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Wright's Renovations Q3 2025 OKRs
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Employee Name
Employee Role
OKR #
Objective
KR #
Key Result
Deadline
Status
Employee Name
Employee Role
OKR #
Objective
KR #
Key Result
Deadline
Status
Bilal
Inventory & Fleet Manager
1
Create a Fully Trackable and Organized Inventory System
1
Complete a full audit and entry of all current tools and supplies in Sortly
Sep 30
Pending
Bilal
Inventory & Fleet Manager
1
Create a Fully Trackable and Organized Inventory System
2
Establish and maintain a weekly-updated shopping list and enforce a daily material/tool sign-out system
Sep 30
Pending
Bilal
Inventory & Fleet Manager
1
Create a Fully Trackable and Organized Inventory System
3
Define and document minimum stock levels for at least 15 essential items in Sortly
Sep 30
Pending
Bilal
Inventory & Fleet Manager
2
Improve Truck Organization, Cleanliness, and Maintenance
1
Log mileage and schedule service for 100% of trucks
Sep 15
Pending
Bilal
Inventory & Fleet Manager
2
Improve Truck Organization, Cleanliness, and Maintenance
2
Implement and maintain a monthly cleaning and detailing schedule with visual confirmation
Ongoing
Pending
Bilal
Inventory & Fleet Manager
2
Improve Truck Organization, Cleanliness, and Maintenance
3
Restock and reorganize all trucks using a standardized checklist
Sep 30
Pending
Bilal
Inventory & Fleet Manager
3
Implement a Consistent Monthly Inventory Review Process
1
Launch monthly inventory audits in Sortly starting August 1
Aug 1
Pending
Bilal
Inventory & Fleet Manager
3
Implement a Consistent Monthly Inventory Review Process
2
Organize all small parts into labeled totes with photo documentation
Sep 15
Pending
Bilal
Inventory & Fleet Manager
3
Implement a Consistent Monthly Inventory Review Process
3
Meet with Sortly reps by August 30 and implement at least one improvement
Aug 30
Pending
Katherine
Finance & Operations Manager
1
Establish a Comprehensive Budgeting System
1
Finalize a master budget
Aug 31
Pending
Katherine
Finance & Operations Manager
1
Establish a Comprehensive Budgeting System
2
Assign quarterly spending/revenue goals per department
Aug 31
Pending
Katherine
Finance & Operations Manager
1
Establish a Comprehensive Budgeting System
3
Launch monthly budget vs. actual reviews and reduce unplanned spend by 15%
Q3 2025
Pending
Katherine
Finance & Operations Manager
2
Improve Lead Management Through HubSpot
1
Build and test HubSpot lead scoring
Jul 31
Pending
Katherine
Finance & Operations Manager
2
Improve Lead Management Through HubSpot
2
Publish lead scoring SOP
Jul 31
Pending
Katherine
Finance & Operations Manager
2
Improve Lead Management Through HubSpot
3
Improve SQL conversion rate by 15% this quarter
Q3 2025
Pending
Katherine
Finance & Operations Manager
3
Build and Implement a New Employee Review System
1
Set up 15Five with templates and workflows
Aug 31
Pending
Katherine
Finance & Operations Manager
3
Build and Implement a New Employee Review System
2
Pilot with at least 3 roles and gather feedback
Q3 2025
Pending
Katherine
Finance & Operations Manager
3
Build and Implement a New Employee Review System
3
Complete reviews for 90% of eligible employees
Q3 2025
Pending
Katherine
Finance & Operations Manager
4
Finalize and Enforce Vehicle Usage Agreements
1
Finalize all vehicle policies and review with HR
Jul 31
Pending
Katherine
Finance & Operations Manager
4
Finalize and Enforce Vehicle Usage Agreements
2
Distribute to 100% of relevant employees
Q3 2025
Pending
Katherine
Finance & Operations Manager
4
