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

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.