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Company Level OKRs: Annual and Quarterly
Example 1
Annual Objective: Create a profitable and sustainable company in order to increase annual revenue.
Annual Key Result: Increase ARR from $12m to $24m.
Quarterly Objective: Increase revenue and optimize sales processes to ensure we reach double annual revenue.
Quarterly Key Result: Increase new product sales from $12m to $15m in Q1.
Initiative: Develop new sales enablement materials.
Example 2
Annual Objective: Build a world class company culture to attract and retain the best employees.
Annual Key Result: Reduce voluntary attrition of our employees from 25% to 10%.
Quarterly Objective: Improve our DEI commitment to better reflect the local community that we serve.
Quarterly Key Result: Improve the ratio of female applicants from 20% to 30%.
Initiative: We're committed to increase diversity through recruitment at universities in three new geographic regions.
Example 3
Annual Objective: Elevate our brand presence in order to attract new prospects and create a fiercely loyal customer following.
Annual Key Result: Achieve 5000 positive G2 reviews.
Quarterly Objective: Increase brand presence among major channels in order to attract new prospects.
Quarterly Key Result: Get 60K signups by launching new features.
Initiative: Develop new social media campaign.
Marketing examples
Marketing example 1
Objective: Improve our brand presence through media channels to strengthen brand as a leader.
Key Result: Increase monthly website visitors by 10%.
Key Result: Grow social media followers from 50,000 to 75,000.
Key Result: Grow NPS score from 7 to 8.
Initiative: Develop a social media campaign.
Initiative: Develop an NPS survey.
Marketing example 2
Objective: Improve our marketing funnel to become the vendor of choice in the industry.
Key Result: Gain 5% of new customers from top competitors.
Key Result: Acquire 950 new MQLs for sales.
Key Result: Drive $10M in marketing generated pipeline.
Initiative: Update marketing materials.
Marketing example 3
Objective: Improve quality of blog content to establish ourselves as thought leader in the space.
Key Result: Gain 1,500 new blog subscribers.
Key Result: Increase content shares and mentions from 200 to 500.
Key Result: Increase avg. Time on page from 3:00 to 4:00.
Initiative: Develop a blog content strategy plan.
Sales examples
Sales example 1
Objective: Drive record-breaking growth in Q4 to increase financial stability.
Key Result: Increase weekly sales calls from by 25% per AE.
Key Result: Generate 3.5M in new mid-enterprise sales pipeline.
Key Result: Reduce closed/lost opportunities from 100 to 25.
Initiative: Create AE job description.
Sales example 2
Objective: Diversify our sales channels in order to increase global revenue.
Key Result: Close $500k in new enterprise (ENT) deals.
Key Result: Close $300k in new mid-market (mm) deals.
Key Result: Close $200 in new small and medium-sized business (SMB) deals.
Sales example 3
Objective: Move to a territory-focused sales model in order to expand footprint.
Key Result: AE and SDR pairings create 10 outbound-generated opportunities in their territory.
Key Result: 100% of AEs complete their territory strategy presentation.
Key Result: Leads per territory are within 20% variance.
Initiative: Create new territory-focused sales enablement materials.
Business operations examples
Business operations example 1
Objective: Provide best-in-class revenue operations in order to support the GTM teams.
Key Result: Increase pipeline velocity from $30,000 to $45,000
Key Result: Increase customer and user data unified between our marketing platform and our CRM platform from 80% to 90%.
Key Result: Decrease weekly hours of subscription management manual effort from 3 to 1.
Business operations example 2
Objective: Decrease cash burn QoQ in order to keep the company financially stable.
Key Result: Consolidate internal work tools to decrease monthly spending from $12,000 to $8,000.
Key Result: Increase employees working full time from home from 20% to 50% of workforce.
Key Result: Decrease variable expenses from 8% to 6%.
Initiative: Adjust company-wide audit process from quarterly to monthly.
Business operations example 3
Objective: Scale company operations efficiently and effectively in order to better serve our customers and employees.
Key Result: Double supply chain capacity from 10,000 to 20,000 units.
Key Result: Improve profit margin from 12% to 16%.
Key Result: Increase employee NPS score to 80%.
Initiative: Build capacity model report for each department.
Customer success examples
Customer success example 1
Objective: Scale and improve implementation and adoption process in order to accelerate time to value.
Key Result: 90% of all customers live in four weeks.
Key Result: 90% of customers reach their engagement threshold within two weeks of going live.
Key Result: Increase implementation CSAT from 60% to 70%.
Initiative: Build implementation infrastructure, reporting, and help documentation.
Initiative: Refine and document account handoff process with sales.
Customer success example 2
Objective: Drive customer expansion in order to increase profit margins.
Key Result: Increase customer expansion revenue from $1M to $2M.
Key Result: 100% of key accounts have a QBR this quarter.
Key Result: Increase referral pipeline from 20 to 50 opportunities.
Initiative: Complete success plan for 100% of key accounts.
Initiative: Finalize new QBR deck.
Customer success example 3
Objective: Optimize training process in order to increase product adoption.
Key Result: Increase key account MAU from 250,0000 to 350,000.
Key Result: Increase customer-facing knowledge base articles from 25 to 100.