Finalize and Enforce Vehicle Usage Agreements
3
Eliminate unapproved vehicle usage by end of quarter
Sep 30
Pending
Katherine
Finance & Operations Manager
5
Launch a Boot Voucher Program
1
Finalize policy
Aug 31
Pending
Katherine
Finance & Operations Manager
5
Launch a Boot Voucher Program
2
Roll out program with FAQs to 100% of field staff
Aug 31
Pending
Katherine
Finance & Operations Manager
5
Launch a Boot Voucher Program
3
Track voucher usage and feedback in first 60 days
Oct 31
Pending
Olivia
Operations Manager
1
Establish Robust SOPs for Project Management and Office Operations
1
Finalize SOPs for 10 core PM tasks
Q3 2025
Pending
Olivia
Operations Manager
1
Establish Robust SOPs for Project Management and Office Operations
2
Create office task SOPs by end of quarter
Sep 30
Pending
Olivia
Operations Manager
2
Clarify Team Roles and Scopes
1
Define daily scopes for all roles
Q3 2025
Pending
Olivia
Operations Manager
2
Clarify Team Roles and Scopes
2
Review scopes 1:1 with team members
Q3 2025
Pending
Olivia
Operations Manager
2
Clarify Team Roles and Scopes
3
Resolve 90% of task confusion (via leadership syncs)
Q3 2025
Pending
Olivia
Operations Manager
3
Refine Pre-Project Procedures
1
Revise pre-project checklist with critical items
Q3 2025
Pending
Olivia
Operations Manager
3
Refine Pre-Project Procedures
2
Hit 95% checklist completion rate before start
Q3 2025
Pending
Olivia
Operations Manager
3
Refine Pre-Project Procedures
3
Reduce start-day issues by 75%
Q3 2025
Pending
Olivia
Operations Manager
4
Establish a Company Budgeting System
1
Build a company-wide budget
Q3 2025
Pending
Olivia
Operations Manager
4
Establish a Company Budgeting System
2
Set/track monthly departmental budgets
Q3 2025
Pending
Olivia
Operations Manager
4
Establish a Company Budgeting System
3
Implement monthly review meetings
Q3 2025
Pending
Olivia
Operations Manager
4
Establish a Company Budgeting System
4
Cut inefficient spending by 10%
Q3 2025
Pending
Olivia
Operations Manager
5
Implement Weekly Truck Inspection System
1
Create a standardized inspection checklist
Q3 2025
Pending
Olivia
Operations Manager
5
Implement Weekly Truck Inspection System
2
Log 100% of trucks in system within 48 hours
Q3 2025
Pending
Olivia
Operations Manager
5
Implement Weekly Truck Inspection System
3
Resolve 90% of issues within 5 days
Q3 2025
Pending
Kevin
Project Manager
1
Streamline PM Scheduling and Task Execution
1
Formalize 100% of schedule-related tasks in Asana
Sep 30
Pending
Kevin
Project Manager
1
Streamline PM Scheduling and Task Execution
2
Create standardized templates for recurring PM tasks
Q3 2025
Pending
Kevin
Project Manager
1
Streamline PM Scheduling and Task Execution
3
Review template usage bi-weekly
Ongoing
Pending
Kevin
Project Manager
2
Optimize PM Involvement in Client Selections
1
Reduce PM time spent on selections by 30%
Q3 2025
Pending
Kevin
Project Manager
2
Optimize PM Involvement in Client Selections
2
Implement formal handoff with PM sign-off
Q3 2025
Pending
Kevin
Project Manager
2
Optimize PM Involvement in Client Selections
3
Ensure 100% handoff compliance across active jobs
Q3 2025
Pending
Connor
Owner & CEO
1
Use PM Time More Strategically
1
Build and review a weekly plan every Monday by 12pm
Weekly
Pending
Connor
Owner & CEO
1
Use PM Time More Strategically
2
Delegate 3 recurring tasks and reduce workload by 15%
Q3 2025
Pending
Connor
Owner & CEO
1
Use PM Time More Strategically
3
Log top 3 time drains weekly and solve one monthly
Monthly
Pending
Connor
Owner & CEO
2
Improve PM Communication and Documentation
1
Log 100% of client communications in Asana/JobTread within 24 hours
