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Set up
Start by expanding each of the Setup steps below and following the instructions for creating OKRs for the upcoming year. Once you’ve done that, use the ‘Org-wide OKR tracker’ to periodically review/update all OKR statuses. Need more guidance? Try this Starter Kit for , other , and .
Step 1 | List all teams in the org.
Click ‘+ New row’ at the bottom of the Teams table to add all the teams or functional areas in your organization.
Teams 2
Name
Design 🎨
Research 👩💻
Community 📣
There are no rows in this table
Step 2 | Add Big Rocks.
Identify your org’s top priorities for the coming year. Once you’ve taken a quick peek at the sample data in the other steps on this page, click to get started. Then, click ‘+ New row’ to add 2-3 Big Rocks, Start and End dates, and the latest Status for each focus area.
clear data
Big Rocks
Start date
End date
Status
Universalize the FinMango brand, voice and design across the web.
10/1/2022
1/20/2023
Active
Partner strategically — private, public and/or government sector — to pilot a financial health metric for a global demographic impacted by a financial shock.
10/1/2022
1/20/2023
Active
Repeat and scale above metric with strategic partner(s). Secure short-term funding.
10/1/2022
5/12/2023
Publish a peer reviewed paper about the COVID-19 data project in collaboration with Google Health.
10/1/2022
7/21/2023
Active
Secure funding for a pilot that applies AI to help solve problems that endanger the financial health of young adults in transition globally (i.e. climate change).
10/1/2022
8/1/2023
Pending
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Step 3 | Add Objectives.
Select one Big Rock from the dropdown list below. For each Big Rock, add 1-2 Objectives and specific Key Results. Assign each OKR to one key team and any other teams who’ll support shared OKRs.
Select a Big Rock:Run a virtual conference for the community champions, partners, and enterprise customers
Run a virtual conference for the community champions, partners, and enterprise customers
Add new objective
Big Rocks
Objectives
Universalize the FinMango brand, voice and design across the web.
3
Improve website content and design
Create FinHealth explainer content
Launch an internal brand style guide
Partner strategically — private, public and/or government sector — to pilot a financial health metric for a global demographic impacted by a financial shock.
2
Research pre-existing and current financial health metrics to gauge the state of financial health measurement and to analyze their shortcomings.
Propose a methodology in developing a universal financial health metric (for young adults in transition) that we can create and distribute to potential partners (organizations and policymakers).
Repeat and scale above metric with strategic partner(s). Secure short-term funding.
2
Prove effectiveness of the the tool
Secure funding to scale the tool
Publish a peer reviewed paper about the COVID-19 data project in collaboration with Google Health.
2
Complete the working paper
Submit to peer reviewed journals
Secure funding for a pilot that applies AI to help solve problems that endanger the financial health of young adults in transition globally (i.e. climate change).
3
Identify strategic funders that align with our mission.
Build relationships with key people in the field.
Write up project proposals with an ask to fund it.
Step 4 | Add Key Results. Then assign teams and DRIs.
Select one Objective from the dropdown list below, then for each Objective, add 1-2 Key Results, assign a team, list other teams who’ll share the KR, and one or more DRIs (Directly Responsible Individuals).
Select an Objective: Improve website content and design
Improve website content and design
Add new Key Result
Objectives
Key Result
Team
DRIs
Shared KR with
Research pre-existing and current financial health metrics to gauge the state of financial health measurement and to analyze their shortcomings.
Gain an extensive knowledge of financial health through provided research documents and supplementary research.
Research 👩💻
Design 🎨
Research pre-existing and current financial health metrics to gauge the state of financial health measurement and to analyze their shortcomings.
Compile a list of recent financial health studies and currently used financial health tools.
Research 👩💻
Research pre-existing and current financial health metrics to gauge the state of financial health measurement and to analyze their shortcomings.
Determine the pros and cons of each financial health metric for data analysis.
Research 👩💻
Propose a methodology in developing a universal financial health metric (for young adults in transition) that we can create and distribute to potential partners (organizations and policymakers).
Handpick select metrics from Objective 1 that may be most beneficial to FinMango
Research 👩💻
Design 🎨
Community 📣
Propose a methodology in developing a universal financial health metric (for young adults in transition) that we can create and distribute to potential partners (organizations and policymakers).
Research extra statistics that a tool could be framed around to satisfy the objectives of the tool.
Research 👩💻
Propose a methodology in developing a universal financial health metric (for young adults in transition) that we can create and distribute to potential partners (organizations and policymakers).
Test a long list of possible questions based on Phase 1 and 2 to ensure their relevance Perfect the wording and do testing to select a subset of questions as candidates for the tool.
Research 👩💻
Propose a methodology in developing a universal financial health metric (for young adults in transition) that we can create and distribute to potential partners (organizations and policymakers).
Select a short set of final questions that accurately produce the results we hope to find.
Research 👩💻
Propose a methodology in developing a universal financial health metric (for young adults in transition) that we can create and distribute to potential partners (organizations and policymakers).
Create a scoring rubric to assess the scores.
Research 👩💻
Propose a methodology in developing a universal financial health metric (for young adults in transition) that we can create and distribute to potential partners (organizations and policymakers).
Propose financial health tool to FinMango for potential production.
Research 👩💻
Improve website content and design
Improve our voice (all pages)
Design 🎨
Research 👩💻
Improve website content and design
Improve our look and feel (all pages)
Design 🎨
Improve website content and design
Script a 60 second FinMango explainer video for the about page
Design 🎨
Improve website content and design
Produce the 60 second explainer video (whiteboard style)
Design 🎨
Improve website content and design
Train Dylan and Sarah on how to use Webflow
Design 🎨
Create FinHealth explainer content
Wireframe a brand new FinHelath page for the website
Design 🎨
Create FinHealth explainer content
Build the new landing page on Webflow
Design 🎨
Create FinHealth explainer content
Script 30 second explainer videos for
Design 🎨
Create FinHealth explainer content
Integrate with Google Adwords with a 50% increase time on landing page
Design 🎨
Launch an internal brand style guide
Draft a brand style guide by the end of September
Design 🎨
Launch an internal brand style guide
Improve the brand style guide with a second version with external help
Design 🎨
Complete the working paper
Draft an introduction section
Community 📣
Complete the working paper
Draft a methodology section
Community 📣
Complete the working paper
Draft the discussions/ conclusions, and acknowledgements sections
Research 👩💻
Submit to peer reviewed journals
Tweak the abstract
Research 👩💻
Submit to peer reviewed journals
Research and select a journal
Research 👩💻
Identify strategic funders that align with our mission.
Compile a list of 100+ potential funders
Research 👩💻
Build relationships with key people in the field.
Setup calls for 10+ key people.
Research 👩💻
Write up project proposals with an ask to fund it.
Draft 10+ potential project proposals.
Research 👩💻
Prove effectiveness of the the tool
Pilot the tool with up to 100 people
Research 👩💻
Prove effectiveness of the the tool
Analyze the data and share with partner(s)
Research 👩💻
Prove effectiveness of the the tool
Identify patterns that act as barriers
Research 👩💻
Secure funding to scale the tool
Secure $100k to scale the pilot up to 5k people
Research 👩💻
Secure funding to scale the tool
Publish paper with the analysis and repeat with increased funding to scale to new communities
Research 👩💻
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