OKR template to maximise utilisation of new sourcing tool for quality RFPs

This operations 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 OKR titled "Maximise utilisation of new sourcing tool for quality RFPs" sets forth three major objectives. The first objective is to execute a minimum of 15 sourcing events using the new tool. Its initiatives include appropriately executing the events, planning 15 sourcing events and identifying suitable events for the tool's application.

The second objective aims at improving the quality of RFP responses by a measure of 25% compared to the preceding quarter. For achieving this, the key steps are incorporating a mandatory review process prior to RFP submission, conducting additional training in RFP creation and using feedback from past RFPs to better future submissions.

The third objective outlines the need to conduct training sessions for the team on the use of the new sourcing tool within a span of two weeks. Critical initiatives for this objective include developing an engaging, beneficial training plan, identifying crucial functionalities of the new sourcing tool and scheduling and implementing training sessions for the team efficiently.

Finally, the success of each objective is quantified with a goal of achieving 100%, involving a progression from 0.0. This means that each objective, once achieved and every initiative, once implemented, contributes to the maximisation of new sourcing tool for quality RFPs.

ObjectiveMaximise utilisation of new sourcing tool for quality RFPs
KRImplement a minimum of 15 sourcing events using the new tool
Execute the sourcing events appropriately
Schedule and plan for 15 sourcing events
Identify suitable events for sourcing using the new tool
KRAchieve a 25% improvement in RFP response quality compared to last quarter
Implement mandatory review process before RFP submission
Conduct additional training on RFP creation
Utilize feedback from previous RFPs to iterate
KRConduct training sessions for team on new sourcing tool within two weeks
Develop an engaging and informative training plan
Identify key functionalities of the new sourcing tool
Schedule and implement training sessions for the team

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.