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OKR template to enhance efficiency and speed of the help desk process

public-lib · Published 8 months ago

Your OKR template

This OKR aims to enhance the efficiency and speed of help desk operations. It's centered on three main objectives. First, a new help desk software will be implemented to streamline ticket management, involving software selection, importing existing tickets into it, and training the team.

Secondly, 75% of the help desk staff will be trained in speed-centered operations. This will involve a round of staff training sessions, formulation of quick-response procedures, and selecting the majority of the team for such training.

Thirdly, a reduction of average initial response time by 30% is planned. A more efficient customer service procedure will be established. The response times will be tracked and regularly evaluated, and the staff will be trained in rapid response methods.

Overall, the OKR is oriented on improving the speed and effectiveness of help desk operations, thereby enhancing customer satisfaction.
  • ObjectiveObjectiveEnhance efficiency and speed of the help desk process
  • Key ResultKRImplement a new help desk software to streamline ticket management
  • TaskTransition current tickets to new system
  • TaskResearch and select appropriate help desk software
  • TaskTrain support team on new software usage
  • Key ResultKRTrain 75% of help desk staff in revised speed-focused procedures
  • TaskImplement staff training sessions on procedures
  • TaskDevelop revised speed-focused procedures
  • TaskIdentify 75% of help desk staff for training
  • Key ResultKRDecrease average initial response time by 30%
  • TaskImplement streamlined customer service procedures
  • TaskRegularly monitor and evaluate response times
  • TaskTrain staff on efficient response techniques
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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