OKR template to secure 10 new request for proposals

public-lib · Published 6 months ago

Your OKR template

The OKR is about securing 10 new requests for proposals (RFPs). It involves initiating outreach to 30 potential leads for RFPs every week, with a methodical plan to identify the leads, create an enticing outreach message, and contact each of them weekly.

Additionally, the OKR calls for holding a minimum of 20 successful meetings with RFP decision-makers each month. This is to be achieved by planning to reach out and schedule the meetings, preparing effective presentations, and researching to identify potential decision-makers.

The OKR also stands for attaining a conversion rate of 50% for potential leads to submit proposals. This involves enhancing data analysis to improve lead targeting, coaching the sales team on persuasive communication strategies, and deploying engaging and illuminating proposal templates.

By so doing, the goal of securing 10 new RFPs can be realized efficiently and effectively. The steps are strategic and goal-specific; each initiative contributes to attaining the overall objective and enhances the possibilities for success.

ObjectiveSecure 10 new request for proposals
KRIdentify and initiate outreach to 30 potential leads for RFPs each week
Create a compelling outreach message
Research and identify 30 potential leads for RFPs
Initiate contact with each lead weekly
KRConduct at least 20 successful meetings with decision-makers for RFPs per month
Reach out and schedule meetings with the identified individuals
Plan and conduct effective presentations for each meeting
Research and identify potential decision-makers for RFPs
KRAchieve a conversion rate of 50% in moving leads to submitting RFPs
Improve lead targeting with data analysis techniques
Train sales team on persuasive communication strategies
Implement captivating and informative proposal templates

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