15 customisable OKR examples for Strategic Planning
What are Strategic Planning 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.
Crafting effective OKRs can be challenging, particularly for beginners. Emphasizing outcomes rather than projects should be the core of your planning.
We have a collection of OKRs examples for Strategic Planning to give you some inspiration. You can use any of the templates below as a starting point for your OKRs.
If you want to learn more about the framework, you can read our OKR guide online.
Building your own Strategic Planning 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 Strategic Planning OKRs examples
You'll find below a list of Objectives and Key Results templates for Strategic Planning. 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 implement strategic planning framework for goal alignment
Streamline organizational strategy for better goal alignment
Provide regular communication and training to ensure alignment and engagement- Establish a system to track and monitor progress towards goals
- Conduct a SWOT analysis and identify key strategic priorities
- Develop a clear action plan for executing the strategic priorities
2. OKRs to complete holistic roadmap for human capital management 2024
- Complete holistic roadmap for human capital management 2024
- Design 75% of HCM strategy encompassing recruitment, skills development, and retention
Outline tactics for employee retention- Develop a comprehensive recruitment plan
- Design a strategy for skills development
- Validate roadmap with 10+ HR experts and incorporate feedback for improvement
- Identify and reach out to 10 HR experts for roadmap review
- Gather and analyze feedback for potential improvements
- Implement feedback into roadmap revisions
- Identify all roadmap components and essential factors in the planning process
- List all components required for the roadmap
- Prioritize components based on their significance
- Identify important elements for strategic planning
3. OKRs to enhance strategic planning and cut costs in category and product management
- Enhance strategic planning and cut costs in category and product management
- Develop and implement a strategic category plan for 3 top-selling product lines
- Implement the developed plan across each product line
- Identify the three top-selling product lines
- Create a comprehensive strategic category plan
- Increase cost efficiency by improving negotiation skills, saving 15% on supplier contracts
- Enroll in professional negotiation skills workshops
- Establish a targeted savings goal for each contract
- Negotiate supplier contracts effectively to ensure savings
- Implement a new budgeting tool to decrease product development costs by 20%
- Monitor and adjust implementation for efficiency
- Train product development team on chosen tool
- Identify suitable budgeting tools within the market
4. OKRs to enhance strategic thinking and adapt to changes effectively
- Enhance strategic thinking and adapt to changes effectively
- Complete a minimum of 3 industry-related strategic thinking workshops
- Register for the selected three workshops
- Attend and participate in the workshops
- Research available strategic thinking workshops in the industry
- Implement at least 2 process changes based on strategic analysis in work routine
- Integrate and monitor the new processes in work routine
- Identify areas of improvement from strategic analysis report
- Develop an implementation plan for two process changes
- Measure and improve adaptability score by 20% using a reputable assessment tool
- Evaluate current adaptability score accurately
- Select a reputable tool to measure adaptability score
- Implement adjustments to improve score by 20%
5. OKRs to implement effective annual success plans
- Implement effective annual success plans
- Get 80% positive feedback on implemented success plans from account holders
- Regularly solicit feedback on the success plan from account holders
- Adjust and improve the success plan based on the collected feedback
- Implement a robust, customer-focused success plan for account holders
- Establish rapport with 10 unique strategic account drivers
- Initiate contact, introduce self, and establish connection
- Identify and research 10 key strategic account drivers
- Maintain regular communication and demonstrate understanding of their business needs
- Develop and solidify 5 long-term strategies for major accounts
- Identify top 5 major accounts needing strategic development
- Regularly review and revise strategies to assure ongoing effectiveness
- Establish strategies focusing on long-term client growth and retention
6. OKRs to produce an engaging digital strategic operations context (SOC)
- Produce an engaging digital strategic operations context (SOC)
- Achieve a 25% increase in user engagement with the deployed digital SOC
- Enhance user experience with interactive and user-friendly interface
- Implement personalized notifications of SOC's features and updates
- Initiate regular webinars or workshops regarding SOC usage
- Design and develop digital SOC that reflects updated business strategies within 4 weeks
- Design the digital SOC layout based on updated strategies
- Develop and test the new digital SOC within the timeframe
- Review and update business strategies for SOC integration
- Obtain feedback from 70% of the staff for making further improvements to the SOC
- Distribute the survey to all staff members
- Follow up to ensure at least 70% completion
- Create an anonymous online survey for SOC improvement ideas
7. OKRs to develop comprehensive KPIs for service design enhancement
- Develop comprehensive KPIs for service design enhancement
- Identify and categorize 15 potential KPIs critical to service design by next month
- Categorize selected KPIs based on importance
- Analyze and select the top 15 KPIs
- Conduct research on potential service design KPIs
- Measure and achieve 25% improvement in service design efficiency using new KPIs
- Identify new KPIs relevant to service design efficiency
- Train staff in measuring and improving these new KPIs
- Implement changes, monitor progress and adjust as necessary
- Implement at least 10 newly defined KPIs in ongoing service design projects
- Monitor and adjust KPIs based on project outcomes
- Identify 10 key performance indicators for service design projects
- Incorporate the defined KPIs into ongoing projects
8. OKRs to align team's mission and vision with company's strategic goals
- Align team's mission and vision with company's strategic goals
- Update mission and vision statements to reflect 80% overlap with company strategy
- Revise statements to reflect 80% overlap
- Review current mission and vision statements
- Identify overlap with company strategy
- Get feedback from 90% of team members affirming clearer strategic alignment within 6 weeks
- Analyze and address received feedback on strategy
- Send the survey to all team members
- Develop a straightforward survey about strategic alignment
- Facilitate three workshops to promote understanding of company's strategic objectives by month's end
- Send invitations to all company employees
- Define topics and prepare materials for three different workshops
- Schedule three workshop dates and secure venues
