Goal Template: 2 Sample OKRs for Finance Teams

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If you're looking to improve productivity and performance across your teams, using OKRs to manage goals is one of the best ways to do it (1), and when it comes to financial goals, we believe templates are the way to go. Example goals give you clear guidelines to follow, helping you avoid some of the major pitfalls. Today, we're sharing 2 sample OKRs (objectives and key results) for team members working in finance.

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Free Download: Goal Template: 2 Sample OKRs for Finance Teams

If you're a Frankli user, you can access our templates directly in the product. If not, you'll find them below. Or you can download our free template to access them in spreadsheet format.

With Frankli, you can get started with digital goal-setting in a couple of clicks. Take a look around.

Goal Template: 2 Sample OKRs for Finance Teams

Objective: Improve annual budgeting and business planning

Key Results:

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

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Objective: Finish raising new capital for growth needs

Key Results:

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

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🎯 Increase the odds of hitting your goals to 95%

Frankli helps teams optimise performance through digital goal setting and integrated 1:1 meetings.


1. Edwin A and Locke, Gary P. Latham, New Developments in Goal Setting and Task Performance.

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