Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
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.
The best tools for writing perfect Planning Team 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.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
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.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
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.
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!
OKRs to enhance project planning and team coordination
ObjectiveEnhance project planning and team coordination
KRCut 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
- KRProvide 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
- KRImplement 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
OKRs to enhance strategic planning collaboration with stakeholders
- ObjectiveEnhance strategic planning collaboration with stakeholders
- KRIncrease 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
- KRImplement 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
- KRAcquire 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
OKRs to formulate a robust 7-year financial plan
- ObjectiveFormulate a robust 7-year financial plan
- KRFinalize 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
- KRIdentify 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
- KRCreate 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
OKRs to complete holistic roadmap for human capital management 2024
- ObjectiveComplete holistic roadmap for human capital management 2024
- KRDesign 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
- KRValidate 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
- KRIdentify 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
OKRs to align team's mission and vision with company's strategic goals
- ObjectiveAlign team's mission and vision with company's strategic goals
- KRUpdate 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
- KRGet 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
- KRFacilitate 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
OKRs to to Increase productivity in financial statement preparation process
- ObjectiveTo Increase productivity in financial statement preparation process
- KRStreamline 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
- KRReduce 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
- KRImplement 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
OKRs to boost efficiency in event planning
- ObjectiveBoost efficiency in event planning
- KRIncrease 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
- KRReduce event planning time by 20% through streamlined processes
- Implement effective event planning software
- Delegate tasks using a shared platform
- Standardize event planning templates
- KRDecrease 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
OKRs to implement a comprehensive and effective continuous improvement spreadsheet
- ObjectiveImplement a comprehensive and effective continuous improvement spreadsheet
- KRValidate and rank each idea, achieving a 100% idea review rate within a quarter
- Review each idea thoroughly for feasibility and relevance
- Rank ideas based on impact and feasibility
- Ensure that all ideas are reviewed and ranked
- KRDefine 5 distinct criteria for judging and reviewing team ideas by end of week 1
- Identify key factors for evaluating team ideas
- Create a draft list of 5 distinct criteria
- Review and finalize criteria by end of Week 1
- KRSolicit 20+ new improvement ideas from team members over the next six weeks
- Offer incentives for the most innovative ideas
- Encourage sharing of new improvement ideas via email
- Schedule brainstorming sessions with team members weekly
OKRs to improve financial planning and performance accountability for the company
- ObjectiveImprove financial planning and performance accountability for the company
- KRDevelop and implement a new budgeting system by the end of the quarter
- Implement the new budgeting system across all departments
- Research various existing budgeting systems for possible adoption
- Develop a unique budgeting system based on research
- KRReduce overhead costs by 15% through efficient resource management
- Implement energy-saving measures in office and warehouse facilities
- Streamline product sourcing for reduced material costs
- Increase training focus on efficient resource use
- KRIncrease financial forecasting accuracy by 20%
- Conduct regular reviews and adjustments of forecasts
- Integrate real-time data into forecasting model
- Implement advanced financial forecasting software
OKRs to efficiently manage and optimize our team's budget performance
- ObjectiveEfficiently manage and optimize our team's budget performance
- KRDeliver 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
- KRReduce 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
- KRIncrease 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
Planning 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
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.
Tip #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.
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
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 Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More Planning Team OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to increase LinkedIn activity on the company page
- OKRs to improve stakeholder engagement and communication plan to enhance project success
- OKRs to boost qualified meetings booked by outbound SDR team
- OKRs to establish a secure software development lifecycle (SDLC)
- OKRs to achieve ISO 45001 and 14001 audit readiness
- OKRs to gain comprehensive knowledge of the cash flow process