Every Frameworks Made Easy Adopt

Strategic Pillars, Balanced Scorecard, MBO, KPIs, OKRs, SMART, EOS, Scaling Up, ... Even Hybrids

There are lots of ways to share your strategy, set goals, maintain a focus on execution. The frameworks you start with often evolve, because you are growing, learning and evolving as well. So you often end up with a hybrid. 

ZOKRI makes it easy to set aligned goals that have the potential to move-the-needle using your preferred framework – Balanced Scorecard, MBO, KPIs, SMART, OKR, 4DX, EOS, Scaling Up, NCT and others. You can also create hybrids, cherrypicking the bits that work for you.

ZOKRI Is Modular, Uniquely Configurable & Works Just The Way You Want To

How business management best-practices are described varies, but the ideas behind the labels are incredibly similar. How these concepts, tools and processes get implemented, embedded and sustained is where challenges can arise. 

ZOKRI supports the implementation of most of these concepts so you can cherrypick the ones that work for you. Starting as big or as small as you like and letting the software as well as your ways of working evolve.

You can even combine many of these with planning concepts and business frameworks. Common combinations of concepts our customers use to shape and execute strategies are:

  • Vision, Strategic Pillars, OKRs, KPIs & Agile
  • Balanced Scorecard, OKRs and KPIs
  • Visions, One-page Strategy, OKRs and KPIs
  • Winning Aspiration, Strategy, OKRs, KPIs, Issues and Priorities
Common frameworks and business operating systems followed and managed in ZOKRI:

  • Scaling Up (For Scale-ups) – adds concepts like roles and goals
  • 4DX (For Enterprise)
  • EOS (For SMB)  – adds concepts like roles and goals, meeting management and processes
  • V2MOM (Enterprise)
When booking your demo and getting a trial, let us know which you’d like see and work with. If you are not sure and would like to work with us to decide on which are the best fit for you, we’d be delighted to guide and support you.

ZOKRI - OKR Software



Scaling Up


Mission & Vision or Winning Aspiration

Values & Guiding Principles

One-Page Strategy / Pillars / Balanced Perspectives

Objectives / Rocks / Important Goals / Methods / Narrative

Key Results / Lead Measures / Measures / Commitments

Initiatives / Activities / To-dos / Commitments 

Issues / Obstacles

Visible & Agreed Priorities 

Visible KPIs / Scoreboards 

Frequent Data & Status Updates

Specific Agenda Driven Meetings

Clear Roles & Responsibilities

Documented Processes

Frequent Appraisals & Development Plans

Timely Recognition & Fair Reward

See Your Planning Come To Life

Whichever framework you’ve chosen, we can help you set yourself up for success by platforming the concepts, tools and processes in ZOKRI. Our team will help set the ZOKRI platform up just the way you want your to work and give your team the training required to make future changes yourselves.

Balanced Scorecard Software

Share your Mission and Vision, then watch Balanced Score Perspectives have Objectives, Measures and Scorecards align with those perspectives to create your plan. Work in annual, half-yearly or quarterly planning cycles, and let ZOKRI do the update management and reporting for you. Keeping your teams aligned, engaged and on-track.

OKRs (Objectives and Key Results)

OKR is considered by most to be a goal setting framework. Consultants and coaches usually refer to it as a Strategy Delivery Framework, although a common implementation challenge OKR faces is that the work to create and be able to articulate a strategy has not been done.

Another implementation challenge is that when OKRs are not placed within a Business Operating System they often fail. Which is why coaches spend a lot of time working on the other elements of the system, something that’s often not understood.

Use ZOKRI and OKRs


Scaling Up

Scaling Up, the business operating system formulated by Verne Harnish, is an framework used by companies aiming to navigate the complexities of growth. 

At the heart of Scaling Up lies a holistic approach to business growth. This system, grounded in Harnish’s insights, hinges on four fundamental pillars: People, Strategy, Execution, and Cash.

People: The first pillar emphasizes the importance of assembling and nurturing a cohesive team. Scaling Up advocates for aligning employees with the company’s core values and goals. This alignment ensures that the right people are in the right roles, fostering a productive and motivated workforce.


