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OKR template to achieve higher NPS and CSAT ratings

public-lib · Published 6 months ago

Your OKR template

The OKR is focused on enhancing NPS (Net Promoter Score) and CSAT (Customer Satisfaction) scores. Improved problem-solving and communication skills through the training of the customer service team are critical. Several initiatives planned for it include scheduling training sessions, identifying the skill gaps amongst the team members, and finding or developing a suitable training program.

Another key objective is to design and implement a proactive feedback system to address customer concerns. To effectively accomplish this, the customer service team must be trained on handling and implementing customer feedback. Therefore, creating a user-friendly online platform for customer feedback and consistently reviewing and addressing customer feedback are part of the strategies.

The ambition to increase customer satisfaction by 10% through optimizing service processes is also highlighted. The initiatives to achieve this would consist of a customer feedback mechanism to improve service, conducting staff training on customer relations and service efficiency, and streamlining service processes to reduce customer waiting times.

Overall, this OKR is centered on two primary goals - improving customer satisfaction and enhancing the effectiveness of the customer service team. It involves a combination of training, effective feedback mechanisms, and streamlined service processes to achieve the desired NPS and CSAT ratings.
  • ObjectiveObjectiveAchieve higher NPS and CSAT ratings
  • Key ResultKRProvide training for customer service team to improve problem-solving and communication skills
  • TaskSchedule and administer training sessions
  • TaskIdentify the skill gaps among the customer service team members
  • TaskFind or develop a suitable training programme
  • Key ResultKRImplement a feedback system to address customer concerns proactively
  • TaskTrain staff on handling and implementing feedback
  • TaskDevelop a user-friendly online platform for customer feedback
  • TaskRegularly review and address customer feedback
  • Key ResultKRIncrease customer satisfaction by 10% through optimizing service processes
  • TaskImplement customer feedback system for service improvement suggestions
  • TaskConduct staff training on customer relations and service efficiency
  • TaskStreamline service processes to minimize customer waiting times
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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