Coda: Complete OKRs & Initiatives Hub (Organizational Sanity for $125)

Hi! Lucy here. After 8+ years leading in a high growth, highly cross-functional startup environment and ultimately rising from 1st PM to VP of Product & Strategic Planning, I’ve learned a thing or 2 about operational leadership.

After months of trial and error in a real startup sandbox (aka, my full time job) and intense Coda evangelism, I'm bringing you a scalable, all-in-one, tried-and-tested Coda template that will help your teams work more efficiently while marching towards the same, shared North Star. Preview it here.

This isn't just a tool though. Throughout the template, I walk you through key guiding principles I personally use to help our teams stay tightly aligned and loosely coupled (Source: No Rules Rules - Netflix). TLDR - Do more, meet less.

What you'll get:

• A North Star template: Mission, Vision, Strategy
• Company & Team OKRs (that you can use for unlimited time horizons)
• Roadmaps (Whatever works for you - be it Team, OKR, Big Rocks, Custom Strategic Theme -- I give you a starting point, you customize it to your needs)
• Operating Pulse (A guide to operating rituals and reporting)
• Meetings that can scale to infinite Meeting Series (Rolling Topics, Follow-Ups, AI-supported Summaries)
• My Dashboard (A personal view of Goals, Projects, Tasks, complete with a basic Kanban - ie. Today, This Week, Later, etc.)
• All Base Tables already structured

If you need support or have feedback, I would be happy to help! Email me at Lucy@Level380.com.