OKR template to boost Overall Account Health

public-lib · Published 4 months ago

Your OKR template

The OKR titled "Boost Overall Account Health" focuses on three major objectives. The first one aims to increase the number of active accounts by 20%. To achieve this, strategies such as implementation of a referral program, execution of targeted marketing campaigns, and enhancing user experience have been outlined.

The second objective focuses on reducing overdue balanced by 30%. Initiatives to achieve this include the enhancement of reminders and notices for payments due, implementation of stricter payment deadlines that are communicated clearly, and offering incentives for payments made early or on time.

The third objective seeks to align 90% of accounts with compliance standards. This can be reached by arranging training on compliance standards for the account management team, implementing updates necessary for account standard alignment, and conducting individual reviews of existing accounts for compliance.

In essence, this OKR revolves around improving account activity, reducing unpaid balances and ensuring compliance, all of which contribute towards boosting overall account health.

ObjectiveBoost Overall Account Health
KRIncrease active account numbers by 20%
Implement a referral program to encourage current users to recruit others
Execute targeted marketing campaigns to attract potential users
Enhance user experience for higher customer satisfaction and retention
KRReduce overdue balances by 30%
Enhance reminders and notices for due payments
Implement stricter payment deadlines and announce them clearly
Offer incentives for early or on-time payments
KRAlign 90% of accounts with compliance standards
Arrange training on compliance standards for account management team
Implement necessary updates to align accounts with standards
Conduct individual reviews of existing accounts for compliance

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