How OKRs help businesses grow & 81 examples to get started

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How OKRs help businesses grow & 81 examples to get started 81 EXAMPLES

Transcript of How OKRs help businesses grow & 81 examples to get started

How OKRs help businesses grow & 81 examples to get started

81 EXAMPLES

Ally.io | OKRs: How they help businesses grow 2

3 8 Ways OKRs Help Businesses Grow and Thrive

5 Getting Started & Additional Resources

O K R E X A M P L E S

6 Company Level: Annual & Quarterly

8 Executive Level: Chief Operating Officer

9 Executive Level: Chief Customer Officer

10 Executive Level: Chief of Staff

11 Marketing Leadership • Marketing Demand Generation • Marketing Event Managers • Content Marketing Managers • Marketing Ops Managers • Product Marketing Mangers

17 Sales Leadership • SDRs • AEs

20 Business Operations Leadership • Business Operations Managers • Office Managers

22 Customer Success Leadership • Customer Success Managers

25 Product & Engineering Leadership • Product & Engineering Managers

27 Human Resource Managers

28 Finance Leadership • Finance Managers

29 Designers

Table of Contents

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Some of the world’s most innovative businesses, from Intel to Google, have embedded Objectives and Key Results (OKRs) into their business. Why? OKRs help organizations focus less on task assignment and completion, and more on collective goal setting and accomplishment. It fuels focus and enables employees to think more comprehensively about the mission and direction of the business.

8 ways OKRs help businesses grow and thrive

1. Focus and disciplineWhen an organization rallies around a focused number of goals, it reduces distraction and allows everyone across the company to better prioritize their time and manage their workload. Rather than spending time on menial tasks and one- off initiatives, teams are more disciplined and focused on the projects that drive the business closer towards accomplishing its OKRs.

2. Alignment and cross-functional cooperationThe larger a company is, the harder it is to keep everyone aligned and working towards the same goals. The use of shared OKRs improves collaboration among departments and teams. Employees can quickly identify goals, contributors, and unify against competing initiatives. Together, they solve interdependencies and find better ways to work together towards broader company objectives.

3. Reduced time for setting goalsOKRs force organizations to rely less on the “set it and forget it” mentality, and instead, conduct more frequent check-ins and review cycles. The simple OKR rhythm of check-ins and reviews also makes the goal-setting process faster and easier, drastically reducing the time and resources spent on the setting, reviewing, and adjustment of goals.

How OKRs help businesses grow & 81 examples to get started

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4. Clearer communicationOKRs create a clear and concise view of the company and team-wide goals and priorities. This consolidated version of truth improves transparency, allowing everyone to see top business priorities and understand how their work contributes to organizational growth.

5. Increased employee engagementOKRs are designed to focus on larger goals that require the contribution of multiple team members and functional areas. Having a multi-alignment approach for goal setting helps connect all employees to the company mission and vision, as well to each other’s goals where appropriate–thereby increasing engagement and collaboration.

6. Autonomy and accountabilityBecause company-wide objectives are designed to include multiple teams and employees, everyone has a clear direction of what they need to accomplish and their measures for success. This method holds employees accountable for their roles and responsibilities but provides them autonomy over their day-to-day methods and workflow processes.

7. Bolder goal settingOne of the core foundations of OKRs is the idea behind stretch goals. When the company embraces the idea of stretch, it empowers employees to set bigger, more audacious goals. Using stretch goals (also known as “moonshot goals”) helps employees stretch creative limits and encourages them to set bolder, more challenging goals that help spark business innovation

8. Agility and innovationThe cadence of frequent goal setting allows the broader business to come together and align on progress and identify new priorities. Additionally, it allows teams to pivot direction when needed. Shorter goal cycles empower teams to quickly adapt to new business realities and shifting priorities, ultimately increasing innovation and reducing wasted time.

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Getting started with OKR examples for every department

The first step in rolling out the objectives and key results framework is making sure you’re writing good OKRs to set yourself up for success. Keep in mind that objectives are three to five company, team or personal goals that answer “what” needs to be achieved. They are qualitative, actionable, ambitious, and most of all, time bound. Each objective should have three to five key results that answer “how” you are going to achieve something measurable.

