9 customisable OKR examples for Strategy Analyst

What are Strategy Analyst 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 Strategy Analyst 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 Strategy Analyst 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 Strategy Analyst OKRs examples

You will find in the next section many different Strategy Analyst Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).

Hope you'll find this helpful!

1OKRs to boost asset retention and expansion in vital segments

  • ObjectiveBoost asset retention and expansion in vital segments
  • Key ResultReduce asset attrition in key segments by 5%
  • TaskDevelop targeted retention strategies for these identified segments
  • TaskIdentify key segments with highest asset attrition rates
  • TaskImplement regular monitoring and adjust strategies as necessary
  • Key ResultIncrease asset retention rate in key segments by 15%
  • TaskIdentify key segments with lower retention rates
  • TaskDevelop tailored marketing strategies for these segments
  • TaskImplement customer loyalty programs for these key areas
  • Key ResultAccelerate expansion rate within targeted segments by 10%
  • TaskIdentify high-growth potential segments within the targeted areas
  • TaskImplement sales incentives to boost segment-specific sales
  • TaskDevelop a tailored marketing strategy for each segment

2OKRs to conduct thorough analysis of two main competitors

  • ObjectiveConduct thorough analysis of two main competitors
  • Key ResultIdentify and list 10 key business strategies of each competitor by week 4
  • TaskComplete and review strategy lists by week 4
  • TaskResearch competitors and their unique strategic approaches
  • TaskCompile a list of 10 strategies per competitor
  • Key ResultCraft and present a detailed comparative report on competitor strategies by week 8
  • TaskResearch and compile data on current competitor strategies
  • TaskDevelop a comparative analysis from gathered data
  • TaskPrepare and rehearse a detailed presentation report
  • Key ResultAnalyse and document competitive product benefits and drawbacks by week 6
  • TaskDocument drawbacks of competitive products by week 6
  • TaskIdentify main competitors and their respective products by week 2
  • TaskEvaluate competitive product benefits by week 4

3OKRs to improve Advisory NPS through baseline measurement and analysis

  • ObjectiveImprove Advisory NPS through baseline measurement and analysis
  • Key ResultDevelop and implement targeted improvement strategies based on Advisory NPS insights
  • TaskImplement the planned improvement strategies systematically
  • TaskAnalyze Advisory NPS feedback to identify areas for improvement
  • TaskDevelop strategies to address identified weaknesses
  • Key ResultConduct customer satisfaction survey to gather Advisory NPS data
  • TaskDevelop a comprehensive customer satisfaction survey
  • TaskSend survey to existing advisory customers
  • TaskAnalyze survey results for NPS data
  • Key ResultAnalyze and compare Advisory NPS scores across different customer segments
  • TaskAnalyze Advisory NPS scores for each segment
  • TaskCategorize customers into different segments
  • TaskCompare NPS scores across all segments

4OKRs to optimize the company's financial ratio

  • ObjectiveOptimize the company's financial ratio
  • Key ResultImprove return on investment ratio by 15% through innovative, profit-focused business strategies
  • TaskResearch successful innovative profit-focused strategies in similar businesses
  • TaskImplement selected profit-focused strategies firm-wide
  • TaskRoutinely monitor and adjust strategies to maximize profit
  • Key ResultIncrease current ratio by 20% through improved asset management and liability reduction
  • TaskOptimize cash flow by collecting receivables swiftly
  • TaskImprove inventory turnover rate through efficient management
  • TaskImplement stringent budget controls to reduce unnecessary spending
  • Key ResultDecrease debt-to-equity ratio by 25% by consolidating and repaying outstanding loans
  • TaskEvaluate all outstanding loans and identify for consolidation
  • TaskArrange for a convenient debt consolidation plan
  • TaskRegularly repay consolidated debt to decrease ratio

