7 customisable OKR examples for Business Planning Team

What are Business Planning Team OKRs?

The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.

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

We've tailored a list of OKRs examples for Business Planning Team to help you. You can look at any of the templates below to get some inspiration for your own goals.

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

Building your own Business Planning Team OKRs with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own OKRs.

Our customisable Business Planning Team OKRs examples

You'll find below a list of Objectives and Key Results templates for Business Planning 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!

1OKRs to establish a successful National Archive Centre business

  • ObjectiveEstablish a successful National Archive Centre business
  • Key ResultIdentify and secure a suitable location for the Archive Centre
  • TaskFinalize lease or purchase agreement for chosen location
  • TaskEvaluate locations based on accessibility, size, and security
  • TaskResearch potential locations for the Archive Centre
  • Key ResultSecure agreement from 10+ key stakeholders by end of the quarter
  • TaskSchedule individual meetings for proposal discussions
  • TaskIdentify and list the top 10+ key stakeholders
  • TaskDraft an agreement proposal highlighting mutual benefits
  • Key ResultDevelop a comprehensive business plan with clear projected financials
  • TaskCreate pro forma financial statements
  • TaskResearch and compile essential market data
  • TaskDraft detailed business strategy

2OKRs to successfully organize 75 engaging tour groups

  • ObjectiveSuccessfully organize 75 engaging tour groups
  • Key ResultPartner with 80 local businesses for food, transportation, and attraction packages
  • TaskFormalize agreements and prepare package details
  • TaskIdentify and list potential local businesses for partnership
  • TaskDevelop and pitch partnership proposals to each business
  • Key ResultOnboard and train at least 10 dedicated tour guides for improved tour quality
  • TaskCarry out in-depth training for selected individuals
  • TaskInterview possible candidates for tour guide positions
  • TaskAssign each guide to specific tour routes
  • Key ResultFinalize 78 diverse and engaging itineraries to attract a broad audience
  • TaskConfirm all itinerary dates and destinations
  • TaskReview and update activities within each itinerary
  • TaskFinalize and approve all itinerary descriptions

3OKRs to strengthen strategic alignment across all business units

  • ObjectiveStrengthen strategic alignment across all business units
  • Key ResultAchieve 80% positive feedback on strategy understanding in anonymous post-workshop surveys
  • TaskDevelop clear, engaging workshop content to encourage comprehension
  • TaskFollow-up with explanatory resources post-workshop
  • TaskImplement interactive sessions promoting feedback and discussion
  • Key ResultConduct 3 alignment workshops achieving 90% attendance from all departments
  • TaskDetermine workshop times that don't conflict with departmental schedules
  • TaskSend out clear, concise workshop invites to each department
  • TaskFollow up with non-respondents to ensure maximum attendance
  • Key ResultDevelop a cross-functional team from all departments by end of month 1
  • TaskSet team expectations and goal guidelines
  • TaskPlan and organize initial team-building activities
  • TaskIdentify potential team members from each department

4OKRs to acquire proficiency in business analysis as a beginner

  • ObjectiveAcquire proficiency in business analysis as a beginner
  • Key ResultExecute two successful business analysis projects under supervision
  • TaskDevelop detailed project plans under supervisor guidance
  • TaskIdentify and define two suitable business analysis projects
  • TaskImplement projects, ensuring objectives are met successfully
  • Key ResultGain feedback showing 90% satisfaction from 5 different team members on collaboration skills
  • TaskSolicit feedback from each team member
  • TaskConduct an anonymous survey on collaboration skills
  • TaskReview and analyze received responses
  • Key ResultComplete four certified business analysis courses online
  • TaskDedicate regular study times and complete all coursework
  • TaskEnroll in the chosen business analysis courses
  • TaskResearch and select four online certified business analysis courses

5OKRs to formulate and Implement a robust Business and Product Strategy

  • ObjectiveFormulate and Implement a robust Business and Product Strategy
  • Key ResultImplement and test product strategy with a minimum viable product in 6 weeks
  • TaskDevelop a prototype of the minimum viable product
  • TaskImplement a detailed product strategy
  • TaskConduct rigorous testing and gather feedback
  • Key ResultDevelop a comprehensive business strategy with measurable goals within 3 weeks
  • TaskDraft a comprehensive, strategic business plan
  • TaskDefine measurable, time-bound business goals
  • TaskResearch market trends and study competitors for business strategy formulation
  • Key ResultIdentify and analyse 5 key competitor business strategies within next quarter
  • TaskIdentify 5 main competitors in the market
  • TaskAnalyze each strategy's effectiveness and performance
  • TaskResearch and note down their business strategies

6OKRs to streamline corporate general and administrative expenses

  • ObjectiveStreamline corporate general and administrative expenses
  • Key ResultSlash administrative costs by 15% through process improvements
  • TaskImplement automation technology for routine tasks
  • TaskConduct training on new streamlined processes
  • TaskIdentify inefficiencies in current administrative processes
  • Key ResultIncrease revenue to cost ratio by 20% via strategic resource allocation
  • TaskContinually monitor and adjust resource allocation
  • TaskRedistribute resources to maximize efficiency
  • TaskIdentify profitable and underutilized resources
  • Key ResultImplement cost control mechanisms reducing overspending by 10%
  • TaskIdentify areas of excessive spending within current budget
  • TaskDevelop and implement cost control policies
  • TaskMonitor and record savings from implemented policies

7OKRs to develop an effective transformation plan to enhance business operations

  • ObjectiveDevelop an effective transformation plan to enhance business operations
  • Key ResultDesign and finalize a detailed transformation plan involving at least 10 improvements
  • TaskDevelop detailed changes for each identified area
  • TaskIdentify ten areas/elements that require improvement
  • TaskValidate, review and finalize the transformation plan
  • Key ResultImplement transformation plan in 3 operational areas and achieve 15% performance improvement
  • TaskMonitor, assess, and adjust strategies for continuous performance enhancement
  • TaskDevelop strategies to achieve 15% performance improvement in those areas
  • TaskIdentify three operational areas for implementation of transformation plan
  • Key ResultIdentify and analyze at least 20 areas of current business operations needing improvement
  • TaskPrioritize areas based on improvement potential
  • TaskIdentify 20 areas in current operations requiring enhancements
  • TaskAnalyze each identified area's performance levels

Business Planning Team OKR best practices to boost success

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.

Tability Insights DashboardTability's audit dashboard will highlight opportunities to improve OKRs

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.

Tability Insights DashboardTability's check-ins will save you hours and increase transparency

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 turn your Business Planning Team OKRs in a strategy map

The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. 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.

A strategy map in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

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 Business Planning Team OKR templates

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

OKRs resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.

What's next? Try Tability's goal-setting AI

You can create an iterate on your OKRs using Tability's unique goal-setting AI.

Watch the demo below, then hop on the platform for a free trial.

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