Additional resources:1. How to run OKR reviews

2. OKR Tracking: How to roll out strategic objectives

3. Customizable Ally.io OKR Templates

4. OKRs vs. KPIs

I will as measured byOBJECTIVE KEY RESULTS

O K R F O R M U L A

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Company Level Examples – Annual

O B J E C T I V E

Expand into the Latin American market and capture 15% of market share from our competitors in one year

K E Y R E S U L T S

• Conduct comprehensive LATAM market research and SWOT analysis report and deliver to senior management by Jan. 31st• Hire and train 4 bilingual sales executives by Feb 10th• Launch Spanish-language MVP version of product with top 5 requested features by March 1st

O B J E C T I V E

Achieve record revenue while maintaining profitability

K E Y R E S U L T S

• Increase sales of new enterprise-level accounts from $31M to $50M• Expand add-on service revenue from existing customers from $12M to $22M• Optimize headcount and negotiate contracts to maintain 10-11% profit margins

O B J E C T I V E

Host a live virtual event for 1,000 customers in September to celebrate rebranding

K E Y R E S U L T S

• All rebranding components (logo, tagline, colors, website, all copy) completed by July 1• Reach 1,000 registrants for the event by August 1 • Spend less than $45K on all marketing promotion for event

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Company Level Examples – Quarterly

O B J E C T I V E

Become a “must have” product

K E Y R E S U L T S

• Grow from 2,000 to 5,000 users • Attain 4,500 engaged users• Release 2.0 version by end of quarter

O B J E C T I V E

Win customer love and trust

K E Y R E S U L T S

• Identify customer needs and product design features to address them • Address customer pain points and needs • Scale and improve the implementation and adoption process for managed customers

O B J E C T I V E

Reach $100 million in ARR

K E Y R E S U L T S

• Drive $25M in new bookings • Drive $25M in expansion bookings • Retain 95% of customers Q/Q

O B J E C T I V E

Grow company twofold

K E Y R E S U L T S

• Expand company from 250 to 500 employees • Retain 100% of employees Q/Q

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Quarterly OKR Examples for Chief Operating Officers

O B J E C T I V E

Expand the business nationally to generate more revenue

K E Y R E S U L T S

• Hire 25 new employees across sales, marketing and customer success• Launch 7 geographical marketing campaigns targeting our ICPs • Generate $10 million in sales outside Southeast territory • Onboard 200 new mid-market customers in the West and Central region

O B J E C T I V E

Gain more industry prestige to be recognized as an industry leader

K E Y R E S U L T S

• Win “product of the year”• Secure 3 featured articles in a reputable trade publication• Attend 15 conferences• Release 8 video case studies with Fortune 500 customers

O B J E C T I V E

Increase product footprint

K E Y R E S U L T S

• Identify and secure 150+ channel resellers • Release freemium version of product in Q2• Gain 2M active new users • Increase average time in product from 5 minutes to 10 minutes

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Quarterly OKR Examples for Chief Customer Officers

O B J E C T I V E

Use data-driven insights to better understand the customer voice

K E Y R E S U L T S :

• Sales to conduct 15 interviews with churned accounts• Support to conduct 25 phone interviews with existing customers• Marketing to deploy pulse survey to over 5,000 users fitting our ICP• Executive team to conduct 5 in-depth face to face meetings with CEO and COOs on our customer advisory board

O B J E C T I V E

Look for incremental ways the company can turn customers into advocates to help drive revenue

K E Y R E S U L T S

• Create a customer recognition program and award top 50 customers• Develop a certification program we can use to certify 70% of customers• Audit support tickets to identify 5 core areas of improvement • Reduce customer response time to under 15 minutes

O B J E C T I V E

Drastically increase recurring revenue to become profitable by end of fiscal year

K E Y R E S U L T S

• Grow from $3M in MRR to $12M in MRR quarter over quarter • Increase the share of mid-tier monthly subscriptions from 500 to 1,000 • Increase average monthly customer value from $150 to $399 per customer • Reduce the average percent of churn and downgrades from 4% to 2%

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Quarterly OKR Examples for Chiefs of Staff

O B J E C T I V E

Implement regular usage of OKRs by end of quarter to increase alignment

K E Y R E S U L T S

• Introduce OKRs and train 100% of employees on benefits, rhythm, expectations and process• Schedule and complete quarterly OKR planning process• Ensure 100% of employees are performing weekly check ins • Make sure all OKRs are scored and closed by January 7th

