15 customisable OKR examples for Planning Team
What are 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.
Creating impactful OKRs can be a daunting task, especially for newcomers. Shifting your focus from projects to outcomes is key to successful planning.
We've tailored a list of OKRs examples for 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 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 Planning Team OKRs examples
We've added many examples of Planning Team Objectives and Key Results, but we did not stop there. Understanding the difference between OKRs and projects is important, so we also added examples of strategic initiatives that relate to the OKRs.
Hope you'll find this helpful!
1. OKRs to enhance project planning and team coordination
Enhance project planning and team coordination
Cut down process issues by 25% through prioritizing and addressing planning obstacles
Identify primary roadblocks causing process delays- Implement changes and measure improvements
- Develop strategies to mitigate identified obstacles
- Provide comprehensive training to all team members on project planning software by quarter-end
- Identify required skill levels for project planning software
- Develop a comprehensive training program
- Schedule training sessions for all team members
- Implement a system of weekly project update meetings to boost coordination
- Assign a coordinator to manage meetings
- Schedule weekly project update meetings
- Develop an agenda for each update meeting
2. OKRs to enhance strategic planning collaboration with stakeholders
- Enhance strategic planning collaboration with stakeholders
- Increase stakeholder satisfaction by 20% regarding strategic planning participation
- Implement suggestions from stakeholders in strategic plans
- Provide clear, timely communication about strategic initiatives
- Organize regular consultation meetings with stakeholders
- Implement 75% of stakeholder suggestions into new strategic planning processes
- Review all stakeholder suggestions for strategic planning
- Incorporate 75% of viable suggestions into new strategy
- Determine the feasibility for implementing each suggestion
- Acquire feedback from 90% of stakeholders on strategic planning by end of quarter
- Develop and distribute a feedback survey to stakeholders
- Identify all stakeholders involved in strategic planning
- Send reminders to complete surveys; ensure 90% response
3. OKRs to formulate a robust 7-year financial plan
- Formulate a robust 7-year financial plan
- Finalize full 7-year financial plan after conducting 3 rounds of reviews by Week 12
- Make necessary revisions based on the review feedback
- Finalize and approve the 7-year financial plan by Week 12
- Conduct 3 rounds of reviews for the 7-year financial plan
- Identify and document all major revenue and expense sources by Week 6
- Document all major revenue sources
- Identify all major revenue sources by Week 6
- Record all major expense sources by Week 6
- Create projection models and validate accuracy for the first 2 years by Week 9
- Validate accuracy of models by Week 9
- Develop projection models based on gathered data
- Gather data relevant to creating projection models
4. OKRs to complete holistic roadmap for human capital management 2024
- Complete holistic roadmap for human capital management 2024
- Design 75% of HCM strategy encompassing recruitment, skills development, and retention
- Outline tactics for employee retention
- Develop a comprehensive recruitment plan
- Design a strategy for skills development
- Validate roadmap with 10+ HR experts and incorporate feedback for improvement
- Identify and reach out to 10 HR experts for roadmap review
- Gather and analyze feedback for potential improvements
- Implement feedback into roadmap revisions
- Identify all roadmap components and essential factors in the planning process
- List all components required for the roadmap
- Prioritize components based on their significance
- Identify important elements for strategic planning
5. OKRs to align team's mission and vision with company's strategic goals
- Align team's mission and vision with company's strategic goals
- Update mission and vision statements to reflect 80% overlap with company strategy
- Revise statements to reflect 80% overlap
- Review current mission and vision statements
- Identify overlap with company strategy
- Get feedback from 90% of team members affirming clearer strategic alignment within 6 weeks
- Analyze and address received feedback on strategy
- Send the survey to all team members
- Develop a straightforward survey about strategic alignment
- Facilitate three workshops to promote understanding of company's strategic objectives by month's end
- Send invitations to all company employees
- Define topics and prepare materials for three different workshops
- Schedule three workshop dates and secure venues
6. OKRs to to Increase productivity in financial statement preparation process
- To Increase productivity in financial statement preparation process
- Streamline communication process to decrease feedback acquisition from 10 days to 5 days
- Implement a unified communication platform for quicker feedback receipt
- Establish regular short stand-up meetings for rapid updates
- Set clear expectations about response times with team members
- Reduce time taken to compile financial data by 25%
- Implement automated data compilation software
- Provide staff training on efficient data management
- Regularly review and streamline finance processes
- Implement a new accounting software to minimize manual errors by 50%
- Conduct staff training on new software use
- Identify and purchase appropriate accounting software
- Define requirement specifications for new accounting software
7. OKRs to boost efficiency in event planning
- Boost efficiency in event planning
- Increase client satisfaction by 30% via enhanced event logistics
- Implement a robust feedback system post-events
- Conduct staff training for improved customer service
- Develop thorough, detailed plans for all event logistics
- Reduce event planning time by 20% through streamlined processes
- Implement effective event planning software
- Delegate tasks using a shared platform
- Standardize event planning templates
- Decrease budget overruns by 15% through better resource management
- Implement efficient project management tools for resource tracking
- Regularly monitor and review resource usage in projects
- Provide training on effective resource allocation and utilization
8. OKRs to efficiently manage and optimize our team's budget performance
- Efficiently manage and optimize our team's budget performance
- Deliver 100% accurate budget reports every fortnight for effective tracking
- Organize all relevant financial data every two weeks
- Develop accurate budget reports from collected data
- Submit the completed reports for tracking promptly
- Reduce unnecessary expenditures by 15% for improved budget efficiency
- Negotiate with vendors for reduced cost of services
- Implement monitoring system for discretionary spending
- Identify and eliminate non-essential business expenses
- Increase budget ROI by 10% through strategic allocation of resources
- Analyze current spending to identify inefficiencies or wasted resources