Strategy: A well-defined strategy is crucial. This pillar focuses on developing a clear and actionable plan that distinguishes a company in the market. A strong strategy, as per Scaling Up, is one that is both understandable by all stakeholders and capable of driving sustainable growth.

Execution: Execution is about turning strategy into action. This involves establishing robust, repeatable processes that ensure efficient and effective operations. The Scaling Up approach stresses the importance of metrics and data in monitoring and refining these processes.

Cash: The final pillar highlights the significance of cash flow management. Effective cash management practices are vital for funding growth, maintaining operations, and ensuring long-term financial stability.

ZOKRI Platforms The Scaling Up System

ZOKRI is adept at platforming and managing the Scaling Up process. Its design aligns seamlessly with the four pillars, providing a comprehensive solution for businesses on the growth trajectory.

ZOKRI’s platform offers features that directly support the core components of Scaling Up. For the ‘People’ aspect, it facilitates team, roles, goal and plan alignment. In terms of ‘Strategy,’ it aids in the formulation and communication of strategic plans using a variety of formats. For ‘Execution,’ ZOKRI provides tools for project, task and priority tracking and process optimization. Lastly, regarding ‘Cash,’ it offers insights and analytics for prudent financial management.

In essence, ZOKRI acts as a digital ally, simplifying and enhancing the application of the Scaling Up framework. Its integration capabilities, user-friendly interface, and comprehensive feature set make it a valuable asset for businesses seeking to effectively navigate and manage their growth journey.

EOS® (Entrepreneurial Operating System®)

EOS Worldwide describes EOS®, the Entrepreneurial Operating System®, as a complete set of simple concepts and practical tools that help entrepreneurs get what they want from their businesses.

EOS is a Business Operating System (BOP). The concepts, tools and use guidance within a BOS are reassuringly similar between the major frameworks, Often just the labels changing.

Use ZOKRI and EOS®


V2MOM is a strategic planning and goal-setting framework that was developed by Salesforce’s Marc Benioff, the co-founder and co-CEO. It was created to be a management process tool that would help Salesforce scale and lead their market.


Make Your Own®

If you’re trying to run a great business, want to scale and then keep scaling, how you you need a Business OS. What goes into you Business OS and what you call the concepts, tools, processes and rituals like meetings can be up to you. You just need to decide and commit. Getting everyone to do what needs to be done because they see the benefit is when the magic happens, and is where ZOKRI comes in.

Build Your Own Business OS With ZOKRI

What is a Business OS?

A Business OS is a framework that helps you manage and optimize your business operations. It encompasses everything from your business processes and workflows to the tools and systems you use to manage them. The goal of a Business OS is to create a streamlined, efficient, and scalable business model that can adapt to changing market conditions and support growth.

Benefits of a Business OS


Goal & Role Clarity

One of the many benefits of a Business OS is they platform the goals that are going to ensure success and keep everyone on-track through processes like check-ins, issue flagging, priority setting, meetings, and reporting. It’s easy at any moment to see who is working on what.

Streamlined Operations & Increase Effective Productivity 

A Business OS streamlines operations. By defining and optimizing your business management processes, you can keep team aligned, reduce distractions, and improve overall effective productivity – the work that will have the greatest impact.

If you get your Business OS right, your teams will have the tools and processes that allow them to work more efficiently. Data updates can be minimized, information that slows teams and people down is readily available, and rituals that ensure everyone is focused on the right activities are just a few of the benefits.

Improved Collaboration

Collaboration is essential to the success of any business. A Business OS can help improve collaboration by providing your team with a centralized platform for goal and execution management. This can help break down silos and improve cross-functional collaboration, leading to better outcomes and higher-quality results.

Better Decision-Making

A Business OS can also help you make better decisions by providing you with real-time data and insights into your business operations. By monitoring key performance indicators (KPIs) and analyzing trends, you can identify areas of improvement and make data-driven decisions that drive growth and profitability.