OKR template to implement CX platform (Service Now)
Your OKR template
The strategy to realize the objective involves developing a configuration plan, implementing and testing changes in the Service Now setup, and identifying business needs not met by the current system. This will involve an in-depth analysis of the existing business processes, user requirements, and system configuration needs.
Once the system is tailored to meet the business needs, the next target is to launch it for all departments. This aspect of the OKR includes implementing a company-wide communication strategy, ensuring that post-launch technical support is available, and organizing comprehensive training sessions for employees in all departments.
The last part of the OKR is concentrated on effectively familiarizing team members with the new system. Initiatives under this include identifying team members that require training, monitoring their proficiency after training, and arranging relevant training sessions to boost their proficiency in Service Now.
ObjectiveImplement CX platform (Service Now)
KRCustomize Service Now to meet business needs
Develop configuration plan to address identified business needs- Implement and test changes in Service Now setup
- Identify specific business needs lacking in current Service Now configuration
- KRSuccessfully launch Service Now for all departments
- Implement a company-wide communication strategy
- Ensure adequate technical support is available post-launch
- Arrange comprehensive training sessions for all departmental employees
- KRTrain all relevant team members on using Service Now effectively
- Identify team members that require Service Now training
- Monitor and assess team members' post-training proficiency
- Arrange training sessions on using Service Now
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