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OKR template to keep a long-running project on track

Tability Templates · Published about 2 years ago

Your OKR template

This plan divides the OKRs between measurable and non-measurable outcomes. The big issues when a project takes time to ship is that you may not be able to track impact before the following quarter.

The solution is to track both confidence on the work being done, and leading indicators of success.

  • ObjectiveObjectiveThe ACH Payment project is on track for next quarter
  • Key ResultKRWe have achieve our 4 main development milestones
  • TaskMilestone 1: UX Design completed
  • TaskMilestone 4: We have enrolled 10 beta customers on ACH
  • TaskMilestone 2: Backend API is functional and tested
  • TaskMilestone 3: ACH payment is wired to the UI (internal)
  • Key ResultKRWe have completed 25 transactions on the internal beta
  • Key ResultKRWe have completed 20 UX testing sessions
Use in Tability

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.

Tability Import Options

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.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

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.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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