frameworks.
Immediately actionable. Beyond just assessment, you'll receive concrete next steps and a clear implementation roadmap. Walk away with practical tools and frameworks you can implement immediately to improve your OKR effectiveness.
With this focused approach, you'll not only understand where you stand but have a clear, data-driven path forward to OKR success.
Move beyond guessing if your OKR implementation is on track. You’ll finish this audit with clarity and a proven roadmap for measurable results.
Get practical, applied impact with a minimal time investment
Fast Results, Minimal Risk
Don't gamble with your OKR implementation. Get clear direction and start seeing results in your first quarter, while avoiding the common pitfalls that waste time and damage team trust. This focused audit pinpoints exactly what you need (and don't need) for OKR success, helping you make the most of your team's time and resources.
Align Your Key Stakeholders
Transform different perspectives into unified action with a clear, proven approach to OKR implementation. Get everyone aligned quickly with concrete, actionable insights that create immediate momentum. Skip the lengthy debates and move straight to results-driven execution.
Efficient Implementation Path
Walk away with a lean, actionable roadmap tailored to your team's capacity. No overwhelming processes or resource-heavy rollouts – just clear, prioritized steps you can implement immediately. Within 48 hours, you'll have a practical plan that makes the most of your existing workflows and team structure.
Tailored To Your Context
Your organization is unique – your OKR implementation should be too. Get recommendations specifically designed for your size, culture, and goals, with clear guidance on how to leverage your existing strengths and resources. If No-BS OKRs aren't the right fit, I'll share some alternative approaches (and trusted referrals).
Schedule Your Audit Tailored To Your Organization Size
Large and Enterprise Organizations
Do you have greater than 1,000 employees, and more complex strategic alignment challenges across multiple levels of the organization?
Do you need to translate strategy from the executive level through multiple layers of leadership to front-line teams?
Prevent costly strategic disconnects and execution failures with a comprehensive health check that ensures your strategy translates into measurable action at every level.
Your audit findings will give you a straightforward, coherent approach to OKR implementation, to save you and your organization time, money, and frustration.
Our Enterprise Audit includes a full eight to ten hours of document review and key stakeholder interviews to yield a 90-minute audit presentation to help you implement OKRs with confidence.
$7,999
Small and Mid-size Organizations
Do you have fewer than 500 employees, and/or two or fewer levels of leadership / management?
Are you looking to strengthen strategic execution or implement measurement systems at one or two levels of the organization?
Our Small and Mid-Size Organization Strategy Health Check includes a comprehensive half-day document review of your strategic plans and measurement frameworks, a 90-minute discovery conversation and assessment review, and delivery of a final report with a practical roadmap. You'll walk away with clear actions to either improve your existing strategic execution system or build a measurement approach that drives real results right from the start.
$4,999
Registration Information:
The links above take you to our secure Coaching Portal to sign up and check out via app.simply.coach.
Does your organization fall somewhere between Enterprise and SMB? If so, please reach out via email or schedule a 15 minute chat with me, and I’ll suggest or customize a package for your organization.
Payment plans are available via the checkout links above. Invoiced engagements are available via request — please email me for more information.
Get Clear Return on Your Strategy and OKR Investment
The cost of failed strategy execution and OKR implementations extends far beyond wasted time and resources. When organizations get strategy and OKRs wrong, they often spend 6-12 months spinning their wheels, waste five or six figures in direct costs put toward consultants and OKR software and services, and lose incalculable momentum on strategic initiatives.
Even worse, failed implementations often damage team trust and make future strategic change initiatives even more difficult.
Getting strategic execution right from the start transforms this equation:
Avoid common implementation pitfalls that waste resources
Start seeing measurable progress within the first quarter
Build momentum that accelerates strategic execution
Create a foundation for sustained organizational alignment
Develop clear metrics that prove strategic impact
This focused health check helps you identify exactly what you need for successful strategy execution, cutting through the complexity to focus your investment where it matters most. Whether you're using OKRs or another approach, don't risk months of wasted effort – get empirical clarity on your path to strategic success.
The Real Costs of Getting Strategic Execution Wrong:
Multiple quarters of lost strategic momentum
Five and six-figure spends in direct implementation costs
Damaged team trust and engagement
Increased resistance to future strategic change initiatives
Frequently-Asked Questions
about the No-BS Strategy Health Check and OKRs Audit
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The Strategy Health Check focuses specifically on assessing your organization's current execution capabilities and providing a practical roadmap for improvement. It's not theoretical strategy development or ongoing consulting—it's a focused assessment to give you clarity on exactly what next steps will accelerate your strategic results. We look at what's working, what's not, and provide specific actions to close the gap between your strategic vision and day-to-day execution.
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Absolutely. While I have deep expertise in OKRs, the Strategy Health Check evaluates your overall strategic execution approach, whatever framework you're using. If you're struggling with translating strategy into action, measuring what matters, or driving organizational alignment, this assessment will deliver value. If OKRs might be beneficial for your situation, I'll highlight that as a potential solution, but never as a one-size-fits-all recommendation.
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Once you book your health check, you'll receive a questionnaire to complete that helps focus our discussion and ensures your specific questions are addressed. No strategic planning expertise is required—I'll guide you through the assessment process. You'll need to share your current strategic plans, goal frameworks, and any measurement systems you're using, but I'll help you identify what's most relevant to include.
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You can self-reschedule via our booking calendar, or reach out for help if you need to reschedule a session.
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This is exactly where the Strategy Health Check delivers the most value. I'll assess the gap between your strategic plans and actual implementation, identify specific barriers to execution, and provide a practical roadmap to transform your strategy from documents into measurable results.
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No, this assessment focuses on evaluating your current strategic approach and providing a roadmap for improvement. It includes everything you need to strengthen your strategic execution, but doesn't include the actual creation of strategic plans or OKRs. If you'd like support with strategy creation and implementation, please reach out about an expanded engagement.
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This health check requires more than a day of my time to prepare and deliver, and my regular day rate is $10k/day; so this service is provided at a discount. More importantly, the implementation guidance you'll receive here was formerly only available with a $40k+ consulting engagement. The ROI comes from preventing failed implementations, accelerating results, and giving you clarity that would otherwise take months of trial and error to achieve.
Still have questions?
Not sure No-BS OKRs are for you?
Take our quick No-BS OKRs Compatibility Quiz
Your result includes:
✅ Your current opportunity
✅ Resources tailored to your current state
✅ Trusted referrals for support if No-BS OKRs aren’t presently a fit
Answer seven quick questions to reveal your path to clearer direction, better alignment, and real results.
