OKR template to implement effective annual success plans
Your OKR template
Another crucial target within this OKR is to establish rapport with ten unique strategic account drivers. This entails initiating contact, introducing yourself, and establishing a connection. It also incorporates identifying and researching ten key strategic account drivers and maintaining regular communication, thereby demonstrating an understanding of their business needs.
The third key target of this OKR is developing and solidifying five long-term strategies for major accounts. This incorporates identifying the top five major accounts in need of strategic development, reviewing and revising strategies regularly to assure ongoing effectiveness as well as developing strategies that focus on long-term client growth and retention.
Therefore, the main goal of this OKR is to adopt a holistic approach to improving relationships with key account holders, implementing strategic plans that are consumer-focused, and developing long-term strategies that promote client growth and retention.
ObjectiveImplement effective annual success plans
KRGet 80% positive feedback on implemented success plans from account holders
Regularly solicit feedback on the success plan from account holders- Adjust and improve the success plan based on the collected feedback
- Implement a robust, customer-focused success plan for account holders
- KREstablish rapport with 10 unique strategic account drivers
- Initiate contact, introduce self, and establish connection
- Identify and research 10 key strategic account drivers
- Maintain regular communication and demonstrate understanding of their business needs
- KRDevelop and solidify 5 long-term strategies for major accounts
- Identify top 5 major accounts needing strategic development
- Regularly review and revise strategies to assure ongoing effectiveness
- Establish strategies focusing on long-term client growth and retention
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