Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Strategy & Planning Team 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 Strategy & Planning Team 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.
The best tools for writing perfect Strategy & Planning Team 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.
Strategy & Planning Team OKRs examples
You'll find below a list of Objectives and Key Results templates for Strategy & Planning Team. 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 establish leadership for Stringberry Strategy
ObjectiveEstablish leadership for Stringberry Strategy
KRDepict demonstrable improvements in strategy implementation, reflected through 10% increase in efficiency
Conduct regular employee training on new strategies- Regularly evaluate and adjust strategy effectiveness
- Implement new technology to enhance operational efficiency
- KRDevelop comprehensive understanding of Stringberry Strategy within first two weeks
- Attend relevant Stringberry Strategy workshops
- Review all available Stringberry Strategy documents
- Consult team members about Stringberry Strategy
- KRConduct two strategy dissemination sessions with team members
- Create detailed agendas for the strategy dissemination sessions
- Prepare materials and presentations for the sessions
- Schedule the strategy dissemination sessions with team members
OKRs to establish successful strategy execution for value realization
- ObjectiveEstablish successful strategy execution for value realization
- KRDefine and document 3 new key operational processes to ensure strategy alignment
- Document these processes in writing
- Define 3 new key operational processes
- Verify process aligns with overall strategy
- KRAchieve 20% increase in KPIs directly impacted by revised strategies
- Implement relevant training for team on new strategies
- Continuously monitor and adjust strategies based on KPI results
- Review and update current strategies based on previous KPI performances
- KRImprove team's strategic alignment scores by 30% through purposeful training initiatives
- Implement regular alignment evaluation measures
- Provide constructive feedback and strategic guidelines
- Develop a comprehensive, purposeful training program
OKRs to develop 2025's innovative digital strategy and planning framework
- ObjectiveDevelop 2025's innovative digital strategy and planning framework
- KRDevelop a comprehensive digital strategy document incorporating above identified trends
- Analyze current digital strategy and identify areas for improvement
- Research latest digital trends relevant to the business sector
- Compile the strategy incorporating identified trends and improvements
- KRIdentify and evaluate 10 contemporary and potential digital trends by end of quarter
- Research and select 10 notable contemporary digital trends
- Evaluate potential impact of chosen trends
- Prepare a comprehensive report on findings
- KRGet approval for the digital strategy plan from 90% of stakeholders
- Prepare a comprehensive presentation of the digital strategy plan
- Collect, document and quantify stakeholder approval
- Schedule and conduct meetings with all stakeholders
OKRs to implement smart sales strategy roll-down to management team
- ObjectiveImplement smart sales strategy roll-down to management team
- KRMeasure and improve the strategy implementation rate by 30%
- Conduct regular audits to assess current strategy implementation rate
- Identify obstacles to strategy execution and devise solutions
- Implement training sessions to enhance employees' strategy execution skills
- KRDevelop a comprehensive smart methodology training program by week four
- Design curriculum for training program by week two
- Test and finalize training materials by week three
- Identify key components of the smart methodology by week one
- KRTrain 80% of management in smart sales strategy roll-down by end of quarter
- Schedule training sessions for all management personnel
- Monitor and track management training progress
- Identify suitably qualified trainers in smart sales strategy
OKRs to secure the buy-in from the leadership of the 5 MAYD clusters on our strategy
- ObjectiveSecure the buy-in from the leadership of the 5 MAYD clusters on our strategy
- KRConduct 5 customized persuasive presentations for each MAYD cluster's leadership
- Create compelling graphics and content for five presentations
- Identify key points for each MAYD cluster's personalized presentation
- Schedule and conduct the presentations for each cluster's leadership
- KRSecure formal written agreement from at least 4 of the 5 cluster heads on strategy
- Send drafted agreement to the 5 cluster heads
- Draft detailed strategy agreement for cluster head approval
- Follow up for signatures of at least 4 heads
- KROutline benefits and get a 75% positive initial feedback from MAYD cluster heads
- Conduct survey to gauge initial feedback
- Identify and list benefits of MAYD cluster heads
- Prepare comprehensive presentation highlighting benefits
OKRs to develop a cohesive investor relations strategy for effective fundraising
