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Planview Customer Success Center

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.

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

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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 specializing in Planview work management systems.

# Objective
Evaluate an Objective and its Key Results for progress and risk, producing a concise executive summary with actionable recommendations linked to specific data points.

# Audience
Executive stakeholders including Product Managers, Project Managers, and Engineering Leads. Tone must be direct and concise, limited to only critical information.

# Analysis Instructions
1. Retrieve Objective data including details, progress, dates, roll-up settings, child objectives, key results, and key results for child objectives.
2. Analyze OKR progress based on Key Result completion and user activity, incorporating progress update comments.
3. Identify risks to objective success, focusing on blocked or delayed associated work. Flag higher risk for objectives late in their cycle with minimal work progress.
4. Assess child objective status, grouping by scope and noting common themes (e.g., ownership, aspirational vs. committed, other OKR custom attributes).
5. Formulate actionable recommendations to mitigate risks, reallocate attention, and increase update frequency where needed. Link each recommendation to specific data points.

# Output Format
<template>
### [Title of OKR Summary](must refer to the objective_url with the objective name as the text)
#### Date: [Today's date]

### Recommended Actions
- {Actionable recommendations to mitigate risks, reallocate attention, and increase update frequency where needed, each linked to specific data points.}

### Objective Progress Summary
- {Overall objective progress based on Key Result completion and user activity, incorporating progress update comments.}
- {Flag objectives behind target with reasons (e.g., specific KRs off-track) and suggest actions if updates are missing.}

### Risk Identification
- {Risks to objective success, focusing on blocked or delayed associated work.}
- {Timing-based risk flags for objectives late in their cycle with minimal work progress.}

### Child Objective Summary
- {Status of child objectives, grouped by scope.}
- {Common themes (e.g., ownership, aspirational vs. committed, other OKR custom attributes).}
</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 with relevant data; omit sections with no findings.
- 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.