O B J E C T I V E

Maximize productivity through more efficient business practices

K E Y R E S U L T S

• Finish all scheduled meetings 15 minutes early• Automate 5 manual business practices by end of quarter• Implement work from home policy to reduce wasted travel time• Increase goal achievement score from 68% to 90%

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OKR Examples for Marketing

Marketing Leadership Examples

O B J E C T I V E

Improve end-to-end sales process to improve closing rate

K E Y R E S U L T S

• Execute 6 targeted lead campaigns by Q1• Acquire 950 new MQLs for sales by Q1• Drive $10M in marketing-generated pipeline by Q1• Create 4 top of funnel collateral for sales by end of Q1

O B J E C T I V E

Elevate the company brand to increase awareness and engagement to ultimately increase trial sign ups

K E Y R E S U L T S

• Create unified communications calendar across content, social and press to increase trial sign ups 25% QoQ• Increase media placements QoQ from 5 to 10• Optimize blog to rank for 5 specific search terms to increase organic traffic by 25% QoQ

O B J E C T I V E

Strengthen brand as leader in space to increase monthly website visitors

K E Y R E S U L T S

• Secure 2 industry influencers for branding campaign• Grow social media followers from 50,000 to 75,000• Boost NPS score from 7 to 8• Increase enterprise customer video testimonials from 5 to 7 QoQ

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O B J E C T I V E

Achieve record-breaking marketing engagement to increase paying customers

K E Y R E S U L T S

• Increase monthly website visitors from 800,000 to 1.2 million• Increase monthly trial signups from 2,000 to 3,000• Increase monthly conversion of new paid customers from 200 to 300

OKR Examples for Marketing Demand Generation

O B J E C T I V E

Achieve record-breaking marketing engagement to increase paying customers

K E Y R E S U L T S

• Generate 60,000 unique website visitors in Q3• Obtain 4,000 new trial signups in Q3• Convert 1,400 new paid customers in Q3

O B J E C T I V E

Optimize inbound marketing funnel to generate 1,000 more leads Q/Q

K E Y R E S U L T S

• Develop 4 inbound marketing campaigns by Aug 1• Create and test a second variation of 10 landing forms in Q3• Develop and test 3 new nurture streams in Q3• Grow email subscriber list from 250 to 500 by Q3

O B J E C T I V E

Launch an integrated outbound ABM campaign

K E Y R E S U L T S

• Identify 200 targeted accounts with role-based contacts by Aug 1• Develop 3 sales offers designed to get meetings by August 15th• Launch 3 social campaigns targeting ABM account list in August 30th• Complete direct mailer to executive of ABM list in Q3

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OKR Examples for Marketing Event Managers

O B J E C T I V E

Drive record ROI from marketing event

K E Y R E S U L T S

• Scan 1,200 badges during event• Book 10 on-site sales meetings during event• Generate 370K in sales pipeline from event in Q2 • Achieve 13% post-show engagement from attendees

O B J E C T I V E

Triple revenue gained from this years’ annual customer meeting

K E Y R E S U L T S

• Drive 2,400 customer registrations • Book 260 on-site sales meetings during event• Generate $1M in expansion pipeline in Q3• Run 800 live demos for new product

O B J E C T I V E

Complete a successful industry conference this quarter

K E Y R E S U L T S

• Drive 95 attendees or 100% occupancy for sponsored workshop • Generate event awareness through 100+ #hashtag mentions• Capture 420 Enterprise MQLs from conference • Coordinate 3 separate off-site dinners for sales with customers

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OKR Examples for Content Marketing Managers:

O B J E C T I V E

Create content to support new product launch to increase reach

K E Y R E S U L T S

• Launch content strategy• Write 12 blog posts• Write 2 top of funnel marketing pieces• Write new product brochure

O B J E C T I V E

Improve quality of blog content to drive stronger engagement

K E Y R E S U L T S

• Gain 1,500 new blog subscribers• Increase avg. time on page to 4:00• Increase content shares and mentions from 200 to 500• Publish 2 articles written by reputable industry influencers

