OKR template to enhance protection of vulnerable customers against fraud
Your OKR template
Moreover, the objective specifies a 40% decrease in fraud events involving vulnerable customers. For this, implementing stern identity checking procedures throughout customer transactions, upgrading the fraud detection software for enhanced recognition of suspicious activities, and introducing fraud recognition and prevention training for the workforce are the suggested strategies.
The final objective details the execution of a special step-by-step assistance scheme for a majority (90%) of the recognized vulnerable customers. The OKR stresses on precisely identifying customers who fall into this category, developing an assistance program specifically designed to their requirements, and giving relevant training to the staff responsible for delivering the program.
In order to successfully achieve this OKR, all procedures were measured from 0 to 100%, indicating that full completion or progress to completion is to be tracked for each process.
ObjectiveEnhance protection of vulnerable customers against fraud
KRTrain 100% of customer service representatives on fraud detection and prevention
Monitor and evaluate participants' understanding and application- Develop comprehensive fraud detection and prevention training program
- Schedule mandatory training sessions for all representatives
- KRDecrease fraud incidents among vulnerable customers by 40%
- Implement stronger identity verification measures for customer transactions
- Enhance fraud detection software to identify suspicious activities
- Develop fraud awareness and prevention training for staff
- KRImplement a guided session program for 90% of identified vulnerable customers
- Identify customers who are deemed vulnerable
- Develop guided session program tailored to their needs
- Train staff in delivering the program
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