OKR template to establish a fully functional over-the-counter (OTC) trading desk
Your OKR template
The objective for trading involves establishing a seamless, efficient trading workflow and identifying potential efficiency gaps within the current workflow. New workflow strategies will be designed and implemented to ensure smooth transitions. The plan is to complete this within 12 weeks.
The trading desk also needs to be fully compliant with trading regulations, requiring the set up of a legal entity. This involves validating all trading agreements, obtaining necessary licenses and permits, and determining a company structure that aligns with regulatory requirements. The goal is to finalize this within 4 weeks.
Finally, the OKR includes establishing a fully operational bank account for the entity. The initiatives include gathering required entity documents, determining the type of bank account needed, and opening and funding the account. This is expected to be accomplished by week 6.
ObjectiveEstablish a fully functional over-the-counter (OTC) trading desk
KRImplement a seamless, efficient trading workflow by week 12
Implement and test new trading workflow by week 12- Design new workflow strategies emphasizing seamless transitions
- Identify key efficiency gaps in the current trading workflow
- KRFinalize the setup of legal entity compliant with trading regulations by week 4
- Validate all trading agreements by week 4
- Obtain all necessary trading licenses and permits
- Establish a compliant company structure
- KROpen a fully operational bank account for the entity by week 6
- Gather required entity documents by week 3
- Determine type of bank account needed by week 1
- Open and fund the account by week 6
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