Last week we talked about “Salt Bae Syndrome” — you know, sprinkling AI across your business like parmesan on pasta. Looks fancy. Tastes... meh.
This week, we’re staying in the kitchen. You’ve got a dozen AI ideas simmering, but which ones actually feed the business?
Here’s what usually happens:
Teams pull out a spreadsheet and start scoring.
“This one’s a 5 for value!”
“That one’s a 3 for feasibility!”
Then someone squints and goes:
“Uh… value to who, exactly?”
And that’s when it hits you — you’re not prioritizing strategy; you’re grading guesses.
According to Axis Intelligence’s 2025 report, “AI ROI Strategy: From $50M Investment to Measurable Returns,” the top reason AI initiatives fail to deliver ROI is simple: no direct connection to core business strategy.

OKRs: Your Strategic GPS
Here’s the secret: scoring is the side dish, not the main course.
If you want your AI investments to go somewhere meaningful, you need OKRs — Objectives and Key Results.
Think of OKRs like your strategic GPS:
Objective: Where are we going? (e.g., “Grow mid-market AUM by 30%”)
Key Results: How will we know we’re on the right road? (e.g., “Improve pipeline accuracy by 40%”)
Every AI initiative should map to a specific OKR. Not the other way around.
Start by defining 3–5 OKRs for your AI portfolio — more than that, and you’re just spreading peanut butter on strategy. (See: How to Incorporate OKRs into Your Portfolios.)
If an AI idea doesn’t trace directly to one of those OKRs? 🚫 Don’t fund it. Don’t build it. Don’t even mention it on your next slide deck.
Because AI shouldn’t be a distraction — it should be jet fuel for your strategy.
🧩 Align, Don’t Cascade
Here’s where most companies mess it up: they take the CEO’s OKRs, copy-paste them into every team’s plan, and call it “alignment.”
That’s not alignment — that’s karaoke.
Caroli.org’s research on Why Cascading OKRs Don’t Work nails it: cascading creates rigidity, kills ownership, and locks teams into waterfall planning. Everyone’s waiting for someone else to start.
The fix? Strategic alignment, not duplication.
Let every team write their own OKRs that ladder up to company goals — their own spin, their own ownership, same destination. (See: Aligning, Not Cascading, OKRs with an OKR Lineage.)
Role | OKR | Contribution |
|---|---|---|
Company | “Become #1 in mid-market” | Sets direction |
Sales | “Increase conversion by 25%” | Wins more deals |
Product | “Launch 3 key features by Q3” | Builds for the market |
AI Team | “Deploy Sales Forecast Bot” | Fuels sales goal |
Now your AI roadmap isn’t a science-fair table of “cool experiments.”
It’s a map of strategic leverage.
✅ The 3-Question Filter (Before You Fund Anything)
Want to stop wasting money on “innovation” projects that go nowhere? Run every AI idea through this quick filter:
What company OKR does this support?
Can’t name one? ❌ Then it’s not strategic.What’s the measurable business impact?
“Improve efficiency” = vague.
“Save 80 hours a month” = measurable.How will we measure success in 90 days?
No metric? Then you’re not ready — you’re brainstorming.
These questions line up with standard prioritization frameworks — strategic alignment, expected ROI, measurable outcomes — as outlined in How Project Prioritization Scoring Models Help Organizations.
Real-World Pattern: From AI Chaos to Clarity
Let’s look at a mid-size wealth management firm — about 450 employees, managing $600M AUM.
Their annual OKRs were simple:
Grow AUM by 20%
Cut costs by 15%
Pass SOC 2 audit
Before OKR alignment:
They had ten AI projects. No prioritization.
CFO’s standing in a meeting like,
“We spent how much — and for what?”
After OKR Mapping:
Initiative | OKR Aligned? | Action |
|---|---|---|
Churn Predictor | ✅ Grow AUM | Fund |
Onboarding Bot | ✅ Cut costs | Fund |
Fraud Detection | ✅ SOC 2 | Fund |
Email Gen Bot | ❌ None | Kill |
Investment AI | ⚠ “Nice to have” | Defer |
Result:
Funded 5 aligned projects.
Killed 2. Deferred 3.
Saved $280K.
Delivered 3.2× ROI in the first year.
And this isn’t an outlier — DigitalDefynd’s 2025 “Top 20 AI in Finance Case Studies” shows similar patterns: firms aligning AI with OKRs see 35% higher portfolio performance and dramatically faster execution cycles.
That’s not luck. That’s focus.
Your 10-Minute Action Plan
According to How to Leverage and Cascade OKRs in Large Organizations, successful OKR adoption comes from top-down direction + bottom-up alignment.
Here’s how to start today:
List your company’s top 3–5 OKRs
Inventory every AI project (pilots, ideas, R&D)
Map each project to an OKR
Run the 3-question filter
Fund what fits — kill what doesn’t
You’ll instantly see which projects actually move the needle — and which are just “AI tourism.”
Bottom Line
Without OKRs:
You’re funding ideas, not outcomes
“Value” becomes a buzzword
Strategy drifts
According to Axis Intelligence, companies that fail to align AI with strategic goals see median ROI of just 10%, far below the 20% target most organizations aim for.
With OKRs:
Every project has a purpose
ROI is traceable
Teams move faster, with clarity
New Rule:
If it doesn’t support a top-3 OKR, it doesn’t belong in your AI portfolio.
Because let’s be honest — AI should make your business smarter, not your budget smaller.
📥 Download the OKR Alignment Template (Free)
👉 Get the Template — then sign up for The Agent Foundry to start mapping out those initiatives for real.
