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tability.ioWhat are Advisory Team 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 Advisory Team. 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.
Advisory Team OKRs examples
You'll find below a list of Objectives and Key Results templates for Advisory Team. 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 enhance provision of advisory services
ObjectiveEnhance provision of advisory services
KRAttain 25% more client engagements for advisory services by quarter end
Offer discounted packages for new clients- Conduct webinars to showcase expertise
- Implement aggressive marketing strategies for advisory services
- KROffer 3 new advisory services that cater to specific client needs
- Implement and market new advisory services
- Research current client's needs to identify gaps in advisory services
- Develop three new advisory service proposals
- KRImprove client satisfaction rate by 15% through superior advisory service
- Further customize advisory approaches for individual clients
- Implement ongoing customer service training for advisory staff
- Routinely solicit client feedback on advisory services
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
- Facilitate open two-way communication for suggestions and concerns
- Implement regular performance feedback and improvement systems
- Develop comprehensive, engaging, and accessible training content
- KRReduce average training time by 25% with improved syllabus and resources
- Implement more efficient training methods
- Utilize higher quality learning resources
- Streamline syllabus to focus on key learning areas
- KRIncrease adviser pass rate for training certification to 90%
- Develop a comprehensive study guide for advisers
- Implement additional mentoring or tutoring sessions
- Improve the quality of training materials
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
- Identify 30 suitable job openings in the desired field
- Tailor CV and cover letter for each job opening
- Submit applications to all identified job openings
- KRObtain a well-remunerated job offer that multiplies current income by 10
- Network intensively within the desired high-paying industry
- Optimize job application materials for high salary jobs
- Update skills through additional certifications or advanced education
- KRSecure at least 5 job interviews within the second month
- Update CV and cover letter to fit targeted job positions
- Apply to at least 20 relevant job postings weekly
- Network with professionals in the chosen field
OKRs to minimize overall business risk
- ObjectiveMinimize overall business risk
- KREstablish a weekly risk assessment process and analyze 10 distinct risk areas
- Design a weekly risk assessment process
- Identify and list 10 distinct risk areas to be assessed
- Conduct and analyze weekly risk assessments consistently
- KRImplement a risk management framework to reduce identified risks by 25%
- Regularly monitor and update risk management framework
- Develop mitigation strategies for each identified risk
- Identify potential risks onsite and categorize by severity
- KRProvide risk management training to 100% of management staff
- Schedule training sessions for all management staff
- Verify and record staff completion of training
- Identify suitable risk management training courses or providers
OKRs to to successfully accomplish my academic goal
- ObjectiveTo successfully accomplish my academic goal
- KRAttend 95% of all scheduled classes and study sessions
- Set reminders for all scheduled classes and study sessions
- Make attending classes a priority over other commitments
- Schedule daily study sessions and follow them strictly
- KRObtain a 90% passing grade in all my subjects by end of quarter
- Schedule regular meetings with tutors for difficult subjects
- Complete all assignments before their due date
- Study consistently each day for at least two hours
- KRComplete 100% of assignments and projects before their respective deadlines
- Prioritize assignments based on due date and complexity
- Monitor progress regularly to avoid last-minute rush
- Allocate specific study hours for individual tasks
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
- Implement the planned improvement strategies systematically
- Analyze Advisory NPS feedback to identify areas for improvement
- Develop strategies to address identified weaknesses
- KRConduct customer satisfaction survey to gather Advisory NPS data
- Develop a comprehensive customer satisfaction survey
- Send survey to existing advisory customers
- Analyze survey results for NPS data
- KRAnalyze and compare Advisory NPS scores across different customer segments
- Analyze Advisory NPS scores for each segment
- Categorize customers into different segments
- Compare NPS scores across all segments
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
- Identify and confirm availability of selected experts for Advisory Board positions
- Arrange necessary paperwork for official appointments
- Schedule orientation session to brief experts about responsibilities
- KRReach out and hold preliminary discussions with the shortlisted 30 experts
- Compile the contact details of the shortlisted 30 experts
- Schedule and initiate outreach to each expert
- Draft a professional invitation for preliminary discussions
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
- Establish recurring monthly board meeting dates
- Develop agenda for the first board meeting
- Schedule inaugural board meeting before week 12
- KRDevelop a cyclical agenda covering key focus areas by week 5
- Identify key focus areas for the cyclical agenda
- Finalize and implement the agenda by week 5
- Draft initial layout of the cyclical agenda
- KRIdentify and recruit 5 industry experts for board positions by week 8
- Initiate contact with identified potential candidates
- Research potential industry experts for board positions
- Conduct interviews and finalize board member selection
How to write your own Advisory Team OKRs
1. Get tailored OKRs with an AI
You'll find some examples below, but it's likely that you have very specific needs that won't be covered.
You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.
- 1. Go to Tability's plan editor
- 2. Click on the "Generate goals using AI" button
- 3. Use natural language to describe your goals
Tability will then use your prompt to generate a fully editable OKR template.
Watch the video below to see it in action 👇
Option 2. Optimise existing OKRs with Tability Feedback tool
If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.
- 1. Go to Tability's plan editor
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on "Generate analysis"
Tability's Strategy Map makes it easy to see all your org's OKRsTability 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.
You can then decide to accept the suggestions or dismiss them if you don't agree.
Option 3. Use the free OKR generator
If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.
Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.
Advisory Team 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.
How to track your Advisory Team OKRs
Your quarterly OKRs should be tracked weekly in order to get all the benefits of the OKRs framework. Reviewing progress periodically has several advantages:
- It brings the goals back to the top of the mind
- It will highlight poorly set OKRs
- It will surface execution risks
- It improves transparency and accountability
Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKR platform to make things easier.
If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.
More Advisory Team OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to create an influential digital platform for societal issues
- OKRs to cultivate a highly involved and passionate online community
- OKRs to attract €1m for SAFE investment funding
- OKRs to enhance inbound strategy to boost agency recruitment and VA services
- OKRs to achieve a minimum 85% score in English
- OKRs to enhance overall customer satisfaction