OKR template to secure SBP Pilot Approval

public-lib · Published 9 months ago

Your OKR template

The OKR is centered around acquiring approval for an SBP (Standard Business Procedure) Pilot initiative. The first outcome revolves around organizing three meetings with an approval committee to discuss the project. This will be achieved through an ideal date identification process, sending an invite with agenda, and preparation of a presentation for the project.

The second outcome entails finalizing and submitting all documents required for the SBP pilot approval. The strategy to achieve this includes refining the approval documents, depositing them to the relevant parties, and performing a thorough review of all the approval documents.

Completing and running tests on the SBP pilot model for the approval process form the third outcome. Implementing this includes finalizing the development of the model, conducting comprehensive tests on the model, and seeking approval from departments for the fully tested model.

In summary, the OKR stresses the importance of systematic planning, preparation and review processes in securing approval for the SBP pilot project. These steps ensure all requirements are met, quality checks are done, and credibility is upheld.

ObjectiveSecure SBP Pilot Approval
KROrganize three meetings with the approval committee to discuss the project
Identify suitable dates for meetings with the approval committee
Send meeting invites to committee with proposed agenda
Prepare presentation on the project for committee
KRFinalize and submit all necessary SBP pilot approval documents
Make necessary revisions to the approval documents
Submit finalized approval documents to appropriate parties
Review all SBP pilot approval documents thoroughly
KRSuccessfully complete and test the SBP pilot model for the approval process
Finalize development of the SBP pilot model
Conduct comprehensive testing on the model
Seek departmental approval for the fully-tested model

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.

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.

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

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

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.

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

10+ built-in dashboards to visualise progress on your goals
Weekly reminders, data connectors, and smart notifications
9 views to map OKRs to strategic projects
Strategy map to align teams at scale