// the comparison

OKR coach, consultant or trainer: which do you need?

Training teaches people the method. Facilitation runs the hard room on the day. Coaching builds the habit over a quarter with the people doing the work. Consulting designs the system itself and decides what changes. Most companies buy training when they needed facilitation, or coaching when they needed a design decision.

Matt Roberts
By Matt Roberts, co-founder, ZOKRI
Strategy & OKR consultant
TrainerFacilitatorCoachConsultant
Buys youShared languageA decision, todayA habit that holdsA system that fits
TimeframeA day or twoA sessionA quarter or twoA project
Works onPeopleThe roomThe teamThe design
Right whenNobody agrees what a Key Result isThe team can't choose between seven prioritiesThe method is understood but not practisedThe way you run was never designed
Wasted whenThe problem is authority, not knowledgeNobody in the room can decideNothing has been designed yetYou already know what to do

The most common mis-buy

A company runs a training day, everybody enjoys it, and nothing changes. The diagnosis afterwards is usually "the training didn't land". It almost always did land. The problem was that the blocker was never knowledge.

If your teams can already explain what a good Key Result is and still don't write one, more teaching won't help. Something in the system is rewarding the current behaviour, and that is a design question, not a learning one.

Why coaching is the one people underbuy

Training and facilitation are events, which makes them easy to budget and easy to feel good about. Coaching is a slow, unglamorous drip across a quarter, and it's the one that actually converts a method into a habit.

The first quarter of any new operating rhythm is where it either sticks or quietly dies. Almost nothing about that first quarter is intellectual. It's somebody turning up every week and refusing to let the meeting drift back into a status update.

A rough decision rule

If people don't know the method, train. If people know it but can't agree in the room, facilitate. If they agree but don't practise, coach. If the thing they are practising is the wrong shape, consult.

And if you can't tell which one you have, that is genuinely useful information: it usually means nobody has written down how the company is supposed to run, so there is nothing to compare the behaviour against.

// asked and answered
What is the difference between an OKR coach and an OKR consultant? +

A coach works with the people doing the work, over time, to turn a method into a habit. A consultant works on the design of the system itself and decides what should change. Coaching is repetition; consulting is architecture.

Is OKR training worth it? +

It's worth it when the blocker is genuinely knowledge: people can't tell an outcome from a task, or don't share a language. It's wasted when everybody already knows and something in the system is rewarding the old behaviour anyway.

Can one person do all four? +

Often, and the good ones move between the modes deliberately. What matters is that you and they are honest about which mode the situation needs, because the wrong mode looks like effort and produces nothing.

// go deeper
Where training adds value →Where coaching adds value →Where facilitation adds value →Where consulting adds value →OKR coaching at ZOKRI →
// other comparisons
OKR consulting vs OKR software →OKRs vs Hoshin Kanri →OKRs vs MBOs →OKRs vs the Balanced Scorecard →All comparisons →