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 Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/tability-insights-board.e70f9466.png)
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.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/checkins-graph.b2aec458.png)
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.
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.
![A strategy map in Tability](https://tability-templates-v2.vercel.app/_next/static/media/tability_strategy_map.2ad25843.png)
If 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.