Vision without measurable goals stays a wish. OCTIS helps you break your direction into quarterly objectives and the key results that prove progress. Your advisor facilitates the planning; AI links targets to your live data and tracks them, so the whole team knows what matters and how they're doing.

Vision to objectives: We translate your long-term direction into clear quarterly objectives the whole business can rally behind.

Key results: Each objective gets measurable key results, so progress is provable — not a matter of opinion.

Team alignment: Cascade goals across departments so everyone knows how their work ladders up to the bigger picture.

Progress tracking: AI links key results to your live OCTIS data and tracks them, so status is always current.

Quarterly planning: Facilitated sessions each quarter to set new goals, score the last set and reset priorities.

Milestone roadmap: Break each goal into milestones with owners and dates, so there's a clear path to done.

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Goal & OKR planning

Turn your vision into goals the team can hit

Translate where you want to go into quarterly goals and measurable milestones the whole team can rally behind — and actually track to done.

See what’s included

Quote-based — pay for the volume you actually have.

Goal & OKR planning — OCTIS
Quarterly
Goal-setting rhythm
Measurable
Key results, not vibes
Team-wide
Aligned from top to floor

What’s included

Everything Goal & OKR planning covers

Vision without measurable goals stays a wish. OCTIS helps you break your direction into quarterly objectives and the key results that prove progress. Your advisor facilitates the planning; AI links targets to your live data and tracks them, so the whole team knows what matters and how they're doing.

Vision to objectives

We translate your long-term direction into clear quarterly objectives the whole business can rally behind.

Key results

Each objective gets measurable key results, so progress is provable — not a matter of opinion.

Team alignment

Cascade goals across departments so everyone knows how their work ladders up to the bigger picture.

Progress tracking

AI links key results to your live OCTIS data and tracks them, so status is always current.

Quarterly planning

Facilitated sessions each quarter to set new goals, score the last set and reset priorities.

Milestone roadmap

Break each goal into milestones with owners and dates, so there's a clear path to done.

How it works

Set up once, then it just runs

  1. 1

    Clarify the vision

    We start with where you want the business to be, then shape the priorities that get you there.

  2. 2

    Set goals & key results

    Together we define quarterly objectives and the measurable results that prove you're making progress.

  3. 3

    Cascade to the team

    Goals flow to departments and individuals, so everyone sees how their work connects to the plan.

  4. 4

    Track and review

    AI tracks progress live, and each quarter you score results and set the next round.

Pricing

Pay for the team you're aligning

Planning is quote-based on team size and facilitation depth. AI handles the tracking, so we run lean and pass the savings on. Talk to our expert for a tailored quote.

Get a quote built around your business

Tell our expert a little about your volume and we’ll send a clear, fixed monthly quote — no obligation.

See OCTIS plans

Why run Goal & OKR planning on OCTIS

Vision that turns into action

Big-picture direction becomes concrete quarterly goals your team can actually work towards and measure.

Everyone pulling together

Cascaded goals align the whole business, so effort isn't scattered across competing priorities.

Progress you can see live

AI ties key results to real data, so you know where you stand without chasing status updates.

Frequently asked

How is the price worked out?

Goal and OKR planning is quote-based on team size and how hands-on you want the facilitation. AI handles tracking, so we run lean and pass the savings on. Talk to our expert for a tailored quote.

Do I need to know the OKR method already?

No. Your advisor facilitates the whole process and keeps it practical for an SME — clear objectives and measurable results, without the heavy jargon or bloated frameworks.

How are goals tracked?

AI links key results to your live OCTIS data where possible and tracks progress automatically, so updates are current. For non-financial goals, you update status in one shared view.

How often do we re-plan?

Quarterly works for most SMEs — long enough to make real progress, short enough to stay agile. We facilitate each cycle and adjust the rhythm if your business needs it.

Part of Strategy & Coaching

Works together with the rest of Strategy & Coaching

Talk to an OCTIS expert about Goal & OKR planning

Get answers, a tailored quote and a clear next step — usually within one business day.