Timothy Boettcher

Go-To-Market Strategy

Sales and Marketing Leadership

Advisory and Professional Services

Global SaaS Leadership

Timothy Boettcher

Go-To-Market Strategy

Sales and Marketing Leadership

Advisory and Professional Services

Global SaaS Leadership

Blog Post

Using Microsoft Copilot for OKR Planning: Save Time and Spark Ideas!

December 6, 2024 Copilot
Using Microsoft Copilot for OKR Planning: Save Time and Spark Ideas!

As we gear up for the new year, our team has been diving into OKR planning—a process that’s exciting but can be daunting when staring at a blank page. This week, I discovered how Microsoft Copilot can make goal-setting easier!

By asking Copilot to “Give me 5 OKRs for my upcoming quarter based on my recent work and communications,” I got a great starting point. While it wasn’t perfect (and of course, it’s not supposed to replace real management and planning!!), it offered useful suggestions that sparked ideas and helped me build better goals faster.

Here’s the magic:
✅ Copilot combines AI creativity with insights from your workplace.
✅ You can refine its suggestions, ask for metrics, and tweak ideas to fit your needs.
✅ It saves time and makes the process more interactive and productive.

If you’re tackling OKRs or planning for next year, try this approach! Let me know how it works for you.

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