7 customisable OKR examples for Unit Manager
What are Unit Manager 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.
Formulating strong OKRs can be a complex endeavor, particularly for first-timers. Prioritizing outcomes over projects is crucial when developing your plans.
We've tailored a list of OKRs examples for Unit Manager 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.
Building your own Unit Manager OKRs with AI
While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own OKRs.
Our customisable Unit Manager OKRs examples
You'll find below a list of Objectives and Key Results templates for Unit Manager. 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!
1. OKRs to successfully launch the asset managers unit trust business
Successfully launch the asset managers unit trust business
Onboard 3 seasoned unit trust portfolio managers by Week 12
Schedule interview and assessment process by Week 8
Identify suitable candidates for unit trust portfolio manager role
Complete hiring and orientation by Week 12
Acquire initial capital commitments from 5 strategic partners by Week 9
Identify potential strategic partners for initial capital commitments
Schedule and conduct pitch meetings before Week 9
Develop a compelling pitch targeting these strategic partners
Develop comprehensive, SEC-compliant business plan for unit trust operation by Week 6
2. OKRs to design and launch a production unit application
Design and launch a production unit application
Identify and document production unit needs and specifications by end of Week 4
Conduct interviews with production unit teams
Analyze and list unit needs and specifications
Compile and finalize documentation by Week 4
Design, develop, and test the application prototype for functionality by Week 8
Develop the proposed prototype based on the design
Conduct thorough functionality tests on the prototype
Create detailed design for application prototype
Successfully deploy the new application in the production unit by Week 12
Finalize application development and perform thorough testing by Week 9
Complete user training for new application usage by Week 10
Schedule and execute application deployment in the production unit for Week 12
3. OKRs to boost product sales to reach 100 units
Boost product sales to reach 100 units
Increase return customer rate by offering frequent buyer incentives
Develop a loyalty program that offers discounts to repeat customers
Create a points system for frequent shoppers
Offer personalized promotion deals for highly active customers
Improve customer engagement by rolling out two promotional campaigns
Launch and monitor the promotional campaigns
Identify suitable products for promotional campaigns
Develop engaging marketing materials for each campaign
Increase website conversion rate by 20%
Implement A/B testing to identify high-converting elements
Enhance website speed and user experience
Optimize website mobile-user interface
4. OKRs to increase revenue efficiency across all business units
Increase revenue efficiency across all business units
Reduce operational expenditure by 10% to maximize net revenue
Streamline processes to minimize redundant labor costs
Implement energy-saving measures to decrease utility costs
Negotiate better terms with suppliers to cut procurement expenses
Streamline all revenue-generating processes to increase efficiency by 20%
Train team in streamlined processes and new software
Identify current inefficiencies in revenue-generating processes
Implement technological solutions to automate manual tasks
Increase average revenue per user (ARPU) by 15%
Optimize pricing based on customer buying behaviors
Improve user experience to boost customer engagement
Develop targeted upselling strategies for high-value customers
5. OKRs to implement effective collaboration tools across the organization
Implement effective collaboration tools across the organization
Increase project team efficiency by 30% via new collaboration tools usage
Implement daily usage and monitor progress regularly
Train team on effective utilization of chosen tools
Identify suitable collaboration tools to improve efficiency
Identify and select top 3 suitable collaboration tools by analyzing employee needs survey
Conduct a survey to identify employee collaboration needs
Research and review various collaboration tools
Choose top 3 tools matching employee needs
Train 90% of employees on chosen collaboration tools, ensuring effective utilization
Monitor employee attendance and participation in training
Evaluate tool usage and provide post-training support
Schedule collaborative tool training sessions for employees
6. OKRs to enhance HR's strategic partnership with business units
Enhance HR's strategic partnership with business units
Reduce turnover rate by 15% through retention strategies
Develop a comprehensive employee benefits and incentives program
Implement systematic periodical employee performance reviews and promotions
Facilitate consistent team building activities and trainings
Improve employee engagement score by 20% through HR initiatives
Implement regular team-building exercises and events
Conduct workplace culture improvement workshops
Enhance communication channels for employee feedback
Implement 3 new HR-related business alignment projects with positive feedback
Execute the three chosen HR business alignment projects
Identify potential HR-related alignment projects
Gather feedback using post-implementation surveys
7. OKRs to achieve 100-unit sales without any budget
Achieve 100-unit sales without any budget
Secure 50 customer referrals through existing customer network
Promote this program to existing customers
Follow-up on potential leads regularly
Establish a customer referral program with incentives
Initiate 10 cost-free marketing partnerships for product promotion
Identify potential partners relevant to product
Draft personalized partnership proposals
Initiate contact and negotiate partnerships
Increase organic website traffic by 30% through SEO strategies
Optimize website content & meta descriptions with relevant keywords
Enhance website loading speed and mobile responsiveness
Implement an effective backlink strategy
Unit Manager OKR best practices to boost success
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.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/tability-insights-board.e70f9466.png)
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.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/checkins-graph.b2aec458.png)
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 turn your Unit Manager OKRs in a strategy map
Your quarterly OKRs should be tracked weekly in order to get all the benefits of the OKRs 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.
![A strategy map in Tability](https://tability-templates-v2.vercel.app/_next/static/media/tability_strategy_map.2ad25843.png)
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 Unit Manager OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to boost customer loyalty and revenue through increased site traffic
OKRs to secure a new project contract with a new client
OKRs to establish and maintain a balanced and flourishing life
OKRs to improve my memory and retention skills
OKRs to enhance internal controls for a zero-deficiency internal audit
OKRs to streamline the process of generating quarterly reports
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: What is the meaning of OKRs
- Blog posts: ODT Blog
- Success metrics: KPIs examples
What's next? Try Tability's goal-setting AI
You can create an iterate on your OKRs using Tability's unique goal-setting AI.
Watch the demo below, then hop on the platform for a free trial.