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10 OKR examples for Advisor

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Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.

What are Advisor OKRs?

The OKR acronym stands for Objectives and Key Results. It's a goal-setting framework that was introduced at Intel by Andy Grove in the 70s, and it became popular after John Doerr introduced it to Google in the 90s. OKRs helps teams has a shared language to set ambitious goals and track progress towards them.

Formulating strong OKRs can be a complex endeavor, particularly for first-timers. Prioritizing outcomes over projects is crucial when developing your plans.

To aid you in setting your goals, we have compiled a collection of OKR examples customized for Advisor. Take a look at the templates below for inspiration and guidance.

If you want to learn more about the framework, you can read our OKR guide online.

The best tools for writing perfect Advisor OKRs

Here are 2 tools that can help you draft your OKRs in no time.

Tability AI: to generate OKRs based on a prompt

Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.

Watch the video below to see it in action 👇

Tability Feedback: to improve existing OKRs

You can use Tability's AI feedback to improve your OKRs if you already have existing goals.

AI feedback for OKRs in Tability

Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.

Advisor OKRs examples

You'll find below a list of Objectives and Key Results templates for Advisor. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.

Hope you'll find this helpful!

OKRs to build a robust Advisory Board with ten industry-leading experts

  • ObjectiveBuild a robust Advisory Board with ten industry-leading experts
  • KRIdentify and list at least 30 potential experts for Advisory Board roles
  • KRSuccessfully onboard ten selected experts onto the Advisory Board
  • TaskIdentify and confirm availability of selected experts for Advisory Board positions
  • TaskArrange necessary paperwork for official appointments
  • TaskSchedule orientation session to brief experts about responsibilities
  • KRReach out and hold preliminary discussions with the shortlisted 30 experts
  • TaskCompile the contact details of the shortlisted 30 experts
  • TaskSchedule and initiate outreach to each expert
  • TaskDraft a professional invitation for preliminary discussions

OKRs to enhance provision of advisory services

  • ObjectiveEnhance provision of advisory services
  • KRAttain 25% more client engagements for advisory services by quarter end
  • TaskOffer discounted packages for new clients
  • TaskConduct webinars to showcase expertise
  • TaskImplement aggressive marketing strategies for advisory services
  • KROffer 3 new advisory services that cater to specific client needs
  • TaskImplement and market new advisory services
  • TaskResearch current client's needs to identify gaps in advisory services
  • TaskDevelop three new advisory service proposals
  • KRImprove client satisfaction rate by 15% through superior advisory service
  • TaskFurther customize advisory approaches for individual clients
  • TaskImplement ongoing customer service training for advisory staff
  • TaskRoutinely solicit client feedback on advisory services

OKRs to improve Advisory NPS through baseline measurement and analysis

  • ObjectiveImprove Advisory NPS through baseline measurement and analysis
  • KRDevelop and implement targeted improvement strategies based on Advisory NPS insights
  • TaskImplement the planned improvement strategies systematically
  • TaskAnalyze Advisory NPS feedback to identify areas for improvement
  • TaskDevelop strategies to address identified weaknesses
  • KRConduct customer satisfaction survey to gather Advisory NPS data
  • TaskDevelop a comprehensive customer satisfaction survey
  • TaskSend survey to existing advisory customers
  • TaskAnalyze survey results for NPS data
  • KRAnalyze and compare Advisory NPS scores across different customer segments
  • TaskAnalyze Advisory NPS scores for each segment
  • TaskCategorize customers into different segments
  • TaskCompare NPS scores across all segments

OKRs to establish a well-structured advisory board

  • ObjectiveEstablish a well-structured advisory board
  • KRConduct inaugural board meeting and establish monthly cadence by week 12
  • TaskEstablish recurring monthly board meeting dates
  • TaskDevelop agenda for the first board meeting
  • TaskSchedule inaugural board meeting before week 12
  • KRDevelop a cyclical agenda covering key focus areas by week 5
  • TaskIdentify key focus areas for the cyclical agenda
  • TaskFinalize and implement the agenda by week 5
  • TaskDraft initial layout of the cyclical agenda
  • KRIdentify and recruit 5 industry experts for board positions by week 8
  • TaskInitiate contact with identified potential candidates
  • TaskResearch potential industry experts for board positions
  • TaskConduct interviews and finalize board member selection

OKRs to determining post-high school career path

  • ObjectiveDetermining post-high school career path
  • KRConduct informational interviews with 5 professionals in fields of interest
  • TaskIdentify and list 5 professionals in desired fields
  • TaskPrepare interview questions related to their fields
  • TaskCompose and send request emails for interviews
  • KRComplete comprehensive career assessment and review results with counselor
  • TaskSet up a meeting to review results with a counselor
  • TaskAnalyze the results of the career assessment
  • TaskSchedule and complete a comprehensive career assessment
  • KRAttend 3 career-related workshops or information sessions
  • TaskResearch upcoming career-related workshops or information sessions
  • TaskAttend the chosen career workshops/sessions
  • TaskRegister for three selected career workshops/sessions

