Setting and Measuring Financial Wellbeing OKRs Toolkit

More than ever, HR teams today need to be ready to prove the value of every new initiative they invest in.

So…how will you measure the impact of the financial wellbeing initiatives you launch?

It’s a big question. But proving ROI and gaining internal alignment around a new benefit is usually about setting the right goals and measures.

In this guide, we’ll give you a framework of 4 tangible objectives and key results (OKRs) your business could choose from. (All taken from leading businesses who have successfully implemented similar programmes.)


Octopus Money is a trading name of TW11 Wealth Management Limited. Registered in England and Wales (No. 10339119). Authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 763630.