Sharebird
Sign Up / Sign In

How do you develop quarterly/annual revenue operations OKRs and tie those to individual projects?

Answer
5 Answers
Revenue Ops KPIs
  1. Michael Hargis
    Michael Hargis

    Tealium SVP, Revenue Operations • 3y

    I'd start by reading Measure What Matters by John Doerr. It's a great resource to truly understand the OKR system with actionable templates and examples. Buy copies for your leadership team and work on developing this muscle as a team. The trick is not so much the OKRs themselves, but it's behavior that it reinforces with your teams to ensure your revenue operations team is staying proactive and focused and doesn't get whipsaweed by the demands of the organizations they support.

    4,313 Views
  2. Ken Liu
    Ken Liu

    Redis Director - Global Sales Strategy & Operations | Formerly Databricks, Google • 2y

    When developing successful OKRs that maximize impact and have greatest impact, I recommend two rules: Develop OKRs that directly or indirectly align with your company's topmost business priorities Keep the same OKRs throughout the year and have quarterly targets rather Align OKRs to Company Prios - you set and track OKRs ultimately to help your company achieve its key priorities (e.g. grow revenue, increase margin, increase market share, etc.). If you aren't able to articulate how your OKRs dire ...Read More

    1,198 Views
  3. Josh Chang
    Josh Chang

    HubSpot Director, GTM Strategy & Revenue Operations • 2y

    Work closely with your functional teams and leaders across the different go-to-market teams at your company to identify their primary needs and objectives. Within each of those, understand where the gaps are that can be filled by revenue operations. These might include deep data/analysis needs, reporting or attribution gaps, technical work, revenue attribution, etc. Once you have those, identify the KPIs associated with each objective and determine where you have strategic vs. technical needs on ...Read More

    1,033 Views
  4. Kenny Hsu
    Kenny Hsu

    AuditBoard SVP, Growth and Revenue Operations • 1y

    See my response above for what I think every RevOps OKR should be every quarter. I do recommend a practice for each individual to state every quarter how they are contributing to hitting the number, increasing predictability/visibility, and keeping long-term growth prospects. Most of the time for RevOps ICs it is a combination of excelling at their day-to-day responsibilities and completing projects that move the needle forward. So that's what I'd track.

    936 Views
  5. Tyler Will
    Tyler Will

    Intercom VP, Revenue Operations | Formerly LinkedIn • 1y

    There are lots of good guides available that explain the OKR process and how to set them. I think your preferred ChatGPT/Claude/Gemini/Perplexity answer to this question is probably quite useful and you could even feed in some specific context to your business that would help do this better than I can without any more context. The one maybe valuable thing I can add to this is a suggestion that everyone coordinate their OKRs in your reporting chain. If your company runs a good OKR process, your b ...Read More

    549 Views

Related Ask Me Anything Sessions

Kayvan Dastgheib-Beheshti

Payscale VP, GTM Operations & Business Intelligence, Kayvan Dastgheib-Beheshti on Revenue Ops KPIs

June 9 @ 10:00AM PT

Register
Azim Mitha

HubSpot Director, Sales Strategy, Azim Mitha on Revenue Ops KPIs

January 30 @ 10:00AM PT

View Answers
Kenny Hsu

AuditBoard VP Revenue Operations, Head of Japan/ANZ, Kenny Hsu on Revenue Ops KPIs

December 4 @ 10:00AM PT

View Answers
See All Upcoming AMA's

Top Revenue Operations Mentors