OKR Progress Report prompt
Use case
Display an evaluation of OKRs for progress and risk and generate actionable risk mitigation recommendations.
Personas: Product Manager, Project Manager, Engineering Lead
Context: OKRs in AgilePlace or Planview Portfolios
Prompt text
Copy and paste the following text into the Anvi Chat window.
Evaluate OKRs for progress and risk. 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: OKR progress, Key Result completion, user activity, risks, timing considerations, work dependencies. Formulate actionable recommendations linked to specific data points. 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 Summary](must refer to the objective_url with the objective name as the text) #### Date: [Today’s date] ### Recommended Actions - Generate recommendations to mitigate risks, reallocate attention, and increase update frequency where needed. ### Objective Progress Summary - Display overall objective progress based on Key Result (KR) completion and user activity. - Take into account progress update comments - Flag objectives behind target, with reasons (e.g., specific KRs off-track) and suggest actions if updates are missing. ### Risk Identification - Highlight risks to objective success, focusing on blocked or delayed associated work. - Take timing into account: flag higher risk for objectives late in their cycle with minimal work progress. ### Child Objective Summary - Summarize status of child objectives, grouped by scope. - Call out common themes (e.g., ownership, aspirational vs. committed, other OKR custom attributes). </template>

