// the upgrade

No goal framework? Start here.

Matt Roberts
By Matt Roberts, co-founder, ZOKRI
Strategy & OKR consultant

You do not need a framework to set good goals. You need three questions, and an AI that asks them well. Install a small set of free training files into the tool you already use, tell it what you are trying to do this quarter, and let it coach you, no jargon required.

Get the book and the pack →

What No framework yet gets right

Not having a framework is not a failing. Every framework is just scaffolding for a few simple ideas, and plenty of good companies run for years on clear thinking and a shared spreadsheet. You can get most of the value with none of the acronyms.

The gap the average AI leaves

Without any structure, goals quietly become a to-do list, and the average LLM will cheerfully generate a longer to-do list on request. The missing piece is not a framework you have to learn; it is three questions the average AI never thinks to ask. The upgrade teaches it to ask them.

// make it better today

What to improve, and why it works

1. What outcome are we changing, from what to what?

Start with the number or behaviour you want to be different, and be honest about where it is today. "More customers" is a wish; "trial-to-paid from 8% to 14%" is a goal. Naming the starting point is what makes progress visible.

2. What is in the way?

Name the obstacle before you start, not at the post-mortem. It is the single highest-leverage habit in goal-setting: the research on it is unusually clear, and it is the step almost everyone skips. If you cannot name what is stopping you, you do not yet understand the goal.

3. How will we know each week whether we are winning?

Pick one leading signal you can watch weekly, not just the lagging outcome you see at quarter end. It turns a distant target into a live scoreboard, so you can correct in week three instead of discovering the miss in week twelve.

// shown, not claimed

One No framework yet goal, upgraded

Before

Get more customers this quarter.

After

Move trial-to-paid from 8% to 14%. In the way: new users never reach the one feature that predicts conversion. Weekly signal we will watch: the percentage of new users who reach that feature in their first week.

The before could mean anything and be measured by nothing. The after names the outcome and its baseline, the obstacle, and a weekly signal, which is the whole of goal-setting with none of the jargon.

// the two-minute install

Install it into the AI you already use

Same files, three tools. Pick yours. It really is about two minutes.

Claude recommended
  1. New Project.
  2. Add the files to Project knowledge.
  3. Ask it to review a goal.
ChatGPT
  1. New Project (or a chat).
  2. Upload the files.
  3. Ask it to review a goal.
Microsoft Copilot
  1. Start a chat.
  2. Attach the files.
  3. Ask it to review a goal.
// the 30-second proof

Before you install, ask your AI to review one real goal and screenshot the answer. Install, ask again, screenshot the difference. That gap is the point. Try: Tell your AI what you are trying to do this quarter and ask: what is the one outcome this should move, what is in the way, and what should I watch each week?

// what it does

A coach, not a chatbot

// get the pack

The book and the install pack

The AI install pack comes with From Trading to Scaling: an hour to read, five working templates, the instructions and knowledge files for Claude, ChatGPT or Copilot, and a conversation with Matt about any of it.

·The book, 13 chapters, about an hour’s read
·The Strategy Template, the OKR Template, the Idea Collection sheet and the Bonus Calculator
·The AI install pack, two minutes to install
·A conversation with Matt
Get it for £100 →

Free things get downloaded, not installed. A hundred pounds is the smallest number that makes somebody open the file, and this is the only place the pack is available.

// the honest boundary

What the pack is, and is not

The pack carries the principles and the working templates: the book, the strategy one-pager, the OKR template, the idea sheet and the bonus calculator, plus the knowledge files that make your AI coach against a method rather than the internet average. That is yours to keep, and it is enough to install all six things without us.

What it is not is the whole machinery. The playbooks, scoring scales and the 140-plus linked concepts, installed into your own tools and kept current, are the licensed layer above this. And the human work, the training, facilitation, coaching and mentoring that gets a company past its first messy quarter, is our people. Knowledge does not install courage, or referee a hard conversation. We would rather say that here than let you find out.

// one install, or the whole company

One install helps one person. The advantage is your whole company running on a shared operating system: the same method in the AI everyone already uses, at every level, with routines and automations carrying the repeatable work, and your people freed to find and compound the knowledge and IP only you have.

One install at a time does not create that. Building the operating system does, and that is what ZOKRI does. See the method we install and the platform it runs on.

// the layer above this

When you want more than the pack

The full method, installed →
The licensed upgrade: all the machinery in your own tools.
The human help →
Training, facilitation, coaching and mentoring.
A short, low-pressure chat with Matt →
Bring a goal. Leave with a straight answer, no pitch.
// asked and answered
Do I need a goal framework? +

No. Frameworks are scaffolding for a few simple ideas: pick an outcome to change, name the obstacle, and watch a weekly signal. If you do those three things honestly, you have most of the value of any framework. Adopt one later if and when the extra structure earns its keep.

What is the simplest way to set goals? +

Answer three questions: what outcome are we changing and from what to what, what is in the way, and how will we know each week whether we are winning. The install pack walks you through them and turns your answer into a clear, honest goal.

OKRs or just a to-do list? +

A to-do list tracks activity; a goal tracks whether the activity worked. If your list could be fully completed while nothing improved, you have tasks, not goals. You do not need OKRs to fix that, just an outcome, an obstacle and a weekly signal.

// use a different system?
Upgrade your OKRs →Upgrade your EOS Rocks →Upgrade your SMART goals →Upgrade your KPIs & dashboards →Upgrade your V2MOM →Upgrade your North Star metric →See all doors →