Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Proposal 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.
Creating impactful OKRs can be a daunting task, especially for newcomers. Shifting your focus from projects to outcomes is key to successful planning.
We've tailored a list of OKRs examples for Proposal 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 Proposal 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.
Proposal OKRs examples
You'll find below a list of Objectives and Key Results templates for Proposal. 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 contribute proactively to three Atlassian Services proposals
ObjectiveContribute proactively to three Atlassian Services proposals
KRGain customer acceptance on at least two proposals by the end of the quarter
Schedule and conduct presentations of the proposals to customers- Secure formal acceptance from at least two customers
- Develop clear and persuasive proposals for customer presentation
- KRDraft and submit one compelling proposal each month for client consideration
- Develop a compelling and concise proposal outline
- Identify desirable project proposals for the client
- Submit the completed proposal to the client
- KRIdentify and finalize five potential clients needing Atlassian Services by Week 2
OKRs to develop and implement an impactful spending proposal
- ObjectiveDevelop and implement an impactful spending proposal
- KRObtain approval for the final spending proposal from all necessary department heads
- Collect approval signatures from every department head
- Arrange a meeting to present and discuss the proposal
- Draft final spending proposal for department heads' review
- KRResearch and benchmark 3 successful spending proposals from like companies
- Obtain and analyze these companies' spending proposals
- Identify three similar companies with successful spending proposals
- Record findings and draw parallels to inform our proposal
- KRAssemble a comprehensive draft proposal with at least 30 operational line items
- Create a list of minimum 30 operational line items
- Include those operational line items in the draft
- Write a comprehensive draft proposal
OKRs to secure 10 new request for proposals
- ObjectiveSecure 10 new request for proposals
- KRIdentify and initiate outreach to 30 potential leads for RFPs each week
- Create a compelling outreach message
- Research and identify 30 potential leads for RFPs
- Initiate contact with each lead weekly
- KRConduct at least 20 successful meetings with decision-makers for RFPs per month
- Reach out and schedule meetings with the identified individuals
- Plan and conduct effective presentations for each meeting
- Research and identify potential decision-makers for RFPs
- KRAchieve a conversion rate of 50% in moving leads to submitting RFPs
- Improve lead targeting with data analysis techniques
- Train sales team on persuasive communication strategies
- Implement captivating and informative proposal templates
OKRs to establish a successful partnership with Meta
- ObjectiveEstablish a successful partnership with Meta
- KRSecure a meeting with Meta's key decision-makers within the first month
- Identify and research Meta's main decision-makers
- Follow up until a meeting is secured
- Craft personalized outreach messages to each individual
- KRDevelop a value-driven partnership proposal for Meta by the second month
- Arrange a proposal presentation with Meta
- Draft a proposal outlining mutual value growth
- Identify potential areas of synergy between our company and Meta
- KRSecure a signed partnership agreement with Meta by the end of the quarter
- Initiate a meeting to discuss partnership with Meta representatives
- Finalize and receive signed partnership agreement from Meta
- Present a compelling proposal detailing mutual benefits
OKRs to secure 6.5M for nonprofit
- ObjectiveSecure 6.5M for nonprofit
- KRObtain 1.5M in grants from foundations
- Prepare compelling, detailed grant proposals
- Identify suitable foundations for grant applications
- Submit all proposals as per requirements
- KRRaise 2M through online fundraising campaigns
- Launch and continuously monitor the campaign's performance
- Develop a compelling marketing strategy
- Identify key audiences to target during online fundraising
- KRSecure 3M through corporate partnerships
- Initiate negotiations and finalize partnership agreements
- Identify potential corporate partners based on synergy and financial potential
- Develop a compelling partnership proposal showcasing mutual benefits
OKRs to secure two contracts with value at least $300,000
- ObjectiveSecure two contracts with value at least $300,000
- KRSuccessfully negotiate and close at least two contracts valued above $150,000 each
- Research and identify potential high-value clients
- Develop customized proposals for each client
- Conduct persuasive negotiation meetings
- KRConduct 30 business proposal presentations for potential clients
- Schedule and execute 30 presentations
- Create and refine business proposal presentations
- Identify and research 30 potential clients for proposals
- KRIdentify and reach out to 50 potential clients by the end of the quarter
- Send outreach messages to each potential client
- Draft a personalized outreach message for each contact
- Create a list of 50 potential clients relevant to our business
OKRs to develop comprehensive RFP questions for payroll and HR solutions
- ObjectiveDevelop comprehensive RFP questions for payroll and HR solutions
- KRFormulate 15 insightful RFP questions about necessary HR solution features by week 6
- Identify key HR solution features needed in the company
- Draft 15 well-crafted RFP questions
- Research exemplary RFP questions related to HR solutions
- KRReceive positive feedback on RFP questions from at least three industry experts by week 8
- Draft RFP questions by week 2
- Solicit and incorporate feedback by week 7
- Identify and contact three industry experts by week 4
- KRCraft 20 detailed RFP questions that cover essential payroll functionalities by week 4
- Review pertinent payroll functionalities for comprehensive understanding
- Draft a list of 20 detailed questions
- Review and refine questions by week 4
Proposal 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
The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. 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
We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using 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 Proposal OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to improve user retention rate and reduce churn
- OKRs to enhance support for junior recruiters
- OKRs to understand group's shared experiences comprehensively
- OKRs to improve knowledge of ozonation process
- OKRs to boost the total active customer base
- OKRs to achieve 10% reduction in non-critical inventory stockpile