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OKR template to increase efficiency in customer support process

public-lib · Published 5 months ago

Your OKR template

This OKR focuses on increasing the efficiency of the customer support process. Three key objectives have been planned to drive this effort. Firstly, training is to be 100% completed by the support team on the new support workflows. To achieve it, training materials are developed, organized sessions are scheduled, and the teams' application of new processes post-training is monitored.

Secondly, they aim to reduce the average ticket resolution time by 20%. Effective collaboration, improved problem-solving skills, and automation tools lead to streamlined ticket resolution. Through training sessions, communication between teams is anticipated to be enhanced, improving the overall efficiency.

The third objective revolves around increasing first-call resolution, targeting 80%. Comprehensive training for customer service representatives, investing in better CRM software, and monitoring and feedback on calls serve as initiatives for this goal. The combined effect of these three initiatives is expected to improve the rate of first-call resolutions significantly.

Finally, the score format used to measure the success of this OKR is a percentage. From start to finish, progress will be carefully recorded and reported as a percentage. This allows for a clear, concise view of the OKR's success and creates a more tangible way of communicating its results.
  • ObjectiveObjectiveIncrease efficiency in customer support process
  • Key ResultKRTrain 100% of support team on new support process workflows
  • TaskMonitor staff's application of new processes post-training
  • TaskSchedule mandatory training sessions for support team
  • TaskDevelop comprehensive training materials on new workflows
  • Key ResultKRReduce average ticket resolution time by 20%
  • TaskImprove collaboration and communication within teams
  • TaskImplement training sessions to enhance problem-solving skills
  • TaskStreamline ticket resolution process with automation tools
  • Key ResultKRIncrease first-call resolution rate to 80%
  • TaskImplement comprehensive training for customer service representatives
  • TaskInvest in improved CRM software for customer tracking
  • TaskMonitor calls and provide feedback for continuous improvement
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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