Tips For OKR Coaches & What They Must Know Before Signing Their Next Contract

Nov 16, 2022
Tips For OKR Coaches & What They Must Know Before Signing Their Next Contract


The role of an OKR Coach is a huge one. They are responsible for handling a company’s team, ensuring business growth and helping the team meet goals. Being an expert in this area means such a person has passed through intense OKR coaching and has received certifications for practicing and assisting brands from real-life experiences. However, OKR coaches still need help, especially in executing tasks and signing contracts. Let’s see tips and what to know in this article. 

Questions That OKR Coaches Must Ask Before Entering A Contract

When an OKR Coach meets a client for the first time, the most important thing is establishing a form of relationship. By having certain conversations, such an individual may be able to discover the client’s goals for their organization and suggest or recommend strategies that will potentially work. During the conversation, some vital questions must be asked before signing a contract. A few of them include the following: 

  • What are the company’s goals? In the next 5 to 10 years, what does the client want it to be known for? 
  • What is the expected outcome? 
  • Is the company ready to embrace change? What are the major challenges at the moment?
  • What does success mean to the organization? Why is it interested in one now? 
  • What is in for the client if the organization becomes successful? 
  • Has the company considered partnerships? What is the yardstick for a successful partnership? 
  • How can an OKR coach service be beneficial to the company? 
  • Are the parameters to determine coaching success at the end?

How Can Coaches Help Their Clients Set And Reach Their Goals?

One of the most useful skills OKR Coaches possess is problem-solving. They use real-world experiences to help clients set and reach their goals. Some of the things they do are: 

  1. Design a proper work structure with performable OKRs so that the existing or built team can execute tasks successfully. It will improve a company’s productivity.  
  2. Address alignment problems by practicing effective communication between an employer and the team. 
  3. Maintain confidentiality and monitor daily activities that will contribute to a client’s goals for a company. 
  4. Form strong connections with major key players and act as a mediator between them and the organization. 
  5. Recognize problems and put the team together to reflect and develop strategies to tackle them. 

What Are Some Common Pitfalls That Must Be Avoided As An OKR Coach?

While there are qualities to expect from a certified OKR coach, we’ve also identified common pitfalls that must be avoided. They jeopardize what their services are for. These pitfalls include: 

  1. Poor communication results in misaligning a client’s, team’s, or company’s goals. An OKR coach needs to stay focused on the goals and not derail from them by working solely based on what they’ve gained from dialogues and personal meetings. 
  2. Lack of investment in the proper training of team leaders may affect role division and specialization. If a coach doesn’t train the right people to work towards meeting the company’s goals, there will be inconsistency, making an OKR strategy futile.
  3. Focusing solely on parameters or metrics is a common mistake some coaches make. There is an understandable need to depend on quantifiable results (or metrics); however, when it becomes the only thing to rely on, there could be unrealistic expectations
  4. OKR coaches may link Objective & Key Results to performance evaluations and benefits. They are two different concepts, even though they are interdependent. It shouldn’t be connected to team performance because it only allows employees to slack and derail from goals. 

How Can Coaches Help Their Clients Stay Accountable And On Track Throughout The Year?

The work of an OKR coach is a vast one. Apart from helping clients or companies achieve their goals, this individual is tasked with ensuring they stay accountable and on track. The methods below are often used to ensure that: 

  1. The coach creates and maintains a positive atmosphere so the team or client can remain focused on the mission.  
  2. The coach always ensures to clarify expectations – letting the team or client know what to expect from your services and what you expect from them in return. 
  3. An OKR coach sets SMART goals – specific, measurable, achievable, realistic, and tangible. It is a required skill to stay successful in business. 
  4. A coach reviews progress using an input and output measurement scale. This technique will determine input and achievement for the week. It will help the coach know exactly how to admonish the client or team on improving or maintaining performance

What Should Be Included In An Effective Coaching Contract

Before signing a coaching contract, it will be best to ensure some features or clauses are included. They include: 

  • Coaching description
  • Coach-client Relationship – contact details and reason for contact
  • Available coaching services
  • Confidentiality agreement and conditions for information release
  • Fees and Schedule 
  • Cancel Policy 
  • Code of Ethics 


OKR Coaching is an intense job, and doing everything possible to ensure a client or company meets targets is essential. But before signing a coaching contract, there are vital things to know for success. We’ve highlighted each in different segments above; go through them and find out how to help an individual or brand with its mission. The coaching job may just become easy by asking the right questions, holding the key players accountable, and including the proper clauses in a contract. 

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