Workflow 04 · Leadership · All functions

Goals that don't quietly slip.

Quarterly objectives drift in the gap between status meetings. By the time the OKR review pulls everyone into a room, the slippage is six weeks deep. Heidi watches every objective against the data it actually depends on, and surfaces drift the day it starts, not the quarter it shows up in.

  • Workday
  • Jira
  • Databricks
  • Slack
  • M365
How Heidi runs it
  1. Step 01
    Workday · M365

    Objectives meet their data.

    Each OKR is wired to its source-of-truth, pipeline objectives to Salesforce, engineering objectives to Jira and GitHub, growth objectives to Databricks, customer objectives to ServiceNow. Heidi maintains the link, you set it once.

  2. Step 02
    Databricks · Tableau

    Drift is detected, not discovered.

    Every objective has an implicit trajectory, "to hit Q3 we need 12 deals × $80k average × 35% close rate". Heidi watches the running rate against the trajectory daily, models the convergence, and flags drift the moment the math stops working.

  3. Step 03
    Slack · M365

    Owners are nudged with the why.

    When an objective drifts, Heidi DMs the owner with the specific pattern that broke, "close rate is fine but new-meeting volume is down 22% from last 4 weeks", and proposes two or three concrete remediations. Nudge, not interruption.

  4. Step 04
    Slack · M365

    Status meetings stop being status meetings.

    The weekly review becomes a decision meeting because the status is already live in Heidi. The agenda is the open decisions, not the recap. People show up with answers, not slides.

  5. Step 05
    M365 · Confluence

    Retros are written by data.

    At quarter close, Heidi drafts the retrospective, what was committed, what shipped, where the gaps were, which patterns recurred from last quarter. The leadership team edits the narrative; they don't reconstruct the facts.

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