Vicky Morgan
Founder, Principal, and CEO
OKRs-as-a-System Recovery Artist
Vicky is an accomplished business performance improvement, enterprise agility, and digital transformation leader who specializes in assisting organizations achieve their alignment, execution excellence, and strategic goals. She empowers teams to overcome their OKRs hurdles. As an ex-McKinsey expert consultant with senior expertise in OKRs' and their contextual application, Vicky develops strategic agility, digital integration, and organizational excellence strategies, tailoring the OKRs' meta framework to align with an organization's core mission, vision, and context.
With over two decades of experience spanning startups to Fortune 500 companies worldwide, Vicky has honed her skills in driving bottom-line impact through a customer-centric approach to goal achievement, digital product development, and business agility transformations. She served as an global thought leader on OKRs, systems thinking, and business transformation models, amassing expertise in strategy development, organizational capability building, and digital integration.
As a highly sought-after speaker, trainer, and consultant, Vicky empowers leaders and their teams to drive sustainable, long term, measurable results. Through her boutique services and expert guidance, leaders and organizations harness the power of performance management systems, strategic agility, and digital technology to efficiently achieve their strategic goals. She has also refined the finance of OKRs. Her performance driven transformational approach unlocks substantial return on investment enabling operational optimization, measurable efficiency savings, and sustained value creation.
Our Industry-Leading Expertise
Industry Focus
Digitally enabled companies seeking to achieve audacious strategic goals and maximize their impact.
Company Types
Series B+ Startups | Mid-Market Companies
Digital First
Companies with a strong focus on technology, digital platforms, A.I. and automation that adopt an agile approach to their strategic goals, and operations.
Innovation Minded
Legacy companies that may have relied on traditional business models, processes and tools that have been compelled to adapt to digital, A.I. and agile ways of working to remain competitive in the modern business landscape.
Team and Stakeholder Engagement
-Executive Leadership Teams, including the CEO, COO, CFO, CTO, CPO, and other top executives to align OKRs with the organization's strategic vision and goals..
- Change Management Teams responsible for driving cultural shifts and transformation programs associated with OKR adoption.
- Management Teams to cascade the OKR framework through the organization, ensuring alignment with the overall strategy.
- Human Resources (HR) to align incentives and delineate OKRs from the individual performance appraisal process.
- Technology (IT) Teams to ensure the metrics, automated measurement capabilities, A.I. data analytics, and technical infrastructure supports the business performance operating system, progress measurement, initiative and outcome evaluation.
- Boards of Directors to enhance the Board's effectiveness in overseeing the organization's performance system, overall strategic direction, and alignment with corporate governance requirements.
Location
Based in New York City (EST). Serving clients locally, nationally, and internationally.
Functional Areas
An OKR strategist's role is to facilitate alignment, goal setting, and performance tracking across diverse functional areas, such as Strategy and Planning, Product Management and Development, Finance and HR, Information and Digital Technology, Change Management and Organizational Transformation to drive organizational success
Operational Areas
An OKR strategist serves various operational areas within an organization including overseeing the performance management process, collaborating with the data and analytics team, supporting project managers and teams in setting and executing OKRs, partnering with IT teams to implement OKR tracking and reporting tools, and working with the communications team to foster transparency and alignment thereby ensuring the effective implementation and optimization of the OKR program.
Engagement Types
The specific engagement type often depends on an organizations lifecycle stage, current execution excellence maturity level, goals, challenges, and resources. Services are tailored to meet these specific needs and support organizations in realizing the full potential of OKR operating systems for performance improvement and strategic alignment. Common engagement types include:
- Training and Workshops
- Turnarounds and Optimizations
- OKR Implementations and Adoptions
- Baseline Assessments and Audits
- Executive Coaching and Advisory
- OKR Software Selection and Integration
- KPI Implementation
- Organizational Excellence Foundations
- Leadership Readiness Programs
- Board of Directors Governance and Mission Metrics
Our Coverage Areas
COO Support
- Organizational Performance System Design and Alignment
- Business Performance Operating System Implementation and Rollout
- Business Performance Monitoring and Board Reporting
- Quarterly Business Review (QBR) Cycle Education and Facilitation
- Leadership advice, coaching and business performance operating system training
Organizational Performance Improvement
- Strategic Alignment and Outcome-Based Prioritization
- Organizational Performance Metrics, Measurement and Generative AI Insights
- OKR Framework Development and Customization
- Quarterly Business Reviews, Lean-Agile Budgeting and Initiative Portfolio Management
- OKR Adoption, Process Integration and Organizational Change Management Strategies
Execution Excellence
- Assessment, Audit and Diagnosis
- OKR Execution Cycles, Process Review, and Goal Setting Evaluation
- Troubleshooting, Monitoring and Reporting of OKR Progress
- Leadership Readiness, Resource Commitment, and Organizational Excellence Foundations
- Agile Execution Discipline, Visibility and Reporting
Adoption (established companies)
- Cultural Transformation and Change Management Effort Investment Advice
- Lean Strategy, OKR Program Governance and Support
- OKR Software (Re)Selection, Technology Integration, and Tool Optimization
- Incentive and Talent Development (HR), Data Analytics, and Broader Organizational Strategy Integration
- Organizational Excellence, Operational KPIs, and Project Metrics (Re)Alignment
Board of Directors Oversight
- Mission, Broader Societal and Environmental (CSR) Accountability Metrics and Measurement
- Operational and Strategic Goal Achievement Metrics and Board Reporting
- Leadership Readiness Assessment, Executive Effectiveness Metrics, and Alignment with Stakeholder Expectations
- Board of Directors Governance Practices Performance, and Strategic Decision-Making Effectiveness
- OKR Practice Alignment with Corporate Governance and Compliance
Our Clients
Our goal is to help COO's and strategic leaders set clear objectives, align key teams and achieve measurable results through effective OKR implementation therefore we prioritize:
1. Lead by example pioneers that are eager to model their commitment to foster a culture of values-driven goal achievement, organizational performance improvement based on outcomes, and contextual decision-making informed by concrete evidence.
2. Digitally-enabled companies aiming to elevate their OKR, A.I. and strategic agility capabilities. Digital enablement is a critical factor in effectively measuring key metrics and tracking progress towards outcomes within the OKR framework.
3. Leaders and companies that embrace accountability, organizational change, and possess a willingness to adapt their existing processes, teams and culture to fully leverage the potential of OKR systems, organizational excellence practices, and strategic agility habits.
