OKR template to identify and assess new growth opportunities

This sales 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

The 'Identify and assess new growth opportunities' OKR aims to determine new viable areas for business expansion through comprehensive research and analysis. Through thorough feasibility studies, the intention is to identify and evaluate potential opportunities before pursuing them. These include assessments of viability based on the outcomes of the research made.

Further, research will be conducted to identify ten new potential market areas for the business to expand itself into. The potential expansion opportunities will be pinpointed by analyzing various sectors and industries, which can potentially succeed in the business objectives. Detailed market research will be conducted in the ten conceivable areas.

Furthermore, it envisages the creation of five comprehensive business proposals for promising opportunities to help ensure the successful attainment of the company's objectives. These proposals will then have to be developed and comprehensive presentations prepared to showcase these opportunities.

Finally, the KR focuses on identifying five promising opportunities to be proposed. This indicates targeted growth aspirations ensuring that all growth opportunities are scrutinized and only the best are selected to maximize chances of successful expansion.

ObjectiveIdentify and assess new growth opportunities
KRConduct detailed feasibility studies for identified opportunities to determine viability
Evaluate viability based on research outcomes
Identify opportunities for feasibility study
Perform detailed review of business prospects
KRResearch and pinpoint 10 potential new market areas for business expansion
Analyse findings to determine viability for business expansion
Identify sectors and industries where our business can potentially expand
Conduct detailed market research on the 10 identified areas
KRDevelop and present 5 comprehensive business proposals for promising opportunities
Develop comprehensive proposals for each opportunity
Prepare presentations for each business proposal
Identify 5 promising business opportunities for proposal

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.