Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Advisor OKRs?
The OKR acronym stands for Objectives and Key Results. It's a goal-setting framework that was introduced at Intel by Andy Grove in the 70s, and it became popular after John Doerr introduced it to Google in the 90s. OKRs helps teams has a shared language to set ambitious goals and track progress towards them.
Formulating strong OKRs can be a complex endeavor, particularly for first-timers. Prioritizing outcomes over projects is crucial when developing your plans.
To aid you in setting your goals, we have compiled a collection of OKR examples customized for Advisor. Take a look at the templates below for inspiration and guidance.
If you want to learn more about the framework, you can read our OKR guide online.
The best tools for writing perfect Advisor OKRs
Here are 2 tools that can help you draft your OKRs in no time.
Tability AI: to generate OKRs based on a prompt
Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
Watch the video below to see it in action 👇
Tability Feedback: to improve existing OKRs
You can use Tability's AI feedback to improve your OKRs if you already have existing goals.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.
Advisor OKRs examples
You'll find below a list of Objectives and Key Results templates for Advisor. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.
Hope you'll find this helpful!
OKRs to build a robust Advisory Board with ten industry-leading experts
ObjectiveBuild a robust Advisory Board with ten industry-leading experts
KRIdentify and list at least 30 potential experts for Advisory Board roles- KRSuccessfully onboard ten selected experts onto the Advisory Board
Identify and confirm availability of selected experts for Advisory Board positions- Arrange necessary paperwork for official appointments
- Schedule orientation session to brief experts about responsibilities
- KRReach out and hold preliminary discussions with the shortlisted 30 experts
- Compile the contact details of the shortlisted 30 experts
- Schedule and initiate outreach to each expert
- Draft a professional invitation for preliminary discussions
OKRs to enhance provision of advisory services
- ObjectiveEnhance provision of advisory services
- KRAttain 25% more client engagements for advisory services by quarter end
- Offer discounted packages for new clients
- Conduct webinars to showcase expertise
- Implement aggressive marketing strategies for advisory services
- KROffer 3 new advisory services that cater to specific client needs
- Implement and market new advisory services
- Research current client's needs to identify gaps in advisory services
- Develop three new advisory service proposals
- KRImprove client satisfaction rate by 15% through superior advisory service
- Further customize advisory approaches for individual clients
- Implement ongoing customer service training for advisory staff
- Routinely solicit client feedback on advisory services
OKRs to improve Advisory NPS through baseline measurement and analysis
- ObjectiveImprove Advisory NPS through baseline measurement and analysis
- KRDevelop and implement targeted improvement strategies based on Advisory NPS insights
- Implement the planned improvement strategies systematically
- Analyze Advisory NPS feedback to identify areas for improvement
- Develop strategies to address identified weaknesses
- KRConduct customer satisfaction survey to gather Advisory NPS data
- Develop a comprehensive customer satisfaction survey
- Send survey to existing advisory customers
- Analyze survey results for NPS data
- KRAnalyze and compare Advisory NPS scores across different customer segments
- Analyze Advisory NPS scores for each segment
- Categorize customers into different segments
- Compare NPS scores across all segments
OKRs to establish a well-structured advisory board
- ObjectiveEstablish a well-structured advisory board
- KRConduct inaugural board meeting and establish monthly cadence by week 12
- Establish recurring monthly board meeting dates
- Develop agenda for the first board meeting
- Schedule inaugural board meeting before week 12
- KRDevelop a cyclical agenda covering key focus areas by week 5
- Identify key focus areas for the cyclical agenda
- Finalize and implement the agenda by week 5
- Draft initial layout of the cyclical agenda
- KRIdentify and recruit 5 industry experts for board positions by week 8
- Initiate contact with identified potential candidates
- Research potential industry experts for board positions
- Conduct interviews and finalize board member selection
OKRs to determining post-high school career path
- ObjectiveDetermining post-high school career path
- KRConduct informational interviews with 5 professionals in fields of interest
- Identify and list 5 professionals in desired fields
- Prepare interview questions related to their fields
- Compose and send request emails for interviews
- KRComplete comprehensive career assessment and review results with counselor
- Set up a meeting to review results with a counselor
- Analyze the results of the career assessment
- Schedule and complete a comprehensive career assessment
- KRAttend 3 career-related workshops or information sessions
- Research upcoming career-related workshops or information sessions
- Attend the chosen career workshops/sessions
- Register for three selected career workshops/sessions
OKRs to secure employment to considerably escalate financial standing
- ObjectiveSecure employment to considerably escalate financial standing
- KRIdentify and apply to 30 relevant job openings within the first month
- Identify 30 suitable job openings in the desired field
- Tailor CV and cover letter for each job opening
