Work Sample - KPI & Strategic Planning Framework

Portfolio Work Sample — Heather Powell

This documents the enterprise strategic planning and KPI measurement framework I designed, implemented, and currently facilitate across 13 divisions. The system includes a five-pillar strategic plan with cascading OKRs, weekly performance reporting, automated dashboards, and a structured leadership cadence. All built from scratch in under 12 months.

Context: When I arrived, the organization had no strategic plan, no OKR framework, no performance reporting system, and no structured leadership cadence. I designed and now run the entire measurement and accountability infrastructure.

Strategic Planning &
KPI Framework

Enterprise OKR system, executive dashboards, weekly performance reporting, and structured leadership cadence. Designed for a 13-division organization, facilitated for 14 senior leaders, and integrated into a unified technology platform.

Enterprise Strategic Pillars

Financial Performance

Cultural Ascension

Brand Distinction

Talent Acquisition

New Development 2.0

Each pillar has a CEO-level objective with measurable key results. Divisional leaders create their own OKRs that cascade upward into one or more pillars, creating cross-functional alignment without top-down micromanagement. I facilitate quarterly reviews where leaders present progress, adjust targets, and plan the next quarter.

Operating Cadence (Designed & Facilitated by Me)

Frequency	Activity	Participants	Purpose
Weekly (Fri)	Goal Status Report (GSR)	All 13 leaders	Pulse check: wins, flags, blockers, decisions needed
Weekly (Fri)	Staff Wins Submission	All staff	Recognition, culture reinforcement, executive visibility
Biweekly	Leadership Coaching 1:1	Each leader + me	OKR progress, performance issues, resource needs
Monthly	Executive Report	CEO + CFO	Consolidated health scorecard across all divisions
Quarterly	OKR Review & Planning	14 senior leaders	Retrospective, recalibration, next-quarter goal setting
Annual	Strategic Planning Retreat	Full leadership team	SWOT analysis, pillar review, annual OKR development

Executive Dashboard (ClickUp, Designed by Me)

CEO Scorecard — Weekly Snapshot

Auto-populated from GSR + OKR data

87%

GSR Participation

62%

OKRs On Track

Decisions Pending

Wins Reported

Sales OpsOn Track

MarketingAt Risk

New DevOn Track

Broker CareOn Track

ComplianceOn Track

L&DAt Risk

Sample data shown. Real dashboard auto-populates from weekly GSR submissions and OKR progress updates via ClickUp automation.

Quarterly OKR Process

Step 1

1:1 Working Sessions

60-minute sessions with each leader to build 3 specific, measurable OKRs aligned to enterprise pillars

Step 2

ClickUp Integration

OKRs entered into tracking system with due dates, ownership, progress indicators, and pillar alignment

Step 3

All-Hands Review

Facilitated session where all leaders present OKRs, identify overlaps, and commit to cross-functional support

Step 4

Ongoing Tracking

Weekly GSR data feeds dashboard. Biweekly 1:1s address blockers. Quarterly retro evaluates and recalibrates

KPI Categories by Division (Samples)

Sales Operations

Weekly closings vs. target pace
Listings inventory ($M)
Agent productivity (avg per broker)
AR collection rate

Referral & Relocation

Company dollar (quarterly target)
Pipeline volume and conversion
Referral source attribution
Agent engagement with program

Marketing / Creative

Campaign billable revenue vs. target
Write-off rate (% of billed)
Client satisfaction / escalation count
Project delivery vs. timeline

People & Culture

Broker retention rate
Staff engagement survey scores
Leadership coaching completion
GSR participation rate