How to combine KPI and OKR for best results?
Posted: Sun Jan 26, 2025 6:06 am
You must be wondering: How to combine KPIs and OKRs most effectively? If you think that just “pairing” them together is enough, you are wrong. When implementing OKR KPIs, it is not simply a matter of putting them together, but requires a smart strategy based on the strengths of each tool.
1. Building KPI is the foundation, OKR is the driving force for breakthrough
KPIs with their strength in precise and specific measurement will ensure the core activities of the business. Meanwhile, OKRs with their breakthrough vision will promote outstanding development. Let's refer to how to set KPIs and OKRs for this situation as follows:
With Sales team:
KPI: Sales/month, number of calls, closing rate
OKR: "Convert 40% of leads into usa business fax list loyal customers through the application of the value consulting model in Q3"
With Marketing team:
KPI: Number of leads, conversion rate, cost/lead
OKR: "Build a market-leading brand in content marketing, achieve 500,000 followers and 50% organic traffic growth in 6 months"
2. Use KPIs to measure short-term, OKRs to target long-term
KPIs are good at tracking and evaluating results in short cycles, while OKRs are strong at orienting long-term visions. How to combine them for the Marketing team:
Monthly KPIs: Number of leads, conversion rate, cost/customer
Quarterly/annual OKR: "Build a loyal customer community with 200,000 actively interacting members, contributing 40% of sales from old customers.
1. Building KPI is the foundation, OKR is the driving force for breakthrough
KPIs with their strength in precise and specific measurement will ensure the core activities of the business. Meanwhile, OKRs with their breakthrough vision will promote outstanding development. Let's refer to how to set KPIs and OKRs for this situation as follows:
With Sales team:
KPI: Sales/month, number of calls, closing rate
OKR: "Convert 40% of leads into usa business fax list loyal customers through the application of the value consulting model in Q3"
With Marketing team:
KPI: Number of leads, conversion rate, cost/lead
OKR: "Build a market-leading brand in content marketing, achieve 500,000 followers and 50% organic traffic growth in 6 months"
2. Use KPIs to measure short-term, OKRs to target long-term
KPIs are good at tracking and evaluating results in short cycles, while OKRs are strong at orienting long-term visions. How to combine them for the Marketing team:
Monthly KPIs: Number of leads, conversion rate, cost/customer
Quarterly/annual OKR: "Build a loyal customer community with 200,000 actively interacting members, contributing 40% of sales from old customers.