Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Portfolio Manager 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.
OKRs are quickly gaining popularity as a goal-setting framework. But, it's not always easy to know how to write your goals, especially if it's your first time using OKRs.
We've tailored a list of OKRs examples for Portfolio Manager 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 Portfolio Manager 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.
Portfolio Manager OKRs examples
You'll find below a list of Objectives and Key Results templates for Portfolio Manager. 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 productivity of change portfolio execution
ObjectiveEnhance the productivity of change portfolio execution
KRIncrease the number of completed projects by 20%
Enhance team productivity with improved tools and training- Prioritize projects based on their impact and effort level
- Implement stricter deadlines and clear project milestones
- KRImprove project success rate by 25%
- Implement a comprehensive project management methodology
- Improve team communication and transparency
- Enhance project tracking and monitoring mechanisms
- KRDecrease execution timeline by 15% per project
- Prioritize tasks based on project requirements
- Implement efficient project management software
- Introduce routines for regular progress check-ins
OKRs to successfully launch the asset managers unit trust business
- ObjectiveSuccessfully launch the asset managers unit trust business
- KROnboard 3 seasoned unit trust portfolio managers by Week 12
- Schedule interview and assessment process by Week 8
- Identify suitable candidates for unit trust portfolio manager role
- Complete hiring and orientation by Week 12
- KRAcquire initial capital commitments from 5 strategic partners by Week 9
- Identify potential strategic partners for initial capital commitments
- Schedule and conduct pitch meetings before Week 9
- Develop a compelling pitch targeting these strategic partners
- KRDevelop comprehensive, SEC-compliant business plan for unit trust operation by Week 6
OKRs to optimize the performance of our venture capital portfolio
- ObjectiveOptimize the performance of our venture capital portfolio
- KRConduct 30+ thorough due diligence to identify promising start-ups for investment
- Present and discuss findings with the investment committee for decision making
- Compile a list of potential startups based on industry trends and financial health
- Conduct a detailed analysis of each startup's business model and market potential
- KRIncrease portfolio ROI by 15% through strategic investments and diversification
- Review current portfolio, identify underperforming assets
- Conduct market research for profitable investment opportunities
- Develop and implement a diversification strategy
- KRDecrease underperforming investments by 20% by performing comprehensive risk assessments
- Conduct comprehensive risk assessments on each asset
- Identify underperforming investments in your portfolio
- Strategically sell off 20% of underperforming assets
OKRs to enhance cloud architecture expertise and expand project portfolio
- ObjectiveEnhance cloud architecture expertise and expand project portfolio
- KRObtain advanced certification in cloud architecture
- Schedule and take the cloud architecture certification exam
- Enroll in study courses or training programs for the certification
- Research potential certifications in cloud architecture and their requirements
- KRLead training sessions on cloud architecture best practices for team members
- Schedule regular training sessions for team members
- Identify topics and develop training curriculum on cloud architecture
- Evaluate team members' understanding post-training
- KRSuccessfully implement five cloud solutions for clients
- Monitor and adjust strategies for optimal performance
- Identify suitable cloud solutions for client's specific needs
- Develop custom implementation strategies for each client
OKRs to implement a cost-effective solution for portfolio tracking
- ObjectiveImplement a cost-effective solution for portfolio tracking
- KRSuccessfully integrate chosen solution into current system with 100% functionality by week 12
- Develop an integration plan and timeline to implement the solution
- Test and debug solution for 100% functionality by week 12
- Evaluate suitability and functionality of chosen solution with the current system
- KRTrial selected solutions and choose most efficient by week 10
- Evaluate each solution's efficiency weekly
- Implement chosen solutions for a trial period
- Choose the most productive solution by week 10
- KRResearch and identify 3 cost-effective portfolio tracking solutions by week 6
- Research affordable portfolio tracking services
- Compile and analyze top 3 options
- Outline key features needed in portfolio tracking solutions