9. OKRs to implement strategic initiatives to improve execution and value realization
- Implement strategic initiatives to improve execution and value realization
- Enhance stakeholder satisfaction by 10% through better strategic alignment
- Identify areas of misalignment and develop improvement plans
- Conduct a thorough review of current strategic alignment methods
- Implement changes and track stakeholders' satisfaction growth
- Achieve a 15% rise in measurable value from implemented initiatives
- Identify areas for initiative implementation with the maximum benefit potential
- Establish a system to track measurable value growth
- Develop and execute strategies for selected initiatives
- Increase strategic project completion rate by 20%
- Conduct regular team meetings for effective communication and updates
- Provide additional training to improve employee project handling skills
- Implement project management software to track and streamline tasks
10. OKRs to close 7 successful sales deals
- Close 7 successful sales deals
- Achieve a conversion rate of 50% on final negotiations
- Train sales team on advanced negotiation tactics
- Prepare attractive, tailored proposals for potential customers
- Implement an effective follow-up strategy post-negotiation
- Generate a pipeline of 30 qualified leads through strategic prospecting
- Develop an engaging outreach campaign to attract leads
- Identify target audience demographics for optimal strategic prospecting
- Track and analyze campaign effectiveness regularly
- Execute 15 high-quality product demonstrations to potential clients
- Identify and strategize 15 potential clients for product demonstrations
- Schedule and conduct product demonstrations for chosen clients
- Prepare tailored, high-quality demonstrations for each product
11. OKRs to efficiently manage and optimize our team's budget performance
- Efficiently manage and optimize our team's budget performance
- Deliver 100% accurate budget reports every fortnight for effective tracking
- Organize all relevant financial data every two weeks
- Develop accurate budget reports from collected data
- Submit the completed reports for tracking promptly
- Reduce unnecessary expenditures by 15% for improved budget efficiency
- Negotiate with vendors for reduced cost of services
- Implement monitoring system for discretionary spending
- Identify and eliminate non-essential business expenses
- Increase budget ROI by 10% through strategic allocation of resources
- Analyze current spending to identify inefficiencies or wasted resources
- Implement a strategic plan prioritizing high ROI initiatives
- Regularly review and adjust resource allocation as needed
12. OKRs to establish solid groundwork for expansion into new markets
- Establish solid groundwork for expansion into new markets
- Develop tailored expansion strategy for each identified market
- Review and refine strategies based on potential return analysis
- Apply insights to craft unique growth strategies per market
- Conduct comprehensive research on identified markets' characteristics
- Secure financial resources necessary for the initial phase of expansion
- Research potential funding sources and investors
- Submit proposals or applications for funding
- Identify necessary budget for expansion activities
- Identify and analyze potential markets for viability by the quarter-end
- Conduct thorough research on emerging markets and trends
- Analyze the demands and profitability of potential markets
- Present a detailed report on market viability analysis
13. OKRs to formulate and Implement a robust Business and Product Strategy
- Formulate and Implement a robust Business and Product Strategy
- Implement and test product strategy with a minimum viable product in 6 weeks
- Develop a prototype of the minimum viable product
- Implement a detailed product strategy
- Conduct rigorous testing and gather feedback
- Develop a comprehensive business strategy with measurable goals within 3 weeks
- Draft a comprehensive, strategic business plan
- Define measurable, time-bound business goals
- Research market trends and study competitors for business strategy formulation
- Identify and analyse 5 key competitor business strategies within next quarter
- Identify 5 main competitors in the market
- Analyze each strategy's effectiveness and performance
- Research and note down their business strategies
14. OKRs to grow personal net worth to $1m through strategic investments and savings
- Grow personal net worth to $1m through strategic investments and savings
- Invest 30% of saved income wisely in high-yield platforms
- Allocate 30% of saved income for investment
- Strategically invest funds in chosen platforms
- Identify high-yield investment platforms with a good reputation
- Limit expenses to save 50% of each month's income
- Establish a consistent habit of depositing savings first
- Splurge on necessities only to cut down on extra expenses
- Consider cost-effective versions of daily used items
- Increase passive income by 30% through evaluation and portfolio diversification
- Research diverse investment opportunities for higher returns
- Analyze current portfolio to identify underperforming assets
- Allocate investments strategically to profitable assets
15. OKRs to boost participation in wellness events through strategic alignment
- Boost participation in wellness events through strategic alignment
- Ensure 80% of participants complete post-event satisfaction surveys
- Send reminder emails regularly to encourage completion
- Send out satisfaction surveys immediately following the event
- Offer incentives for completing the survey
- Increase registration for wellness events by 15%
- Send personalized email invitations to past participants
- Collaborate with local influencers for event promotion
- Develop engaging social media campaigns promoting wellness events
- Enhance engagement during wellness events by 25%
- Offer small incentives for active participation or greater attendance
- Add interactive health-related games or quizzes to wellness events
- Promote wellness events through all available internal channels
Strategic Planning 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
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.
Tability's audit dashboard will highlight opportunities to improve OKRsTip #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.
Tability's check-ins will save you hours and increase transparencyTip #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 Strategic Planning 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
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.
Tability's Strategy Map makes it easy to see all your org's OKRsIf 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 Strategic Planning OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to build a Python tool for efficient tracing of community cohort members
- OKRs to boost sales figures utilizing CAIS distribution team
- OKRs to ensure timely delivery of superior quality projects
- OKRs to improve lead generation with gated content for 20% more qualified leads
- OKRs to streamline and optimize the payroll process
- OKRs to boost the success rate in timely financial statement reporting
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 👀
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