Use Event Marketing to drive outbound leads

Tability Templates

---
title: Use Event Marketing to drive outbound leads
objectives:
- title: Hold the first annual user conference
  outcomes:
  - title: Register 250 attendees
    from: 0.0
    to: 250.0
    score_format: _number_ attendees
    initiatives: []
  - title: Drive $500,000 in upsell/cross-sell revenue from event
    from: 0.0
    to: 500000.0
    score_format: "$_number_"
    initiatives: []
- title: Drive outbound marketing efforts
  outcomes:
  - title: Secure two keynote speaking slots at industry events
    from: 0.0
    to: 2.0
    score_format: _number_ keynotes
    initiatives: []
  - title: Increase event-driven leads by 25%
    from: 125.0
    to: 155.0
    score_format: _number_ leads
    initiatives: []


Complete the Rockefeller Habits Checklist

---
title: Complete the Rockefeller Habits Checklist
objectives:
- title: Complete the Rockefeller Habits Checklist
  outcomes:
  - title: 5. Ongoing employee input is collected to identify obstacles and opportunities
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: Employee input about obstacles and opportunities is being collected weekly
    - title: The insights from employee conversations are shared at the weekly executive
        team meeting
    - title: All executives (and middle managers) have a Start/Stop/Keep conversation
        with at least one employee weekly
    - title: A mid-management team is responsible for the process of closing the loop
        on all obstacles and opportunities
  - title: 1. The executive team is healthy and aligned
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: Team members understand each other's differences, priorities and styles
    - title: The team participates in ongoing executive education (monthly recommended)
    - title: The team meets frequently (weekly is best) for strategic thinking
    - title: The team is able to engage in constructive debates and all members feel
        comfortable participating
  - title: 4. Every facet of the organization has a person assigned with accountability
      for ensuring goals are met
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: Each 3-5 year Key Thrust/Capability has a corresponding expert on the
        Advisory Board if internal expertise doesn't exist
    - title: The Function Accountability Chart (FACe) is completed (right people,
        doing the right things, right)
    - title: Financial statements have a person assigned to each line item
    - title: Each of the 4-9 processes on the Process Accountability Chart (PACe)
        has someone that is accountable for them
  - title: 8. Employees can articulate the key components of the company's strategy
      accurately
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: 3 Brand Promises – And the corresponding Brand Promise KPIs reported
        on weekly
    - title: Big Hairy Audacious Goal (BHAG) – Progress is tracked and visible
    - title: Core Customer(s) – Their profile in 25 words or less
    - title: Elevator Pitch – A compelling response to the question "What does your
        company do?"
  - title: 9. All employees can answer quantitatively whether they had a good day
      or week
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: 1 or 2 Key Performance Indicators (KPIs) are reported on weekly for each
        role/person
    - title: Each employee has 1 Critical Number that aligns with the company’s Critical
        Number for the quarter (clear line of sight)
    - title: All executives and middle managers have a coach (or peer coach) holding
        them accountable to behavior changes
    - title: Each individual/team has 3-5 Quarterly Priorities/Rocks that align with
        those of the company
  - title: 10. The company's plans and performance are visible to everyone
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: A “situation room” is established for weekly meetings (physical or virtual)
    - title: Scoreboards are up everywhere displaying current progress on KPIs and
        Critical Numbers
    - title: There is a system in place for tracking and managing the cascading Priorities
        and KPIs
    - title: Core Values, Purpose and Priorities are posted throughout the company
  - title: 3. Communication rhythm is established and information moves through the
      organization accurately and quickly
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: The executive and middle managers meet for a day of learning, resolving
        big issues, and DNA transfer each month
    - title: Quarterly and annually, the executive and middle managers meet offsite
        to work on the 4 Decisions (Strategy, Execution, People, Cash)
    - title: All teams have a weekly meeting
    - title: All employees are in a daily huddle that lasts less than 15 minutes
  - title: 7. Core values and purpose are alive in the organization
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: Actions are identified and implemented each quarter to strengthen the
        Core Values and Purpose in the organization
    - title: All executives and middle managers refer back to the Core Values and
        Purpose when giving praise or reprimands
    - title: HR processes and activities align with the Core Values and Purpose (hiring,
        orientation, appraisal, recognition, etc.)
    - title: Core Values are discovered, Purpose is articulated, and both are known
        by all employees
  - title: '2. Everyone is aligned with the #1 thing that needs to be accomplished
      this quarter to move the company forward'
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: 3-5 priorities (Rocks) that support the Critical Number are identified
        and ranked for the quarter
    - title: The Critical Number is identified to move the company ahead this quarter
    - title: A Quarterly Theme and Celebration/Reward are announced to all employees
        that bring the Critical Number to life
    - title: Quarterly Theme/Critical Number posted throughout the company and employees
        are aware of the progress each week
  - title: 6. Reporting and analysis of customer feedback data is as frequent and
      accurate as financial data
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: The insights from customer conversations are shared at the weekly executive
        team meeting
    - title: All executives (and middle managers) have a 4Q conversation with at least
        one end user weekly
    - title: All employees are involved in collecting customer data
    - title: A mid-management team is responsible for the process of closing the loop
        on all customer feedback


