Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Strategy 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 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 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.
- 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.
Strategy Planning Team OKRs examples
You will find in the next section many different Strategy Planning Team 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 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
Develop a relevant and concise questionnaire for customers- Identify and select diverse channels to distribute the survey
- Organize and analyze the gathered survey responses
- KRIdentify and categorize top 3 common customer needs and expectations
- Analyze survey data to identify top 3 needs
- Categorize these needs for future reference
- Conduct a survey to identify common customer needs
- KRImplement at least 2 changes in strategy or offering based on the survey insights
- Analyze survey results to identify key insights
- Apply changes to business offering
- Develop 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
- Analyze current digital strategy and identify areas for improvement
- Research latest digital trends relevant to the business sector
- Compile the strategy incorporating identified trends and improvements
- KRIdentify and evaluate 10 contemporary and potential digital trends by end of quarter
- Research and select 10 notable contemporary digital trends
- Evaluate potential impact of chosen trends
- Prepare a comprehensive report on findings
- KRGet approval for the digital strategy plan from 90% of stakeholders
- Prepare a comprehensive presentation of the digital strategy plan
- Collect, document and quantify stakeholder approval
- Schedule 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
- Implement the planned improvement strategies systematically
- Analyze Advisory NPS feedback to identify areas for improvement
- Develop strategies to address identified weaknesses
- KRConduct customer satisfaction survey to gather Advisory NPS data
- Develop a comprehensive customer satisfaction survey
- Send survey to existing advisory customers
- Analyze survey results for NPS data
- KRAnalyze and compare Advisory NPS scores across different customer segments
- Analyze Advisory NPS scores for each segment
- Categorize customers into different segments
- Compare 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
- 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 and smart goal-setting strategies
- ObjectiveImplement effective and smart goal-setting strategies
- KRReview and refine goal-setting process after completion of each goal
- Analyze the effectiveness of completed goal
- Identify improvements for future goal-setting process
- Implement identified improvements in next goal plan
- KRMonitor progress bi-weekly, ensuring 80% goal achievement rate
- Develop report formats for bi-weekly updates
- Schedule bi-weekly progress review meetings
- Create system to track 80% goal achievement rate
- KRFormulate 2 new, measurable and achievable goals each week
- Determine two realistic, quantifiable goals
- Create plan with steps to achieve each goal
- Brainstorm personal or professional objectives for the week
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 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
- Identify areas of misalignment and develop improvement plans
- Conduct a thorough review of current strategic alignment methods
- Implement changes and track stakeholders' satisfaction growth
- KRAchieve a 15% rise in measurable value from implemented initiatives
- Identify areas for initiative implementation with the maximum benefit potential
- Establish a system to track measurable value growth
- Develop and execute strategies for selected initiatives
- KRIncrease strategic project completion rate by 20%
- Conduct regular team meetings for effective communication and updates
- Provide additional training to improve employee project handling skills
- Implement project management software to track and streamline tasks
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
- Develop a prototype of the minimum viable product
- Implement a detailed product strategy
- Conduct rigorous testing and gather feedback
- KRDevelop a comprehensive business strategy with measurable goals within 3 weeks
- Draft a comprehensive, strategic business plan
- Define measurable, time-bound business goals
- Research market trends and study competitors for business strategy formulation
- KRIdentify and analyse 5 key competitor business strategies within next quarter
- Identify 5 main competitors in the market
- Analyze each strategy's effectiveness and performance
- Research and note down their business strategies
OKRs to establish solid groundwork for expansion into new markets
- ObjectiveEstablish solid groundwork for expansion into new markets
- KRDevelop tailored expansion strategy for each identified market
- Review and refine strategies based on potential return analysis
- Apply insights to craft unique growth strategies per market
- Conduct comprehensive research on identified markets' characteristics
- KRSecure financial resources necessary for the initial phase of expansion
- Research potential funding sources and investors
- Submit proposals or applications for funding
- Identify necessary budget for expansion activities
- KRIdentify and analyze potential markets for viability by the quarter-end
- Conduct thorough research on emerging markets and trends
- Analyze the demands and profitability of potential markets
- Present a detailed report on market viability analysis
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
Strategy 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
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 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 Strategy Planning Team OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance efficiency and accuracy in month end reporting systems
- OKRs to implement single account just-in-time access system
- OKRs to enhance group communication regarding current conditions
- OKRs to enhance homepage with contextually relevant customer information
- OKRs to boost Overall Account Health
- OKRs to achieve punctual timesheet submission