Benefits and OKR Training Workshop | APM Endorsed

A practical one-day training workshop for cross-functional teams, and the only OKR workshop of its kind to carry APM Endorsement. Bring your strategy, leave with working OKRs.

Delegate on the Benefits and OKR Training Workshop
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What You’ll Walk Away With:

This Benefits and OKR training workshop is practical by design. Delegates work with their own organisational strategy throughout the day, so everything covered, from benefits realisation to OKR design, is immediately relevant and usable, not hypothetical.

Delivered by Wellingtone’s most senior OKR consultants, this APM Endorsed training workshop brings together the very latest thinking in project management with a strong focus on practical application.

  • A clear understanding of how OKRs and Benefits Realisation Management work together

  • OKRs drafted for your own organisation during the session, ready to pilot

  • A toolkit for defining, tracking and reviewing OKRs through quarterly cycles

  • Confidence to run CFR (Conversation, Feedback, Recognition) check-ins that keep teams accountable

  • A completion certificate, with PDU points registerable for  PMI, APM, and IPMA

Why undertake this Workshop?

Who is The OKRs Workshop For?

This Benefits and OKR training is designed for cross-functional teams who want to define OKRs that are genuinely connected to their organisational strategy.

It is particularly well suited to PMO Managers, Project Sponsors, Heads of Strategy, Portfolio Managers and Senior Project Managers. It works best when a mixed group attends together.

Tailored To Your Organisation

No two organisations are the same, and off-the-shelf OKR training rarely sticks. This workshop is customised to reflect your strategic context, project management maturity and ways of working.

Where possible, the same Senior Project Management Consultant leads the full day, ensuring a consistent and joined-up experience for all participants.

Endorsed & Aligned

This is the only OKR and benefits realisation workshop of its kind to carry APM Endorsement, confirming alignment with the APM Body of Knowledge (8th edition).

It is also aligned with the IPMA (ICB4) and PMI (PMBoK7). PMI members can register PDU points on completion and all delegates receive a completion certificate.

Workshop Details & Agenda

A focused, practical day built around your organisation. No hypothetical case studies, delegates work with their own strategy and context throughout, leaving with outputs they can use immediately.

This course pairs with the Wellingtone OKRs App, a Microsoft Power App, designed specifically to identify, track, manage and report on OKRs. This Workshop forms part of all our OKR App deployments but is also run independent of a software solution.

  • What is an OKR Framework? Understand how OKRs and Benefits Realisation Management connect, and why OKRs are gaining traction in project and portfolio management.

  • OKR Design: Learn how to write OKRs that are ambitious, measurable and genuinely connected to your strategy.

  • Managing OKRs: Conversation, Feedback and Recognition: Discover the human side of OKRs and how to keep teams accountable beyond the framework itself.

  • Setting the Business Context: Explore how to position your OKRs within your wider organisational strategy.

  • OKR Documentation and Tools: Get hands-on with the practical tools used to track and report on OKRs.

  • Simulation: Put the day’s learning into practice in a facilitated team exercise.

  • Self-Reflection: Identify what OKRs mean for your organisation and define your next steps.

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