Successfully launch the asset managers unit trust business
A starting point for clearer priorities and measurable progress. Make the targets your own.
Suggested timeframe: Set with your team1 objective · 3 key results
YOUR STARTING POINTTeam OKRs
OBJECTIVE
Successfully launch the asset managers unit trust business
KR 1
Onboard 3 seasoned unit trust portfolio managers by Week 12
KR 2
Acquire initial capital commitments from 5 strategic partners by Week 9
KR 3
Develop comprehensive, SEC-compliant business plan for unit trust operation by Week 6
Ideas to get you moving
Schedule interview and assessment process by Week 8
Identify suitable candidates for unit trust portfolio manager role
Complete hiring and orientation by Week 12
Identify potential strategic partners for initial capital commitments
Schedule and conduct pitch meetings before Week 9
Develop a compelling pitch targeting these strategic partners
Example targets. Adapt to your baseline before you start.
About this template
The OKR outlines the goal of successfully launching an asset management unit trust business. A critical component is the recruitment of three experienced unit trust portfolio managers by the 12th week. The steps to achieve this include scheduling interviews and assessments, identifying appropriate candidates, and ensuring completion of hiring and orientation processes.
Another crucial objective is acquiring capital commitments from five strategic partners within the first nine weeks. This endeavor involves identifying potential partners, scheduling and conducting pitch meetings, and developing a convincing pitch aimed at these partners.
The OKR also details creating a comprehensive business plan that adheres to SEC regulations for the unit trust operation by the sixth week. However, no specific initiatives are associated with this objective, implying that the process has been desisted or left open-ended.
This OKR provides a timeline and step-by-step actions required to initiate a unit trust operation, focusing on assembling a competent team and securing the necessary capital while adhering to regulatory guidelines.
Make it work for your team
01
Set your baseline. Check where you are today, then choose targets that stretch your team.
02
Agree on ownership. Give each key result a clear owner and a source of data.
03
Check in every week. Review the numbers, share confidence, and decide what needs attention.
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title: Successfully launch the asset managers unit trust business
objectives:
- title: Successfully launch the asset managers unit trust business
outcomes:
- title: Onboard 3 seasoned unit trust portfolio managers by Week 12
from: 0.0
to: 100.0
score_format: _number_%
initiatives:
- title: Schedule interview and assessment process by Week 8
- title: Identify suitable candidates for unit trust portfolio manager role
- title: Complete hiring and orientation by Week 12
- title: Acquire initial capital commitments from 5 strategic partners by Week 9
from: 0.0
to: 100.0
score_format: _number_%
initiatives:
- title: Identify potential strategic partners for initial capital commitments
- title: Schedule and conduct pitch meetings before Week 9
- title: Develop a compelling pitch targeting these strategic partners
- title: Develop comprehensive, SEC-compliant business plan for unit trust operation
by Week 6
from: 0.0
to: 100.0
score_format: _number_%
initiatives: []
Team OKR example
Suggested timeframe: Set with your team
1 objective · 3 key results
Example targets. Adapt to your baseline before you start.