Finance/Accounting OKR Examples

How-to Guide to Writing Good Finance/Accounting OKRs with
Example Objectives and Key Results

When getting started with Finance/Accounting OKRs - Objectives and Key Results -
the common questions we get at Weekdone are:

  1. How to write good Finance/Accounting OKRs?
  2. Can you give me examples of good Finance/Accounting OKRs?
  3. What should I put in my Finance/Accounting OKRs?

To answer these questions we created this database of example Finance/Accounting OKRs so you
can get started and write your own company, department, team, or personal OKRs.

Try Weekdone as your OKR solution

Improve annual budgeting and business planning
  • Conduct a day-long planning session with each division manager
  • Receive business line budget proposals before Sept 1st
  • Have each business line manager start using our online dashboards
  • Close the final budget by November 30th
Finish raising new capital for growth needs
  • E-mail and phone outreach to 100 VCs and seed funds
  • Get at least 30 second contact meetings or conference calls
  • Solicit at least 3 term sheets of our minimum required terms
  • Close an investment round with the minimum of $10 million pre-money

Head of Finance OKR Examples

Improve annual budgeting and business planning
  • Identify 100 prospects with high potential
  • Develop 5-touchpoint process with personalized messages
  • List 10 insights on customer journey from interactions with prospects
Achieve record revenues while increasing profitability
  • Hit quarterly revenue of over 1 million
  • Start sales in 2 new countries
  • Achieve first quarter revenues totaling over 1 million
  • Increase gross profit margin from 23% to 54 %
Increase recurring revenues
  • Reach monthly recurring revenue (MRR) of $250000
  • Increase the share of monthly subscriptions vs one-time contracts sold to 85%
  • Increase average subscription size to at least 295 $ per month
  • Increase annual renewals to 75%
  • Reduce churn to less than 1% monthly

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"Where do I want to go?"
  • O Objective
  • B Bracing
  • J Judicious
  • E Exact
  • C Clearly understandable
  • T Tangible
Key Results
"How do I get there?"
  • R Reachable
  • E Exponent
  • S Significant
  • U Understandable
  • L Limited to numbers
  • T Trackable
OKR Best Practices

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