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The KPI and Commitment Extractor

Goal tracking, OKR management, performance monitoring, and strategic alignment

The prompt
Extract key goals, KPIs, and commitments implied or explicitly stated across all emails from this quarter. Build a comprehensive OKR list with: 1) Objective (what we're trying to achieve - clear goal statement), 2) Key results (success measures - quantified and time-bound), 3) Current status or progress mentioned (actual performance), 4) Deadlines or target dates (timeline), 5) Stakeholders and owners (accountability), 6) Dependencies or blockers (risk factors), 7) Alignment to broader company goals (strategic fit), 8) Tracking metrics and data sources (measurement plan). Output as an Excel-ready OKR tracking sheet with columns for each element, status indicators, and progress tracking.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Manager, Executive, Project Manager, Operations Manager, Director