OKRs to achieve optimal resource allocation on funding
- ObjectiveAchieve optimal resource allocation on funding
- KRReduce operational spending by 10%
- Identify inefficient operations and implement cost-saving measures
- Negotiate with suppliers for discounted rates
- Limit non-essential expenditures
- KRImprove ROI on invested funds by 15%
- Analyze current portfolio performance and identify underperforming assets
- Rebalance portfolio to include identified higher-yield investments
- Research potential higher-yield investment opportunities
- KRSecure 20% increase in investment funds
- Compile financial reports showcasing potential for growth
- Develop a persuasive investment proposal
- Schedule pitches with potential investors
OKRs to successfully launch a venture capital fund
- ObjectiveSuccessfully launch a venture capital fund
- KRIdentify and establish connections with at least 50 potential portfolio startups
- Set up follow-up meetings with interested startups
- Send introductory emails to identified startups
- Research contact details of potential portfolio startups
- KRSecure investment commitments worth $20 million from initial seed investors
- Research and identify potential seed investors
- Arrange meetings with prospective investors
- Craft business proposal highlighting potential returns
- KRSet up legal and compliance standards for fund operations
- Identify relevant local and international laws for fund operations
- Develop a comprehensive compliance framework addressing these laws
- Train employees on new legal and compliance standards
OKRs to enhance resource allocation based on design skills and portfolio
- ObjectiveEnhance resource allocation based on design skills and portfolio
- KRImprove project success rate by 15% via portfolio optimized resource distribution
- Implement the resource distribution strategy and monitor impact on project success
- Develop a resource allocation strategy based on portfolio optimization
- Analyze past projects for resource use patterns and inefficiencies
- KRAchieve a 30% reduction in misallocated design resources
- Identify inefficiencies and necessary improvements
- Investigate current allocation of design resources
- Implement resource redistribution strategies
- KRIncrease resource utilization rate by 20% through improved skill-based assignments
- Monitor and adjust assignments consistently
- Identify skills and strengths of team members
- Allocate tasks based on those identified skills
OKRs to significantly increase MICE revenue and diversify client portfolio
- ObjectiveSignificantly increase MICE revenue and diversify client portfolio
- KRGenerate 900 billion in MICE revenue through new and existing clients
- Conduct meetings to negotiate contracts with existing clients
- Develop innovative packages and services for MICE clientele
- Implement targeted marketing campaigns towards potential customers
- KRIncrease average revenue per account by 10% with customized MICE packages
- Organize marketing campaigns promoting customized MICE packages
- Develop tailor-made MICE packages based on customers' budget and needs
- Train sales team to effectively sell customized MICE packages
- KRSecure contracts of at least 20 new MICE accounts
- Negotiate and finalize contracts with leads
- Develop and implement tailored sales pitches
- Identify and research potential MICE account leads
OKRs to increase and diversify our portfolio of local, small-scale, and minority-owned vendors
- ObjectiveIncrease and diversify our portfolio of local, small-scale, and minority-owned vendors
- KRCreate and implement a supplier diversity policy within the organization
- Draft a comprehensive supplier diversity policy for the organization
- Conduct training sessions to implement the policy
- Obtain leadership approval for the proposed policy
- KRIncrease procurement from woman- and minority-owned vendors by 25%
- Develop partnerships with these targeted vendors
- Organize procurement training focusing on diversity
- Identify potential woman- and minority-owned suppliers
- KRIdentify and onboard at least 20 new local, small-scale vendors by quarter end
- Facilitate onboarding process for selected vendors
- Research potential local, small-scale vendors
- Initiate contact and build relationships
Portfolio Manager 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
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:
- 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 Portfolio Manager OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to implement Scrum and Agile training for the team
- OKRs to elevate the quality and impact of design solutions
- OKRs to implement a robust financial reporting system
- OKRs to successfully implement the new bank branch opening infrastructure
- OKRs to complete the Rockefeller Habits Checklist
- OKRs to enhance our performance measurement and reporting