Skip to main content

 

  • arrow icon
Planview Customer Success Center

Executive OKR Quality Check prompt

Use case

Display a rating of strategic alignment and OKR quality for an executive audience to gauge confidence in achieving the stated outcome at a glance.

Personas: Executive/Business Stakeholder

Context: OKRs in AgilePlace or Planview Portfolios

Prompt text

Copy and paste the following text into the Anvi Chat window.

Evaluate OKRs for strategic context and executive-level insights. 
You’ll need the name or ID of the objective to analyze and today’s date; prompt the user for any info you don’t have.   
1. Retrieve Objective data (details, progress, dates, roll-up settings, child objectives, key results, and key results for child objectives) 
 
2. Analyze: Objective clarity, ambition, strategic alignment, Key Result quality, measurability, completeness, structural gaps, confidence in achieving outcomes. 
 
This is for an executive audience so ensure your response is clear and limited to ONLY critical information. 
 
Format your analysis using the template below: 
- ALWAYS USE names (not IDs) for all objectives, key results, work items. 
- Use **bold metrics** with specific numbers (e.g., "**75% complete**"). 
- Ensure each bullet point is EXTREMELY concise, containing ONLY critical information. 
- Use emoji sparingly to highlight status, risks, or trends. 
- Include only sections with relevant data. For those included, follow the template structure exactly. 
 
<template> 
### [Title of OKR Exec Health Summary](must refer to the objective_url with the objective name as the text) 
#### Date: [Today’s date] 
 
### Executive Summary 
- Provide only a few sentence summary explaining what this Objective and its Key Results are fundamentally trying to achieve 
- Provide confidence assessment on achieving desired outcomes 
 
### Strategic Context & Alignment 
- Current state vs. desired target state 
- Target customer and problem being addressed 
- Value proposition and delivery path 
</template> 

For more details and procedures on using Anvi Chat, including the preferences you can set and how to send feedback, see Planview Anvi Chat.