Increase SEO performance

---
title: Increase SEO performance
objectives:
- title: 'Become the #1 online resource for the problem we solve'
  outcomes:
  - title: Secure 45 high-quality backlinks from industry influences and publications
    from: 0.0
    to: 45.0
    score_format: _number_ backlinks
    initiatives: []
  - title: Get 30% more organic visits to our online resources
    from: 2500.0
    to: 3250.0
    score_format: _number_ visits/week
    initiatives: []
  - title: We rank in top 5 results for 60% of our targeted keywords in Google
    from: 20.0
    to: 60.0
    score_format: _number_% top-5 kw
    initiatives: []


Achieve record profitability

---
title: Achieve record profitability
objectives:
- title: Make our org the most profitable, ever
  outcomes:
  - title: Improve Operating Margin by 45%
    from: 0.0
    to: 45.0
    score_format: _number_%
    initiatives: []
  - title: Improve Gross Profit Margin (GPM) to 65%
    from: 50.0
    to: 65.0
    score_format: _number_% GPM
    initiatives: []
  - title: Achieve working capital turnover ratio of 2
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Reduce Operating Expense ration from 80% to 70%
    from: 80.0
    to: 70.0
    score_format: _number_%
    initiatives: []
  - title: Decrease Cost of Capital (COC) by 10%
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []


Increase community engagement

---
title: Increase community engagement
objectives:
- title: Ensure deep community engagement with existing members
  outcomes:
  - title: 'Attendance: 60% of members are attending our regular meetups'
    from: 0.0
    to: 60.0
    score_format: _number_% attendance
    initiatives: []
  - title: 'Churn: no more than 10% churn rate of members cancelling their subscriptions'
    from: 10.0
    to: 10.0
    score_format: _number_% churn
    initiatives: []
  - title: 'Activity: 10 Slack posts per week from members'
    from: 0.0
    to: 10.0
    score_format: _number_ posts
    initiatives: []
  - title: 'Referrals: 3 new referrals coming from existing members each week'
    from: 0.0
    to: 3.0
    score_format: _number_ referrals/week
    initiatives: []


Track your personal Rockefeller plan

---
title: Track your personal Rockefeller plan
objectives:
- title: Critical Number
  outcomes:
  - title: "<Replace with your Critical Number>"
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
- title: KPIs
  outcomes:
  - title: "<Replace with KPI #1>"
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: "<Replace with KPI #2>"
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
- title: Quarterly Rocks
  outcomes:
  - title: "<Replace with Rock #3>"
    from: 0.0
    to: 
    score_format: ''
    initiatives: []
  - title: "<Replace with Rock #2>"
    from: 0.0
    to: 
    score_format: ''
    initiatives: []
  - title: "<Replace with Rock #4>"
    from: 0.0
    to: 
    score_format: ''
    initiatives: []
  - title: "<Replace with Rock #5>"
    from: 0.0
    to: 
    score_format: ''
    initiatives: []
  - title: "<Replace with Rock #1>"
    from: 0.0
    to: 
    score_format: ''
    initiatives: []


Reduce technical debt

---
title: Reduce technical debt
objectives:
- title: Reduce significantly the technical debt in our platform
  outcomes:
  - title: Dedicated 20% of our sprint effort to tackling technical debt
    from: 0.0
    to: 20.0
    score_format: _number_% debt effort
    initiatives: []
  - title: Close 40 issues tagged as technical debt
    from: 0.0
    to: 40.0
    score_format: _number_ issues closed
    initiatives: []
  - title: Boost application performance by 40% as a result of the debt culling
    from: 0.0
    to: 40.0
    score_format: _number_% perf improvement
    initiatives: []


