OKR template to successfully launch the asset managers unit trust business
The OKR outlines the goal of successfully launching an asset management unit trust business. A critical component is the recruitment of three experienced unit trust portfolio managers by the 12th week. The steps to achieve this include scheduling interviews and assessments, identifying appropriate candidates, and ensuring completion of hiring and orientation processes.
Another crucial objective is acquiring capital commitments from five strategic partners within the first nine weeks. This endeavor involves identifying potential partners, scheduling and conducting pitch meetings, and developing a convincing pitch aimed at these partners.
The OKR also details creating a comprehensive business plan that adheres to SEC regulations for the unit trust operation by the sixth week. However, no specific initiatives are associated with this objective, implying that the process has been desisted or left open-ended.
This OKR provides a timeline and step-by-step actions required to initiate a unit trust operation, focusing on assembling a competent team and securing the necessary capital while adhering to regulatory guidelines.
Another crucial objective is acquiring capital commitments from five strategic partners within the first nine weeks. This endeavor involves identifying potential partners, scheduling and conducting pitch meetings, and developing a convincing pitch aimed at these partners.
The OKR also details creating a comprehensive business plan that adheres to SEC regulations for the unit trust operation by the sixth week. However, no specific initiatives are associated with this objective, implying that the process has been desisted or left open-ended.
This OKR provides a timeline and step-by-step actions required to initiate a unit trust operation, focusing on assembling a competent team and securing the necessary capital while adhering to regulatory guidelines.
Successfully launch the asset managers unit trust business
Onboard 3 seasoned unit trust portfolio managers by Week 12
Schedule interview and assessment process by Week 8- Identify suitable candidates for unit trust portfolio manager role
- Complete hiring and orientation by Week 12
- Acquire initial capital commitments from 5 strategic partners by Week 9
- Identify potential strategic partners for initial capital commitments
- Schedule and conduct pitch meetings before Week 9
- Develop a compelling pitch targeting these strategic partners
- Develop comprehensive, SEC-compliant business plan for unit trust operation by Week 6