OKR template to maximise utilisation of new sourcing tool for quality RFPs

public-lib · Published 4 months ago

The OKR titled "Maximise utilisation of new sourcing tool for quality RFPs" sets forth three major objectives. The first objective is to execute a minimum of 15 sourcing events using the new tool. Its initiatives include appropriately executing the events, planning 15 sourcing events and identifying suitable events for the tool's application.

The second objective aims at improving the quality of RFP responses by a measure of 25% compared to the preceding quarter. For achieving this, the key steps are incorporating a mandatory review process prior to RFP submission, conducting additional training in RFP creation and using feedback from past RFPs to better future submissions.

The third objective outlines the need to conduct training sessions for the team on the use of the new sourcing tool within a span of two weeks. Critical initiatives for this objective include developing an engaging, beneficial training plan, identifying crucial functionalities of the new sourcing tool and scheduling and implementing training sessions for the team efficiently.

Finally, the success of each objective is quantified with a goal of achieving 100%, involving a progression from 0.0. This means that each objective, once achieved and every initiative, once implemented, contributes to the maximisation of new sourcing tool for quality RFPs.
  • ObjectiveObjectiveMaximise utilisation of new sourcing tool for quality RFPs
  • Key ResultKRImplement a minimum of 15 sourcing events using the new tool
  • TaskExecute the sourcing events appropriately
  • TaskSchedule and plan for 15 sourcing events
  • TaskIdentify suitable events for sourcing using the new tool
  • Key ResultKRAchieve a 25% improvement in RFP response quality compared to last quarter
  • TaskImplement mandatory review process before RFP submission
  • TaskConduct additional training on RFP creation
  • TaskUtilize feedback from previous RFPs to iterate
  • Key ResultKRConduct training sessions for team on new sourcing tool within two weeks
  • TaskDevelop an engaging and informative training plan
  • TaskIdentify key functionalities of the new sourcing tool
  • TaskSchedule and implement training sessions for the team
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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