O1Enhance client engagement and success
~25%
KR
MP
AB
LC
GP
MW
WM
GH
Revenue at 40% of target; growth and conversion behind; several KRs awaiting input.
KR1Core revenue · target $1.6m
$640k / $1.6m · 40%
KR2Growth revenue · target 10%/yr on base
5% net new
KR3MQL → SQL conversion · target 15 / 25%
0% · campaigns start Q2
KR4Navigator · target Q1 2027
Concept stage
Leadership note
Revenue gap to plan is $960k; pipeline coverage of $1m (per O2) provides modest cover but doesn't bridge the full gap. Realistic path requires 3–4 enterprise pilots closing by Q3 plus growth revenue stepping to 8%+. Bonus impact: at current pace this objective alone lowers the blended gate by ~7pts.
O2Increase global presence and market adoption
~30%
KR
MP
AB
LC
GP
MW
WM
GH
AEO website strong; pipeline ramping; case studies, LinkedIn and webinars behind.
KR1Pipeline coverage for $1.6m · target $5m
$1m / $5m · 20%
KR2Move from SEO to AEO · target 10%/mo
75% · new site in HubSpot
KR3MTRs · target 16 per year
5 in flight · 30%
KR4LinkedIn posts · target 20 per month
3/wk plan · starts Q2
Leadership note
Pipeline of $1m against a $5m coverage target is the single biggest concern across the OKR set — closes the loop on O1's revenue gap. AEO progress is genuine but the lag to MQL/SQL conversion means pipeline impact is back-end loaded. Decision needed in June: accelerate outbound or increase MTR cadence to drive inbound.
O3Expand service offerings and innovation
~50%
KR
MP
AB
LC
GP
MW
WM
GH
AI Grid model on track; vendor turnaround improving; Knowledge Navigator needs validation.
KR1New AI Leaderboard Grid · target Q2 2026
60% · re-prioritised over scoring update
KR2Vendor updates within 20 days · target >90%
60% · AI-assisted
KR3Knowledge snippet capture · target Q1 2026
100% · chat & email live
KR4Knowledge Navigator Go/No-Go · target Q3 2026
20% · prototype, not validated
Leadership note
Strongest service-line momentum of the six objectives. AI Grid + snippet capture compound to a credible Q2 launch. Knowledge Navigator is the unknown — validation needs to land before Q3 or the Go/No-Go slips. Commercial ARR impact lands in 2027 not 2026.
O4Improve market research and analysis
~29%
KR
MP
AB
LC
GP
MW
WM
GH
Enterprise Survey nearly done; new methods and Consumer Survey not yet started.
KR1Annual Enterprise Survey · target Q1 2026
95% · finalising charts
KR2Reduce reliance on KR (survey-to-research) · target 50% Q2
40% · WM led panel directly
KR3New research methods & frequency · target Q2 2026
0% · not started
KR4Annual Consumer Survey · target Q3 2026
0% · not started
Leadership note
Enterprise Survey landing is the only on-track KR. Two unstarted KRs (KR3 + KR4) are the at-risk drivers. Decision needed: scope KR3 down to a Q3 deliverable or accept slippage to Q4. KR-vendor dependency reduction is the strategic prize — Will's direct panel work is the path.
O5Strengthen team capabilities and collaboration
~69%
KR
MP
AB
LC
GP
MW
WM
GH
Handbook complete; HubSpot rework underway; satisfaction survey close to launch.
KR1Onboarding handbook A–Z · target 100%
Complete · ready for review
KR2Process HubSpot · target >95%
P1 80% · P2 60%
KR3Internal satisfaction survey · target Q3 2026
95% · selecting tool
KR4Internal information platform · target Q1 2026
50% · intranet built · linking docs
Leadership note
The one on-track objective. Handbook + intranet build de-risk new starter onboarding and operational scale into 2027. Bonus impact: this objective alone contributes ~12pts to the blended gate. Lowest financial visibility but highest cultural impact.
O6Streamline target operating model
~47%
KR
MP
AB
LC
GP
MW
WM
GH
Templates progressing; HubSpot views in rebuild; SharePoint not started.
KR1Standard templates / docs / manuals · target Q3 2026
80% · applying brandkit
KR2HubSpot operational (Sales + Marketing) · target 100%
50% · views being rebuilt
KR3SlideHub with brandkit · target Q2 2026
50% · library mgmt in disc.
KR4SharePoint internal docs · target Q2 2026
0% · MP & MW to discuss
Leadership note
Templates KR is the leading indicator — 15 verified templates in the library, brandkit applied. SharePoint deployment is the next gate; the intranet build feeds directly into this. MW + MP to confirm Q3 SharePoint deployment plan at the June review. Operational leverage compounds — every hour of operating-model work saves multiples downstream.
We all own this. All six 2026 OKRs are collective team goals. Named Leads coordinate progress and report into the monthly review — but delivery sits with the whole team. See Handbook §6.2 for how OKRs are set, reviewed and tied to the bonus gate.