5 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:

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. OKR to optimize the performance of our venture capital portfolio

  • ObjectiveOptimize the performance of our venture capital portfolio
  • Key ResultConduct 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
  • Key ResultIncrease 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
  • Key ResultDecrease 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

2. OKR to enhance cloud architecture expertise and expand project portfolio

  • ObjectiveEnhance cloud architecture expertise and expand project portfolio
  • Key ResultObtain advanced certification in cloud architecture
  • TaskSchedule and take the cloud architecture certification exam
  • TaskEnroll in study courses or training programs for the certification
  • TaskResearch potential certifications in cloud architecture and their requirements
  • Key ResultLead training sessions on cloud architecture best practices for team members
  • TaskSchedule regular training sessions for team members
  • TaskIdentify topics and develop training curriculum on cloud architecture
  • TaskEvaluate team members' understanding post-training
  • Key ResultSuccessfully implement five cloud solutions for clients
  • TaskMonitor and adjust strategies for optimal performance
  • TaskIdentify suitable cloud solutions for client's specific needs
  • TaskDevelop custom implementation strategies for each client

3. OKR to implement a cost-effective solution for portfolio tracking

  • ObjectiveImplement a cost-effective solution for portfolio tracking
  • Key ResultSuccessfully integrate chosen solution into current system with 100% functionality by week 12
  • TaskDevelop an integration plan and timeline to implement the solution
  • TaskTest and debug solution for 100% functionality by week 12
  • TaskEvaluate suitability and functionality of chosen solution with the current system
  • Key ResultTrial selected solutions and choose most efficient by week 10
  • TaskEvaluate each solution's efficiency weekly
  • TaskImplement chosen solutions for a trial period
  • TaskChoose the most productive solution by week 10
  • Key ResultResearch and identify 3 cost-effective portfolio tracking solutions by week 6
  • TaskResearch affordable portfolio tracking services
  • TaskCompile and analyze top 3 options
  • TaskOutline key features needed in portfolio tracking solutions

4. OKR to achieve optimal resource allocation on funding

  • ObjectiveAchieve optimal resource allocation on funding
  • Key ResultReduce operational spending by 10%
  • TaskIdentify inefficient operations and implement cost-saving measures
  • TaskNegotiate with suppliers for discounted rates
  • TaskLimit non-essential expenditures
  • Key ResultImprove ROI on invested funds by 15%
  • TaskAnalyze current portfolio performance and identify underperforming assets
  • TaskRebalance portfolio to include identified higher-yield investments
  • TaskResearch potential higher-yield investment opportunities
  • Key ResultSecure 20% increase in investment funds
  • TaskCompile financial reports showcasing potential for growth
  • TaskDevelop a persuasive investment proposal
  • TaskSchedule pitches with potential investors

5. OKR to successfully launch a venture capital fund

  • ObjectiveSuccessfully launch a venture capital fund
  • Key ResultIdentify and establish connections with at least 50 potential portfolio startups
  • TaskSet up follow-up meetings with interested startups
  • TaskSend introductory emails to identified startups
  • TaskResearch contact details of potential portfolio startups
  • Key ResultSecure investment commitments worth $20 million from initial seed investors
  • TaskResearch and identify potential seed investors
  • TaskArrange meetings with prospective investors
  • TaskCraft business proposal highlighting potential returns
  • Key ResultSet up legal and compliance standards for fund operations
  • TaskIdentify relevant local and international laws for fund operations
  • TaskDevelop a comprehensive compliance framework addressing these laws
  • TaskTrain employees on new legal and compliance standards

Best practices for managing your Portfolio Manager OKRs

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 DashboardTability's audit dashboard will highlight opportunities to improve OKRs

Tip #2: Commit to the weekly 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 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.

Best way to track your Portfolio Manager OKRs

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 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 Portfolio Manager 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.

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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