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9 OKR examples for Strategy And Planning Team

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What are Strategy And Planning Team 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 Strategy And 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.

The best tools for writing perfect Strategy And Planning Team 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.

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.

AI feedback for OKRs in Tability

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.

Strategy And Planning Team OKRs examples

We've added many examples of Strategy And 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 understanding of customer needs and expectations through surveys

  • ObjectiveEnhance understanding of customer needs and expectations through surveys
  • KRConduct a survey with at least 500 unique customer responses
  • TaskDevelop a relevant and concise questionnaire for customers
  • TaskIdentify and select diverse channels to distribute the survey
  • TaskOrganize and analyze the gathered survey responses
  • KRIdentify and categorize top 3 common customer needs and expectations
  • TaskAnalyze survey data to identify top 3 needs
  • TaskCategorize these needs for future reference
  • TaskConduct a survey to identify common customer needs
  • KRImplement at least 2 changes in strategy or offering based on the survey insights
  • TaskAnalyze survey results to identify key insights
  • TaskApply changes to business offering
  • TaskDevelop a plan to implement strategy changes

OKRs to develop 2025's innovative digital strategy and planning framework

  • ObjectiveDevelop 2025's innovative digital strategy and planning framework
  • KRDevelop a comprehensive digital strategy document incorporating above identified trends
  • TaskAnalyze current digital strategy and identify areas for improvement
  • TaskResearch latest digital trends relevant to the business sector
  • TaskCompile the strategy incorporating identified trends and improvements
  • KRIdentify and evaluate 10 contemporary and potential digital trends by end of quarter
  • TaskResearch and select 10 notable contemporary digital trends
  • TaskEvaluate potential impact of chosen trends
  • TaskPrepare a comprehensive report on findings
  • KRGet approval for the digital strategy plan from 90% of stakeholders
  • TaskPrepare a comprehensive presentation of the digital strategy plan
  • TaskCollect, document and quantify stakeholder approval
  • TaskSchedule and conduct meetings with all stakeholders

OKRs to improve Advisory NPS through baseline measurement and analysis

  • ObjectiveImprove Advisory NPS through baseline measurement and analysis
  • KRDevelop and implement targeted improvement strategies based on Advisory NPS insights
  • TaskImplement the planned improvement strategies systematically
  • TaskAnalyze Advisory NPS feedback to identify areas for improvement
  • TaskDevelop strategies to address identified weaknesses
  • KRConduct customer satisfaction survey to gather Advisory NPS data
  • TaskDevelop a comprehensive customer satisfaction survey
  • TaskSend survey to existing advisory customers
  • TaskAnalyze survey results for NPS data
  • KRAnalyze and compare Advisory NPS scores across different customer segments
  • TaskAnalyze Advisory NPS scores for each segment
  • TaskCategorize customers into different segments
  • TaskCompare NPS scores across all segments

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
  • TaskRevise statements to reflect 80% overlap
  • TaskReview current mission and vision statements
  • TaskIdentify overlap with company strategy
  • KRGet feedback from 90% of team members affirming clearer strategic alignment within 6 weeks
  • TaskAnalyze and address received feedback on strategy
  • TaskSend the survey to all team members
  • TaskDevelop a straightforward survey about strategic alignment
  • KRFacilitate three workshops to promote understanding of company's strategic objectives by month's end
  • TaskSend invitations to all company employees
  • TaskDefine topics and prepare materials for three different workshops
  • TaskSchedule three workshop dates and secure venues

OKRs to implement effective and smart goal-setting strategies

  • ObjectiveImplement effective and smart goal-setting strategies
  • KRReview and refine goal-setting process after completion of each goal
  • TaskAnalyze the effectiveness of completed goal
  • TaskIdentify improvements for future goal-setting process
  • TaskImplement identified improvements in next goal plan
  • KRMonitor progress bi-weekly, ensuring 80% goal achievement rate
  • TaskDevelop report formats for bi-weekly updates
  • TaskSchedule bi-weekly progress review meetings
  • TaskCreate system to track 80% goal achievement rate
  • KRFormulate 2 new, measurable and achievable goals each week
  • TaskDetermine two realistic, quantifiable goals
  • TaskCreate plan with steps to achieve each goal
  • TaskBrainstorm personal or professional objectives for the week

