Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Strategy Planner 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 Planner 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 Planner 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
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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 Planner OKRs examples
You will find in the next section many different Strategy Planner Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).
Hope you'll find this helpful!
OKRs to execute a systematic approach to generate varying okr timelines
ObjectiveExecute a systematic approach to generate varying okr timelines
KRDevelop a comprehensive strategy for OKR timeline generation within 1st week
Solicit feedback on the proposed timeline
Draft a preliminary OKR timeline
Identify key objectives and corresponding key results
KRImplement strategy, yielding at least a 30% increase in efficiency by week 6
Establish measurable goals oriented towards a 30% increase in efficiency
Monitor, evaluate, and adjust strategy on a weekly basis
Create and train team on actionable strategy for efficiency improvement
KRReview, refine and iterate the strategy by achieving 100% completion by week 12
Regularly reassess and adjust strategy as needed
Implement improvements to current strategy
Evaluate current strategy effectiveness
OKRs to enhance performance in the top two targeted areas for improvement
ObjectiveEnhance performance in the top two targeted areas for improvement
KRBuild detailed strategy plans addressing identified improvements by week 4
Develop a detailed strategy plan in week two
Finalize and implement improvement plans by week four
Identify areas needing improvement in the first week
KRImplement created action plans and achieve 20% improvement by week 10
Monitor progress and adjust approaches to ensure 20% improvement
Review and understand the details of the created action plans
Start implementing strategies from the action plans
KRIdentify improvement needs through comprehensive analysis by week 2
Conduct surveys to gather employee feedback on improvement needs
Review latest reports for performance-based improvement areas
Analyze customer feedback to identify required enhancements
OKRs to implement a quarterly price review mechanism
ObjectiveImplement a quarterly price review mechanism
KRExecute and refine the new mechanism on a small-scale within the third month
Evaluate and assess the effectiveness and efficiency of the new mechanism
Make necessary adjustments and refinements based on the evaluation results
Initiate execution of the newly implemented mechanism on a smaller scale
KRIdentify key variables impacting pricing by end of week four
Analyze historical price changes and their driving factors
Research current market trends influencing pricing
Identify competitors' pricing strategies and impacts
KRDevelop an impact-based model for price adjustments within the next six weeks
Test and refine the designed model
Design a prototype for the impact-based model
Identify key factors impacting price adjustments
OKRs to boost monthly quote volumes to 4million
ObjectiveBoost monthly quote volumes to 4million
KRImplement new lead generation strategy to attract 10% more potential customers
Research and identify innovative lead generation tactics relevant to our target market
Develop and launch new marketing campaigns to implement new lead generation strategies
Track, analyze and refine strategy based on lead conversion rates and customer feedback
KRIncrease weekly outreach activities by 20% to generate larger quote requests
Develop a weekly plan for increased outreach
Dedicate an additional hour daily to outreach activities
Initiate 20% more cold calls each day
KRImprove quote conversion rate to 5% using improved sales techniques
Monitor sales calls to identify improvements needed
Implement training workshops focused on advanced sales techniques
Revise and optimize the sales script
OKRs to establish solid groundwork for expansion into new markets
ObjectiveEstablish solid groundwork for expansion into new markets
KRDevelop tailored expansion strategy for each identified market
Review and refine strategies based on potential return analysis
Apply insights to craft unique growth strategies per market
Conduct comprehensive research on identified markets' characteristics
KRSecure financial resources necessary for the initial phase of expansion
Research potential funding sources and investors
Submit proposals or applications for funding
Identify necessary budget for expansion activities
KRIdentify and analyze potential markets for viability by the quarter-end
Conduct thorough research on emerging markets and trends
Analyze the demands and profitability of potential markets
Present a detailed report on market viability analysis
OKRs to enhance analytical thinking and problem-solving skills
ObjectiveEnhance analytical thinking and problem-solving skills
KRImplement creative solutions to 3 ongoing business challenges
Implement and monitor the effectiveness of these solutions
Research and develop innovative strategies to address these challenges
Identify 3 key challenges affecting business productivity or growth
KRSolve 5 complex analytical problems per week without assistance
Allocate dedicated time daily for problem-solving
Determine and understand problem scope and requirements
Constantly develop and grow problem-solving skills
KRComplete 3 logic and problem-solving related online courses
Research and select three online courses focused on logic and problem solving
Systematically complete each course according to its curriculum
Enroll in the selected courses on their respective platforms
OKRs to execute impactful strategies to accomplish my goal
ObjectiveExecute impactful strategies to accomplish my goal
KRDefine 3 effective strategies for goal completion through thorough analysis by week 2
Refine strategies based on thorough analysis outcomes
Identify specific strategies to enhance goal completion
Analyze effectiveness of strategies within two weeks
KRAchieve at least 90% of the desired outcome using the implemented strategies by week 12
Review and adjust implemented strategies weekly
Measure weekly progress towards the desired outcome
Conduct regular team performance assessments
KRImplement the defined strategies in 70% of the task areas by week 6
Identify and prioritize top 70% of task areas requiring strategy implementation
Facilitate team training sessions to ensure strategy understanding and adoption
Develop and schedule a detailed strategy rollout plan for week 6
OKRs to develop an engaging and results-driven events strategy
ObjectiveDevelop an engaging and results-driven events strategy
KRMeasure and increase participant satisfaction by 25% post-event via surveys
Create a post-event satisfaction survey for participants
Implement feedback to improve future events by 25%
Distribute the survey to all event participants
KRSecure partnerships with at least 5 industry influencers for event exposure
Identify relevant industry influencers for partnership
Draft compelling proposal for potential influencer partnerships
Follow-up proposal with individual discussions and negotiation
KRBoost event engagement by 30% through interactive and engaging execution strategies
Use visual storytelling to captivate attendees' interest
Adopt gamification methods for interactive participant involvement
Implement live polls/quizzes to encourage audience participation
Strategy Planner 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
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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 Planner OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to identify high-potential startups for potential investment
OKRs to facilitate ISO 27001 certification readiness for tech team
OKRs to enhance problem-solving proficiency in water treatment
OKRs to improve search engine rankings for targeted keywords
OKRs to enhance the reliability and efficiency of our infrastructure
OKRs to achieve personal and financial stability