OKR template to enhance members' financial wellness

This OKR is focused on advancing members' financial wellness with the goal of achieving a 90% satisfaction rate on financial counseling sessions. To achieve this, initiatives such as introducing follow-up sessions, conducting regular training for financial counselors and developing comprehensive financial counseling materials are to be implemented.

Next, the OKR aims to lower members' average financial stress score by 20%. In order to do this, free one-on-one financial counseling is intended to be provided, incentives for savings or debt reduction will be introduced, and budgeting and financial management workshops implemented.

The last objective of the OKR is to enhance the attendance of financial wellness workshop by 25%. The strategies to achieve this include developing engaging topics for upcoming workshops, enhancing marketing through social media and emails, and offering incentives for early-bird sign-ups or group registrations.

In summary, the overarching OKR is keen on enhancing financial wellness among members by ensuring they are satisfied with financial counseling, experience less financial stress, and incentivizing more participation in workshops.