1 OKR examples for Wealth Management Consultant

Creating impactful OKRs can be a daunting task, especially for newcomers. Shifting your focus from projects to outcomes is key to successful planning.

That's why we have created a list of OKRs examples for Wealth Management Consultant to help. You can use any of the templates below as a starting point to write your own goals.

If you want to learn more about the framework, you can read more about the OKR meaning online.

Best practices for OKR

Your objectives should be ambitious, but achievable. Your key results should be measurable and time-bound. It can also be helfpul to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Building your own OKRs with AI

While we have some examples below, it's likely that you'll have specific scenarios that aren't covered here. There are 2 options available to you.

- Use our free OKRs generator
- Use Tability, a complete platform to set and track OKRs and initiatives – including a GPT-4 powered goal generator

How to track OKRs

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.

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 a proper OKRs-tracking tool for it.

We recommend Tability for an easy way to set and track OKRs with your team.

Check out the 5 best OKR tracking templates to find the best way to monitor progress during the quarter.