4 OKR 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 OKR meaning online.

Best practices for OKR

Your objectives should be ambitious, but achievable. Your key results should be measurable and time-bound. It can also be helfpul to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Building your own OKRs with AI

While we have some examples below, it's likely that you'll have specific scenarios that aren't covered here. There are 2 options available to you.

- Use our free OKRs generator
- Use Tability, a complete platform to set and track OKRs and initiatives – including a GPT-4 powered goal generator

How to track OKRs

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 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
Turn OKRs into a Strategy Map

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 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

More 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.