OKR template to secure three drilling and two well intervention contracts
Your OKR template
The second objective requires identifying 10 potential clients for drilling contracts. This involves extensive research to ascertain companies that are in need of drilling contracts, followed by personalized outreach to each potential client. The final objective stipulates closing negotiations with at least two clients each for drilling and interventions.
The keyword for this OKR is drilling contracts, bearing in mind the primary goal is securing three of such contracts. Additionally, well interventions are also significant given the aim of acquiring two contracts in that area.
Those responsible for this OKR fall within roles that involve client acquisition and contract negotiation. Account managers, for instance, are crucial in the initial outreach, providing proposals, and closing negotiations. Similarly, sales executives play essential roles in identifying potential clients and overseeing the entire sales process.
When considering the teams required for the successful execution of this OKR, the sales team takes the lead. Their responsibility in finding potential clients and closing the deals is vital. In addition, the contractual team also plays a crucial role in preparing the comprehensive, well-structured proposals for intervention contracts.
ObjectiveSecure three drilling and two well intervention contracts
KRSubmit 5 well structured proposals for well intervention contracts- KRIdentify and establish contact with 10 potential clients for drilling contracts
Research companies in need of drilling contracts- Reach out to each client with a customized proposal
- Compile a list of 10 potential clients
- KRSuccessfully close negotiations with at least 2 clients each for drilling and interventions
- Prepare comprehensive, customized proposals for each client
- Engage clients in constructive negotiation meetings
- Finalize contracts and obtain client signature
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