O B J E C T I V E

Optimize blog to rank for specific search terms

K E Y R E S U L T S

• Ensure website appears on page one in Google SERPs• Increase organic search traffic from 5,000 to 7,500 visitors• Add 28 inbound links from directories and other third-party sites• Post 8 new long-form blogs focused on long-tail keywords

O B J E C T I V E

Grow social media followers from 50,000 to 75,000

K E Y R E S U L T S

• Increase organic social posting from 3/week to 5/week• Write social copy for employees to share 2/week• Diversify social posting by increasing video posts from 1/week to 3/week

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O B J E C T I V E

Optimize blog to rank for 5 specific search terms to increase organic traffic by 25% QoQ

K E Y R E S U L T S

• Increase organic search traffic from 5,000 to 7,500 visitors QoQ• Increase new inbound links from 20 to 28 from directories and other third-party sites QoQ • Increase new long-form blogs focused on long-tail keywords from 5 to 10 QoQ

OKR Examples for Marketing Ops Managers

O B J E C T I V E

Implement the best email marketing software for the business to engage more prospects

K E Y R E S U L T S

• Evaluate top 5 vendors in the space• Hire implementation consultant by October 21st• Complete campaign build and test by November 15th• Deploy first email program by December 1st

O B J E C T I V E

Implement A/B testing for all landing pages and emails to increase trial sign ups

K E Y R E S U L T S

• Develop and test 3 new landing page and form templates• Increase landing page conversion rate from 8% to 12% or higher• Create A/B test variations for each email in all 6 nurture streams• Increase average click-to-open rate to from 20% to 30%

O B J E C T I V E

Build a stronger marketing operations function in Q4

K E Y R E S U L T S

• Create formal procedure documentation for email protocol • Integrate Marketo with Zoom, Scribble, Vidyard and bombora.• Hire 2 additional marketing ops managers• Reduce campaign turn-around time from 5 days to 2 days

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OKR Examples for Product Marketing Managers

O B J E C T I V E

Create the best customer advisory board experience

K E Y R E S U L T S

• Drive 50 customer executives to participate in quarterly meeting• Curate top 10 customer pain points• Facilitate post-meeting follow up with plan to address top 3 business issues• Receive 90% satisfaction rate on post-meeting survey

O B J E C T I V E

Become customer-obsessed and understand voice of customer to increase retention

K E Y R E S U L T S

• Conduct 20 in-depth interviews with existing and churned customers• Listen to 50 sales calls • Conduct survey of customer satisfaction with minimum of 2,000 users• Create list of top 10 customer challenges and share with product team

O B J E C T I V E

Elevate customer engagement program

K E Y R E S U L T S

• Develop and launch bi-monthly customer communication strategy• Increase customer engagement via email and in-app messages from 20% to 30% • Create self-service customer academy with 12 modules full of videos and documentation • Reduce Tier 1 support requests from 100 to 50 by promoting new self-service academy

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OKR Examples for Sales

OKR Examples for Sales Leadership

O B J E C T I V E

Drive record-breaking growth in Q4 to increase financial stability

K E Y R E S U L T S

• Hire 4 new AEs for the enterprise sales team• Generate 3.5M in new mid-enterprise sales pipeline • Reduce closed/lost opportunities from 100 to 25• Increase weekly demo bookings by from 20 to 50

O B J E C T I V E

Streamline sales pipeline in order to help our AEs work more efficiently

K E Y R E S U L T S

• Reduce sales cycle from 35 to 24 days• Increase quota attainment by rep from 60% to 78%• Increase SQL win rate from 40% to 56%

O B J E C T I V E

Add $1M ARR via sales to new customers

K E Y R E S U L T S

• Close $500K in new enterprise (ENT) deals• Close $300K in new mid-market (MM) deals• Close $200k in new small and medium-sized business (SMB) deals

O B J E C T I V E

Move to a territory-focused sales model

K E Y R E S U L T S

• AE and SDR pairings create 10 outbound-generated opportunities in their territory• 100% of AEs have completed their territory strategy presentation• Leads per territory are within 20% variance

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OKR Examples for SDRs

O B J E C T I V E

Improve inbound lead processing

K E Y R E S U L T S

• Answer all website inquiries within from within 20 hours to within 16 hours• Administer 92% of all inbound demo requests from within 36 hours to within 24 hours• Reduce on-page chat response time from 120 seconds to less than 90 seconds • Increase weekly demo booking by 12%

