From Misalignment to Full Transparency

How an 80-person non-profit organization transitioned from EOS to WorkBoard and achieved strategic alignment and internal clarity through Wave Nine’s hands-on OKR implementation.

OKR Adoption Rate
Full Organizational Access
Company-Wide
Alignment and Transparency
Improved
Communication, Training, Strategic Visibility
In This Case Study
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Challenge

Moving Beyond a Misfit Framework

Community Housing Works (CHW), a non-profit organization based in San Diego, faced mounting challenges with the Entrepreneurial Operating System (EOS). While EOS aimed to bring structure, it fell short in fostering alignment, communication, and transparency—three vital elements for an organization supporting seniors, families, and people with disabilities. CHW needed a system that:

  • Created true strategic alignment across all departments
  • Encouraged regular communication and OKR rituals
  • Provided visibility into how individual work connected to larger goals
  • Enabled long-term planning beyond quarterly goals

Tricia Woodworth, IT Operations Manager, noted the lack of interactivity with their former partner and the absence of a strategic planning mechanism as key issues.

The Solution: A Hands-On OKR Transformation

Building a Transparent, Aligned Organization

After two years with another consulting firm, CHW chose Wave Nine for their hands-on approach and deep WorkBoard expertise. Together, they:

  • Developed consistent OKR rituals with a clear weekly cadence
  • Improved training and certified internal coaches across all departments
  • Leveraged WorkBoard’s full capabilities, including advanced reporting
  • Created consistent messaging to strengthen OKR buy-in
  • Provided every employee access to WorkBoard—establishing a shared language and a unified strategic vision

The result? An organization where every employee could see how their work connected to the bigger picture, with full transparency and alignment at every level.

“Wave Nine really elevated our game—in how we use WorkBoard and train our teams, and in consistently walking us through the latest updates.” — Tricia Woodworth, IT Operations Manager

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Philipp Schett - Founder & Managing Partner of Wavenine
"You know your business. We know execution. In our first call, we'll connect the two."
Philipp Schett
Founder & Managing Partner