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!

1OKRs to successfully launch the asset managers unit trust business

  • ObjectiveSuccessfully launch the asset managers unit trust business
  • Key ResultOnboard 3 seasoned unit trust portfolio managers by Week 12
  • TaskSchedule interview and assessment process by Week 8
  • TaskIdentify suitable candidates for unit trust portfolio manager role
  • TaskComplete hiring and orientation by Week 12
  • Key ResultAcquire initial capital commitments from 5 strategic partners by Week 9
  • TaskIdentify potential strategic partners for initial capital commitments
  • TaskSchedule and conduct pitch meetings before Week 9
  • TaskDevelop a compelling pitch targeting these strategic partners
  • Key ResultDevelop comprehensive, SEC-compliant business plan for unit trust operation by Week 6

2OKRs to design and launch a production unit application

  • ObjectiveDesign and launch a production unit application
  • Key ResultIdentify and document production unit needs and specifications by end of Week 4
  • TaskConduct interviews with production unit teams
  • TaskAnalyze and list unit needs and specifications
  • TaskCompile and finalize documentation by Week 4
  • Key ResultDesign, develop, and test the application prototype for functionality by Week 8
  • TaskDevelop the proposed prototype based on the design
  • TaskConduct thorough functionality tests on the prototype
  • TaskCreate detailed design for application prototype
  • Key ResultSuccessfully deploy the new application in the production unit by Week 12
  • TaskFinalize application development and perform thorough testing by Week 9
  • TaskComplete user training for new application usage by Week 10
  • TaskSchedule and execute application deployment in the production unit for Week 12

3OKRs to boost product sales to reach 100 units

  • ObjectiveBoost product sales to reach 100 units
  • Key ResultIncrease return customer rate by offering frequent buyer incentives
  • TaskDevelop a loyalty program that offers discounts to repeat customers
  • TaskCreate a points system for frequent shoppers
  • TaskOffer personalized promotion deals for highly active customers
  • Key ResultImprove customer engagement by rolling out two promotional campaigns
  • TaskLaunch and monitor the promotional campaigns
  • TaskIdentify suitable products for promotional campaigns
  • TaskDevelop engaging marketing materials for each campaign
  • Key ResultIncrease website conversion rate by 20%
  • TaskImplement A/B testing to identify high-converting elements
  • TaskEnhance website speed and user experience
  • TaskOptimize website mobile-user interface

4OKRs to increase revenue efficiency across all business units

  • ObjectiveIncrease revenue efficiency across all business units
  • Key ResultReduce operational expenditure by 10% to maximize net revenue
  • TaskStreamline processes to minimize redundant labor costs
  • TaskImplement energy-saving measures to decrease utility costs
  • TaskNegotiate better terms with suppliers to cut procurement expenses
  • Key ResultStreamline all revenue-generating processes to increase efficiency by 20%
  • TaskTrain team in streamlined processes and new software
  • TaskIdentify current inefficiencies in revenue-generating processes
  • TaskImplement technological solutions to automate manual tasks
  • Key ResultIncrease average revenue per user (ARPU) by 15%
  • TaskOptimize pricing based on customer buying behaviors
  • TaskImprove user experience to boost customer engagement
  • TaskDevelop targeted upselling strategies for high-value customers

5OKRs to implement effective collaboration tools across the organization

  • ObjectiveImplement effective collaboration tools across the organization
  • Key ResultIncrease project team efficiency by 30% via new collaboration tools usage
  • TaskImplement daily usage and monitor progress regularly
  • TaskTrain team on effective utilization of chosen tools
  • TaskIdentify suitable collaboration tools to improve efficiency
  • Key ResultIdentify and select top 3 suitable collaboration tools by analyzing employee needs survey
  • TaskConduct a survey to identify employee collaboration needs
  • TaskResearch and review various collaboration tools
  • TaskChoose top 3 tools matching employee needs
  • Key ResultTrain 90% of employees on chosen collaboration tools, ensuring effective utilization
  • TaskMonitor employee attendance and participation in training
  • TaskEvaluate tool usage and provide post-training support
  • TaskSchedule collaborative tool training sessions for employees

6OKRs to enhance HR's strategic partnership with business units

  • ObjectiveEnhance HR's strategic partnership with business units
  • Key ResultReduce turnover rate by 15% through retention strategies
  • TaskDevelop a comprehensive employee benefits and incentives program
  • TaskImplement systematic periodical employee performance reviews and promotions
  • TaskFacilitate consistent team building activities and trainings
  • Key ResultImprove employee engagement score by 20% through HR initiatives
  • TaskImplement regular team-building exercises and events
  • TaskConduct workplace culture improvement workshops
  • TaskEnhance communication channels for employee feedback
  • Key ResultImplement 3 new HR-related business alignment projects with positive feedback
  • TaskExecute the three chosen HR business alignment projects
  • TaskIdentify potential HR-related alignment projects
  • TaskGather feedback using post-implementation surveys

7OKRs to achieve 100-unit sales without any budget

  • ObjectiveAchieve 100-unit sales without any budget
  • Key ResultSecure 50 customer referrals through existing customer network
  • TaskPromote this program to existing customers
  • TaskFollow-up on potential leads regularly
  • TaskEstablish a customer referral program with incentives
  • Key ResultInitiate 10 cost-free marketing partnerships for product promotion
  • TaskIdentify potential partners relevant to product
  • TaskDraft personalized partnership proposals
  • TaskInitiate contact and negotiate partnerships
  • Key ResultIncrease organic website traffic by 30% through SEO strategies
  • TaskOptimize website content & meta descriptions with relevant keywords
  • TaskEnhance website loading speed and mobile responsiveness
  • TaskImplement 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 DashboardTability's audit dashboard will highlight opportunities to improve OKRs

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 DashboardTability's check-ins will save you hours and increase transparency

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 TabilityTability's Strategy Map makes it easy to see all your org's OKRs

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 resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.

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.

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