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OKR template to establish a successful partnership with Meta

public-lib · Published 5 months ago

Your OKR template

The primary aim of this OKR is to form a fruitful partnership with Meta. The first objective is to schedule a meeting with Meta's main decision-makers within the initial month. This goal includes identifying these key persons, following up persistently until a meeting is attained, and creating individualized outreach communications for each person.

The subsequent objective is to establish a value-driven proposal for collaborating with Meta by the second month. The initiatives under this include scheduling a proposal presentation with Meta, preparing a proposal that underlines mutual growth value, and determining areas of synergy between Meta and our company.

The third objective involves obtaining a signed agreement from Meta for the partnership by the close of the quarter. This focuses on triggering a meeting about the collaboration with Meta's representatives, finalising and receiving the signed partnership agreement from Meta, and exhibiting an enticing proposal that highlights shared benefits.

The score format in percentage points represents the progress and completion of each initiative. From starting at zero percent, the aim is to achieve 100 percent completion of each initiative within the given timeframe, indicating successful achievement of the specific objective.
  • ObjectiveObjectiveEstablish a successful partnership with Meta
  • Key ResultKRSecure a meeting with Meta's key decision-makers within the first month
  • TaskIdentify and research Meta's main decision-makers
  • TaskFollow up until a meeting is secured
  • TaskCraft personalized outreach messages to each individual
  • Key ResultKRDevelop a value-driven partnership proposal for Meta by the second month
  • TaskArrange a proposal presentation with Meta
  • TaskDraft a proposal outlining mutual value growth
  • TaskIdentify potential areas of synergy between our company and Meta
  • Key ResultKRSecure a signed partnership agreement with Meta by the end of the quarter
  • TaskInitiate a meeting to discuss partnership with Meta representatives
  • TaskFinalize and receive signed partnership agreement from Meta
  • TaskPresent a compelling proposal detailing mutual benefits
Use in Tability

How to edit and track OKRs with Tability

You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.

Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Use AI to draft a complete set of OKRs in seconds
  • Connect your OKRs and team goals to your project
  • Automate reporting with integrations and built-in dashboard

Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.

The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.

Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Tability Import Options

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

Once your example is in the plan editor, you will be able to:

  • Edit the objectives, key results, and tasks
  • Click on the target 0 → 100% to set better target
  • Use the tips and the AI to refine your goals

Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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