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3 OKR examples for Return On Investment

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What are Return On Investment 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 Return On Investment 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.

The best tools for writing perfect Return On Investment OKRs

Here are 2 tools that can help you draft your OKRs in no time.

Tability AI: to generate OKRs based on a prompt

Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.

Watch the video below to see it in action 👇

Tability Feedback: to improve existing OKRs

You can use Tability's AI feedback to improve your OKRs if you already have existing goals.

AI feedback for OKRs in Tability

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.

Return On Investment OKRs examples

You'll find below a list of Objectives and Key Results templates for Return On Investment. 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!

OKRs to establish definitive guidelines for all marketing functions

  • ObjectiveEstablish definitive guidelines for all marketing functions
  • KRImprove adherence to marketing principles, reducing deviation in marketing activities by 40%
  • TaskEstablish penalties for unnecessary deviations from set standards
  • TaskDevelop a review process ensuring alignment with marketing principles
  • TaskImplement regular training sessions on fundamental marketing principles
  • KRImplement marketing principles across all teams, increasing alignment by 50%
  • TaskTrack and measure alignment progress periodically
  • TaskDevelop a unified strategic marketing plan for company alignment
  • TaskConduct workshops on essential marketing principles for all teams
  • KRFormulate 5 universal marketing principles that enhance ROI by 30%
  • TaskDevelop and detail five universal marketing principles
  • TaskResearch universal marketing principles in successful campaigns
  • TaskIdentify current successful marketing strategies that increase ROI

OKRs to improve financial operations for increased efficiency and effectiveness

  • ObjectiveImprove financial operations for increased efficiency and effectiveness
  • KRImplement a new budgeting strategy, ensuring 95% adherence to it
  • TaskConduct training on new budget adherence
  • TaskDevelop comprehensive, realistic budget strategy
  • TaskRegularly monitor and assess budget compliance
  • KRReduce operational costs by 10% through optimizing resource allocation
  • TaskImplement optimization strategies for resource allocation
  • TaskEvaluate success metrics post-implementation
  • TaskAnalyze current resource distribution for inefficiencies
  • KRIncrease return on investment by 15% via strategic financial decisions
  • TaskImplement cost-cutting measures across all departments
  • TaskEvaluate and identify profitable long-term investment opportunities
  • TaskRestructure high-cost debt to reduce expenditure

OKRs to efficiently manage and optimize our team's budget performance

  • ObjectiveEfficiently manage and optimize our team's budget performance
  • KRDeliver 100% accurate budget reports every fortnight for effective tracking
  • TaskOrganize all relevant financial data every two weeks
  • TaskDevelop accurate budget reports from collected data
  • TaskSubmit the completed reports for tracking promptly
  • KRReduce unnecessary expenditures by 15% for improved budget efficiency
  • TaskNegotiate with vendors for reduced cost of services
  • TaskImplement monitoring system for discretionary spending
  • TaskIdentify and eliminate non-essential business expenses
  • KRIncrease budget ROI by 10% through strategic allocation of resources
  • TaskAnalyze current spending to identify inefficiencies or wasted resources
  • TaskImplement a strategic plan prioritizing high ROI initiatives
  • TaskRegularly review and adjust resource allocation as needed

Return On Investment 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

Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.

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

Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.

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.

Save hours with automated OKR dashboards

AI feedback for OKRs in Tability

Quarterly OKRs should have weekly updates to get all the benefits from the framework. Reviewing progress periodically has several advantages:

We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using Tability to save time with automated OKR dashboards, data connectors, and actionable insights.

How to get Tability dashboards:

That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.

More Return On Investment OKR templates

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

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