Translated from Português (Brazil) • View original Do you have questions about the differences between BSC or OKR methodologies? If so, I have produced this article summarized in a simple and easy-to-understand way these two methodologies. I will start with a very frequent question: "BSC or OKR? Which strategic management system to adopt?" Have you already made your choice? Before answering, be careful! There is a catch in this question. What would it be? Answer: the option for "or". But how so? Simple, but I will answer with another question: why should we choose another "OR" and not another "AND" system? Both contemporary systems were thought and designed to allow the achievement of strategic results to be achieved in a cooperative way, with aligned actions, coordinated efforts, and learning about hypotheses that do not prove to be valid. However, although their intention is the same, there are significant differences in their foundations and operationalization. Without going into detail about the operationalization system of each model, I can briefly describe the two methods in this way: The BSC (acronym for Balanced Scorecard) is a method to be applied from the top to the bottom of the organization. It starts from a framework with performance perspectives, carrying cause and effect relationships between them, which makes it possible to detail objectives, metrics, and strategic initiatives, with systematic deployments to the tactical and operational levels. OKR (acronym for Objectives and Key Results) is a method designed to be applied from the bottom to the top, which guides the proposition of objectives and key results (goals and respective actions) for their achievement, in order to allow the strategic objectives to be achieved. The focal point of arrival, which gives rise to these developments, is to have the Vision of the Future (the main objective), without losing sight of the organizational purpose and mission. Both BSC/OKR systems, due to their logic of alignment with strategic objectives, in addition to the unfolding of initiatives/actions with the details reaching/starting at/from the operational areas, allows learning about cause and effect hypotheses. Once the fundamentals (top-to-bottom or vice versa) and the general logic of each method are understood, we can move on to the question of opting for "OR" versus "AND", one method and the other. Both models can be applied to the same organization, in a coordinated way, with productivity and engagement gains, one complementing the other. But how? Due to its constructive framework, with its perspectives, with cause and effect relationships between and within perspectives, the BSC is a method indicated for the definition of objectives, goals and strategic initiatives, originating from a structured strategic planning. The BSC is taken to the tactical level, and can go through the business units (if any) of the organization. When reaching the level where the detailing of results (objectives, their metrics and respective goals) of functional areas, where the processes are carried out, whether in the market perspectives, or in the internal processes and learning and growth, OKR may be a better option for the following developments. Being a less structured method, it can give greater vent to people's creativity at the more operational level, thus allowing them to obtain more significant, sometimes even surprising, contributions, due to the wide degree of freedom to detail solutions to the problems to be solved (read: objectives to be accomplished). Thus, the question of choosing between BSC or OKR does not need to be put on the table. In fact, it is better to think and adopt a joint solution, with BSC operationalizing the developments at the strategic level, in the business units, going up to the tactical level, and OKR operationalizing the details at the more operational levels with clear alignment with the tactical objectives determined in BSC. Reference: Adapted text, originally published on Blog intellinsights.com.br, by Robin Pagano. Would you like to know more about these methodologies? Contact us through the website or leave your comments. Let's go on this journey together. Colorkrew Team