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OKR template to build a robust Advisory Board with ten industry-leading experts

public-lib · Published 6 months ago

Your OKR template

The OKR's overarching aim is to build a robust Advisory Board, specifically with ten leading industry professionals. The first objective is geared towards identifying at least 30 potential candidates for the Advisory Board positions, marking the beginning of the selection process. This reflects due diligence since it increases the probability of shortlisting the most qualified individuals.

The second objective focuses on successfully onboarding the selected ten experts onto the Advisory Board. This includes ensuring their availability for board roles, completing official paperwork for appointments and scheduling orientation sessions to familiarize them with their responsibilities. Evidently, this aims at facilitating a seamless entry for new members into the board, which is integral to their performance.

The third objective involves reaching out and holding preliminary discussions with the 30 identified experts. The initiatives under this objective include compiling the contact details, scheduling and initiating outreach, and professionally drafting an invitation letter for preliminary discussion. Execution of these initiatives feeds into the eventual success of the Board building process, making it a foundational activity.

Finally, it's clear that this OKR is anchored in thoroughness and precision. Firstly, an extensive list of possible Advisory Board members is created, then carefully whittled down to the best ten. Subsequent steps ensure the selected experts are brought on board smoothly and are equipped with the right information to execute their roles effectively.
  • ObjectiveObjectiveBuild a robust Advisory Board with ten industry-leading experts
  • Key ResultKRIdentify and list at least 30 potential experts for Advisory Board roles
  • Key ResultKRSuccessfully onboard ten selected experts onto the Advisory Board
  • TaskIdentify and confirm availability of selected experts for Advisory Board positions
  • TaskArrange necessary paperwork for official appointments
  • TaskSchedule orientation session to brief experts about responsibilities
  • Key ResultKRReach out and hold preliminary discussions with the shortlisted 30 experts
  • TaskCompile the contact details of the shortlisted 30 experts
  • TaskSchedule and initiate outreach to each expert
  • TaskDraft a professional invitation for preliminary discussions
Use in Tability

How to edit and track OKRs with Tability

You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.

Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Use AI to draft a complete set of OKRs in seconds
  • Connect your OKRs and team goals to your project
  • Automate reporting with integrations and built-in dashboard

Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.

The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.

Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Tability Import Options

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

Once your example is in the plan editor, you will be able to:

  • Edit the objectives, key results, and tasks
  • Click on the target 0 → 100% to set better target
  • Use the tips and the AI to refine your goals

Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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