15 customisable OKR examples for Business Analysis

What are Business Analysis OKRs?

The OKR acronym stands for Objectives and Key Results. It's a goal-setting framework that was introduced at Intel by Andy Grove in the 70s, and it became popular after John Doerr introduced it to Google in the 90s. OKRs helps teams has a shared language to set ambitious goals and track progress towards them.

Formulating strong OKRs can be a complex endeavor, particularly for first-timers. Prioritizing outcomes over projects is crucial when developing your plans.

We've tailored a list of OKRs examples for Business Analysis to help you. You can look at any of the templates below to get some inspiration for your own goals.

If you want to learn more about the framework, you can read our OKR guide online.

Building your own Business Analysis OKRs with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own OKRs.

Feel free to explore our tools:

Our customisable Business Analysis OKRs examples

We've added many examples of Business Analysis Objectives and Key Results, but we did not stop there. Understanding the difference between OKRs and projects is important, so we also added examples of strategic initiatives that relate to the OKRs.

Hope you'll find this helpful!

1OKRs to enhance business analysis skills and strategies

  • ObjectiveEnhance business analysis skills and strategies
  • Key ResultImprove current project efficiency by 15% using new business analysis techniques
  • TaskImplement effective techniques into current project workflow
  • TaskMonitor and measure impact on project efficiency
  • TaskResearch latest business analysis techniques suitable for the project
  • Key ResultDeliver 1 impactful presentation on learned business analysis concepts to team
  • TaskDevelop a presentation on key business analysis concepts
  • TaskPractice presentation for cogent verbal delivery
  • TaskSchedule a team meeting to present findings
  • Key ResultComplete 2 relevant professional courses in business analysis
  • TaskIdentify two professional courses in business analysis
  • TaskRegister for the selected courses
  • TaskConscientiously finish and complete both courses

2OKRs to develop core skills for beginner business analyst

  • ObjectiveDevelop core skills for beginner business analyst
  • Key ResultDeliver 3 industry-related analysis projects demonstrating key learned concepts
  • TaskIdentify relevant industry-related topics for analysis projects
  • TaskComplete and present all three analysis projects
  • TaskIncorporate key learned concepts into each project
  • Key ResultComplete a certified business analyst training course with at least 85% score
  • TaskAim to achieve a final exam score of 85% or higher
  • TaskConsistently study course materials for comprehension
  • TaskEnroll in a certified business analyst training course
  • Key ResultAttend 5 relevant industry webinars to improve networking and knowledge
  • TaskAttend and actively participate in each webinar
  • TaskRegister for the chosen webinars
  • TaskResearch and select 5 industry relevant webinars to attend

3OKRs to enhance understanding of business requirements

  • ObjectiveEnhance understanding of business requirements
  • Key ResultComplete 3 online courses about business requirements analysis and documentation
  • TaskDiligently complete all course materials and assessments
  • TaskIdentify suitable online courses in business requirements analysis
  • TaskRegister for three chosen online courses
  • Key ResultConduct 5 cross-departmental informational interviews per month
  • TaskConduct and document the informational interviews
  • TaskIdentify five potential interviewees across various departments
  • TaskSchedule and plan the interviews
  • Key ResultCreate checklist for comprehensive business requirement gathering in 2 weeks
  • TaskDesign draft of business requirement checklist
  • TaskIdentify key stakeholders for business requirement gathering
  • TaskEstablish critical business needs and objectives

4OKRs to acquire proficiency in business analysis as a beginner

  • ObjectiveAcquire proficiency in business analysis as a beginner
  • Key ResultExecute two successful business analysis projects under supervision
  • TaskDevelop detailed project plans under supervisor guidance
  • TaskIdentify and define two suitable business analysis projects
  • TaskImplement projects, ensuring objectives are met successfully
  • Key ResultGain feedback showing 90% satisfaction from 5 different team members on collaboration skills
  • TaskSolicit feedback from each team member
  • TaskConduct an anonymous survey on collaboration skills
  • TaskReview and analyze received responses
  • Key ResultComplete four certified business analysis courses online
  • TaskDedicate regular study times and complete all coursework
  • TaskEnroll in the chosen business analysis courses
  • TaskResearch and select four online certified business analysis courses

5OKRs to enhance innovation manager's mastery of business requirements

  • ObjectiveEnhance innovation manager's mastery of business requirements
  • Key ResultComplete 3 advanced courses on business requirements analysis by quarter-end
  • TaskComplete all coursework by quarter-end
  • TaskEnroll in these courses immediately
  • TaskSelect 3 advanced courses on business requirements analysis
  • Key ResultShow 30% improvement in speed and precision of drafting business requirement documents
  • TaskUse standardized templates to ensure consistent quality
  • TaskAttend workshops on efficient business requirement drafting
  • TaskPractice time management skills for quicker drafting
  • Key ResultInspect and accurately identify business requirements in 5 real-case scenarios
  • TaskReview company documents to understand existing business processes
  • TaskAnalyze and document findings from five case scenarios
  • TaskConduct interviews with stakeholders to identify needs

