Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Strategic Planning 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.
Crafting effective OKRs can be challenging, particularly for beginners. Emphasizing outcomes rather than projects should be the core of your planning.
We have a collection of OKRs examples for Strategic Planning to give you some inspiration. You can use any of the templates below as a starting point for your OKRs.
If you want to learn more about the framework, you can read our OKR guide online.
The best tools for writing perfect Strategic Planning 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.
Strategic Planning OKRs examples
You'll find below a list of Objectives and Key Results templates for Strategic Planning. 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 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 implement strategic planning framework for goal alignment
- ObjectiveStreamline organizational strategy for better goal alignment
- KRProvide regular communication and training to ensure alignment and engagement
- KREstablish a system to track and monitor progress towards goals
- KRConduct a SWOT analysis and identify key strategic priorities
- KRDevelop a clear action plan for executing the strategic priorities
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 enhance strategic planning and cut costs in category and product management
- ObjectiveEnhance strategic planning and cut costs in category and product management
- KRDevelop and implement a strategic category plan for 3 top-selling product lines
- Implement the developed plan across each product line
- Identify the three top-selling product lines
- Create a comprehensive strategic category plan
- KRIncrease cost efficiency by improving negotiation skills, saving 15% on supplier contracts
- Enroll in professional negotiation skills workshops
- Establish a targeted savings goal for each contract
- Negotiate supplier contracts effectively to ensure savings
- KRImplement a new budgeting tool to decrease product development costs by 20%
- Monitor and adjust implementation for efficiency
- Train product development team on chosen tool
- Identify suitable budgeting tools within the market
OKRs to align business operations towards 2030 strategic outcomes
- ObjectiveAlign business operations towards 2030 strategic outcomes
- KRAchieve 30% staff understanding and alignment with 2030 strategic outcomes
- Schedule feedback sessions for queries and discussions
- Develop easy-to-understand materials explaining 2030 stratagem
- Conduct staff workshops on 2030 strategic outcomes
- KRDefine and communicate the 2030 strategic outcomes to all departments
- Develop clear, concise 2030 strategic outcomes
- Create a comprehensive communication plan
- Disseminate material to all department heads
- KRImplement 10% of strategic initiatives related to 2030 outcomes
- Prioritize and select 10% for immediate implementation
- Identify key strategic initiatives impacting 2030 outcomes
- Develop and begin execution of implementation plans
OKRs to enhance strategic thinking and adapt to changes effectively
- ObjectiveEnhance strategic thinking and adapt to changes effectively
- KRComplete a minimum of 3 industry-related strategic thinking workshops
- Register for the selected three workshops
- Attend and participate in the workshops
- Research available strategic thinking workshops in the industry
- KRImplement at least 2 process changes based on strategic analysis in work routine
- Integrate and monitor the new processes in work routine
- Identify areas of improvement from strategic analysis report
- Develop an implementation plan for two process changes
- KRMeasure and improve adaptability score by 20% using a reputable assessment tool
- Evaluate current adaptability score accurately
- Select a reputable tool to measure adaptability score
- Implement adjustments to improve score by 20%
OKRs to implement effective annual success plans
- ObjectiveImplement effective annual success plans
- KRGet 80% positive feedback on implemented success plans from account holders
- Regularly solicit feedback on the success plan from account holders
- Adjust and improve the success plan based on the collected feedback
- Implement a robust, customer-focused success plan for account holders
- KREstablish rapport with 10 unique strategic account drivers
- Initiate contact, introduce self, and establish connection
- Identify and research 10 key strategic account drivers
- Maintain regular communication and demonstrate understanding of their business needs
- KRDevelop and solidify 5 long-term strategies for major accounts
- Identify top 5 major accounts needing strategic development
- Regularly review and revise strategies to assure ongoing effectiveness
- Establish strategies focusing on long-term client growth and retention
OKRs to produce an engaging digital strategic operations context (SOC)
- ObjectiveProduce an engaging digital strategic operations context (SOC)
- KRAchieve a 25% increase in user engagement with the deployed digital SOC
- Enhance user experience with interactive and user-friendly interface
- Implement personalized notifications of SOC's features and updates
- Initiate regular webinars or workshops regarding SOC usage
- KRDesign and develop digital SOC that reflects updated business strategies within 4 weeks
- Design the digital SOC layout based on updated strategies
- Develop and test the new digital SOC within the timeframe
- Review and update business strategies for SOC integration
- KRObtain feedback from 70% of the staff for making further improvements to the SOC
- Distribute the survey to all staff members
- Follow up to ensure at least 70% completion
- Create an anonymous online survey for SOC improvement ideas
OKRs to enhance stakeholder and senior management communication
- ObjectiveEnhance stakeholder and senior management communication
- KRDevelop and implement a quarterly report detailing ongoing initiatives for senior management
- Design a comprehensive report format
- Implement and disseminate report to senior management
- Identify ongoing initiatives relevant to senior management
- KRIncrease frequency of updates to stakeholders to once a week
- Assign someone responsible for composing and sending updates
- Draft a weekly update template for consistent communication
- Schedule weekly updates on the preferred platform
- KRSchedule and attend at least two face-to-face meetings with key stakeholders per month
- Identify key stakeholders for regular discussions
- Organize two meetings with each stakeholder
- Follow through and attend these meetings
OKRs to execute impactful strategies to accomplish my goal
- ObjectiveExecute impactful strategies to accomplish my goal
- KRDefine 3 effective strategies for goal completion through thorough analysis by week 2
- Refine strategies based on thorough analysis outcomes
- Identify specific strategies to enhance goal completion
- Analyze effectiveness of strategies within two weeks
- KRAchieve at least 90% of the desired outcome using the implemented strategies by week 12
- Review and adjust implemented strategies weekly
- Measure weekly progress towards the desired outcome
- Conduct regular team performance assessments
- KRImplement the defined strategies in 70% of the task areas by week 6
- Identify and prioritize top 70% of task areas requiring strategy implementation
- Facilitate team training sessions to ensure strategy understanding and adoption
- Develop and schedule a detailed strategy rollout plan for week 6
Strategic Planning 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.
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
Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, you can move to 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 Strategic Planning OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to expand and diversify supporter base
- OKRs to ensure successful completion of Annual Audit Plan
- OKRs to excel in team building and professional development services
- OKRs to increase leads through Inbound Marketing
- OKRs to amplify revenue generation from the Niche Hawaiian Alibaytrendy website
- OKRs to enhance communication tools for internal project members