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tability.ioWhat are Prospects 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 Prospects 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.
Prospects OKRs examples
You will find in the next section many different Prospects Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).
Hope you'll find this helpful!
OKRs to enhance outbound lead generation for NHS prospects
ObjectiveEnhance outbound lead generation for NHS prospects
KRImplement 3 new lead generation strategies targeting NHS prospects specifically
Begin executing strategies and monitor initial results- Develop detailed plans for implementing each strategy
- Research and identify 3 relevant lead generation strategies for NHS prospects
- KRIncrease the number of NHS prospect contacts by 25%
- Enhance outreach efforts on social media platforms
- Conduct engaging networking events
- Implement a membership referral program
- KRAchieve a lead conversion rate of 10% on NHS prospects
- Develop targeted marketing content for NHS prospects
- Optimize sales pitch for NHS demographic
- Implement an effective follow-up system
OKRs to enhance health, job prospects and personal relationships this summer
- ObjectiveEnhance health, job prospects and personal relationships this summer
- KRInvest 2 hours daily in meaningful conversations with friends and family to nurture relationships
- Select diverse topics to discuss for deeper conversations
- Reflect on conversations to identify relationship growth opportunities
- Schedule 2 hours daily for dedicated family and friend time
- KRApply to minimum 5 jobs each week to diversify employment opportunities
- Tailor resume and cover letter for each job application
- Research and select five suitable job opportunities weekly
- Submit applications and follow up weekly
- KRIncrease weekly workout frequency to 5 days to boost physical health
- Establish a consistent workout schedule that includes 5 days per week
- Incorporate a range of exercises into weekly workout routine
- Regularly monitor progress to remain motivated and on track
OKRs to accumulate 3 million rand in total quote value
- ObjectiveAccumulate 3 million rand in total quote value
- KRImprove average quote value by 5% each month
- Offer premium service packages alongside regular quotes
- Provide training on negotiation skills for sales staff
- Implement upselling techniques during customer interactions
- KRIncrease quote frequency to 50 new prospects weekly
- Follow up with prospects on quotes consistently every week
- Identify and gather contact info for 50 new leads every week
- Send personalized quotes to 50 targeted prospects weekly
- KRSecure pre-commitments from 10 major potential clients
- Develop a compelling business proposal relevant to each client
- Identify and compile a list of 10 potential major clients
- Personally communicate the proposal, seeking pre-commitments from each client
OKRs to improve job prospects, personal relationships, and health this summer
- ObjectiveImprove job prospects, personal relationships, and health this summer
- KRSecure 3 job interviews in related fields
- Reach out to industry connections for potential leads
- Update and tailor resume for related field positions
- Apply for at least 10 jobs in related fields
- KRInvest a minimum of 3 hours weekly into meaningful relationships
- Attend social events or community functions regularly
- Schedule weekly catch-ups with close friends or family
- Initiate meaningful conversations with loved ones
- KRSpend at least 30 minutes daily in physical exercise
- Start and maintain consistency in your daily exercise routine
- Choose preferred exercise types like running, yoga, or strength training
- Schedule 30 minutes daily for physical activity in your planner
OKRs to boost email engagement across all prospect lists
- ObjectiveBoost email engagement across all prospect lists
- KRIncrease overall email open rates by 20%
- Segment email list for more targeted messaging
- Initiate A/B testing to optimize email content
- Implement engaging, attention-grabbing subjects in emails
- KRLower email unsubscribe rate by 10%
- Segment email list for more personalized communication
- Implement an option for email frequency preferences
- Improve email content to make it more engaging and relevant
- KRGrow click-through rates by 15% in emails
- Create engaging email subject lines to boost open rates
- Use striking call-to-action buttons in every email
- Implement A/B testing to improve email design
How to write your own Prospects OKRs
1. Get tailored OKRs with an AI
You'll find some examples below, but it's likely that you have very specific needs that won't be covered.
You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.
- 1. Go to Tability's plan editor
- 2. Click on the "Generate goals using AI" button
- 3. Use natural language to describe your goals
Tability will then use your prompt to generate a fully editable OKR template.
Watch the video below to see it in action 👇
Option 2. Optimise existing OKRs with Tability Feedback tool
If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.
- 1. Go to Tability's plan editor
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on "Generate analysis"
Tability's Strategy Map makes it easy to see all your org's OKRsTability 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.
You can then decide to accept the suggestions or dismiss them if you don't agree.
Option 3. Use the free OKR generator
If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.
Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.
Prospects 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
The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the 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
Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.
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.
How to track your Prospects OKRs
Quarterly OKRs should have weekly updates to get all the 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
Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, once you get comfortable you can graduate to a proper OKRs-tracking tool.
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 Prospects OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to conduct thorough analysis of two main competitors
- OKRs to enhance reliability and performance across all services
- OKRs to implement a laboratory procedure mentorship program
- OKRs to maximize warehouse revenue per square foot
- OKRs to create a comprehensive and applicable certification exam
- OKRs to improve user navigation and orientation on the website