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10 OKR examples for Invest

What are Invest OKRs?

The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.

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 Invest 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 Invest OKRs with AI

How to create great OKRs for any scenario in seconds

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here.

You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.

  • 1. Go to Tability's plan editor
  • 2. Click on the "Generate goals using AI" button
  • 3. Use natural language to describe your goals

Tability will then use your prompt to generate a fully editable OKR template.

How to improve existing OKRs with AI feedback

If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.

  • 1. Go to Tability's plan editor
  • 2. Add your existing OKRs (you can import them from a spreadsheet)
  • 3. Click on "Generate analysis"
AI feedback for OKRs in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.

You can then decide to accept the suggestions or dismiss them if you don't agree.

Using the free OKR generator to get a quick template

If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.

Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.

Our Invest OKRs examples

You'll find below a list of Objectives and Key Results templates for Invest. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.

Hope you'll find this helpful!

1OKRs to establish consistent monthly earnings through cryptocurrency investments

  • ObjectiveEstablish consistent monthly earnings through cryptocurrency investments
  • KRInvest in 3 diverse cryptocurrencies, aiming for 10% positive return
  • TaskResearch and select three diverse cryptocurrencies to invest in
  • TaskSet a financial goal aiming for a 10% positive return
  • TaskMonitor and adjust investments accordingly as market changes
  • KRAcquire fundamental knowledge on cryptocurrency investment by reading 5 comprehensive books
  • TaskSummarize key points from each book
  • TaskSchedule regular reading sessions weekly
  • TaskResearch and select 5 books on cryptocurrency investment
  • KRTrack investments daily, maintain a monthly profitability above $200
  • TaskAnalyze profitability reports daily
  • TaskAdjust investments to ensure profits exceed $200
  • TaskMonitor investment portfolio value each day
Tability

2OKRs to enhance focus and accountability in Fraud Investigations Department

  • ObjectiveEnhance focus and accountability in Fraud Investigations Department
  • KRIncrease cases solved per investigator by 30% through focused team training
  • TaskEstablish performance tracking to measure progress
  • TaskImplement specialized team training on investigation techniques
  • TaskEvaluate current investigation strategies for potential improvement
  • KRAchieve 100% timely status update for ongoing fraud investigations for accountability
  • TaskAssign a team member responsible for tracking and updating status
  • TaskConduct weekly checks to ensure all reports are up-to-date
  • TaskImplement a daily reporting system for all ongoing fraud investigations
  • KRImplement advanced fraud detection tools to improve detection rate by 25%
  • TaskResearch available advanced fraud detection tools on the market
  • TaskTrain staff on how to utilize new detection software effectively
  • TaskPurchase and integrate chosen fraud detection tool into system

3OKRs to attract €1m for SAFE investment funding

  • ObjectiveAttract €1m for SAFE investment funding
  • KRClose at least 10 investment deals ranging €80,000 - €120,000 each
  • TaskIdentify potential investors interested in €80,000 - €120,000 investments
  • TaskNegotiate and finalize at least 10 investment deals
  • TaskDevelop a compelling presentation showcasing investment opportunities
  • KRConduct 40 investor presentations to showcase SAFE investment benefits
  • TaskSchedule and conduct 40 investor presentations
  • TaskIdentify and compile list of potential investors for presentations
  • TaskDevelop compelling presentation material on SAFE investment benefits
  • KRIdentify and connect with 100 potential investors with interest in SAFE
  • TaskDevelop a tailored pitch for SAFE investment
  • TaskResearch and list 100 potential SAFE investors
  • TaskInitiate contact with each identified investor

4OKRs to grow personal net worth to $1m through strategic investments and savings

  • ObjectiveGrow personal net worth to $1m through strategic investments and savings
  • KRInvest 30% of saved income wisely in high-yield platforms
  • TaskAllocate 30% of saved income for investment
  • TaskStrategically invest funds in chosen platforms
  • TaskIdentify high-yield investment platforms with a good reputation
  • KRLimit expenses to save 50% of each month's income
  • TaskEstablish a consistent habit of depositing savings first
  • TaskSplurge on necessities only to cut down on extra expenses
  • TaskConsider cost-effective versions of daily used items
  • KRIncrease passive income by 30% through evaluation and portfolio diversification
  • TaskResearch diverse investment opportunities for higher returns
  • TaskAnalyze current portfolio to identify underperforming assets
  • TaskAllocate investments strategically to profitable assets