5OKRs to enhance proficiency in data-driven decision making

  • ObjectiveEnhance proficiency in data-driven decision making
  • Key ResultEffectively use data to drive at least five major business decisions
  • TaskIdentify key metrics and data points relevant to decision-making
  • TaskImplement a comprehensive data tracking system
  • TaskRegularly analyze and interpret data for insights
  • Key ResultHandle and interpret data from at least three different company projects successfully
  • TaskReport findings and implications to relevant teams
  • TaskAcquire data from three diverse company projects
  • TaskAnalyze and interpret collected data accurately
  • Key ResultComplete two online courses on data analytics by industry-leading platforms
  • TaskIdentify two industry-leading platforms offering courses in data analytics
  • TaskDedicate time to complete both courses regularly
  • TaskSign up for a data analytics course on each platform

6OKRs to enhance PPC report benchmarks for robustness

  • ObjectiveEnhance PPC report benchmarks for robustness
  • Key ResultDevelop and test new benchmark methodology on 5 past PPC campaigns
  • TaskDevelop new benchmarking methodology based on those metrics
  • TaskIdentify key metrics from previous 5 PPC campaigns for benchmarking
  • TaskApply new benchmarking methodology and assess results
  • Key ResultAchieve 20% increase in PPC report accuracy by implementing the new benchmarks
  • TaskTrain staff on new PPC benchmark updates
  • TaskMonitor and adjust PPC report accuracy consistently
  • TaskImplement new benchmarks in PPC reporting system
  • Key ResultIdentify and document 10 elements influencing PPC report robustness by end of Q2
  • TaskResearch factors affecting PPC report robustness
  • TaskDocument and elaborate each element
  • TaskCompile a detailed list of 10 elements

7OKRs to establish solid groundwork for expansion into new markets

  • ObjectiveEstablish solid groundwork for expansion into new markets
  • Key ResultDevelop tailored expansion strategy for each identified market
  • TaskReview and refine strategies based on potential return analysis
  • TaskApply insights to craft unique growth strategies per market
  • TaskConduct comprehensive research on identified markets' characteristics
  • Key ResultSecure financial resources necessary for the initial phase of expansion
  • TaskResearch potential funding sources and investors
  • TaskSubmit proposals or applications for funding
  • TaskIdentify necessary budget for expansion activities
  • Key ResultIdentify and analyze potential markets for viability by the quarter-end
  • TaskConduct thorough research on emerging markets and trends
  • TaskAnalyze the demands and profitability of potential markets
  • TaskPresent a detailed report on market viability analysis

8OKRs to establish credibility and affordability in the tour agency market

  • ObjectiveEstablish credibility and affordability in the tour agency market
  • Key ResultEstablish partnerships with 3 major local tourism providers for affordable packages
  • TaskInitiate meetings to present proposals and negotiate terms
  • TaskDevelop package proposals tailored to each provider
  • TaskIdentify potential local tourism providers for partnership
  • Key ResultGenerate 20% increase in return customers through competitive pricing strategies
  • TaskDevelop and implement competitive pricing structure
  • TaskEvaluate and adjust pricing strategies based on business performance
  • TaskResearch competitors' pricing strategies and consumer responses
  • Key ResultSecure 5 positive testimonials from satisfied customers
  • TaskReach out to happy customers to request testimonials
  • TaskFollow-up on testimonial progress after consultation
  • TaskBrief customers on testimonial forms and content expectations

9OKRs to optimize currency trading operations within the Treasury

  • ObjectiveOptimize currency trading operations within the Treasury
  • Key ResultReduce trade-related loss by 10% through improved analytics
  • TaskConduct bi-weekly assessment of current trade analytics results
  • TaskTrain employees on updated analytics tools and interpretation
  • TaskImplement more advanced analytics software to track trade activities
  • Key ResultAchieve 5% higher trade yield by innovative risk management
  • TaskDevelop a comprehensive risk management strategy
  • TaskTrain team in advanced risk assessment techniques
  • TaskImplement new trading algorithms and AI tools
  • Key ResultIncrease trade volume by 20% by refining trade strategy
  • TaskDevelop improved strategy based on data analysis
  • TaskAnalyze performance data of past trade strategies
  • TaskImplement and monitor the new strategy

Strategy Analyst 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 Insights DashboardTability's audit dashboard will highlight opportunities to improve OKRs

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.

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.

How to turn your Strategy Analyst 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.

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 Strategy Analyst 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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