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OKR template to improve Advisory NPS through baseline measurement and analysis

public-lib · Published 9 months ago

Your OKR template

The OKR aims to enhance Advisory Net Promoter Score (NPS) through accurate measurement and analysis. The primary objective is to establish and execute targeted improvement strategies developed through the insights obtained from Advisory NPS.

The first important outcome of the OKR is to develop strategies addressing the identified weaknesses. The procedures to achieve this include systematic implementation of improvement strategies and deep analysis of the Advisory NPS feedback.

Another important outcome is to gather Advisory NPS data through a comprehensive customer satisfaction survey. The initiatives involved include developing and sending out an effective survey to existing advisory customers, followed by the analysis of the survey results.

The process also includes thorough analysis and comparison of Advisory NPS scores across different customer segments. Initiatives for this process entail segmenting customers accurately, analyzing individual segment scores and comparing them across all segments for comprehensive understanding.
  • ObjectiveObjectiveImprove Advisory NPS through baseline measurement and analysis
  • Key ResultKRDevelop and implement targeted improvement strategies based on Advisory NPS insights
  • TaskImplement the planned improvement strategies systematically
  • TaskAnalyze Advisory NPS feedback to identify areas for improvement
  • TaskDevelop strategies to address identified weaknesses
  • Key ResultKRConduct customer satisfaction survey to gather Advisory NPS data
  • TaskDevelop a comprehensive customer satisfaction survey
  • TaskSend survey to existing advisory customers
  • TaskAnalyze survey results for NPS data
  • Key ResultKRAnalyze and compare Advisory NPS scores across different customer segments
  • TaskAnalyze Advisory NPS scores for each segment
  • TaskCategorize customers into different segments
  • TaskCompare NPS scores across all segments
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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