OKRs examples for CFO

Crafting effective OKRs can be challenging, particularly for beginners. Emphasizing outcomes rather than projects should be the core of your planning.

We've tailored a list of OKRs examples for CFO 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 more about the meaning of OKRs online.

How to use these templates?

Your quarterly OKRs should be tracked weekly in order to get all the benefits of the OKRs framework.

Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, once you get comfortable you can graduate to a proper OKRs-tracking tool.

We recommend Tability for an easy way to set and track OKRs with your team.

Check out the 5 best OKR tracking templates to find the best way to monitor progress during the quarter.

CFO OKRs templates

The examples have CFO Objectives and Key Results, but they may also include the tasks that can help you get there.

OKRs to secure series A financing

  • ObjectiveSecure series A financing
  • Key ResultDevelop a compelling business plan and pitch deck
  • TaskConduct market research and identify target audience for business plan
  • TaskIncorporate financial projections and ROI analysis to support the business plan and pitch deck
  • TaskClearly outline the problem, solution, and value proposition in the business plan
  • TaskCreate a visually appealing pitch deck with concise and engaging content
  • Key ResultAchieve a 10% increase in investor meetings
  • TaskEstablish and maintain relationships with key industry influencers and networks to expand investor connections
  • TaskIncrease outreach efforts to potential investors through targeted email campaigns
  • TaskDevelop and deliver compelling presentations to attract investor interest and secure meetings
  • TaskUtilize social media platforms to promote our company and engage with potential investors
  • Key ResultIncrease investor outreach by 50%
  • TaskCreate personalized email campaigns for targeted investor segments
  • TaskDevelop a comprehensive database of potential investors
  • TaskLeverage social media platforms to engage with potential investors and share updates
  • TaskSchedule regular investor meetings and webinar sessions to disseminate information
  • Key ResultReceive positive feedback from at least 75% of the potential investors
  • TaskConduct thorough research on potential investors to understand their interests and preferences
  • TaskFollow up with investors promptly, addressing any questions or concerns they may have
  • TaskDeliver a compelling and concise presentation that clearly communicates the value proposition
  • TaskTailor pitch deck to highlight benefits and potential returns for investors
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Tability drawing a chart

OKRs to improve investor pitch deck and materials

  • ObjectiveOptimize investor pitch deck and materials
  • Key ResultReceive positive feedback from at least 80% of investors
  • Key ResultIncrease conversion rate of investors reached
  • Key ResultReduce the average time to close a deal
  • Key ResultAchieve a 20% increase in investment amount

OKRs to develop strong investor relations strategy

  • ObjectiveImprove Investor Relations
  • Key ResultAchieve higher investment inflow by 15%
  • Key ResultBoost investor confidence through regular communication
  • Key ResultMaximize investor outreach efforts
  • Key ResultIncrease investor engagement by 20%

OKRs to secure funding from three new investors

  • ObjectiveIncrease investor funding
  • Key ResultSecure funding from at least three new investors
  • Key ResultCreate a compelling investment pitch
  • Key ResultEstablish new relationships with potential investors
  • Key ResultSchedule and conduct meetings with interested investors

OKRs to achieve profitability by reducing operational costs by 20% in the current fiscal year

  • ObjectiveCut operational costs to achieve profitability
  • Key ResultReduce employee overtime costs by 30%
  • Key ResultImplement automation processes to reduce manual labor costs by 20%
  • Key ResultDecrease inventory storage costs by 25%
  • Key ResultLower utility expenses by 15% through energy-efficient measures

Need more OKR examples?

Option 1: Use AI to generate OKRs

Try our OKRs generator, or use a goal-setting AI to generate great OKRs for you based on a description of your objectives.

Option 2: Check out other examples

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.