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OKR template to enhance communication with general contractors for increased project awards

public-lib · Published 6 months ago

Your OKR template

The OKR seeks to enhance communication with general contractors, with an expected effect of increased project awards. Initiatives such as following up on previously sent quote requests every week, weekly inquiries on contractor forums or job boards, and reaching out daily to new general contractors are launched to secure more quotes.

Another objective is to raise the project award rate by 30% over the next quarter. Actions including regular tracking and analysis of negotiation outcomes and establishing strong, equitable negotiation strategies are being adopted. Furthermore, team members are to be trained in effective negotiation techniques.

Also, there is an expectation to maintain a 90% rate on timely, accurate responses to contractor inquiries. To achieve this, initiatives such as the conduct of regular accuracy evaluations of responses, implementation of a contractor inquiry tracking system, and scheduling dedicated time for responding to queries are in place.

In overall, this OKR demonstrates a strategic and determined effort to enhance communications, ensuring not only an increase in project awards but equally important, fostering healthier relationships with contractors through output quality and response effectiveness.
  • ObjectiveObjectiveEnhance communication with general contractors for increased project awards
  • Key ResultKRSecure at least 10 more submittal quotes from general contractors each week
  • TaskFollow up on previously sent quote requests every week
  • TaskPost weekly inquiries on general contractor forums or job boards
  • TaskReach out daily to at least two new general contractors for quotes
  • Key ResultKRRaise project award rate by 30% over the next quarter through effective negotiation
  • TaskTrack and analyze negotiation outcomes regularly
  • TaskEstablish robust, fair negotiation strategies and practices
  • TaskTrain team members on effective negotiation techniques
  • Key ResultKRMaintain a 90% rate on timely, accurate responses to contractor inquiries
  • TaskConduct regular response accuracy evaluations
  • TaskImplement a tracking system for contractor inquiries
  • TaskSchedule daily dedicated time for query responses
Use in Tability

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.

Tability Import Options

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.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

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.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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