- Submit applications to all identified job openings
- KRObtain a well-remunerated job offer that multiplies current income by 10
- Network intensively within the desired high-paying industry
- Optimize job application materials for high salary jobs
- Update skills through additional certifications or advanced education
- KRSecure at least 5 job interviews within the second month
- Update CV and cover letter to fit targeted job positions
- Apply to at least 20 relevant job postings weekly
- Network with professionals in the chosen field
OKRs to apply and secure acceptance to a preferred college
- ObjectiveApply and secure acceptance to a preferred college
- KREarn a score of 1300+ on the SAT examination
- Expand vocabulary and reading comprehension skills
- Practice math subjects covered on the SAT
- Engage in regular and structured SAT review sessions
- KRComplete and submit 5 college applications by end of next quarter
- Research and select 5 ideal colleges for application
- Complete all application requirements for each college
- Submit all 5 applications
- KRGain acceptance into at least 1 of top 3 preferred colleges
- Prepare for and take relevant entrance examinations
- Complete and submit application forms for top 3 preferred colleges
- Write and perfect personal statement essays
OKRs to enhance the efficiency of adviser training programs
- ObjectiveEnhance the efficiency of adviser training programs
- KRAchieve 95% satisfactory feedback rate from advisers in training evaluation
- Facilitate open two-way communication for suggestions and concerns
- Implement regular performance feedback and improvement systems
- Develop comprehensive, engaging, and accessible training content
- KRReduce average training time by 25% with improved syllabus and resources
- Implement more efficient training methods
- Utilize higher quality learning resources
- Streamline syllabus to focus on key learning areas
- KRIncrease adviser pass rate for training certification to 90%
- Develop a comprehensive study guide for advisers
- Implement additional mentoring or tutoring sessions
- Improve the quality of training materials
OKRs to broaden understanding of royalty components in contracts
- ObjectiveBroaden understanding of royalty components in contracts
- KRComplete an advanced course on contract royalty structures by the end of Q2
- Research and select an advanced contract royalty course
- Take course exams and complete course work
- Enroll in chosen course and schedule study times
- KRConduct informative discussions with 3 expert lawyers on contractual royalties
- Schedule and conduct informative discussions with each lawyer
- Identify and reach out to 3 expert lawyers in contractual royalties
- Prepare comprehensive questions about contractual royalties
- KRAnalyze and comprehend 20 past contracts with differing royalty conditions
- Summarize findings for applicable learning points
- Identify the varying royalty conditions in each
- Organize and review 20 past contracts for evaluation
OKRs to reduce student dropout rate by identifying students at risk
- ObjectiveReduce student dropout rate by identifying students at risk
- KRReduce the number of dropouts by 25%
- Provide additional learning disability resources
- Develop an effective student mentoring system
- Implement engaging after-school tutoring programs
- KRImplement student support programs for 80% of at-risk identified students
- Identify 80% of at-risk students through academic and socio-emotional evaluations
- Monitor student progress, adjusting programs as needed
- Develop tailored support programs addressing their specific learning challenges
- KRIncrease identification of potential at-risk students by 30%
- Implement early warning systems for student performance issues
- Train teachers on identifying signs of at-risk behaviors
- Regularly analyze student attendance, grades, and behaviors
Advisor OKR best practices
Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.
Here are a couple of best practices extracted from our OKR implementation guide 👇
Tip #1: Limit the number of key results
Focus can only be achieve by limiting the number of competing priorities. It is crucial that you take the time to identify where you need to move the needle, and avoid adding business-as-usual activities to your OKRs.
We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.
Tip #2: Commit to weekly OKR check-ins
Having good goals is only half the effort. You'll get significant more value from your OKRs if you commit to a weekly check-in process.
Being able to see trends for your key results will also keep yourself honest.
Tip #3: No more than 2 yellow statuses in a row
Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.
As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.
Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.
Save hours with automated OKR dashboards
Your quarterly OKRs should be tracked weekly if you want to get all the benefits of the OKRs framework. Reviewing progress periodically has several advantages:
- It brings the goals back to the top of the mind
- It will highlight poorly set OKRs
- It will surface execution risks
- It improves transparency and accountability
Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, you can move to Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More Advisor OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to create a unified promo planning process for all Sales
- OKRs to boost the count of medium and large business accounts
- OKRs to improve event management effectiveness for speakers
- OKRs to enhance collaboration and performance in the marketing team
- OKRs to drive US commercial opportunities expansion
- OKRs to process and complete all outstanding tax returns