6OKRs to enhance analysis and implementations of Power BI Reports

  • ObjectiveEnhance analysis and implementations of Power BI Reports
  • Key ResultConduct three training sessions to boost team efficiency with Power BI
  • TaskIdentify key Power BI features that need to be focused on in training
  • TaskPlan out three comprehensive Power BI training sessions
  • TaskSchedule and administer the three Power BI training sessions
  • Key ResultImplement 10 new insightful suggestions for business intelligence reporting improvements
  • TaskGather 10 innovative suggestions for enhancements
  • TaskIdentify existing reports that need improvement
  • TaskImplement suggested changes into reports
  • Key ResultImprove accuracy in Power BI reports data by reducing error rate by 20%
  • TaskImplement strict validation checks for data entry
  • TaskConduct a detailed data quality assessment for existing reports
  • TaskTrain employees on proper data handling procedures

7OKRs to conduct thorough analysis of two main competitors

  • ObjectiveConduct thorough analysis of two main competitors
  • Key ResultIdentify and list 10 key business strategies of each competitor by week 4
  • TaskComplete and review strategy lists by week 4
  • TaskResearch competitors and their unique strategic approaches
  • TaskCompile a list of 10 strategies per competitor
  • Key ResultCraft and present a detailed comparative report on competitor strategies by week 8
  • TaskResearch and compile data on current competitor strategies
  • TaskDevelop a comparative analysis from gathered data
  • TaskPrepare and rehearse a detailed presentation report
  • Key ResultAnalyse and document competitive product benefits and drawbacks by week 6
  • TaskDocument drawbacks of competitive products by week 6
  • TaskIdentify main competitors and their respective products by week 2
  • TaskEvaluate competitive product benefits by week 4

8OKRs to craft a compelling and successful business case

  • ObjectiveCraft a compelling and successful business case
  • Key ResultConduct detailed market and competitor analysis by end of Week 4
  • TaskAnalyze market trends and customer preferences
  • TaskGather data on competitor strategy and performance
  • TaskIdentify key competitors in the market
  • Key ResultGather and incorporate feedback from 5 industry experts by end of Week 12
  • TaskCollect and analyze received feedback
  • TaskImplement relevant feedback into operations
  • TaskIdentify and reach out to 5 industry experts for feedback
  • Key ResultDevelop a clear, attainable business case prototype by end of Week 8
  • TaskReview and finalize the prototype by end of Week 8
  • TaskAssemble these elements into a clear structure
  • TaskIdentify key elements of the business case prototype

9OKRs to enhance core skills and competency as a Business Analyst

  • ObjectiveEnhance core skills and competency as a Business Analyst
  • Key ResultReceive client satisfaction rate of 90% or above in all assigned projects
  • TaskImplement regular client communication via emails and calls
  • TaskUnderstand and fulfill client project requirements accurately
  • TaskRegularly collect and analyze client feedback
  • Key ResultDeliver 5 projects successfully utilizing new techniques learned from courses
  • TaskApply learned techniques strategically to each project
  • TaskEvaluate and fine-tune methodology for successful delivery
  • TaskIdentify suitable projects for new technique application
  • Key ResultComplete 3 online courses related to data analytics and business intelligence
  • TaskComplete all course assignments and final exams for certification
  • TaskResearch and select three online courses in data analytics and business intelligence
  • TaskEnroll into and regularly attend the selected online courses

10OKRs to participate in project formulation and business case development

  • ObjectiveParticipate in project formulation and business case development
  • Key ResultContribute towards developing 2 business cases impacting project decisions
  • TaskIdentify key objectives for each proposed business case
  • TaskLay out potential impacts on project decisions
  • TaskPrepare detailed presentations summarizing each case
  • Key ResultGain proficient understanding of 4 unique business case models
  • TaskResearch and study 4 diverse business case models
  • TaskAnalyze strengths and weaknesses of each model
  • TaskApply learned concepts to real-world business scenarios
  • Key ResultEngage in 3 distinct project formulation processes by end of the quarter
  • TaskIdentify potential projects to formulate
  • TaskOutline the key objectives for each project
  • TaskFinalize and document all project plans

11OKRs to enhance performance and productivity as a business analyst

  • ObjectiveEnhance performance and productivity as a business analyst
  • Key ResultSteer 3 process improvement projects using data-driven insights
  • TaskImplement data collection methods to gather insights
  • TaskExecute improvements based on data analysis
  • TaskIdentify potential processes for improvement through initial analysis
  • Key ResultIncrease reporting efficiency by upgrading to advanced analytical tools
  • TaskResearch and identify suitable advanced analytical tools
  • TaskAllocate budget for purchasing new software
  • TaskTrain employees on utilizing new tools effectively
  • Key ResultDeliver 5 actionable reports per week with 90% accuracy
  • TaskGather necessary data for report creation daily
  • TaskThoroughly proofread each report before submission
  • TaskDedicate time each weekday to compile one report