O B J E C T I V E

Increase prospect qualification process

K E Y R E S U L T S

• Increase amount of inbound leads reaching discovery stage in 5 days from 38% to 48%• Book 150 prospect meetings• Generate 250k in sales opportunities • Increase percentage of second conversations from 25% to 35%

O B J E C T I V E

Amplify effectiveness of outbound sales development strategy

K E Y R E S U L T S

• Touch 125 unique accounts• Contact 300 MQLs• Improve average call length from 4 minutes to 6+ minutes• Increase outbound pursuit duration from 20 days to 27 days

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OKR Examples for AEs

O B J E C T I V E

Reach and engage key stakeholders inside target accounts

K E Y R E S U L T S

• Increase cold calls from 20 to 25 per day • Increase intro emails sent from 20 to 25 per day • Increase discovery meetings completed from 3 to 5 per week • Increase conversion rate of outbound meetings into opportunities from 20% to 25%

O B J E C T I V E

• Accelerate inbound sales process K E Y R E S U L T S

• Reduce response time for all new sales inquiries from within 5 hours to within 2 hours • Shorten average time from inquiry to demo from 48 hours to 36 hours • Decrease average time from proposal to decision from 5 days to 3 days • Increase deals closed from 7 to 10 this quarter

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OKR Examples for Business Operations

OKR Examples for Business Operations Leadership

O B J E C T I V E

Decrease cash burn QoQ in order to keep the company financially stable

K E Y R E S U L T S

• Consolidate internal work tools to decrease monthly spend from $12,000 to $8,000• Increase employees working full time from home from 20% to 50% of workforce• Conduct monthly company-wide audit on variable expenses

O B J E C T I V E

Accelerate business growth through strategy and insights

K E Y R E S U L T S

• Launch v1 of business data platform• Consolidate sources to visualize and consume key business insights from 5 sources to 2 sources• Reduce time to create quarterly board of advisors presentation from 5 days to 2 days

O B J E C T I V E

Scale our company operations efficiently and effectively in order to better serve our customers and employees

K E Y R E S U L T S

• Double supply chain capacity while maintaining operational excellence• Achieve 16% profit margin through production efficiencies• Increase our capacity to deliver rapid and secure technology operations

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OKR Examples for Business Operations Managers

O B J E C T I V E

Increase employees working full time from home from 20% to 50% of workforce

K E Y R E S U L T S

• Achieve 80% participation in company-wide survey regarding remote work• Finalize compensation adjustments plan based on location• Establish VPN and two-factor authentication security protocols for remote workers

O B J E C T I V E

• Support the GTM teams by providing best-in-class revenue operationsK E Y R E S U L T S

• Increase pipeline velocity from $30,000 to $45,000• Increase customer and user data unified between Marketo and Salesforce from 80% to 90%• Decrease weekly hours of manual effort from 3 to 1 by improving subscription management process

OKR Examples for Office Managers

O B J E C T I V E

Achieve 9/10 rating on candidate experience survey across the company

K E Y R E S U L T S

• Achieve 9/10 rating on candidate experience survey in Phoenix location• Achieve 9/10 rating on candidate experience survey in London location• Determine baseline for candidate satisfaction across the company

O B J E C T I V E

Achieve an 8/10 diversity and inclusion score across the company

K E Y R E S U L T S

• Identify top 3 diversity and inclusion metrics that are important to company• Survey with relevant D%I score questions ready to send to employees• Send first bi annual survey and collect baseline data

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OKR Examples for Customer Success

OKR Examples for Customer Success Leadership

O B J E C T I V E

Scale and improve implementation and adoption process for managed customers

K E Y R E S U L T S

• 90% of all customers live in 4 weeks • 90% of customers reach their engagement threshold within two weeks of going live

O B J E C T I V E

Build CS business definitions, infrastructure and reporting to support 10x operations

K E Y R E S U L T S

• Define detailed calculations/criteria for 5 core objects/metrics • Build data model outline to incorporate all core CS reports/views/metrics

O B J E C T I V E

Increase existing customer expansion revenue from $1 million to $2 million

K E Y R E S U L T S

• Increase amount of quarterly business reviews conducted from 75% to 90% • Ensure 100% of contract renewal reports are delivered to customer success 60 days in advance

