01
Clear priorities
A few measurable priorities, with a not now list that makes focus possible.
Camderson Academy · CA-SO-005
Turn your plan into goals every team can use.
A practical, self-paced course for leaders, managers and team members. Take a plan from an honest look at where you stand to a few clear priorities, objectives and key results, a calendar, and reviews that keep it alive.
About 5 hours · 12 lessons · Intermediate · Works on paper or in any tool · Self-paced · Tools you keep
Make your plan something people use on Monday.
02
Goals that connect
Objectives and key results that link each team's work to the whole.
03
A plan that stays alive
A rhythm of check-ins and reviews, with plain words everyone understands.
Learning outcomes
What you will be able to do
Practical outcomes, each practiced in an exercise and checked in the final assessment or the capstone.
- Explain what a strategic plan is for and draft a plan on a page.
- Gather evidence with a SWOT and choose a few measurable priorities.
- Lay out a yearly planning calendar linked to budget, resources and risks.
- Write objectives and key results that describe outcomes.
- Align team goals with the organization's priorities.
- Run reviews, communicate the plan and improve it each cycle.
Your toolkit
Simple tools for every step
Plan on a Page
Five questions · Draft · Share · Improve
A rough plan on one sheet.
SWOT Sheet
List · Sort · Evidence · Priorities
An honest, evidenced look.
Priority Filter
List · Filter · Choose · Not now
Choose a few, park the rest.
Planning Calendar
Dates · Steps · Owners · Share
A yearly rhythm.
Measures Map
Priority · Objective · Measure · Target
Balanced, measurable objectives.
Resource and Risk Sheet
People · Money · Risks · Assumptions
A realistic plan.
First OKR
Objective · Key results · Owner · Date
An objective with key results.
OKR Review Sheet
Draft · Test · Stretch · Grade
Outcome key results and grading.
Alignment Map
Priorities · Goals · Conflicts · Publish
Connect goals across teams.
Review Rhythm
Meetings · Agenda · Dates · Record
A cadence that keeps it alive.
Strategic Review Sheet
Done · Moved · Other factors · Decide
Did it work, and what next.
Plan Message
Five lines · Meaning · Constants · Updates
The plan in plain words.
Look. Choose. Plan. Connect. Review.
Curriculum
Inside the course
4 modules, 12 lessons with worked examples
01
Plan the Direction
Why plan, look honestly at where you stand and choose a few priorities.
02
The Planning Cycle
A yearly calendar, balanced measures, resources, risks and assumptions.
03
Objectives and Key Results
Write, grade and align OKRs.
04
Review and Sustain
Reviews, evidence and plain-words communication.
What is included
Skills, tools and templates you keep and use in your work
- 12 lessons, each with a written lesson, worked examples and figures, at your own pace
- A short stand-alone example in every lesson, drawn from many kinds of workplaces
- A fillable Workbook with Try it and Reflect pages for every lesson
- Planning Templates (Word) for every teaching tool
- A practice tracker with live formulas, a solutions version and a reusable template
- Quick Reference Cards and the Practice Examples
- An optional visual companion PDF with every lesson figure
- Knowledge checks for every module and a 20-question final assessment
- A capstone you can build for your own team or from practice scenarios, with a rubric you use to check your own work
- Access to the Camderson Academy community
- A Camderson Academy Certificate of Completion when you pass the final assessment and the capstone
Is this course right for you?
This course is for you if
- You help set direction or write goals
- You want a few clear priorities and goals people can check
- You want a plan that stays alive after the retreat
It is not the right fit if
- You need training in one planning software product
- You want financial or legal advice
- You need advanced corporate strategy theory
Your instructor
Meet your instructor
Taught by Camderson Advisory
A consulting firm for practical workplace skills
Your instructor is Camderson Advisory, a consulting firm that helps organizations build practical skills for the people who do the work. In this course, your instructor helps you turn a plan into goals that every team can see, use and review.
About
About Camderson Academy
Camderson Academy is the education division of Camderson Advisory Services. Camderson helps leaders build organizations that work without them in the room. Everything we teach has been used in a real organization first.
Training a team?
We offer group enrollment for teams and whole organizations that want everyone, in every role and department, to build the same skills. Email connect@camderson.com to talk through your group.
Frequently asked questions
Do I need any experience or a previous course?
No. There is no prerequisite and no planning background is needed. If you help set direction or write goals, you are ready.
Who is this course for?
Leaders, managers and team members in any department. Each lesson has one short example from a different kind of workplace, and the methods fit offices, clinics, schools, nonprofits and shops of every size.
How long do I have access?
Your access does not expire. We review the course on a regular cycle, and any updates are added for you at no extra cost.
How long does it take?
About 5 hours in total, including the written lessons, the Try it exercises, the knowledge checks, the final assessment and the capstone. Everything is self-paced.
Questions about your purchase?
Email support through academy.camderson.com.
What tools do I need?
A spreadsheet program that opens .xlsx files (Microsoft Excel, Google Sheets, Apple Numbers or LibreOffice Calc), a word processor that opens .docx files and a PDF reader. All templates and practice files are included as downloads.
Do I have to use my own organization for the capstone?
No. You can build your pack from the practice scenarios included in the course. If you use your own organization, use rounded numbers and leave out anything confidential.
Does the course recommend products or give professional advice?
No. It works on paper or in any planning tool and names no product as the one to use. OKRs are described through one company's published guide and adapted. Camderson Academy is not affiliated with any software vendor.
What does the certificate confirm?
You receive a Camderson Academy Certificate of Completion after passing the final assessment and completing the capstone. This certificate confirms completion of a Camderson Academy course.
How was this course written and checked?
This course was written and edited by Camderson Advisory. Sources are listed with the date each was read. Where a source could not be opened on that date, the Sources page says so. This course teaches skills for everyday work. It is not legal, tax, financial, medical or professional advice. Laws and rules vary by place and change over time, so talk with your own attorney or qualified professional about your situation. Last updated: November 2026. Next planned review: November 2027.
Turn your plan into goals every team can use.
Self-paced, about 5 hours, with a Workbook, templates, Quick Reference Cards and a practice tracker.
This course earns a Camderson Academy Certificate of Completion. This certificate confirms completion of a Camderson Academy course. This course is general education about strategic planning and goal setting with objectives and key results (OKRs). It is not financial, legal or investment advice, and no plan can promise a result. OKRs are described mainly through one company's published guide, and many organizations use goal-setting methods in different ways. The methods work on paper, in a spreadsheet or in any planning software, and no product is endorsed. Guidance from public sources written for large organizations or governments is adapted, and the adaptations are the course's own and labeled. Examples, numbers and the organizations in the examples are fictional or illustrative. Camderson Academy is not affiliated with any software vendor.