OKR template to establish distinct service processes for every client
Your OKR template
The second objective looks at gauging the success of these individualized processes. This will be measured by achieving 85% client satisfaction. To ascertain this satisfaction level, a client feedback survey will be set in place, the results of which will be used to make adjustments as required.
The third goal aims to create tailor-made service process templates for 70% of the clients by the end of the quarter. These unique templates are expected to be integrated within the client workflows. They will be designed post the identification of clients needing bespoke service processes.
Overarching all these objectives is the key theme of personalizing service processes, ensuring they cater to the individual needs of every client in the portfolio. The plan thereby focuses on extensive customization, with the ultimate aim of client satisfaction.
ObjectiveEstablish distinct service processes for every client
KRImplement client-specific service processes for 50% of clients in portfolio
Identify 50% of clients needing specific service processes- Train the team to implement these custom service processes
- Develop customized service processes for these identified clients
- KRTrack success of individualized processes with 85% client satisfaction reported
- Implement a client feedback survey after each completed process
- Making necessary adjustments based on feedback results
- Analyze data to identify areas of dissatisfaction
- KRDevelop bespoke service process templates for 70% of clients by the quarter-end
- Implement these templates within client workflows
- Design custom service process templates
- Identify 70% of clients needing bespoke service processes
How to edit and track OKRs with Tability
You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.
Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.
With Tability you can:
- Use AI to draft a complete set of OKRs in seconds
- Connect your OKRs and team goals to your project
- Automate reporting with integrations and built-in dashboard
Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.
The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.
Step 1. Sign up for a free Tability account
Go tohttps://tability.app/signup and create your account (it's free!)
Step 2. Create a plan
Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.
Step 3. Use the magic importer
Click on Use magic import to open up the Magic Import modal.
Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.
Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!
Now, just click on Import from text and let the magic happen.
Once your example is in the plan editor, you will be able to:
- Edit the objectives, key results, and tasks
- Click on the target 0 → 100% to set better target
- Use the tips and the AI to refine your goals
Step 4. Publish your plan
Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.
From there you will have access to all the features that will help you and your team save hours with OKR reporting.
- 10+ built-in dashboards to visualise progress on your goals
- Weekly reminders, data connectors, and smart notifications
- 9 views to map OKRs to strategic projects
- Strategy map to align teams at scale