1. CEO Kickoff

2. Introductions Khorus [insert customer here]
Philip Parker, Customer Success and Customer Support
[insert customer here]
[insert
Attendees
Here]

3. Desired Outcomes for Today
View the onboarding process and plan next steps.
Talk about the expected rollout pace.
Explain the Khorus CEO and KIO roles.
Review steps to get started.
Set tentative targets for next-level goal creation and approval.

4. Let’s be sure your Khorus is configured right.
What is your fiscal year?
We can get your brand in Khorus. See the PDF to fill out to get us the right info.

5. Khorus Customer Onboarding Process
1 hr
CEO Kickoff
2 hrs
KIO Training
2+3 hrs
Executive Team Session
6 hrs
Khorus Check-ins
1+1 hrs
EOQ Review

6. The CEO Role with Khorus
Communicate why you chose Khorus and why now
Enter company goals into Khorus early (before quarter starts)
Help your exec team create goals (and approve them quickly)
Run your weekly Ops Meetings using the Khorus Performance Dashboard
Show your commitment by providing updates to the company goals
Support your Khorus Implementation Owner (change agent)

7. Khorus Implementation Owner (KIO) Role
The in-house expert on goal-setting, goal-alignment and Khorus use
Acts as the main point of contact for all Khorus support
Interacts and influences Exec Team
Helps CEO and Exec Team with quarterly goal planning sessions and program management of Khorus
Monitors and ensures all employees are creating goals, updating goals weekly and finalizing goals
Monitors and ensures all managers are approving goals and using the Khorus Performance Dashboard
Trains and onboards all managers and individual contributors

8. What’s the business strategy?
According to one study by HBR, only 7% of employees understand their company’s business strategies. You know the strategy—put it in this easy-to-understand and highly accessible place, for all employees to learn from.

9. Create draft top-level goals
Create some draft goals at the top level. Refer to some of the resources we shared.
We’ll review these together before the executive team onboarding session.

10. Communication Tell everyone in your company why you chose Khorus.
Your employees need to hear from you why you chose Khorus, the value you think the organization will get out of it, and that you have the expectation for everyone to use it diligently.

11. Begin the Strategy document Create draft top-level goals
What to do before we get to the Onboarding Session with Sean and direct reports
Begin the Strategy document
Create draft top-level goals
Schedule a 30-minute goal review with Khorus Customer Success
Complete the KIO Training
Schedule the Exec Team Onboarding Session
Send the communication about why you chose Khorus to everyone who will be using Khorus
See the PDF checklists provided for reference.

12. Khorus – the first 120+ days
Customer
Success
or KCC
Next Quarter Begins
Quarter Begins
Khorus Check-ins
CEO Kickoff Consult
Exec Team Sessions
EOQ Review
KIO Training
Customer
All 1sr Quarter Goals finalized
Execs Goals in Khorus
Manager/IC Training
Level 2+ Training
Goals in Khorus
Manger/IC Goals in Khorus
Company Next Qtr Goals
Level 2+ Q2 Goals Enter
Execs Q2 Goals in Khorus