5OKRs to raise 1 Million US Dollars as seed funding

  • ObjectiveRaise 1 Million US Dollars as seed funding
  • KRIdentify and pitch to 50 potential investors in targeted industries
  • TaskCreate a comprehensive list of 50 potential investors in targeted industries
  • TaskResearch each investor's interests, prioritizing those aligned with our company
  • TaskDevelop and customize pitches tailored to each potential investor
  • KRSecure commitments from 10 investors at an average of $100,000 each
  • TaskSchedule individual meetings to present pitch
  • TaskIdentify 20 potential investors for initial outreach
  • TaskPrepare a persuasive investment pitch
  • KRExecute fundraising events/campaigns generating $200,000 in total
  • TaskOrganize high-donor events and peer-to-peer fundraising campaigns
  • TaskImplement donor stewardship plan to encourage repeat contributions
  • TaskDevelop a comprehensive fundraising strategy targeting a $200,000 goal

6OKRs to optimize the performance of our venture capital portfolio

  • ObjectiveOptimize the performance of our venture capital portfolio
  • KRConduct 30+ thorough due diligence to identify promising start-ups for investment
  • TaskPresent and discuss findings with the investment committee for decision making
  • TaskCompile a list of potential startups based on industry trends and financial health
  • TaskConduct a detailed analysis of each startup's business model and market potential
  • KRIncrease portfolio ROI by 15% through strategic investments and diversification
  • TaskReview current portfolio, identify underperforming assets
  • TaskConduct market research for profitable investment opportunities
  • TaskDevelop and implement a diversification strategy
  • KRDecrease underperforming investments by 20% by performing comprehensive risk assessments
  • TaskConduct comprehensive risk assessments on each asset
  • TaskIdentify underperforming investments in your portfolio
  • TaskStrategically sell off 20% of underperforming assets

7OKRs to secure funding from three new investors

  • ObjectiveIncrease investor funding
  • KRSecure funding from at least three new investors
  • KRCreate a compelling investment pitch
  • KREstablish new relationships with potential investors
  • KRSchedule and conduct meetings with interested investors

8OKRs to analyze investment performance across different regions

  • ObjectiveAnalyze investment performance across different regions
  • KRDeliver a detailed investment performance report comparing all regions
  • TaskAnalyze and compare investment performance by region
  • TaskCompile and format the detailed performance report
  • TaskCollect data on investment performance for all regions
  • KRIdentify top 5 performing and under-performing regions by next month
  • TaskGather sales data from all regions
  • TaskAnalyze and rank regions based on performance
  • TaskPrepare detailed comparative report
  • KREvaluate 10 distinct factors that influence the performance in each region
  • TaskIdentify 10 potential factors affecting regional performance
  • TaskAnalyze each factor's impact on the specific region
  • TaskCompile findings into a comprehensive report
Tability

9OKRs to deliver a well-informed assessment for a potential Series A follow-on investment at XY GmbH

  • ObjectiveDeliver a well-informed assessment for a potential Series A follow-on investment at XY GmbH
  • KRComplete a comprehensive risk-benefit analysis of the follow-on investment
  • TaskIdentify and evaluate potential risks and benefits
  • TaskCompile and summarize analysis data in a final report
  • TaskGather all relevant data pertaining to the follow-on investment
  • KRAnalyze XY GmbH's financial performance of the past two years
  • TaskCompare financial KPIs year-on-year to determine performance
  • TaskIdentify notable trends or outliers in financial data
  • TaskGather XY GmbH's financial statements from the past two years
  • KREvaluate competitiveness in XY GmbH's market sector
  • TaskReview customer satisfaction surveys and online reviews about XY GmbH's services
  • TaskAnalyze XY GmbH's product positioning and pricing against competitors
  • TaskConduct a SWOT analysis specific to XY GmbH's market sector

10OKRs to enhance the precision of investment forecasting

  • ObjectiveEnhance the precision of investment forecasting
  • KRIncrease the number of successfully predicted trends by 30%
  • TaskInvest in advanced predictive analytics tools
  • TaskConduct more in-depth market research
  • TaskHire or train staff in statistical forecasting
  • KRConduct 3 training workshops on advanced investment analysis techniques
  • TaskOutline topics and content for the training
  • TaskIdentify appropriate professionals to lead the workshops
  • TaskOrganize location and logistical details
  • KRImplement AI forecasting tools for 20% reduction in forecast error
  • TaskProcure and install the selected AI forecasting tools
  • TaskTrain staff on using AI forecasting tools
  • TaskIdentify suitable AI forecasting tools for business needs

Invest OKR best practices

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

The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the OKRs.

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.

Tip #2: Commit to weekly OKR check-ins

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.

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

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 track your Invest OKRs

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

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.

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 Invest OKR templates

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