OKRs to formulate and Implement a robust Business and Product Strategy

  • ObjectiveFormulate and Implement a robust Business and Product Strategy
  • KRImplement and test product strategy with a minimum viable product in 6 weeks
  • TaskDevelop a prototype of the minimum viable product
  • TaskImplement a detailed product strategy
  • TaskConduct rigorous testing and gather feedback
  • KRDevelop a comprehensive business strategy with measurable goals within 3 weeks
  • TaskDraft a comprehensive, strategic business plan
  • TaskDefine measurable, time-bound business goals
  • TaskResearch market trends and study competitors for business strategy formulation
  • KRIdentify and analyse 5 key competitor business strategies within next quarter
  • TaskIdentify 5 main competitors in the market
  • TaskAnalyze each strategy's effectiveness and performance
  • TaskResearch and note down their business strategies

OKRs to decrease dropout rates among at-risk students

  • ObjectiveDecrease dropout rates among at-risk students
  • KRAchieve a 20% reduction in the dropout rate of identified at-risk students
  • TaskIntroduce student mentoring and counseling programs
  • TaskImplement personalized academic support plans for identified at-risk students
  • TaskImprove parental engagement in students' school activities
  • KRImprove student engagement by implementing personalized learning plans for 50% of identified students
  • TaskImplement plans and monitor student engagement
  • TaskDevelop unique learning strategies for each student
  • TaskIdentify students requiring personalized learning plans
  • KRIdentify 30% more at-risk students through accurate and targeted assessment methods
  • TaskEnhance screening methods to ensure accuracy
  • TaskProvide teachers with targeted assessment training
  • TaskImplement predictive analytics to identify at-risk students

OKRs to implement strategic initiatives to improve execution and value realization

  • ObjectiveImplement strategic initiatives to improve execution and value realization
  • KREnhance stakeholder satisfaction by 10% through better strategic alignment
  • TaskIdentify areas of misalignment and develop improvement plans
  • TaskConduct a thorough review of current strategic alignment methods
  • TaskImplement changes and track stakeholders' satisfaction growth
  • KRAchieve a 15% rise in measurable value from implemented initiatives
  • TaskIdentify areas for initiative implementation with the maximum benefit potential
  • TaskEstablish a system to track measurable value growth
  • TaskDevelop and execute strategies for selected initiatives
  • KRIncrease strategic project completion rate by 20%
  • TaskConduct regular team meetings for effective communication and updates
  • TaskProvide additional training to improve employee project handling skills
  • TaskImplement project management software to track and streamline tasks

OKRs to develop an engaging and results-driven events strategy

  • ObjectiveDevelop an engaging and results-driven events strategy
  • KRMeasure and increase participant satisfaction by 25% post-event via surveys
  • TaskCreate a post-event satisfaction survey for participants
  • TaskImplement feedback to improve future events by 25%
  • TaskDistribute the survey to all event participants
  • KRSecure partnerships with at least 5 industry influencers for event exposure
  • TaskIdentify relevant industry influencers for partnership
  • TaskDraft compelling proposal for potential influencer partnerships
  • TaskFollow-up proposal with individual discussions and negotiation
  • KRBoost event engagement by 30% through interactive and engaging execution strategies
  • TaskUse visual storytelling to captivate attendees' interest
  • TaskAdopt gamification methods for interactive participant involvement
  • TaskImplement live polls/quizzes to encourage audience participation

Strategy And 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.

Save hours with automated OKR dashboards

AI feedback for OKRs in Tability

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:

Spreadsheets are enough to get started. Then, once you need to scale you can use Tability to save time with automated OKR dashboards, data connectors, and actionable insights.

How to get Tability dashboards:

That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.

More Strategy And Planning Team OKR templates

We have more templates to help you draft your team goals and OKRs.

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