O B J E C T I V E

• Drive customer subscriptions up by 10% K E Y R E S U L T S

• Optimize on-demand training in order to scale learning & increase customer confidence• Increase customer support team capacity in order to serve our growing customer base • Reduce churn of enterprise-level customers by 5% in order to increase profit margins

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O B J E C T I V E

Deliver exceptional customer service through client support and education

K E Y R E S U L T S

• Reduce support phone call abandonment rate from 14% to 9%• Decrease average speed to problem resolution from 3 days to 1 day • Monitor and update automated chatbot responses to increase problem resolution rate from 38% to 50%• Increase baseline satisfaction rate for CS and Training team from 81% to 90%• Update and refresh onboarding education curriculum to drive more efficient product adoption

OKR Examples for Customer Success Managers

O B J E C T I V E

Scale and improve the implementation and adoption process for managed customers

K E Y R E S U L T S

• Increase percentage of customers live in 4 weeks from 70% to 90% of customers • Increase percentage of customers that reach their engagement threshold within two weeks of going live from 70% to 90% • Increase percentage of training workshops completed for new customers from 70% to 90% of customers

O B J E C T I V E

Develop scalable live training programs in order to onboard, educate and retain customers

K E Y R E S U L T S

• Train 100% of CS team to manage account training sessions • Create 5-part training course • Increase live webinar attendance from 50 per webinar to 150 per webinar

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O B J E C T I V E

Increase customer support team capacity in order to serve our growing customer base

K E Y R E S U L T S

• Hire aggressively to increase number of support agents from 4 to 15• Increase documented internal procedures from 0 to 25 • Develop 10 new email response templates to streamline customer implementation stage

O B J E C T I V E

• Reduce churn of enterprise-level customers by 5% in order to increase profit margins

K E Y R E S U L T S

• Reduce average resolution time from 10 minutes to 5 minutes • Reduce average monthly new tickets from 25 to 18• Track and assess top 5 companies by active tickets

O B J E C T I V E

Optimize on-demand training in order to scale learning & increase customer confidence

K E Y R E S U L T S

• Increase customer facing knowledge base articles from 25 to 100 • Scale new and admin user training in order to decrease onboarding time from 5 days to 3 days• Increase customer engagement as measurement by CSAT of 80% or better

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OKR Examples for Product & Engineering

OKR Examples for Product/Engineering Leadership

O B J E C T I V E

Deliver a “must have” product in order to delight customers and grow our user base

K E Y R E S U L T S

• Increase our NPS score from 40 to 50• Increase daily active users (DAUs) from 1,200 to 1,500• Launch mobile version of the product and drive 1,000 downloads

O B J E C T I V E

Launch 2.0 version of product in order to fix bugs, refine UI and drive user engagement

K E Y R E S U L T S

• Reduce number of support tickets from 120/month to 30/month• Reduce number of steps in check out process from 9 to 6• Increase user time spent on site from 2:37 per session to 3:45 per session

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OKR Examples for Product/Engineering Managers

O B J E C T I V E

Increase NPS score in order to retain our best customers and attract new ones

K E Y R E S U L T S

• Reduce page load time from 4.4 seconds to 2.9 seconds • Reduce customer success response time from 24 hours to 16 hours• Collect 300 responses from customer survey to discover top 3 reasons why customers recommend us

O B J E C T I V E

Increase daily active users from 1,200 to 1,500 to drive adoption and create life-long users

K E Y R E S U L T S

• Develop 4 new integrations with popular 3rd party tools• Create a “1 click access” widget to connect calendar programs to analytics dashboard and get 300 installs• Upgrade notification feature from sending 1 daily update to sending up to 10 real-time updates

O B J E C T I V E

Improve critical ecommerce operations in order to allow for maximum uptime

K E Y R E S U L T S

• Identify, test, and correct 5 stability issues that occur during peak times• Create and distribute support playbook to handle response steps during critical downtime • Design, test, and enable “light” checkout option to be used as backup option

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O B J E C T I V E

Increase revenue by optimizing shopping cart checkout workflow

K E Y R E S U L T S

• Negotiate and reduce overall merchant transaction costs from 2.9% to 2.7%• Increase average cart size from $48 to $57.60• Implement coupon code system• Increase average # of products added to cart from 2.2 to 3

