OKR template to successfully launch the asset managers unit trust business

public-lib · Published 3 months ago

Your OKR template

The OKR outlines the goal of successfully launching an asset management unit trust business. A critical component is the recruitment of three experienced unit trust portfolio managers by the 12th week. The steps to achieve this include scheduling interviews and assessments, identifying appropriate candidates, and ensuring completion of hiring and orientation processes.

Another crucial objective is acquiring capital commitments from five strategic partners within the first nine weeks. This endeavor involves identifying potential partners, scheduling and conducting pitch meetings, and developing a convincing pitch aimed at these partners.

The OKR also details creating a comprehensive business plan that adheres to SEC regulations for the unit trust operation by the sixth week. However, no specific initiatives are associated with this objective, implying that the process has been desisted or left open-ended.

This OKR provides a timeline and step-by-step actions required to initiate a unit trust operation, focusing on assembling a competent team and securing the necessary capital while adhering to regulatory guidelines.

ObjectiveSuccessfully launch the asset managers unit trust business
KROnboard 3 seasoned unit trust portfolio managers by Week 12
Schedule interview and assessment process by Week 8
Identify suitable candidates for unit trust portfolio manager role
Complete hiring and orientation by Week 12
KRAcquire initial capital commitments from 5 strategic partners by Week 9
Identify potential strategic partners for initial capital commitments
Schedule and conduct pitch meetings before Week 9
Develop a compelling pitch targeting these strategic partners
KRDevelop comprehensive, SEC-compliant business plan for unit trust operation by Week 6

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