Key Result: Double participation at success office hours from 500 to 1,000 people.
Initiative: Outline customer events calendar for next two quarters.
Product and engineering examples
Product and engineering example 1
Objective: Deliver a “must have” product in order to delight customers and grow our user base.
Key Result: Increase our NPS score from 40 to 50.
Key Result: Increase daily active users (DAUs) from 1,200 to 1,500.
Key Result: Achieve 1,000 downloads in the app store.
Initiative: Launch mobile version of product.
Initiative: Develop bug tracker for mobile complaints.
Product and engineering example 2
Objective: Launch 2.0 version of product in order to fix bugs, refine UI, and drive user engagement.
Key Result: Reduce number of support tickets from 120/month to 30/month.
Key Result: Reduce number of steps in check-out process from 9 to 6.
Key Result: Increase user time spent on site from 2:37 per session to 3:45 per session.
Initiative: Perform a click study.
Initiative: Compile bug report.
Product and engineering example 3
Objective: Ensure a reliable, scalable, and secure online platform to enable successful operations for internal teams and external customers.
Key Result: Increase database security and integrity risk mitigation metrics by 10%.
Key Result: Ensure all new hires take Security Awareness training and have deployed Mobile Device Management solutions within 30 days.
Key Result: Reduce average response time to customer security and compliance requests from three business days to 2.
Initiative: Obtain Service Organization Control 2 Type 1 certification.
Initiative: Enable sales team to secure deals.
Human resources examples
Human resources example 1
Objective: Increase employee retention in order to do our best work.
Key Result: Reduce voluntary attrition from 30% to 10%.
Key Result: Increase ratio of open positions filled internally vs externally from 30% to 50%.
Key Result: 100% of our employees have a standardized career plan approved by HR.
Initiative: Offer five new courses for internal career development.
Initiative: Revamp our exit interviews to better capture reasons for leaving.
Human resources example 2
Objective: Launch a comprehensive diversity and inclusion program in order to enhance our culture.
Key Result: 90% of our employees give a score of 4 + when asked “our company embraces DEI as part of our DNA”.
Key Result: Increase company diversity by 10 percentage points to reflect the local community we serve.
Key Result: Score 80% or above on our third-party DEI audit.
Initiative: Hire a Director of DEI.
Initiative: Research and select consulting partner to deliver four DEI events.
Human resources example 3
Objective: Revamp our employee hiring portal in order to attract the best talent.
Key Result: Reduce time to hire from two months to one month.
Key Result: 100% of job postings in Q1 pass the gender-neutral test before going live.
Key Result: Increase candidate satisfaction score from 30% to 50%.
Initiative: Replace current ATS with a modern vendor.
Initiative: Train all hiring managers on the new interview process.
Finance examples
Finance example 1
Objective: Focus on controlling cash burn in order to improve operational efficiency.
Key Result: Increase company runway from four months to six months.
Key Result: Reduce budget approval process from 30 days to 20 days.
Key Result: 95% of customers pay their invoices within 30 days.
Initiative: Audit past four quarterly budgets to improve future budgeting process
Initiative: Create new employee reimbursement process and playbook.
Finance example 2
Objective: Improve book-keeping and accounting operations in order to provide timely and error-free financial results.
Key Result: Reduce time to complete final month-end numbers from 15 days to 10 days.
Key Result: Ensure 100% of customer purchase data is synchronized between the CRM platform and payment processing platform.
Key Result: Reduce average number of required changes to month-end financials after close from 4.1 to 1.5.
Initiative: Provide training to all customer support agents on Stripe.
Initiative: Create a standardized process for account executives to collect account payable in a more secure way.
Finance example 3
Objective: Rebuild company’s salary structure in order to promote equity and fairness across our workforce.
Key Result: Increase employee salary satisfaction rating specifically for compensation from 50% to 75%.
Key Result: 95% of employees are confirmed into their appropriate salary band.
Key Result: Reduce discrepancies of salary within same job level from 10% to 7%.
Initiative: Conduct industry salary research for latest comparison ranges.
Initiative: Present company-wide the new salary structure for transparency.
Design examples
Design example 1
Objective: Revamp website in order to increase customer engagement.
Key Result: Increase website traffic from 10k to 25k daily visitors.
Key Result: Reduce clicks between major pages from 5 to 2.
Key Result: Increase average time on home page from 52 seconds to 120 seconds.
Initiative: Add five product videos to website.
Initiative: A/B test landing page design layout.
Design example 2
Objective: Support all requests from marketing and sales.
Key Result: Increase infographic downloads by 25%.
Key Result: Update ad design to increase clicks on ads by 30%.
Key Result: Decrease average time to completion on new sales enablement asks from four weeks to two weeks.
Initiative: Complete one e-book for marketing.
Initiative: Complete 15 infographics.
Design example 3
Objective: Develop customer enablement materials in order to ease product adoption.
Key Result: Increase number of downloadable assets from 10 to 25.
Key Result: Rebrand 85% of material in resource library.
Key Result: Increase accessibility to five new business verticals.
Initiative: Develop rebranding hex guide for all new material.
Initiative: Compile list of existing material for rebranding.