NatWest OKR Framework Connects Strategy to Portfolio Outcomes

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SCP

NatWest OKR Framework Connects Strategy to Portfolio Outcomes

Case study shows how NatWest Group uses OKRs at strategic, portfolio, and program levels to link $1B annual investment to measurable delivery outcomes.

Published

June 4, 2026

Read time

3 min read

Source

NatWest Group implemented Objectives and Key Results across 35 portfolios and 400 programs to create a golden thread from corporate strategy to project delivery. The bank uses Planview Strategic Portfolio Management as the system of record for OKRs, financials, and outcomes, supported by quarterly portfolio reviews. Lessons include distinguishing OKRs from KPIs, recognizing the multi-year maturity curve, and avoiding excessive low-level OKRs. Future plans include outcome-based funding and deeper epic-level alignment.

Key takeaways

OKRs operate at three levels: strategic, portfolio, and program to maintain alignment across 35 portfolios

Planview serves as the single source of truth connecting OKRs, financial data, and program outcomes

OKRs complement rather than replace KPIs; OKRs track critical priorities while KPIs monitor operational health

Effective OKR adoption requires training, measurable key results, and avoiding hundreds of low-level objectives

Quarterly portfolio reviews assess OKR progress, financial status, and enable real-time funding adjustments

Market overview

SCR methodology note

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Important consideration

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