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OKR template to optimized management of Service and Admin accounts lifecycle

public-lib · Published 4 months ago

Your OKR template

The primary thrust of this OKR is directed towards improvements in the management of service and admin account lifecycles. The initial objective is to reduce the incidences related to life cycle management by 50% in the forthcoming quarter, intending to make things run more smoothly and with fewer interruptions.

This improvement will be achieved through constant audits of the lifecycle management system, streamlining processes with automated tools, and comprehensive incident management training for all staff. These actions will prevent mismanagement and improve overall efficiency within the system, enhancing service delivery.

Another key element of this is achieving a 90% rate of user satisfaction in managing their accounts on the new automated system. The primary approach to accomplishing this is by implementing changes based directly on client feedback, regularly reviewing user experience for system enhancement, and improving help-desk support.

Finally, all processes for creating new accounts are set to be completely automated by the end of the quarter. This will be achieved by training staff on this new process, identifying suitable software for automating account creation, testing, and refining the new automated system.
  • ObjectiveObjectiveOptimized management of Service and Admin accounts lifecycle
  • Key ResultKRReduce lifecycle management related incidences by 50% in the next quarter
  • TaskIncrease regular audits of lifecycle management system
  • TaskStreamline lifecycle management processes with automated tools
  • TaskImplement comprehensive incident management training for all staff
  • Key ResultKR Achieve 90% user satisfaction in managing their accounts on new automated system
  • TaskImplement changes based on client feedback surveys
  • TaskIncrease system's usability via regular user-experience reviews
  • TaskProvide efficient, easily accessible help-desk support
  • Key ResultKRImplement a 100% automated process for creating accounts by the end of quarter
  • TaskTrain staff on the new process
  • TaskIdentify software for automating account creation
  • TaskTest and refine automated process system
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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