2 Kpi Tracking OKR examples with initiatives

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What are Kpi Tracking OKRs?

The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.

Crafting effective OKRs can be challenging, particularly for beginners. Emphasizing outcomes rather than projects should be the core of your planning.

We have a collection of OKRs examples for Kpi Tracking to give you some inspiration. You can use any of the templates below as a starting point for your OKRs.

If you want to learn more about the framework, you can read our OKR guide online.

Kpi Tracking OKRs examples

We've added many examples of Kpi Tracking 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 implement successful project tracking and KPI definition system

ObjectiveImplement successful project tracking and KPI definition system
KRDevelop a comprehensive tracking system to monitor project outcomes by week 6
Design a comprehensive tracking system architecture
Identify key project outcomes for weekly tracking
Implement the tracking system by the 6th week
KRAchieve 90% of project KPI targets by the end of the quarter
Review all current project KPIs and identify areas of improvement
Monitor and adjust those strategies regularly
Develop strategies to enhance performance in underachieving areas
KREstablish detailed success criteria for 3 major projects by week 4
Develop detailed criteria for each project
Identify 3 major projects needing success criteria
Set and confirm criteria by week 4

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OKRs to implement a CRM system to efficiently track partner journey and KPIs

ObjectiveImplement a CRM system to efficiently track partner journey and KPIs
KRTrain 70% of the sales team to proficiently use the CRM system by week 8
Schedule detailed CRM training sessions by week 4
Identify 70% of the sales team for CRM training
Accomplish proficiency testing by week 8
KREnsure CRM system measures at least 5 essential business KPIs accurately by week 6
Identify 5 key business KPIs important for the CRM system
Implement changes by week 6 if required
Test CRM's ability to accurately measure these KPIs
KRDevelop a functional CRM model that can track partner interactions by week 4
Design a prototype of the CRM model
Implement and test the CRM model
Identify necessary features to track partner interactions

crm-system kpi-tracking sales-team system-analysts sales it

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How to write your own Kpi Tracking OKRs

1. Get tailored OKRs with an AI

You'll find some examples below, but it's likely that you have very specific needs that won't be covered.

You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.

1. Go to Tability's plan editor
2. Click on the "Generate goals using AI" button
3. Use natural language to describe your goals

Tability will then use your prompt to generate a fully editable OKR template.

Watch the video below to see it in action 👇

Option 2. Optimise existing OKRs with Tability Feedback tool

If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.

1. Go to Tability's plan editor
2. Add your existing OKRs (you can import them from a spreadsheet)
3. Click on "Generate analysis"

Tability's Strategy Map makes it easy to see all your org's OKRs

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.

You can then decide to accept the suggestions or dismiss them if you don't agree.

Option 3. Use the free OKR generator

If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.

Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.

Kpi Tracking 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

The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the 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

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.

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.

How to track your Kpi Tracking OKRs

OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full benefits from the 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, once you get comfortable you can graduate to a proper OKRs-tracking tool.

If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.

More Kpi Tracking OKR templates

We have more templates to help you draft your team goals and OKRs.

2 OKR examples for Kpi Tracking