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OKR template to execute foundational groundwork for our 2025 performance management system

This leadership OKR template is a strong starting point for teams that need better alignment, clearer priorities, and more disciplined goal tracking.

Use it to turn a business priority into a measurable objective, then review progress weekly so your team can adjust execution before the quarter gets away from you.

Your OKR template

This OKR focuses on establishing the groundwork for the 2025 performance management system. It shows the importance of assessing and selecting appropriate software providers to support the new system. The selection process comprises of vetting potential providers based on system requirements, comparing their features, prices, and reviews, and finally making a clear decision.

Next is elaboration of undertaking measures towards developing a well-detailed project implementation plan, which will undergo revision until approval. This plan is crucial for successful implementation of the performance management system and needs careful drafting and subsequent submission to decision-makers for review and final approval.

A significant aspect of the OKR is the incorporation of employee feedback. This is intended to make the new performance management system fair and effective. To do this, a survey is distributed to all employees, with a target feedback rate of at least 80%.

The initiatives detailed in the OKR all converge towards the main objective of laying a solid foundation for the 2025 performance management system. It showcases an intention of constant review, feedback gathering and careful planning, all which are critical for the successful execution of such a project.
  • ObjectiveObjectiveExecute foundational groundwork for our 2025 performance management system
  • Key ResultKREvaluate and select two potential software providers for the new system
  • TaskIdentify two potential software providers based on system requirements
  • TaskMake a final decision to select two suitable software providers
  • TaskCompare features, prices, and customer reviews of selected providers
  • Key ResultKRDevelop and secure approval for a detailed project implementation plan
  • TaskDraft a detailed project implementation plan
  • TaskRevise and secure approval for the plan
  • TaskSubmit proposal to decision-makers for review
  • Key ResultKRGather performance related feedback from 80% of existing employees
  • TaskDistribute the survey to all existing employees
  • TaskDevelop a concise survey for performance-related feedback
  • TaskRemind employees to complete the survey
Use in Tability

Make these OKRs fit your team

Treat this template as a starting point. Keep the outcomes that match your priorities, adjust the targets and deadlines to reflect your baseline, and remove anything your team cannot influence directly.

Adapt the template or create a plan with AI

You can copy this example into Tability and refine it with your team. If you would rather start from your own context, use embedded AI Mode: describe what your team needs to achieve in a simple prompt and Tability will automatically create a structured OKR plan with objectives, measurable outcomes, and initiatives.

Before publishing, review the AI-generated plan with the people responsible for delivering it:

  • Replace generic outcomes with measures your team can update consistently
  • Set ambitious but credible targets using current performance as the baseline
  • Assign an owner to every outcome and agree on what success looks like
  • Remove duplicate or activity-based key results that do not prove meaningful progress

The best OKR platform for AI-bullish teams

Tability brings AI into the goal-setting and execution workflow instead of treating it as a separate writing assistant.

  • Fully agentic: use an OKR agent to review plans, suggest improvements, and monitor execution
  • Embedded AI Mode: create and refine goals without leaving the planning workflow
  • MCP server: talk to your OKRs from Claude, ChatGPT, and other MCP-compatible LLM clients

You have a plan. Now what?

Publishing the plan is the beginning of the work. Tability gives teams a simple weekly rhythm for updating outcomes, discussing confidence, and acting on problems while there is still time to change the result.

  • Track progress: collect focused weekly check-ins and sync updates from tools such as Jira, ClickUp, Linear, and Asana
  • Detect problems early: use confidence, status, and agent monitoring to surface stalled or at-risk outcomes before the end of the quarter
  • Communicate clearly: share dashboards and reports that explain what changed, where help is needed, and what happens next

Create a free Tability account to turn this template into a plan your team can execute. Still choosing a tool? Use the best OKR software ranking to compare verified pricing, feature coverage, and rollout fit.

Related OKRs examples

You can also explore more templates for Leadership, Operations, People & HR, Customer Success to find examples that match your team's goals.

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