OKR template to boost the overall interest income

public-lib · Published about 2 months ago

Your OKR template

The OKR seeks to enhance the overall interest income through three key outcomes. Firstly, securing a 10% increment in savings account balances. This will be achieved by attracting new clients through offering competitive interest rates for savings accounts, a strategic marketing plan, and referral programs.

The second goal is to escalate customer investments in fixed deposit accounts by 15%. This will be accomplished through targeted advertising campaigns, offering referral bonuses for fixed deposit account referrals and promotional rates for the new accounts.

The third and final aim targets the deployment of two innovative, high-yield financial products by the next quarter. The strategy for this goal includes developing a proposal for two high-yield financial products, designing a strategic product launch plan, and testing product feasibility and potential profitability.

Accomplishing these initiatives will not only improve the company's financial health, but also the attraction and retention of new customers, setting a strong foundation for future growth and success.

ObjectiveBoost the overall interest income
KRSecure 10% growth in savings account balances by attracting new clients
Offer competitive interest rates for savings accounts
Develop a marketing strategy to attract new potential clients
Implement customer referral programs
KRIncrease customer investment in fixed deposit accounts by 15%
Initiate targeted advertising campaigns for fixed deposits
Offer referral bonuses for fixed deposit account referrals
Implement promotional rates for new fixed deposit accounts
KRLaunch 2 innovative, high-yield financial products by next quarter
Develop a proposal for two high-yield financial products
Prepare a strategic product launch plan
Test product feasibility and potential profitability

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.

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