Playbooks / New exec joined
New exec joined

Your board asked for a quarterly update and you have <strong>nothing structured to show</strong>

The ask felt reasonable until you realized your progress lives in Slack threads, half-updated spreadsheets, and people's heads. You need a system that produces <strong>board-ready updates</strong> without a reporting scramble.

For: VPs & Heads of Department Company size: 51–200 Time to ship: One afternoon Reading time: 8 min
TL;DR

When your board asks for quarterly progress and you scramble to assemble it, the problem isn't the ask—it's the absence of a lightweight system that <strong>captures progress continuously</strong>. OKRs Tool gives you weekly check-ins with one owner per Key Result, so when the board meeting arrives, your update writes itself. Free for small teams, $49/mo flat for up to 50 users, sets up in an afternoon.

The situation

<p>Board members don't want a status meeting. They want to see that leadership has clear priorities, measurable targets, and a pulse on whether the company is on track. When you can't produce that, the meeting becomes an interrogation instead of a conversation.</p><p>The real cost isn't the awkward silence—it's the credibility gap. If the exec team can't articulate progress against goals, the board starts wondering what else isn't being tracked. Trust erodes quarter by quarter.</p><p>You could build a deck manually each time. But that means someone spends a week chasing department heads for updates, reconciling conflicting numbers, and hoping nothing changed since the data was pulled. There's a better way.</p>

Your four <strong>options</strong>

The <strong>playbook</strong>

    Real example · Fortis Payments
    Our CFO joined and wanted to see how we track goals. Within a week we had OKRs running across finance and ops. Now every board prep starts with the dashboard, not a fire drill.
    F
    CFO
    Fortis Payments · rolled out OKRs after joining
    What this looks like in OKRs Tool

    Board-ready progress updates <strong>without the scramble</strong>

      60% adoption in 30 days — or your money back

      Make your next board update automatic

      Set up OKRs Tool this afternoon and walk into next quarter's meeting with structured progress already documented.

      Frequently asked questions