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OKR template to successfully implement the new bank branch opening infrastructure

public-lib · Published 9 months ago

Your OKR template

The OKR focuses on the successful implementation of the new bank branch opening infrastructure. The first objective involves recruiting and training a team of 10 infrastructure specialists within the quarter. This is to be achieved via initiatives such as developing a comprehensive training program, advertising job openings and drafting specific job descriptions for the needed roles.

The second objective involves the completion of infrastructure design and securing necessary permits within a period of six weeks. It includes finalizing the design, identifying necessary permits and acquiring them all within the aforementioned period. This objective sets a clear timeline to ensure the project keeps progressing.

The third objective aims at initiating and finishing the construction of the new bank branch infrastructure. The initiatives here involve overseeing the construction process, organizing a construction team and finalizing the design plans. This is the final stage in the OKR, where the actual construction work occurs.

The objective key results are set as percentages, intending to attain a 100% execution for each one. Overall, this involves several tasks including recruitment, permit acquisition and construction work. The score is based on individual objectives rather than the overall OKR, to ensure that each aspect is seen as equally important.
  • ObjectiveObjectiveSuccessfully implement the new bank branch opening infrastructure
  • Key ResultKRRecruit and train a skilled team of 10 infrastructure specialists by the end of quarter
  • TaskDesign and implement a comprehensive training program
  • TaskAdvertise job openings on relevant platforms
  • TaskDevelop specific job descriptions for infrastructure specialists
  • Key ResultKRComplete infrastructure design and secure necessary permits within 6 weeks
  • TaskFinalize infrastructure design within 3 weeks
  • TaskIdentify necessary permits for the project
  • TaskSecure permits within next 3 weeks
  • Key ResultKRInitiate and finish construction of the new bank branch infrastructure
  • TaskOversee construction process until completion
  • TaskOrganize a construction team and secure necessary permits
  • TaskFinalize design plans for the new bank branch infrastructure
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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