Finance/Accounting OKR Templates

Get Started with Finance/Accounting OKRs by Using These
Objectives and Key Results Templates

Being one of the world's leading Finance/Accounting OKRs - Objectives and Key Results - software providers
here at Weekdone, companies like yours often approach us with OKR questions:

  1. What are good Finance/Accounting OKRs?
  2. Do you have a Finance/Accounting OKR template?
  3. Can you share some Finance/Accounting OKR templates?

To answer these Finance/Accounting OKR questions we created these free Finance/Accounting OKR templates
along with over 50 example OKRs below. Enjoy!

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
"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 Undestandable
  • L Limited to numbers
  • T Trackable
OKR Best Practices

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