OKR template to secure three drilling and two well intervention contracts

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 is focused on obtaining multiple drilling and well intervention contracts. The initial objective involves the creation and submission of five well-structured proposals for well intervention contracts. This necessitates a thorough understanding of the clients' needs to create comprehensive and suitable proposals.

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

Use in Tability

Tability: the best OKR software for results-driven teams

OKRs should be tracked weekly to be effective, and Tability is the perfect tool for that.

Tability is the best OKR software that embraces modern principles to help teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

Get an OKR agent that can review existing OKRs, suggest improvements, and monitor execution
Connect your OKRs and team goals to Jira, ClickUp, Linear, Asana, and more
Automate reporting with integrations and built-in dashboard

You can import OKRs in seconds with the magic importer, and start executing your goals in no time.

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