OKRs to secure employment to considerably escalate financial standing

  • ObjectiveSecure employment to considerably escalate financial standing
  • KRIdentify and apply to 30 relevant job openings within the first month
  • TaskIdentify 30 suitable job openings in the desired field
  • TaskTailor CV and cover letter for each job opening
  • TaskSubmit applications to all identified job openings
  • KRObtain a well-remunerated job offer that multiplies current income by 10
  • TaskNetwork intensively within the desired high-paying industry
  • TaskOptimize job application materials for high salary jobs
  • TaskUpdate skills through additional certifications or advanced education
  • KRSecure at least 5 job interviews within the second month
  • TaskUpdate CV and cover letter to fit targeted job positions
  • TaskApply to at least 20 relevant job postings weekly
  • TaskNetwork with professionals in the chosen field

OKRs to apply and secure acceptance to a preferred college

  • ObjectiveApply and secure acceptance to a preferred college
  • KREarn a score of 1300+ on the SAT examination
  • TaskExpand vocabulary and reading comprehension skills
  • TaskPractice math subjects covered on the SAT
  • TaskEngage in regular and structured SAT review sessions
  • KRComplete and submit 5 college applications by end of next quarter
  • TaskResearch and select 5 ideal colleges for application
  • TaskComplete all application requirements for each college
  • TaskSubmit all 5 applications
  • KRGain acceptance into at least 1 of top 3 preferred colleges
  • TaskPrepare for and take relevant entrance examinations
  • TaskComplete and submit application forms for top 3 preferred colleges
  • TaskWrite and perfect personal statement essays

OKRs to enhance the efficiency of adviser training programs

  • ObjectiveEnhance the efficiency of adviser training programs
  • KRAchieve 95% satisfactory feedback rate from advisers in training evaluation
  • TaskFacilitate open two-way communication for suggestions and concerns
  • TaskImplement regular performance feedback and improvement systems
  • TaskDevelop comprehensive, engaging, and accessible training content
  • KRReduce average training time by 25% with improved syllabus and resources
  • TaskImplement more efficient training methods
  • TaskUtilize higher quality learning resources
  • TaskStreamline syllabus to focus on key learning areas
  • KRIncrease adviser pass rate for training certification to 90%
  • TaskDevelop a comprehensive study guide for advisers
  • TaskImplement additional mentoring or tutoring sessions
  • TaskImprove the quality of training materials

OKRs to broaden understanding of royalty components in contracts

  • ObjectiveBroaden understanding of royalty components in contracts
  • KRComplete an advanced course on contract royalty structures by the end of Q2
  • TaskResearch and select an advanced contract royalty course
  • TaskTake course exams and complete course work
  • TaskEnroll in chosen course and schedule study times
  • KRConduct informative discussions with 3 expert lawyers on contractual royalties
  • TaskSchedule and conduct informative discussions with each lawyer
  • TaskIdentify and reach out to 3 expert lawyers in contractual royalties
  • TaskPrepare comprehensive questions about contractual royalties
  • KRAnalyze and comprehend 20 past contracts with differing royalty conditions
  • TaskSummarize findings for applicable learning points
  • TaskIdentify the varying royalty conditions in each
  • TaskOrganize and review 20 past contracts for evaluation

OKRs to reduce student dropout rate by identifying students at risk

  • ObjectiveReduce student dropout rate by identifying students at risk
  • KRReduce the number of dropouts by 25%
  • TaskProvide additional learning disability resources
  • TaskDevelop an effective student mentoring system
  • TaskImplement engaging after-school tutoring programs
  • KRImplement student support programs for 80% of at-risk identified students
  • TaskIdentify 80% of at-risk students through academic and socio-emotional evaluations
  • TaskMonitor student progress, adjusting programs as needed
  • TaskDevelop tailored support programs addressing their specific learning challenges
  • KRIncrease identification of potential at-risk students by 30%
  • TaskImplement early warning systems for student performance issues
  • TaskTrain teachers on identifying signs of at-risk behaviors
  • TaskRegularly analyze student attendance, grades, and behaviors

Advisor OKR best practices

Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Here are a couple of best practices extracted from our OKR implementation guide 👇

Tip #1: Limit the number of key results

Focus can only be achieve by limiting the number of competing priorities. It is crucial that you take the time to identify where you need to move the needle, and avoid adding business-as-usual activities to your OKRs.

We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.

Tip #2: Commit to weekly OKR check-ins

Having good goals is only half the effort. You'll get significant more value from your OKRs if you commit to a weekly check-in process.

Being able to see trends for your key results will also keep yourself honest.

Tip #3: No more than 2 yellow statuses in a row

Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.

As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.

Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.

Save hours with automated OKR dashboards

AI feedback for OKRs in Tability

Your quarterly OKRs should be tracked weekly if you want to get all the benefits of the OKRs framework. Reviewing progress periodically has several advantages:

Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, you can move to Tability to save time with automated OKR dashboards, data connectors, and actionable insights.

How to get Tability dashboards:

That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.

More Advisor OKR templates

We have more templates to help you draft your team goals and OKRs.

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