Sample OKRs for a financial consulting organization

A few sample OKRs for financial consulting organisations are provided here. These are purely for reference purposes, as the actual require a detailed understanding of the organisation.

Objective: Increase revenue by 15%

  • Key Result 1: Acquire 20 new clients in Q1
  • Key Result 2: Increase average project size by 10% in Q1
  • Key Result 3: Increase repeat business by 20% in Q1

Objective: Improve client satisfaction

  • Key Result 1: Achieve a 90% satisfaction rate on client surveys in Q1
  • Key Result 2: Increase positive client testimonials by 30% in Q1
  • Key Result 3: Reduce client churn rate by 10% in Q1

Objective: Expand service offerings

  • Key Result 1: Develop and launch 2 new services by end of Q1
  • Key Result 2: Train all employees on new services by end of Q1
  • Key Result 3: Generate 10% of revenue from new services in Q1

Objective: Reduce operational costs

  • Key Result 1: Reduce office expenses by 15% in Q1
  • Key Result 2: Increase remote work rate by 20% in Q1
  • Key Result 3: Automate 20% of repetitive tasks by end of Q1
We at Vizual Platform offer the best SaaS-based OKR management and OKR tracking and Task Management software for startups, SMEs and enterprises. Our team can help you with a wide range of strategies to help your business succeed, including setting clear objectives & key results (OKRs) with our VizualPro Suite tool. VizualPro Suite helps you eliminate the hassles of manual OKR management and increase efficiency and productivity. We will help your business to grow and boost organisational productivity and efficiency.

Join Our Newsletter