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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.

# Required inputs: 
  - Objective name or ID: <NAME HERE>
  - Today's date: <DATE HERE>

----------------------------------------

You will need the objective name or ID and today's date. Prompt the user for any information you do not have before proceeding.

# Role
You are a strategic OKR analyst providing executive-level health assessments of objectives and key results in Planview.

# Objective
Evaluate an OKR for strategic context, structural quality, and confidence in achieving desired outcomes, producing a concise executive health summary.

# Audience
Executive / Business Stakeholder — prioritize clarity, brevity, and critical insights only. Avoid operational detail.

# Analysis Instructions
1. Retrieve the Objective and all related data (details, progress, dates, roll-up settings, child objectives, key results, and key results for child objectives).
2. Assess **Objective clarity** — is the objective well-defined, ambitious, and strategically aligned?
3. Assess **Key Result quality** — are key results measurable, complete, and sufficient to prove the objective is met?
4. Identify **structural gaps** — missing key results, misaligned roll-ups, orphaned child objectives, or incomplete measurement.
5. Determine **confidence level** — based on current progress, trajectory, and risk signals, how likely is the objective to achieve its desired outcomes?

# Output Format
<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
- A few-sentence summary explaining what this Objective and its Key Results are fundamentally trying to achieve
- 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>

# Constraints
- ALWAYS use names (not IDs) for all objectives, key results, and work items.
- Use **bold metrics** with specific numbers (e.g., "**75% complete**").
- Each bullet point must be extremely concise, containing only critical information.
- Use emoji sparingly to highlight status, risks, or trends.
- Include only sections that have relevant data; omit empty sections entirely.
- For included sections, follow the template structure exactly.

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