OKR template to identify the top FP&A software in the market

public-lib · Published 3 months ago

Your OKR template

This OKR focuses on identifying the leading Financial Planning & Analysis (FP&A) software options in the market. The first objective seeks to compile a list of at least 20 various FP&A software options by the third week. This involves a proactive approach to researching and evaluating potential tools based on specific criteria.

The next objective to assess goes deeper into the features, cost, and user reviews of each software option. Executed by week six, this requires compiling a catalog of the software elements, analyzing user experience comprehensively, and correlating the cost-to-feature ratio.

Then, the process narrows down to selecting and presenting the top three FP&A software options derived from a thorough analysis. A demonstration, planned by the ninth week, will underline the most beneficial software choices. To achieve this, the team will need to perform in-depth research of various software options and thoroughly prepare the presentation materials.

Lastly, to ensure the continual progression of the initiatives, progress scoring is employed. The numerical score format is utilized for easy and definite interpretation of the proportional accomplishment of the set objectives and goals.

ObjectiveIdentify the top FP&A software in the market
KRResearch and list down at least 20 various FP&A software options by week 3
Compile and review a list of at least 20 options
Conduct online research for potential software options
Identify criteria for FP&A software options
KRCompare all FP&A software elements for features, cost, and user reviews by week 6
Compile a list of all FP&A software elements
Analyze user reviews for each software
Evaluate each software for features and cost
KRSelect and present the top 3 FP&A software based on the analysis by week 9
Analyze software based on selected criteria
Research various FP&A software options
Prepare presentation for top three choices

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.

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