Ongoing
Pending
Connor
Owner & CEO
2
Improve PM Communication and Documentation
2
Document all job scope/schedule changes in JobTread within 48 hours
Ongoing
Pending
Connor
Owner & CEO
2
Improve PM Communication and Documentation
3
Create and roll out SOP for PM update logging
Aug 1
Pending
Connor
Owner & CEO
3
Improve Pre-Job Planning and Client Selections
1
Complete all selections and documentation 7+ days before start
Ongoing
Pending
Connor
Owner & CEO
3
Improve Pre-Job Planning and Client Selections
2
Implement a trackable selection workflow
Aug 15
Pending
Connor
Owner & CEO
3
Improve Pre-Job Planning and Client Selections
3
Build 3 reusable job schedules
Aug 15
Pending
Connor
Owner & CEO
4
Make Foreman Execution More Independent
1
Transfer knowledge to foreman within 48 hours of receiving it
Ongoing
Pending
Connor
Owner & CEO
4
Make Foreman Execution More Independent
2
Create daily checklist with 5+ items
Aug 1
Pending
Connor
Owner & CEO
4
Make Foreman Execution More Independent
3
Hold weekly check-ins with each foreman starting
Aug 15
Pending
Will
Business Coordinator
1
Improve New Client Conversion Rate
1
Complete 2 HubSpot sales trainings
Aug 31
Pending
Will
Business Coordinator
1
Improve New Client Conversion Rate
2
Conduct all phone consults within 48 hours of admin handoff
Ongoing
Pending
Will
Business Coordinator
1
Improve New Client Conversion Rate
3
Implement good/better/best proposals
September
Pending
Will
Business Coordinator
2
Build Strategic Partnerships for Referrals
1
Reach out to 15 strategic partners
Jul 31
Pending
Will
Business Coordinator
2
Build Strategic Partnerships for Referrals
2
Attend 50% of BRAG events this quarter
Q3 2025
Pending
Will
Business Coordinator
2
Build Strategic Partnerships for Referrals
3
Become certified Tile Shop installer
Aug 11
Pending
Will
Business Coordinator
3
Shorten Sales Cycle by 25%
1
Call clients within 1 hour of proposal delivery
Ongoing
Pending
Will
Business Coordinator
3
Shorten Sales Cycle by 25%
2
Hold weekly pipeline reviews every Friday
Weekly
Pending
Will
Business Coordinator
3
Shorten Sales Cycle by 25%
3
Deliver 75% of proposals within 3 days of appointment
Q3 2025
Pending
Devin
Office Assistant
1
Clarify Tasks to Reduce Delays
1
Ask 2 clarifying questions per week
Weekly
Pending
Devin
Office Assistant
1
Clarify Tasks to Reduce Delays
2
Reduce clarification messages by 50%
Q3 2025
Pending
Devin
Office Assistant
1
Clarify Tasks to Reduce Delays
3
Complete tasks independently after clarification
Q3 2025
Pending
Devin
Office Assistant
2
Take Greater Ownership of Tasks
1
Complete full assignments with minimal follow-up
Q3 2025
Pending
Devin
Office Assistant
2
Take Greater Ownership of Tasks
2
Get PM feedback on performance
Q3 2025
Pending
Devin
Office Assistant
2
Take Greater Ownership of Tasks
3
Self-rate confidence on 3 key tasks
Q3 2025
Pending
Devin
Office Assistant
3
Support Material Ordering and Accuracy
1
Accurately order 100% of assigned materials
Ongoing
Pending
Devin
Office Assistant
3
Support Material Ordering and Accuracy
2
Double-check all orders against client specs
Ongoing
Pending
Devin
Office Assistant
3
Support Material Ordering and Accuracy
3
Independently place 5+ different orders
Q3 2025
Pending
Devin
Office Assistant
4
Play More Pickleball (Personal)
1
Play once a week
Weekly
Pending
Devin
Office Assistant
4
Play More Pickleball (Personal)
2
Improve one skill each time
Ongoing
Pending
Devin
Office Assistant
4
Play More Pickleball (Personal)
3
Make 5 new friends through pickleball at UMich
Q3 2025
Pending
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