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2 OKR examples for Investment Research

Turn your spreadsheets into OKR dashboards with Tability

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

What are Investment Research 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.

We've tailored a list of OKRs examples for Investment Research 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.

The best tools for writing perfect Investment Research 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.

Investment Research OKRs examples

You'll find below a list of Objectives and Key Results templates for Investment Research. 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 the precision of investment forecasting

  • ObjectiveEnhance the precision of investment forecasting
  • KRIncrease the number of successfully predicted trends by 30%
  • TaskInvest in advanced predictive analytics tools
  • TaskConduct more in-depth market research
  • TaskHire or train staff in statistical forecasting
  • KRConduct 3 training workshops on advanced investment analysis techniques
  • TaskOutline topics and content for the training
  • TaskIdentify appropriate professionals to lead the workshops
  • TaskOrganize location and logistical details
  • KRImplement AI forecasting tools for 20% reduction in forecast error
  • TaskProcure and install the selected AI forecasting tools
  • TaskTrain staff on using AI forecasting tools
  • TaskIdentify suitable AI forecasting tools for business needs

OKRs to achieve optimal resource allocation on funding

  • ObjectiveAchieve optimal resource allocation on funding
  • KRReduce operational spending by 10%
  • TaskIdentify inefficient operations and implement cost-saving measures
  • TaskNegotiate with suppliers for discounted rates
  • TaskLimit non-essential expenditures
  • KRImprove ROI on invested funds by 15%
  • TaskAnalyze current portfolio performance and identify underperforming assets
  • TaskRebalance portfolio to include identified higher-yield investments
  • TaskResearch potential higher-yield investment opportunities
  • KRSecure 20% increase in investment funds
  • TaskCompile financial reports showcasing potential for growth
  • TaskDevelop a persuasive investment proposal
  • TaskSchedule pitches with potential investors

Investment Research 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

OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full benefits from the framework. Reviewing progress periodically has several advantages:

Spreadsheets are enough to get started. Then, once you need to scale you can use 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 Investment Research OKR templates

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

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