7 customisable OKR examples for Proposal
What are Proposal 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 Proposal 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 Proposal 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 Proposal OKRs examples
You'll find below a list of Objectives and Key Results templates for Proposal. 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!
1. OKRs to contribute proactively to three Atlassian Services proposals
Contribute proactively to three Atlassian Services proposals
Gain customer acceptance on at least two proposals by the end of the quarter
Schedule and conduct presentations of the proposals to customers- Secure formal acceptance from at least two customers
- Develop clear and persuasive proposals for customer presentation
- Draft and submit one compelling proposal each month for client consideration
- Develop a compelling and concise proposal outline
- Identify desirable project proposals for the client
- Submit the completed proposal to the client
- Identify and finalize five potential clients needing Atlassian Services by Week 2
2. OKRs to develop and implement an impactful spending proposal
- Develop and implement an impactful spending proposal
- Obtain approval for the final spending proposal from all necessary department heads
- Collect approval signatures from every department head
- Arrange a meeting to present and discuss the proposal
- Draft final spending proposal for department heads' review
- Research and benchmark 3 successful spending proposals from like companies
- Obtain and analyze these companies' spending proposals
- Identify three similar companies with successful spending proposals
- Record findings and draw parallels to inform our proposal
- Assemble a comprehensive draft proposal with at least 30 operational line items
- Create a list of minimum 30 operational line items
- Include those operational line items in the draft
- Write a comprehensive draft proposal
3. OKRs to secure 10 new request for proposals
- Secure 10 new request for proposals
- Identify and initiate outreach to 30 potential leads for RFPs each week
- Create a compelling outreach message
- Research and identify 30 potential leads for RFPs
- Initiate contact with each lead weekly
- Conduct at least 20 successful meetings with decision-makers for RFPs per month
- Reach out and schedule meetings with the identified individuals
- Plan and conduct effective presentations for each meeting
- Research and identify potential decision-makers for RFPs
- Achieve a conversion rate of 50% in moving leads to submitting RFPs
- Improve lead targeting with data analysis techniques
- Train sales team on persuasive communication strategies
- Implement captivating and informative proposal templates
4. OKRs to establish a successful partnership with Meta
- Establish a successful partnership with Meta
- Secure a meeting with Meta's key decision-makers within the first month
- Identify and research Meta's main decision-makers
- Follow up until a meeting is secured
- Craft personalized outreach messages to each individual
- Develop a value-driven partnership proposal for Meta by the second month
- Arrange a proposal presentation with Meta
- Draft a proposal outlining mutual value growth
- Identify potential areas of synergy between our company and Meta
- Secure a signed partnership agreement with Meta by the end of the quarter
- Initiate a meeting to discuss partnership with Meta representatives
- Finalize and receive signed partnership agreement from Meta
- Present a compelling proposal detailing mutual benefits
5. OKRs to secure 6.5M for nonprofit
- Secure 6.5M for nonprofit
- Obtain 1.5M in grants from foundations
- Prepare compelling, detailed grant proposals
- Identify suitable foundations for grant applications
- Submit all proposals as per requirements
- Raise 2M through online fundraising campaigns
- Launch and continuously monitor the campaign's performance
- Develop a compelling marketing strategy
- Identify key audiences to target during online fundraising
- Secure 3M through corporate partnerships
- Initiate negotiations and finalize partnership agreements
- Identify potential corporate partners based on synergy and financial potential
- Develop a compelling partnership proposal showcasing mutual benefits
6. OKRs to secure two contracts with value at least $300,000
- Secure two contracts with value at least $300,000
- Successfully negotiate and close at least two contracts valued above $150,000 each
- Research and identify potential high-value clients
- Develop customized proposals for each client
- Conduct persuasive negotiation meetings
- Conduct 30 business proposal presentations for potential clients
- Schedule and execute 30 presentations
- Create and refine business proposal presentations
- Identify and research 30 potential clients for proposals
- Identify and reach out to 50 potential clients by the end of the quarter
- Send outreach messages to each potential client
- Draft a personalized outreach message for each contact
- Create a list of 50 potential clients relevant to our business
7. OKRs to develop comprehensive RFP questions for payroll and HR solutions
- Develop comprehensive RFP questions for payroll and HR solutions
- Formulate 15 insightful RFP questions about necessary HR solution features by week 6
- Identify key HR solution features needed in the company
- Draft 15 well-crafted RFP questions
- Research exemplary RFP questions related to HR solutions
- Receive positive feedback on RFP questions from at least three industry experts by week 8
- Draft RFP questions by week 2
- Solicit and incorporate feedback by week 7
- Identify and contact three industry experts by week 4
- Craft 20 detailed RFP questions that cover essential payroll functionalities by week 4
- Review pertinent payroll functionalities for comprehensive understanding
- Draft a list of 20 detailed questions
- Review and refine questions by week 4
Proposal 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's audit dashboard will highlight opportunities to improve OKRsTip #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'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 Proposal 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
We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using a proper OKR-tracking tool for it.
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 Proposal OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to boost revenue from Student Partners
- OKRs to enhance Data Accuracy and Integrity
- OKRs to elevate overall daily work performance
- OKRs to enhance workforce capabilities
- OKRs to enhance training areas for improvement identification
- OKRs to maximize funding for Corporate Social Responsibility (CSR) initiatives
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.