6 customisable OKR examples for Portfolio Manager
What are Portfolio Manager 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.
OKRs are quickly gaining popularity as a goal-setting framework. But, it's not always easy to know how to write your goals, especially if it's your first time using OKRs.
We've tailored a list of OKRs examples for Portfolio Manager 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 Portfolio Manager 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:
- Use our free OKR generator
- Use Tability, a complete platform to set and track OKRs and initiatives, including a GPT-4 powered goal generator
Our customisable Portfolio Manager OKRs examples
You'll find below a list of Objectives and Key Results templates for Portfolio Manager. 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!
1. OKRs to optimize the performance of our venture capital portfolio
Optimize the performance of our venture capital portfolio
Conduct 30+ thorough due diligence to identify promising start-ups for investment
Present and discuss findings with the investment committee for decision making
Compile a list of potential startups based on industry trends and financial health
Conduct a detailed analysis of each startup's business model and market potential
Increase portfolio ROI by 15% through strategic investments and diversification
Review current portfolio, identify underperforming assets
Conduct market research for profitable investment opportunities
Develop and implement a diversification strategy
Decrease underperforming investments by 20% by performing comprehensive risk assessments
Conduct comprehensive risk assessments on each asset
Identify underperforming investments in your portfolio
Strategically sell off 20% of underperforming assets
2. OKRs to enhance cloud architecture expertise and expand project portfolio
Enhance cloud architecture expertise and expand project portfolio
Obtain advanced certification in cloud architecture
Schedule and take the cloud architecture certification exam
Enroll in study courses or training programs for the certification
Research potential certifications in cloud architecture and their requirements
Lead training sessions on cloud architecture best practices for team members
Schedule regular training sessions for team members
Identify topics and develop training curriculum on cloud architecture
Evaluate team members' understanding post-training
Successfully implement five cloud solutions for clients
Monitor and adjust strategies for optimal performance
Identify suitable cloud solutions for client's specific needs
Develop custom implementation strategies for each client
3. OKRs to implement a cost-effective solution for portfolio tracking
Implement a cost-effective solution for portfolio tracking
Successfully integrate chosen solution into current system with 100% functionality by week 12
Develop an integration plan and timeline to implement the solution
Test and debug solution for 100% functionality by week 12
Evaluate suitability and functionality of chosen solution with the current system
Trial selected solutions and choose most efficient by week 10
Evaluate each solution's efficiency weekly
Implement chosen solutions for a trial period
Choose the most productive solution by week 10
Research and identify 3 cost-effective portfolio tracking solutions by week 6
Research affordable portfolio tracking services
Compile and analyze top 3 options
Outline key features needed in portfolio tracking solutions
4. OKRs to achieve optimal resource allocation on funding
Achieve optimal resource allocation on funding
Reduce operational spending by 10%
Identify inefficient operations and implement cost-saving measures
Negotiate with suppliers for discounted rates
Limit non-essential expenditures
Improve ROI on invested funds by 15%
Analyze current portfolio performance and identify underperforming assets
Rebalance portfolio to include identified higher-yield investments
Research potential higher-yield investment opportunities
Secure 20% increase in investment funds
Compile financial reports showcasing potential for growth
Develop a persuasive investment proposal
Schedule pitches with potential investors
5. OKRs to successfully launch a venture capital fund
Successfully launch a venture capital fund
Identify and establish connections with at least 50 potential portfolio startups
Set up follow-up meetings with interested startups
Send introductory emails to identified startups
Research contact details of potential portfolio startups
Secure investment commitments worth $20 million from initial seed investors
Research and identify potential seed investors
Arrange meetings with prospective investors
Craft business proposal highlighting potential returns
Set up legal and compliance standards for fund operations
Identify relevant local and international laws for fund operations
Develop a comprehensive compliance framework addressing these laws
Train employees on new legal and compliance standards
6. OKRs to significantly increase MICE revenue and diversify client portfolio
Significantly increase MICE revenue and diversify client portfolio
Generate 900 billion in MICE revenue through new and existing clients
Conduct meetings to negotiate contracts with existing clients
Develop innovative packages and services for MICE clientele
Implement targeted marketing campaigns towards potential customers
Increase average revenue per account by 10% with customized MICE packages
Organize marketing campaigns promoting customized MICE packages
Develop tailor-made MICE packages based on customers' budget and needs
Train sales team to effectively sell customized MICE packages
Secure contracts of at least 20 new MICE accounts
Negotiate and finalize contracts with leads
Develop and implement tailored sales pitches
Identify and research potential MICE account leads
Portfolio Manager 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
Focus can only be achieve by limiting the number of competing priorities. It is crucial that you take the time to identify where you need to move the needle, and avoid adding business-as-usual activities to your 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.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/tability-insights-board.e70f9466.png)
Tip #2: Commit to weekly OKR check-ins
Having good goals is only half the effort. You'll get significant more value from your OKRs if you commit to a weekly check-in process.
Being able to see trends for your key results will also keep yourself honest.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/checkins-graph.b2aec458.png)
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 Portfolio Manager 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
Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKR platform to make things easier.
![A strategy map in Tability](https://tability-templates-v2.vercel.app/_next/static/media/tability_strategy_map.2ad25843.png)
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 Portfolio Manager OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to assemble a skilled and efficient analytics team
OKRs to enhance the quality of software releases through manual testing
OKRs to enhance team's proficiency in Billing product knowledge
OKRs to improve efficiency and effectiveness in QA and training workflows
OKRs to enhance mobile app quality through effective mobile testing
OKRs to enhance expertise in customer success strategies and methodologies
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: What is the meaning of OKRs
- Blog posts: ODT Blog
- Success metrics: KPIs examples
Create more examples in our app
You can use Tability to create OKRs with AI – and keep yourself accountable 👀
Tability is a unique goal-tracking platform built to save hours at work and help teams stay on top of their goals.
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