- ObjectiveDevelop a cohesive investor relations strategy for effective fundraising
- KRSecure commitments for fundraising from 5 potential investors following strategy implementation
- Schedule and conduct meetings with potential stakeholders
- Obtain written commitments from investors
- Craft persuasive, personalized pitches for potential investors
- KRTrain 80% of team on strategy execution for secure investor communication
- Monitor and ensure 80% team participation in training
- Identify team members needing strategy execution training
- Schedule training sessions on secure investor communication
- KRCreate strategy document involving all departments within 1 month
- Identify key stakeholders across all departments
- Schedule meetings to discuss strategies
- Write and revise comprehensive strategy document
OKRs to develop and implement an efficient cloud strategy
- ObjectiveDevelop and implement an efficient cloud strategy
- KRIdentify and analyze potential cloud service providers by the end of month 2
- Research potential cloud service providers
- Prepare a comparative analytical report of all providers
- Evaluate providers based on features, cost-effectiveness and reliability
- KRDefine key requirements and desired outcomes of the cloud strategy by month 1
- Outline desired outcomes from implementing the cloud solution
- Identify critical objectives for adopting the cloud strategy
- Determine primary requirements for the cloud strategy
- KRDesign, test, and execute cloud migration strategy achieving 90% transition by quarter end
- Develop comprehensive cloud migration plan, including cost and risk analysis
- Execute the cloud migration, closely monitoring process and resolving issues promptly
- Conduct exhaustive testing on pre-migration process and continuity plans
OKRs to develop an efficient account strategy template for top urgent accounts
- ObjectiveDevelop an efficient account strategy template for top urgent accounts
- KRReduce account-related issues by 15% monthly through optimized strategy implementation
- Develop automated systems for account-related tasks
- Introduce weekly evaluations to detect issues early
- Implement regular training on account procedures for employees
- KRImplement a standardized account strategy template for two urgent accounts
- Apply the template to the two urgent accounts
- Design the standardized strategy template
- Identify the key elements needed in the strategy template
- KRAchieve 20% increase in efficiency of account management for these two accounts
- Implement automated account management software
- Streamline communication processes with clients
- Schedule weekly efficiency reviews and strategies meeting
OKRs to implement SOCs playbooks for abnormal activities
- ObjectiveImplement SOCs playbooks for abnormal activities
- KRDefine 10 unique abnormal case scenarios by end of Week 4
- Identify possible areas vulnerable to abnormalities
- Review and finalize abnormal case scenarios
- Brainstorm and outline 10 unique abnormal scenarios
- KRTrain all SOC staff on newly developed playbooks ensuring 90% pass rate by Week 12
- Develop comprehensive training module on new playbooks for SOC staff
- Conduct frequent assessments to achieve 90% pass rate
- Schedule and implement ongoing training sessions till Week 12
- KRDevelop and validate 10 effective response strategies for indicated scenarios by Week 8
- Identify potential scenarios by Day 3 of Week 1
- Complete validation process for strategies by Week 7
- Formulate initial response strategies by Week 2
OKRs to enhance understanding of customer needs and expectations through surveys
- ObjectiveEnhance understanding of customer needs and expectations through surveys
- KRConduct a survey with at least 500 unique customer responses
- Develop a relevant and concise questionnaire for customers
- Identify and select diverse channels to distribute the survey
- Organize and analyze the gathered survey responses
- KRIdentify and categorize top 3 common customer needs and expectations
- Analyze survey data to identify top 3 needs
- Categorize these needs for future reference
- Conduct a survey to identify common customer needs
- KRImplement at least 2 changes in strategy or offering based on the survey insights
- Analyze survey results to identify key insights
- Apply changes to business offering
- Develop a plan to implement strategy changes
Strategy & Planning Team 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.
Save hours with automated OKR dashboards
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
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 Strategy & Planning Team OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to implement a new CI/CD platform for seamless software deployment and delivery
- OKRs to implement robust monitoring and observability in the Cloud Platform
- OKRs to ensure water-proof status of all line extenders and taps on cable system
- OKRs to significantly reduce reported risks
- OKRs to secure funding from three new investors
- OKRs to amplify clothing sales via social media platforms