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71 templates · Page 2 of 3

Supply chain

Reduce supplier risk

Build a supplier base that won't let you down.

Objective

Build a supplier base that won't let us down

  1. Qualify a second source for 100% of critical components, up from 40%
  2. Raise supplier on-time delivery from 85% to 95%
  3. Complete risk reviews for all top-20 suppliers, up from 5
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Create an account

Stakeholders

Keep stakeholders happy with delivery

Raise stakeholder satisfaction with how projects run.

Objective

Raise stakeholder satisfaction with how projects run

  1. Increase stakeholder satisfaction from 3.4 to 4.3 out of 5
  2. Send weekly status updates on 100% of active projects, up from 40%
  3. Cut escalations from 15 to 5 per quarter
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Create an account

Portfolio

Set up a PMO that helps

Launch a project office teams want to use.

Objective

Launch a project office teams want to use

  1. Bring 100% of projects over $50k into one portfolio view, up from 0%
  2. Get 80% of project leads using the standard templates, up from 10%
  3. Raise project lead satisfaction with PMO support to 4 out of 5
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Copy the template below, then open Tability. In your plan, choose Import goals from CSV or text and paste it into Import from text.

Create an account

Pipeline

Build a pipeline that covers the target

Start every quarter with enough pipeline to hit the number.

Objective

Start every quarter with enough pipeline to hit the number

  1. Increase pipeline coverage at quarter start from 2x to 3.5x of target
  2. Grow qualified opportunities created from 80 to 130 per month
  3. Raise rep-sourced pipeline from 25% to 40% of total
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Create an account

Expansion

Grow revenue from existing customers

Make expansion a predictable part of the number.

Objective

Make expansion a predictable part of the number

  1. Increase expansion revenue from $150k to $250k per quarter
  2. Run account plans on 100% of top-50 accounts, up from 30%
  3. Raise expansion opportunities created from 15 to 35 per quarter
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Copy the template below, then open Tability. In your plan, choose Import goals from CSV or text and paste it into Import from text.

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OKR example

Implement robust third-party risk management system

Objective

Implement robust third-party risk management system

  1. Achieve 95% completion of resilience testing and contingency planning for identified risks
  2. Develop and launch third-party risk grading system impacting 80% of relationships
  3. Identify and document 100% of third-party relationships and inherent risks