Best Practice Report

AR Planning With OKRs

January 27th, 2023
With contributors:
Laura Koetzle , Merve Kandemir , Ellen Lind


When analyst relations (AR) planners design their AR programs and document them in a plan, they must decide which planning method to use — whether they choose to be ad hoc, use a combination of formal planning methods, or apply a single formal method rigorously. This report, the second in a trilogy that provides AR managers with the knowledge they need when contemplating use of the objectives and key results (OKR) method in part or in full, explains how to create OKR-driven AR plans from the opportunities and pitfalls that OKRs imply.

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