Accelerate release cycles

---
title: Accelerate release cycles
objectives:
- title: Increase the velocity of our releases through automation
  outcomes:
  - title: Increase production deployments from 1/week to 4/week
    from: 1.0
    to: 4.0
    score_format: _number_ deployments/week
    initiatives:
    - title: Create deployment pipeline on Github
    - title: Automate deployment scripts
  - title: Reduce build time from 20mins to 5mins
    from: 20.0
    to: 5.0
    score_format: _number_ min
    initiatives:
    - title: Review test suites and cut expensive tests
    - title: Enable parallel builds
  - title: Reduce the mean lead time for changes from 8 days to 72h
    from: 192.0
    to: 72.0
    score_format: _number_h lead time
    initiatives:
    - title: Set up dedicate code review time to accelerate PR reviews
  - title: 100% of our services have a Continuous Delivery pipeline
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []


Launch a successful mobile application

---
title: Launch a successful mobile application
objectives:
- title: Launch an amazing mobile app MVP
  outcomes:
  - title: Achieve a 60% week-4 retention of beta users
    from: 0.0
    to: 60.0
    score_format: _number_% week-4 retention
    initiatives: []
  - title: Achieve great Mobile NPS by reaching a score above 30
    from: 0.0
    to: 30.0
    score_format: _number_ NPS
    initiatives: []
  - title: Get 100 daily active users on mobile
    from: 0.0
    to: 100.0
    score_format: _number_ DAUs
    initiatives:
    - title: Promote MVP beta in our newsletter
    - title: Send typeform to recruit TestFlight users


Improve the accuracy and efficiency of our tax and accounting processes

---
title: Improve the accuracy and efficiency of our tax and accounting processes
objectives:
- title: Improve the accuracy and efficiency of our tax and accounting processes
  outcomes:
  - title: Reduce errors in tax and accounting processes by 5%
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Increase accuracy of tax and accounting tasks by 5%
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Improve customer satisfaction with tax and accounting services by A%
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Increase speed of tax and accounting tasks by 12%
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []


Improve Financial Planning and Analysis Processes

---
title: Improve Financial Planning and Analysis Processes
objectives:
- title: Improve our FP&A processes
  outcomes:
  - title: Reduce the time spent on manual data entry by 50%
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Improve accuracy of financial projections by 25%
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Increase the use of data driven decision making by 20%
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []


Financial asset management

---
title: Financial asset management
objectives:
- title: Improve the value and efficiency of our financial asset management processes
  outcomes:
  - title: Increase overall financial performance by 80%\
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Increase the value of our financial assets by 25%
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Reduce the time spent on financial asset management tasks by 50%
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Improve the organization's ability to make informed financial decisions
      by 95%
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []


Improve teaching and design methodology

---
title: Improve teaching and design methodology
objectives:
- title: Enhance teaching and design methodology
  outcomes:
  - title: Increase student satisfaction ratings by 25%
    from: 6.0
    to: 7.5
    score_format: _number_ satisfaction rating
    initiatives: []
  - title: Increase teaching effectiveness ratings by 20%
    from: 6.4
    to: 7.6
    score_format: _number_ effectiveness rating
    initiatives: []
  - title: Decrease course development time by 15%
    from: 24.0
    to: 20.0
    score_format: _number_h
    initiatives: []
  - title: Increase student knowledge retention by 20%
    from: 50.0
    to: 60.0
    score_format: _number_% retention score
    initiatives: []


Increase the number of sales meetings

---
title: Increase the number of sales meetings
objectives:
- title: Increase the number of sales meetings
  outcomes:
  - title: Increase the total number of sales leads by 40%.
    from: 10.0
    to: 14.0
    score_format: _number_ leads/week
    initiatives: []
  - title: Increase the total number of sales meetings by 30%.
    from: 15.0
    to: 20.0
    score_format: _number_ meetings/week
    initiatives: []
  - title: Reduce the average time to close a sale by 30%.
    from: 14.0
    to: 10.0
    score_format: _number_ days
    initiatives: []


