What are Strategic Planning Team 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.
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 Team 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.
How to write your own Strategic Planning Team OKRs
Option 1. Turn ideas into OKRs with Tability AI
While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here.
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.
Strategic Planning Team OKRs examples
We've added many examples of Strategic Planning Team Objectives and Key Results, but we did not stop there. Understanding the difference between OKRs and projects is important, so we also added examples of strategic initiatives that relate to the OKRs.
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 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 align team's mission and vision with company's strategic goals
- ObjectiveAlign team's mission and vision with company's strategic goals
- KRUpdate mission and vision statements to reflect 80% overlap with company strategy
- Revise statements to reflect 80% overlap
- Review current mission and vision statements
- Identify overlap with company strategy
- KRGet feedback from 90% of team members affirming clearer strategic alignment within 6 weeks
- Analyze and address received feedback on strategy
- Send the survey to all team members
- Develop a straightforward survey about strategic alignment
- KRFacilitate three workshops to promote understanding of company's strategic objectives by month's end
- Send invitations to all company employees
- Define topics and prepare materials for three different workshops
- Schedule three workshop dates and secure venues
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 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 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 develop comprehensive KPIs for service design enhancement
- ObjectiveDevelop comprehensive KPIs for service design enhancement
- KRIdentify and categorize 15 potential KPIs critical to service design by next month
- Categorize selected KPIs based on importance
- Analyze and select the top 15 KPIs
- Conduct research on potential service design KPIs
- KRMeasure and achieve 25% improvement in service design efficiency using new KPIs
- Identify new KPIs relevant to service design efficiency
- Train staff in measuring and improving these new KPIs
- Implement changes, monitor progress and adjust as necessary
- KRImplement at least 10 newly defined KPIs in ongoing service design projects
- Monitor and adjust KPIs based on project outcomes
- Identify 10 key performance indicators for service design projects
- Incorporate the defined KPIs into ongoing projects
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
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 formulate a robust 7-year financial plan
- ObjectiveFormulate a robust 7-year financial plan
- KRFinalize full 7-year financial plan after conducting 3 rounds of reviews by Week 12
- Make necessary revisions based on the review feedback
- Finalize and approve the 7-year financial plan by Week 12
- Conduct 3 rounds of reviews for the 7-year financial plan
- KRIdentify and document all major revenue and expense sources by Week 6
- Document all major revenue sources
- Identify all major revenue sources by Week 6
- Record all major expense sources by Week 6
- KRCreate projection models and validate accuracy for the first 2 years by Week 9
- Validate accuracy of models by Week 9
- Develop projection models based on gathered data
- Gather data relevant to creating projection models
Strategic Planning Team 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 Strategic Planning Team OKRs
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 a proper OKR platform to make things easier.
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 Strategic Planning Team OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to complete Windows 10 update on all DC PCs
- OKRs to enhance efficiency in handling travel time requests
- OKRs to boost overall CSAT score
- OKRs to establish and implement a Jobs to be Done Framework in our team
- OKRs to implement a sustainable system for organizational growth
- OKRs to enhance efficiency and effectiveness of customer service