O B J E C T I V E

Ensure a reliable, scalable, and secure online platform to enable successful operations for internal teams and external customers

K E Y R E S U L T S

• Increase database security and integrity risk mitigation metrics by 10% • Ensure all new hires take Security Awareness training and have deployed Mobile Device Management solutions within 30 days.• Obtain Service Organization Control 2 Type1 certification• Reduce average response time to customer security and compliance requests from 3 business days to 2• Enable sales team to secure 5 deals through providing information on enterprise grade security features, processes and practice to safeguard customer data

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OKR Examples for Human Resource Managers

O B J E C T I V E

Increase employee retention from 75% to 90%

K E Y R E S U L T S

• Increase employee satisfaction survey score average from 7/10 to 8/10• Increase ratio of open positions filled internally vs. externally from 30% to 50%• Offer 5 new course for internal career development • Increase percentage of exit interviews from 50% to 90% and track top 3 sources of employee dissatisfaction

O B J E C T I V E

Develop and launch a comprehensive diversity and inclusion program

K E Y R E S U L T S

• Research and develop 4 events that promote diversity and inclusion• Increase company diversity from % to % to better reflect local community that we serve • Hire a Director of Diversity, Equity and Inclusion (DEI)

O B J E C T I V E

Create and launch a modern employee hiring portal on our website

K E Y R E S U L T S

• Increase employee spotlight stories from 3 to 10• Reduce number of steps to submit applications from 3 to 1• Reduce the time to publish new job postings live on the website from 5 days to 24 hours

O B J E C T I V E

Build a goal-setting culture by implementing Ally’s OKR program across the company

K E Y R E S U L T S

• Conduct 12 weekly training sessions to onboard and educate new employees about OKR best practices• Ensure 80% of employees are performing weekly check ins• Reduce department level OKR review and preparation time from 14 days to 5 days

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OKR Examples for Finance

OKR Examples for Finance Leadership

O B J E C T I V E

Improve operational efficiency to decrease cash burn

K E Y R E S U L T S

• Improve bookkeeping and accounting operations in order to provide timely and error-free financial results• Launch cloud-based system across departments to decrease manual data entry• Move up deadline for employees to make reimbursement claims from end of month to end of first week of month

O B J E C T I V E

Launch new quarterly budgeting and planning initiative to decrease cash burn

K E Y R E S U L T S

• Reduce the budget approval process from 30 days to 20 days • Audit past 4 quarterly budgets to improve future budgeting plans • Establish bi-weekly planning meetings with leadership team one month before new quarter

OKR Examples for Finance Managers

O B J E C T I V E

Improve bookkeeping and accounting operations in order to provide timely and error-free financial results

K E Y R E S U L T S

• Reduce time to complete final month-end numbers from 15 days to 10 days• Ensure 100% of customer purchase data is synchronized between Salesforce and Stripe• Reduce average number of required changes to month-end financials after close from 4.1 to 1.5• Ensure 100% of account executives have collected accounts payable contact email and payment remittance information from customer before moving to contract stage

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O B J E C T I V E

Move 100% of tax compliance services from third-party providers to in-house finance team

K E Y R E S U L T S

• Complete knowledge transfer and transition process to in-house team • Prepare and file monthly STPI return with 100% accuracy • Build and test playbook after knowledge transfer happens • Prepare and file monthly GST returns with 100% accuracy

O B J E C T I V E

Reduce the budget approval process from 30 days to 20 days

K E Y R E S U L T S

• Choose 4 budget approval systems to demo by January 15 • Narrow potential vendor down to 2 choices by February 1• Choose vendor and launch budget approval system by March 1

O B J E C T I V E

Make salaries more competitive to attract world-class talent

K E Y R E S U L T S

• Conduct industry salary research for latest comparison ranges • Increase employee salary satisfaction rating from 50% to 75% • Bring 100% of manager-level salaries to industry standards

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OKR Examples for Designers

O B J E C T I V E

Revamp website for increased engagement

K E Y R E S U L T S

• Move to new CMS • Add 5 product videos to website• A/B test landing page design layout

O B J E C T I V E

Support all requests from marketing and sales

K E Y R E S U L T S

• Complete 15 infographics • Complete 10 product PDF documents• Complete 1 e-book for marketing

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