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Planview Customer Success Center

OKR Quality Check prompt

Use case

Advise OKR owners on framing and completeness of their objectives and key results (OKRs) and suggest improvements to clarity, completeness, and strategic alignment.

Personas: Engineering Lead, Program/ Portfolio Manager, Strategy Portfolio Manager

Context: OKRs in AgilePlace or Planview Portfolios

Prompt text

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

Evaluate OKRs for framing and completeness to advise OKR owners. 
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: strategic intent, completeness, framing quality, key themes, confidence levels 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 Health Summary](must refer to the objective_url with the objective name as the text) 
#### Date: [Today's date] 
 
### Recommended Actions 
- Top 3 immediate actions to strengthen this OKR 
 
### OKR Health Assessment 
- Clarity check: Is the Objective inspirational, aligned with strategy, and customer-focused? 
- Balance check: Is this appropriately ambitious yet achievable? 
- Completeness check: Are all necessary KRs present to fully measure the Objective? 
- Structural issues identified: [Missing dates, non-incremental targets, lack of linked work items, outdated KRs, too many KRs] 
 
### Objective Improvement Actions 
- CURRENT: [Existing Objective text] 
- IMPROVED: [Reworded Objective with greater clarity, ambition, and customer focus] 
- WHY: [Brief explanation of how this improves the Objective] 
 
### Key Results Upgrade Plan 
- CURRENT KR: [Existing KR text] 
- IMPROVED KR: [Reworded KR with better metrics, outcome focus, and appropriate challenge] 
- WHY: [Explanation of improvement] 
 
### Additional Recommendations 
- Suggestion for missing KRs if needed 
- Timeline adjustments for realistic execution 
- Specific actions to improve KR tracking or measurement 
- Suggestions for better connecting to work items or parent OKRs 
- Prioritization recommendations if too many KRs exist 
</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.