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OKR template to maximize self-service options for private customers

public-lib · Published 8 months ago

Your OKR template

This OKR focuses on enhancing self-service options for private customers. The primary objective is to launch three new intuitive self-service features by the end of the quarter. The process will require careful development and testing, feature identification through market research and user feedback, efficient integration, and effective deployment into the system.

The second objective targets a 25% increase in customer usage of these new features. This objective will be achieved through a targeted marketing campaign, developing engaging tutorials, and conducting user experience surveys to identify and remove barriers to usage.

The third objective strives to reduce customer support queries by 15% through the enhanced self-service utilization. Key initiatives comprise the implementation of a comprehensive FAQ section on the website, a robust chatbot for common queries, and development of user-friendly manuals.

Overall, the OKR revolves around offering robust self-service options while simultaneously reducing customer support needs. This should improve customer experience, lead to higher self-help rates, and free up customer support resources.
  • ObjectiveObjectiveMaximize self-service options for private customers
  • Key ResultKRLaunch 3 new intuitive self-service features by the end of the quarter
  • TaskDevelop and test these self-service features thoroughly
  • TaskIdentify potential features through market research and user feedback
  • TaskEfficiently integrate and deploy new features into the system
  • Key ResultKRAchieve 25% customer usage of these new self-service features
  • TaskImplement a marketing campaign highlighting feature benefits
  • TaskDevelop engaging tutorials on utilizing new self-service features
  • TaskConduct user experience surveys to uncover usage barriers
  • Key ResultKRReduce customer support queries by 15% through increased self-service utilization
  • TaskImplement comprehensive FAQ section on the website
  • TaskImplement a robust chatbot for common queries
  • TaskDevelop easy-to-understand user manuals
Use in Tability

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.

Tability Import Options

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.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

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.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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