- Implement a strategic plan prioritizing high ROI initiatives
- Regularly review and adjust resource allocation as needed
9. OKRs to strengthen strategic alignment across all business units
- Strengthen strategic alignment across all business units
- Achieve 80% positive feedback on strategy understanding in anonymous post-workshop surveys
- Develop clear, engaging workshop content to encourage comprehension
- Follow-up with explanatory resources post-workshop
- Implement interactive sessions promoting feedback and discussion
- Conduct 3 alignment workshops achieving 90% attendance from all departments
- Determine workshop times that don't conflict with departmental schedules
- Send out clear, concise workshop invites to each department
- Follow up with non-respondents to ensure maximum attendance
- Develop a cross-functional team from all departments by end of month 1
- Set team expectations and goal guidelines
- Plan and organize initial team-building activities
- Identify potential team members from each department
10. OKRs to successfully launch a small business
- Successfully launch a small business
- Secure initial funding of at least $X through personal savings, loans, or investors
- Determine available personal savings for business investment
- Research loan options and apply where feasible
- Begin networking to attract potential investors
- Develop a comprehensive business plan by identifying key opportunities and potential risks
- Identify key opportunities in your business sector
- Analyze potential risks to your business
- Draft a comprehensive business plan
- Secure a location and necessary permits to operate, ensuring regulatory compliance
- Establish procedures to assure continuous regulatory compliance
- Identify potential operating locations suiting the business requirements
- Initiate application process for necessary operating permits
11. OKRs to raise funds for Water4
- Raise funds for Water4
- Secure grants from 3 major foundations for Water4 projects
- Research foundations interested in funding water initiatives
- Establish follow-up communications for proposal responses
- Prepare and submit tailored proposals to selected foundations
- Launch an online crowdfunding campaign that raises $1.5 million for Water4
- Develop engaging promotional content for social media
- Craft compelling story about Water4 for the campaign page
- Identify and reach out to potential high-value donors
- Host 2 successful fundraising events with at least 300 attendees
- Identify and secure a venue that can accommodate 300 people
- Create and implement a detailed promotional plan
- Recruit volunteers for event organization and execution
12. OKRs to enhance policy analysis acumen for agriculture and nature concerns
- Enhance policy analysis acumen for agriculture and nature concerns
- Initiate and lead two workshops focusing on nature and agriculture policy discussions
- Plan detailed itineraries for both workshops
- Select two topics of interest in nature and agriculture policies
- Invite knowledgeable speakers and inform participants
- Analyze and write reviews on 10 different existing policies affecting agriculture and nature
- Write comprehensive reviews for each policy
- Analyze chosen policies’ impact on agriculture and nature
- Select 10 agriculture/nature-related policies for review
- Complete four relevant rigorous courses on policy analysis by quarter-end
- Enroll in the chosen policy analysis courses
- Identify four relevant courses on policy analysis
- Complete, engage, and pass all courses
13. OKRs to secure a satisfying and rewarding career
- Secure a satisfying and rewarding career
- Secure at least 2 job interviews per month
- Practice and hone interviewing skills regularly
- Update resume to highlight skills and accomplishments
- Apply to at least 15 jobs per week
- Research and identify at least 15 potential careers that align with my skills and interests
- Identify personal skills and interests through self-assessment
- Compile a list of 15 potential careers
- Research careers that match identified skills and interests
- Apply to a minimum of 5 jobs weekly that match the identified careers
- Send applications to identified jobs
- Tailor resumes and cover letters for each job
- Identify 5 jobs weekly matching career preferences
14. OKRs to conquer procrastination and increase productivity
- Conquer procrastination and increase productivity
- Increase focus hours by 50% every week
- Apply time management techniques like Pomodoro
- Prioritize tasks daily for targeted focus hours
- Create a distraction-free workspace for concentration
- Complete 90% of tasks before their due dates
- Prioritize assignments based on urgency and workload
- Allocate sufficient time daily to work on tasks
- Regularly review task progress to ensure timeliness
- Reduce time spent on non-work related activities by 40%
- Identify and list all non-work related activities
- Increase focus during work hours through mindfulness
- Implement strict schedule to limit these activities
15. OKRs to enhance organization skills for efficient billing management
- Enhance organization skills for efficient billing management
- Complete an advanced course in financial software systems for improved proficiency
- Research suitable advanced courses in financial software systems
- Enroll in the selected advanced financial software course
- Regularly study and complete coursework to enhance proficiency
- Organize weekly review meetings to monitor progress and identify areas of improvement
- Schedule weekly meetings with team for progress evaluation
- Design frameworks to monitor project advancements
- Establish metrics to identify improvement areas
- Implement a digital billing system to reduce processing errors by 30%
- Research and select appropriate digital billing system software
- Closely monitor error rates and make adjustments accordingly
- Train accounting staff on new billing system
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
Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.
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's audit dashboard will highlight opportunities to improve OKRsTip #2: Commit to weekly OKR check-ins
Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.
Being able to see trends for your key results will also keep yourself honest.
Tability's check-ins will save you hours and increase transparencyTip #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 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.
Tability's Strategy Map makes it easy to see all your org's OKRsIf 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 Planning Team OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to successfully raise $150,000 via Kickstarter campaign
- OKRs to implement advanced food safety training program
- OKRs to streamline and enhance compliance review and implementation process
- OKRs to achieve all A's and B's in all school subjects
- OKRs to enhance system analysis capabilities and boost personal development
- OKRs to establish a comprehensive skills marketplace
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: What is the meaning of OKRs
- Blog posts: ODT Blog
- Success metrics: KPIs examples
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.