Get started with OKRs

---
title: Get started with OKRs
objectives:
- title: Be obsessive about the customers
  outcomes:
  - title: Do 50 interviews with existing users
    from: 0.0
    to: 50.0
    score_format: _number_ interviews
    initiatives: []
  - title: Increase NPS from 25 to 50
    from: 25.0
    to: 50.0
    score_format: _number_ NPS
    initiatives: []
  - title: Reduce churn from 6% to 2%
    from: 6.0
    to: 2.0
    score_format: _number_% churn
    initiatives: []
- title: Create an efficient growth engine
  outcomes:
  - title: Grow MRR from $100k to 130k
    from: 100000.0
    to: 130000.0
    score_format: "$_number_MRR"
    initiatives: []
  - title: Increase the number of customers from 200 to 260
    from: 200.0
    to: 260.0
    score_format: _number_ customers
    initiatives: []
  - title: Reduce the CAC Payback Period from 14 months to 9 months
    from: 14.0
    to: 9.0
    score_format: _number_ months CAC Payback
    initiatives: []
- title: Build a team of all-stars
  outcomes:
  - title: Grow the team from 7 to 12
    from: 7.0
    to: 12.0
    score_format: _number_ people
    initiatives: []
  - title: Increase employee NPS from 50 to 70
    from: 50.0
    to: 70.0
    score_format: eNPS _number_
    initiatives: []


Get better engagement and employee satisfaction

---
title: Get better engagement and employee satisfaction
objectives:
- title: Improve employee engagement and satisfaction.
  outcomes:
  - title: Increase employee satisfaction survey score by 10%.
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Increase employee engagement survey score by 10%.
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Increase employee referrals by 25%.
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Increase employee retention rate by 5%.
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []


Improve team efficiency

---
title: Improve team efficiency
objectives:
- title: Create a internal system for knowledge sharing
  outcomes:
  - title: Create 25 internal articles for knowledge sharing
    from: 0.0
    to: 25.0
    score_format: _number_ internal articles
    initiatives: []
  - title: Run 5 internal workshops on better communication or collaboration
    from: 0.0
    to: 5.0
    score_format: _number_ workshops
    initiatives: []
  - title: Team completed 40 total hours of video courses
    from: 0.0
    to: 40.0
    score_format: _number_ hours
    initiatives: []


launch and redesign our website

---
title: launch and redesign our website
objectives:
- title: Testing and knowledge sourcing
  outcomes:
  - title: User-test page prototypes on 12 people
    from: 0.0
    to: 12.0
    score_format: _number_ user interviews
    initiatives: []
  - title: Conduct interviews with 10 people from sales and marketing
    from: 0.0
    to: 10.0
    score_format: _number_ stakeholder meetings
    initiatives:
    - title: Identify target personas
    - title: Identify key objectives from a marketing perspective
    - title: Identify key stakeholders
- title: Design and implement new rebrand
  outcomes:
  - title: Updated rebrand designs for all 42 current pages
    from: 0.0
    to: 42.0
    score_format: _number_ pages
    initiatives:
    - title: Updated components library
    - title: Align with brand team on new rebrand assets


Boost website performance

---
title: Boost website performance
objectives:
- title: Boost landing page performance through UX/UI
  outcomes:
  - title: Watch 5 user sessions/week and record findings
    from: 0.0
    to: 60.0
    score_format: _number_ sessions watched
    initiatives:
    - title: Install Hotjar on our site to get user recordings
  - title: Double conversions on pricing page by 12%
    from: 10.0
    to: 22.0
    score_format: _number_
    initiatives: []
  - title: Decrease bounce rate by 15%
    from: 40.0
    to: 25.0
    score_format: _number_%
    initiatives: []
  - title: Increase homepage CTA conversion by 16%
    from: 8.0
    to: 24.0
    score_format: _number_%
    initiatives:
    - title: Redesign hero to bring more info above the fold


Streamline graphic design processes

---
title: Streamline graphic design processes
objectives:
- title: Develop a self-serve graphic assets library for internal use
  outcomes:
  - title: Decrease the number of one-off design tickets by 50%
    from: 10.0
    to: 5.0
    score_format: _number_ tickets/week
    initiatives: []
  - title: 'Make our entire brand guideline available '
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives:
    - title: Design a useable Keynote template and share
    - title: Make brand colors accessible on our internal wiki
  - title: Develop 12 templates Marketing can reuse to build targeted ads
    from: 0.0
    to: 12.0
    score_format: _number_ templates
    initiatives: []
- title: Build a knowledge base and roll out graphics library
  outcomes:
  - title: Run 3 workshops with other teams explaining new library and how to work
      with designers
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Create 2 knowledge base pages per week teaching team members how to work
      with our team
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []


OKRs examples and templates

OKRs templates