How do you develop quarterly/annual sales OKRs and tie those to individual projects?
We develop quarterly and annual sales OKRs every year. We've done V2Moms that were due in January by every employee. We've made it a requirement to post them publicly inside our Slack profiles so everyone in the company has visibility into your V2Moms as well. I recommend exporting your work calendar from last year and mapping what you did with your time and what was accomplished. This way you don't start from scratch.
Here is my approach to aligning quarterly/annual sales OKRs with broader business objections:
Define business objections: Identify the key regional business objectives for the quarter or year. They should be specific, measurable, achievable, and time-bound. For example, increasing central enterprise region revenue by 20% in the next 180 days.
Determine sales objectives: Based on business objectives, establish sales-specific objectives that support broader goals and are tied to revenue targets. For example, increasing Stage 1 conversions by 20% within the next 90 days.
Assign projects: Assign specific projects to members of the sales team based on their skills, expertise, and areas of responsibility.
Align individual OKRs: Connect individual projects to sales team OKRs by setting individual key results that contribute to overall sales objectives.
Success Criteria: Clearly define the success criteria for each individual project and how they contribute to the overall sales objectives.