OKR template to implement a cost-effective solution for portfolio tracking
Your OKR template
The second objective focuses on trialling multiple options and selecting the most efficient solution by week 10. This involves evaluating each solution's efficiency on a weekly basis during the trial period. The goal is to implement the most productive and compatible solution for portfolio tracking by week 10.
Thirdly, by week 6, the objective is to research and identify at least 3 cost-effective portfolio tracking solutions. The process includes researching affordable portfolio tracking services, compiling and analyzing the top 3 options. An outline of key features that are necessary and useful in portfolio tracking will also be prepared.
The overall OKR is meant to restructure and innovate the way portfolio tracking is done. The new system should be cost-effective, functional and efficient thus enhancing productivity and effectiveness in portfolio management.
ObjectiveImplement a cost-effective solution for portfolio tracking
KRSuccessfully integrate chosen solution into current system with 100% functionality by week 12
Develop an integration plan and timeline to implement the solution- Test and debug solution for 100% functionality by week 12
- Evaluate suitability and functionality of chosen solution with the current system
- KRTrial selected solutions and choose most efficient by week 10
- Evaluate each solution's efficiency weekly
- Implement chosen solutions for a trial period
- Choose the most productive solution by week 10
- KRResearch and identify 3 cost-effective portfolio tracking solutions by week 6
- Research affordable portfolio tracking services
- Compile and analyze top 3 options
- Outline key features needed in portfolio tracking solutions
How to edit and track OKRs with Tability
You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.
Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.
With Tability you can:
- Use AI to draft a complete set of OKRs in seconds
- Connect your OKRs and team goals to your project
- Automate reporting with integrations and built-in dashboard
Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.
The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.
Step 1. Sign up for a free Tability account
Go tohttps://tability.app/signup and create your account (it's free!)
Step 2. Create a plan
Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.
Step 3. Use the magic importer
Click on Use magic import to open up the Magic Import modal.
Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.
Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!
Now, just click on Import from text and let the magic happen.
Once your example is in the plan editor, you will be able to:
- Edit the objectives, key results, and tasks
- Click on the target 0 → 100% to set better target
- Use the tips and the AI to refine your goals
Step 4. Publish your plan
Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.
From there you will have access to all the features that will help you and your team save hours with OKR reporting.
- 10+ built-in dashboards to visualise progress on your goals
- Weekly reminders, data connectors, and smart notifications
- 9 views to map OKRs to strategic projects
- Strategy map to align teams at scale