In development Professional Services 50-500 employees

OKR playbooks for agencies & consultancies past founder-led delivery.

Utilization, project margin, scope-creep enforcement, partner pipeline — built for firms past the 'every job needs the founder' stage, not yet at the partnership-track-bureaucracy stage.

What's coming

Why we're building this playbook

Agencies and consultancies live and die by utilization and project margin. Almost zero published OKR frameworks scoped to mid-market services firms. Building 22 playbooks across role and function.

Managing Partner OKRs
Utilization, partner pipeline
Director of Delivery OKRs
Project margin, scope discipline
Practice Lead OKRs
Revenue per FTE, capability ladder
Account Director OKRs
Account health, expansion
Resource Manager OKRs
Bench, staffing accuracy
Delivery OKRs (function)
Cycle time, scope-change rate

Get notified when it ships.

Drop us a line — we'll send the Professional Services playbook the day it goes live, plus an early-access preview before public launch.

Get early access
← Back to all playbooks