12OKRs to uncover and articulate the 'as-is' process accurately

  • ObjectiveUncover and articulate the 'as-is' process accurately
  • Key ResultDocument details of each task including stakeholders and resources used by week 4
  • TaskIdentify stakeholders and resources for each task
  • TaskWrite down the details of each task
  • TaskOrganize information by week 4
  • Key ResultCreate a comprehensive presentable report detailing the 'as-is' process by week 6
  • TaskLastly, prepare and finalize the report by week 6
  • TaskFirst, gather and analyze current process data
  • TaskSecond, create outline for the report structure
  • Key ResultIdentify all key tasks and activities forming the process by week 2
  • TaskCreate a checklist of all related tasks
  • TaskDefine the process needing task identification
  • TaskSchedule tasks and activities for week 2

13OKRs to identify high-potential startups for potential investment

  • ObjectiveIdentify high-potential startups for potential investment
  • Key ResultAttend or participate in a minimum of 3 startup pitch events to expand network and discover new opportunities
  • TaskRegister and RSVP for the chosen startup pitch events
  • TaskEngage with fellow entrepreneurs and exchange contact information for future collaboration
  • TaskPrepare a concise pitch to present at the startup pitch events
  • TaskResearch upcoming startup pitch events in the local area
  • Key ResultResearch and evaluate a minimum of 20 startups with innovative and scalable business models
  • TaskConduct thorough research on each startup's business model and scalability
  • TaskCreate a report summarizing the findings and key insights from the research
  • TaskCompile a list of 20 startups with innovative business models
  • TaskEvaluate the potential of each startup based on identified criteria
  • Key ResultConduct thorough due diligence on at least 10 startups, assessing financials, market potential, and team
  • TaskInvestigate the background and expertise of the team members in 10 startups
  • TaskSummarize the findings of due diligence in concise reports for each startup assessed
  • TaskResearch and analyze the financial statements of 10 startups for detailed assessment
  • TaskEvaluate the market potential of 10 startups through market analysis and potential growth opportunities
  • Key ResultEstablish partnerships with at least 2 trusted venture capitalists or angel investors for knowledge-sharing and potential co-investment opportunities
  • TaskReach out to the selected venture capitalists or angel investors to express interest in collaboration
  • TaskResearch and identify potential venture capitalists or angel investors with established credibility
  • TaskSet up meetings or calls with the identified partners to discuss knowledge-sharing and co-investment opportunities
  • TaskEstablish formal agreements and partnerships with the selected venture capitalists or angel investors

14OKRs to conduct comprehensive competitive analysis with SEMrush

  • ObjectiveConduct comprehensive competitive analysis with SEMrush
  • Key ResultCreate and present an interactive SEMrush reporting dashboard for stakeholders by week 4
  • TaskLearn to use SEMrush's dashboard creation features
  • TaskDesign and customize a comprehensive SEMrush report
  • TaskPrepare a presentation explaining the dashboard to stakeholders
  • Key ResultAnalyze 10 competitors' keyword ranking using SEMrush per week
  • TaskUtilize SEMrush to monitor each competitor's keyword rankings
  • TaskGenerate a weekly report summarizing the findings
  • TaskIdentify the top 10 competitors for your business
  • Key ResultAttend two SEMrush training sessions for learning advanced analysing techniques
  • TaskReview session materials in advance for better understanding
  • TaskRegister for two SEMrush training sessions online
  • TaskSchedule time blocks to participate in the sessions

15OKRs to construct an interactive dashboard in Tableau

  • ObjectiveConstruct an interactive dashboard in Tableau
  • Key ResultComplete introductory training on Tableau platform within first 3 weeks
  • TaskDedicate specific study hours each week for training
  • TaskComplete all training exercises and assignments within 3 weeks
  • TaskEnroll in the Tableau introductory course
  • Key ResultImplement received feedback and finalize the dashboard with at least 90% functionality
  • TaskIncorporate feedback revisions into the dashboard
  • TaskAnalyze received feedback for potential improvements
  • TaskDebug and finalize dashboard to reach 90% functionality
  • Key ResultDesign and build a prototype of the dashboard for team review
  • TaskDevelop initial design sketches of the dashboard
  • TaskBuild a clickable prototype using design tools
  • TaskSchedule a team review meeting to discuss the prototype

Business Analysis OKR best practices to boost success

Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Here are a couple of best practices extracted from our OKR implementation guide 👇

Tip #1: Limit the number of key results

Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.

We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.

Tability Insights DashboardTability's audit dashboard will highlight opportunities to improve OKRs

Tip #2: Commit to weekly OKR check-ins

Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.

Being able to see trends for your key results will also keep yourself honest.

Tability Insights DashboardTability's check-ins will save you hours and increase transparency

Tip #3: No more than 2 yellow statuses in a row

Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.

As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.

Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.

How to turn your Business Analysis OKRs in a strategy map

OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full benefits from the framework. Reviewing progress periodically has several advantages:

  • It brings the goals back to the top of the mind
  • It will highlight poorly set OKRs
  • It will surface execution risks
  • It improves transparency and accountability

We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using a proper OKR-tracking tool for it.

A strategy map in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.

More Business Analysis OKR templates

We have more templates to help you draft your team goals and OKRs.

OKRs resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.

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