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OKR template to enhance accountability and coordination in onboarding and calls

public-lib · Published 6 months ago

Your OKR template

The OKR seeks to enhance accountability and coordination during onboarding and calls. The first objective is to decrease the time needed for new employees to onboard by 25%. Initiatives include using online platforms for remote onboarding, implementing a compact training program, and assigning mentors to guide the new hires.

The second objective aims to reduce late or missed calls by 30%, in an effort to improve productivity and communication. This is to be achieved through promoting responsibility amongst team members, setting up a strict call schedule, and implementing an automatic notification system for an upcoming call.

Thirdly, this scheme plans to increase the customer call resolution rate to 90%, thus resulting in resolving more customer queries faster. This goal is pursued by monitoring calls consistently, providing regular feedback, conducting specialized trainings for the customer service agents and establishing customer resolution best practice guidelines. This fosters a culture of prompt customer service which is vital in any team.

Overall, the OKR focuses on streamlining and optimizing processes in onboarding and call coordination. This is instrumental in improving communication, boosting productivity, and advancing customer service quality. These improvements can promote a well-coordinated and highly accountable team, efficient in handling tasks and tackling challenges.
  • ObjectiveObjectiveEnhance accountability and coordination in onboarding and calls
  • Key ResultKRDecrease new employees’ onboarding time by 25%
  • TaskUse online tools for remote onboarding
  • TaskImplement an intensive, compact structured training program
  • TaskAssign mentors to guide new hires
  • Key ResultKRReduce missed or late calls by 30%
  • TaskPromote accountability among team members for timely responses
  • TaskEstablish a strict schedule for all calls
  • TaskImplement a reliable automated notification system for upcoming calls
  • Key ResultKRIncrease customer call resolution rate to 90%
  • TaskMonitor calls regularly and provide feedback
  • TaskConduct specialized training for customer service agents
  • TaskImplement customer resolution best practice guidelines
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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