Adrien Automation Blog

Why Your Strategy Gets Forgotten by February, and How an OGSM System Keeps It Alive

Written by Adrien Leduc | Oct 7, 2026, 12:30:59 PM

Every year the same thing happens. Leadership spends weeks agreeing objectives. They are typed into the HR system, approved and filed. Then the year starts, and nobody opens them again until the review in December, when everyone tries to remember what they committed to and how far they got.

If that sounds familiar, the problem is rarely the quality of the strategy. It is that the plan has no home in the daily life of the business. Nobody is asked about it, nobody can see it, and nobody is reminded to update it.

The execution gap is well documented

Gallup found that 56 percent of US employees formally review their goals with their manager once a year or less, and only 47 percent strongly agree that they know what is expected of them at work. Employees who have quarterly progress checks are 90 percent more likely to be engaged. In other words, goals that are set once and revisited at year end leave most people unclear on what matters, and a regular rhythm of updates is what closes that gap.

Link: https://www.gallup.com/workplace/644717/chros-think-performance-management-system-works.aspx

What OGSM gives you

OGSM stands for Objectives, Goals, Strategies and Measures. The Objective is the destination, Goals make it measurable, Strategies describe the route, and Measures show whether the route is working. It is designed to fit on one page, so everybody can see how their work connects to the company direction.

The framework is the easy part. The hard part is keeping it alive once the one page is written. That needs a system, and the system needs to do a few specific things.

A strategy system needs five properties

1. Every level has an owner, and every measure has exactly one

Accountability should cascade the way the strategy does:

Level Typical owner Responsible for
Objective Executive The destination and the overall result
Goal Director The measurable target that proves the objective is met
Strategy Manager The approach and the people delivering it
Measure Individual One number or milestone, updated regularly

 

The most important line is the last one. A measure has one owner. If two people share it, nobody owns it. Split it, or name a single accountable person with contributors.

Senior owners do not enter data. They review it, which keeps their time for decisions.

2. Everything lives in one place, one row per measure

A strategy tree looks good on a slide but is hard to track. So the working version is flat: one row per measure, with the Objective, Goal and Strategy repeated on each row. Here is a simplified example:

Objective Goal Strategy Measure Owner Unit Target Actual Progress
Become the preferred supplier in our region Reach 12M annual revenue Expand into two new regions New regional accounts signed Priya Count 30 12 40%
Become the preferred supplier in our region Reach 12M annual revenue Expand into two new regions Revenue from new regions Tom Currency 2.4M 0.9M 38%
Become the preferred supplier in our region Reach 12M annual revenue Strengthen existing accounts Customer retention rate Aisha Percentage 92% 89% 97%
Become the preferred supplier in our region Reach 12M annual revenue Strengthen existing accounts Account review programme live Aisha Milestone 1 0 0%
Become the preferred supplier in our region Cut delivery times by 20% Simplify the dispatch process Average dispatch time Marcus Hours 24 31 58%

 

The repetition is the point. Any leader can filter by person, by strategy, by goal or by team and get an instant answer, without a separate report being compiled by someone in a back office.

3. Measures speak one common language

This is where most strategy systems lose their value. If one measure is a count, another is revenue and a third is a yes or no milestone, you cannot combine them. "How are we doing on this goal?" gets an apples and oranges answer.

You can keep different types of measure, but each must convert to one common scale. In the example, every row ends in a Progress percentage:

  • Counts, money and percentages compare actual to target.
  • Measures where lower is better, such as delivery time, measure the improvement achieved against the improvement targeted.
  • Milestones count as done or not done, or move in agreed stages.

Once everything is on the same scale, progress can be summarised upwards, from measure to strategy, goal and objective. A word of caution, though. An average can hide a problem, because five measures at 100% and one at 0% still average 83%. So show the number of measures behind schedule next to the score, and compare progress to time elapsed. Thirty-eight percent in October means something different from thirty-eight percent in March.

Agree the units and conversion rules before the first measure is entered. Changing them later means recalculating everything.

4. Reminders built in, so nobody relies on memory

A system that depends on people remembering to log in is just a nicer version of the HR system. Updates should come to owners, not the other way round. Two patterns cover most needs:

  • A regular rhythm for year-long measures. Each owner gets a request monthly or quarterly. They open it, enter the latest figure and a short comment, and send it back.
  • Deadline-driven prompts for short-term measures. The owner is asked some weeks before the due date, reminded again as it approaches, and the manager is alerted if it becomes overdue.

Completed measures are skipped, so people only hear about what still needs attention.

5. The plan can change without being rebuilt

Strategy moves during the year. A new priority appears, a team takes on a new initiative, a measure turns out to be wrong. The system should absorb this.

A simple submission form lets anyone propose a new measure by choosing the Objective, Goal and Strategy it belongs to, plus owner, target and dates. It is added to the system, and it automatically appears in the reports and dashboards, with no rebuilding. If you want control, new submissions can be approved by the relevant manager before they count in the totals.

What leaders actually see

With the system in place, three audiences get three views from the same data:

  • Executives and directors see progress by objective and goal, with the weakest areas easy to spot.
  • Managers see each strategy and the measures beneath it, and who is behind.
  • Individuals see only their own measures, what is due and what is overdue.

Because everyone is looking at one source, the monthly review stops being a data-gathering exercise and becomes a conversation about decisions.

Three things to settle before you build

  1. Define the measures first. Reporting is only as reliable as the definitions beneath it. Unclear measures produce dashboards nobody trusts.
  2. Name one owner for every measure. Shared ownership is the quickest route to stale data.
  3. Keep it simple for the people entering data. If owners have to touch more than a few fields, adoption drops. Let formulas and automation do the rest.

And remember that no tool replaces the review cadence. The system supplies the structure and the reminders. The leadership meeting where people discuss the numbers still has to happen.

Why build this in Smartsheet

Most organisations already have Smartsheet or something like it, and building on it means no new platform to roll out. Owners respond to update requests from their inbox, sheets and forms handle structure and submissions, and dashboards give leaders the live view. For a team of a few dozen active users and a wider group who just need to see progress, it is a practical fit, though you should check what your plan allows in terms of automations, reports and dashboards.

Want to see how this would work for your strategy?

If your objectives are currently sitting in an HR system or a spreadsheet until the year-end review, I can walk you through how your own structure would map into this approach. Book a 30 minute conversation through the contact form, and bring your current objectives. We will look at how they would cascade from company to individual.