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HANDBOOK

The Ultimate Coda Handbook for Planning and OKRs

Steps to building an efficient and effective planning process.

Oliver Heckmann

Docs to move the team forward.

Solutions created in the name of momentum.
OKR tracker
OKR tracker
Track your team's priorities and performance.
Org-wide OKR tracker
Track priorities and performance across teams.
Product roadmap
Product roadmap
Lay out your plan for feature development.
Pinterest’s Pyramid OKRs
How to avoid silos when setting goals at scale.
Measure What Matters OKR Starter Kit
Get started with OKRs (Objectives and Key Results) based on the book Measure What Matters by John Doerr.
How Skyflow uses Benioff's V2MOM to align
A toolkit adapted from Salesforce's framework to achieve ambitious goals.

Docs in Planning & OKRs

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Product team hub
Keep your team moving in lockstep––by organizing your team in one place.
Rituals for hypergrowth: An inside look at how YouTube scaled
A peek inside how YouTube tackled the 2008 to 2014 hypergrowth years with a unique set of rituals.
Pinterest’s Pyramid OKRs
How to avoid silos when setting goals at scale.
OKRs with Epics
Setting objectives and key results can be an effective way to drive an organization forward towards your team's goals.
The ultimate OKR toolkit for product marketers by Product Marketing Alliance
Now you're familiar with all the OKRs available to you, here's your companion toolkit to help implement all - or at the very least some - of them.
In search of a better planning process: How Coda's core rituals evolved
The Best Planning Process doesn't exist. But the best planning process for your team does—if you're willing to make trade-offs. Here's a look at how Coda balanced bottoms-up reflection, top-down strategy, and bottoms-up planning.
Transform your New Year's resolutions
An interactive yearly goal planner to convert your resolutions into a concrete plan.
Single Decisive Reasoning (SDR) at Superhuman
Utilizing the Single Decisive Reasoning framework for high growth startups
How Aavia tackles ambitious OKRs so that you can befriend your hormones
The tea on the 6-week goal-setting ritual that keeps us fiercely focused.
Measure What Matters OKR Starter Kit
Get started with OKRs (Objectives and Key Results) based on the book Measure What Matters by John Doerr.
Goal-setting brainstorm
Goal-setting brainstorm
Generate new goals and plans to execute them.
Quarterly Plus OKRs
A simple guide for aligning team OKRs with the company's biggest bets.
Project status updates
Project status updates
Track progress on your work with weekly status updates.
Tonal's Exec Dashboard
Sync team updates into one doc for executive visibility.
OKR tracker with FigJam
Sync your team's goals between FigJam and Coda seamlessly.
AI Draft Tool
AI Draft Tool
Quarterly Planning that Doesn't Suck
Brex's simple + transparent OKR process
OKR Progress Tracking
"Ally" OKR w/ Status Updates
Lean-Agile Portfolio Management for a Modern Strategic Planning
Content Page. The main purpose of this CODA Doc is to create visibility and document the whole process of Modern Strategic Planning. Find here a Happy Path - A simple RoadMap to go down to Business immediately, or take the Learning Path towards Lean-Agile.
Task Manager Hub
A framework for planning and tracking project tasks and time
Products Kit
This is a Products Kit can be used by product teams as a tool, template and guidelines for their products.
One stop shop AI Tools 2023
Bing Gordon's Forever OKRs: A new approach to define and measure your success
A simple template for long-term accountability.
Meeting Health Calculator
📲 Mobile-First 🌈Colorful ⚙️ Custom ✅ Todo | Todo 10k, How I Do 10k Things / Day
Company Firmware For Capstone
Template Canvas Lists
Steps as explained in my medium blog post
Rushabh's OKR Template