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What are Excel 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.
We've tailored a list of OKRs examples for Excel to help you. You can look at any of the templates below to get some inspiration for your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
The best tools for writing perfect Excel 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.
Excel OKRs examples
We've added many examples of Excel Objectives and Key Results, but we did not stop there. Understanding the difference between OKRs and projects is important, so we also added examples of strategic initiatives that relate to the OKRs.
Hope you'll find this helpful!
OKRs to excel academically, maintaining perfect scores, and augment intelligence
ObjectiveExcel academically, maintaining perfect scores, and augment intelligence
KRObtain an A grade in every class through diligent study and preparation
Participate actively and ask questions in class- Prepare extensively for all tests and assignments
- Review and understand class materials daily
- KRParticipate in extracurricular activities and clubs to promote lateral thinking
- Identify and join school/corporate clubs focusing on creative brainstorming activities
- Attend workshops on lateral thinking techniques
- Engage in group projects for shared problem-solving experiences
- KRSuccessfully complete all assignments and projects before deadlines with excellence
- Develop a daily plan prioritizing assignments based on deadlines and complexity
- Allocate sufficient time to thoroughly review and revise completed work
- Use productivity tools to manage and track progress towards meeting deadlines
OKRs to establish a high-performance Operational Excellence Office
- ObjectiveEstablish a high-performance Operational Excellence Office
- KRImplement 2 office operational frameworks to streamline processes and improve efficiency
- Train staff on new operational frameworks usage
- Research suitable operational frameworks for implementation
- Identify current inefficiencies within office processes
- KRAchieve a team satisfaction rate of 85% in the initial performance review
- Address feedback and implement suggested improvements
- Foster a positive work environment through team building
- Conduct anonymous satisfaction surveys among team members
- KRHire and train 3 qualified office personnel, ensuring adept role-fit competency
- Develop and implement comprehensive training for new hires
- Assess applicants' skills to ensure role-fit competency
- Advertise available office positions through relevant channels
OKRs to launch Oracle token to secure capital through Excelrator
- ObjectiveLaunch Oracle token to secure capital through Excelrator
- KRFinalize legal and compliance aspects for token issuance
- Review applicable laws and regulations for token issuance
- Correct potential compliance issues spotted in the review
- Consult with a legal expert on compliance requirements
- KRSecure commitments to purchase 25% of token offering
- Follow up and confirm investor commitments
- Identify potential investors interested in token offerings
- Develop personalized pitches highlighting token benefits
- KRDevelop Oracle functionality in Excelrator platform to demonstration level
- Learn Oracle functionality relevant to Excelrator platform
- Implement the necessary Oracle functionalities in Excelrator
- Prepare a comprehensive demonstration of implemented functionalities
OKRs to achieve excellence in academics
- ObjectiveAchieve excellence in academics
- KRAttend at least 95% of total classes for each subject
- Instill discipline for regular class attendance
- Consistently review and update course schedules
- Prioritize scheduling conflicts and solve promptly
- KRComplete all assignments and projects before their deadlines
- Regularly review and update progress on assignments
- Prioritize assignments based on deadlines and complexity
- Allocate specific time for focused study each day
- KRObtain an average score of 90% or above in all subjects
- Partner with classmates to create interactive, comprehensive study groups
- Seek assistance from teachers for topics that are not clear
- Allocate daily study time for each subject to keep materials fresh
OKRs to achieve operational excellence across all business areas
- ObjectiveAchieve operational excellence across all business areas
- KRImprove process output by accelerating workflow speed by 20%
- Implement automated systems to streamline operations
- Analyze current workflow to identify bottlenecks and delays
- Train staff on efficiency improving strategies
- KREnhance employee productivity by providing training, aiming for 90% completion
- Monitor and report the training completion rate continuously
- Conduct regular training sessions for all levels of employees
- Identify necessary training programs for different job roles
- KRIncrease efficiency by reducing operational errors by 15%
- Introduce automated systems for high-error processes
- Continually review and improve current procedures
- Implement training programs focusing on reducing operational mistakes
OKRs to implement operational excellence in product development
