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
Secure a new project contract with a new client
KR 1
Identify and establish contact with 50 potential new clients within the industry
KR 2
Submit high-quality proposals to at least 20 new prospective clients
KR 3
Successfully negotiate and finalize at least one contract with a new client
Ideas to get you moving
Research to compile a list of 50 potential clients within the industry
Send emails to identified potential clients
Draft a personalized introductory email to establish contact
Develop robust, customized proposals for each client
Submit the proposals and follow up promptly
Identify 20 potential new clients and research their needs
Identify and research potential new clients
Craft and send personalized business proposals
Arrange negotiation meetings to finalize contract
Example targets. Adapt to your baseline before you start.
About this template
The overarching goal here is to secure a new project contract with a fresh client. The strategies to achieve this goal have been split into three major outcomes which further have been detailed into several initiatives.
The first outcome revolves around identifying and establishing contact with 50 potential new clients within the industry. Initiatives include researching to compile a list of potential clients, sending introductory emails to prospective clients, and drafting personalized messages to establish initial contact.
The second outcome is about submitting high-quality proposals to at least 20 new clients. This involves developing robust, customized proposals for each client, and submitting them promptly. The task also requires researching the needs of 20 new potential clients.
The final outcome focuses on successfully negotiating and finalizing a contract with one new client. For this, the initiatives encapsulate identifying the potential new clients, crafting personalized business proposals for them, and arranging meetings to negotiate and finalize contracts.
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.
Get this template as YAML
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---
title: Secure a new project contract with a new client
objectives:
- title: Secure a new project contract with a new client
outcomes:
- title: Identify and establish contact with 50 potential new clients within the
industry
from: 0.0
to: 100.0
score_format: _number_%
initiatives:
- title: Research to compile a list of 50 potential clients within the industry
- title: Send emails to identified potential clients
- title: Draft a personalized introductory email to establish contact
- title: Submit high-quality proposals to at least 20 new prospective clients
from: 0.0
to: 100.0
score_format: _number_%
initiatives:
- title: Develop robust, customized proposals for each client
- title: Submit the proposals and follow up promptly
- title: Identify 20 potential new clients and research their needs
- title: Successfully negotiate and finalize at least one contract with a new client
from: 0.0
to: 100.0
score_format: _number_%
initiatives:
- title: Identify and research potential new clients
- title: Craft and send personalized business proposals
- title: Arrange negotiation meetings to finalize contract
Team OKR example
Suggested timeframe: Set with your team
1 objective · 3 key results
Example targets. Adapt to your baseline before you start.