- ObjectiveImplement operational excellence in product development
- KRTrain 100% of development team on Lean Six Sigma tools by quarter end
- Provide training material to all team members
- Schedule Lean Six Sigma training sessions for the team
- Confirm all team members complete the training
- KRReduce product development cycle time by 20%
- Provide employee training on rapid prototyping techniques
- Implement efficient project management methodologies
- Streamline approval processes and eliminate unnecessary steps
- KRIntroduce 3 new metrics to monitor operational efficiency in product development process
- Implement tracking systems for chosen metrics
- Identify potential metrics for tracking operational efficiency
- Train team on understanding and utilizing new metrics
OKRs to build a robust and efficient Cloud Center of Excellence
- ObjectiveBuild a robust and efficient Cloud Center of Excellence
- KRImplement standardized best practices for cloud usage across all departments
- Conduct seminars for all departments on implementing these practices
- Monitor and review the effectiveness of these practices regularly
- Develop an extensive guide on standardized cloud usage best practices
- KRTrain 5 employees on advanced cloud technologies to increase internal expertise
- Identify suitable advanced cloud technology training programs
- Schedule training sessions for the five employees
- Monitor and assess post-training performance improvement
- KRImprove cloud service productivity by 20% by optimizing existing processes
- Develop a strategy for optimizing existing workflows
- Conduct analysis of current cloud service process inefficiencies
- Implement changes and measure resulting productivity boost
OKRs to enhance skills in Excel and expand knowledge on brokerage business
- ObjectiveEnhance skills in Excel and expand knowledge on brokerage business
- KRDedicate 15 hours per week to job shadow a brokerage business expert
- Schedule dedicated 15-hour weekly blocks for shadowing
- Create a list of questions to aid learning
- Identify a brokerage business expert to shadow
- KRDemonstrate understanding of brokerage business by preparing a detailed shadowing report
- Research key aspects of brokerage business operations
- Compile findings into a comprehensive report
- Shadow and record broker's daily activities
- KRComplete a professional online Excel course with a certificate of achievement
- Successfully complete the course and obtain the certificate
- Enroll in selected course and start completing the lessons
- Research and choose a suitable professional Excel online course
OKRs to enhance operational excellence in wellness and resiliency department
- ObjectiveEnhance operational excellence in wellness and resiliency department
- KRImplement two new resiliency models, leading to a 10% overall performance improvement
- Implement selected models into existing systems
- Monitor and measure performance improvements
- Identify and research two potential resiliency models
- KRAchieve 95% satisfaction rate in employee wellness program feedback
- Implement changes based on employee survey feedback
- Initiate periodic surveys to gauge employee satisfaction with wellness program
- Provide supplemental support resources and workshops
- KRDecrease time taken to resolve operational challenges by 20%
- Provide regular training on operations management
- Implement more efficient problem-solving systems and processes
- Increase communication and collaboration in team
OKRs to enhance delivery excellence through supporting responsible projects
- ObjectiveEnhance delivery excellence through supporting responsible projects
- KRMeasure delivery performance improvements accurately
- Establish key performance indicators for delivery efficiency
- Implement a data tracking system for deliveries
- Analyze performance metrics regularly and objectively
- KRIncrease system uptake by 20%
- Implement an effective marketing and promotion strategy
- Provide comprehensive user training and support
- Improve user interface for enhanced system accessibility
- KREngage with project managers for successful implementation
- Schedule regular progress meetings with project managers
- Collaborate on problem-solving for project challenges
- Provide clear, constructive feedback for ongoing projects
Excel 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
Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.
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
Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.
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
Spreadsheets are enough to get started. Then, once you need to scale you can use 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 Excel OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance compliance and engagement through sales audit
- OKRs to strengthen platform performance and maintain market leadership
- OKRs to seamless integration and deployment of Productiv SaaS application
- OKRs to enhance platform performance through strategic commercial projects
- OKRs to establish new, attractive OKR Consultancy firm for businesses
- OKRs to successfully migrate admin application to existing platform