OKR template to centralize prospecting features within a singular client intelligence hub
Your OKR template
The second outcome proposed in this OKR is to better streamline system usability by reducing feedback-reported issues by a whopping 50%. Tactics to be used include making significant improvements in system testing before the release of any products, prioritizing and resolving system issues reported via feedback and initiating regular reviews of user experience followed by appropriate adjustments.
Another major target is to consolidate all prospecting tools into a single platform by the end of the quarter. This simplification process is designed to facilitate user navigation and improve productivity. The initiatives to achieve this involve migrating all tools to the selected platform, assessing and selecting the most appropriate platform, and identifying features that need to be integrated into the unified platform.
The overall goal of this OKR is not just about centralization, but also about improving user interface and tackling system usability issues to improve user experience and grow active user count. This approach showcases the importance of customer-centric strategies for growth and retention.
ObjectiveCentralize prospecting features within a singular client intelligence hub
KRIncrease active user count in consolidated platform by 30%
Implement a robust marketing strategy to attract new users- Develop engaging user content to retain current users
- Improve user interface for enhanced user experience
- KRImprove system usability by reducing feedback-reported issues by 50%
- Enhance system testing before product releases
- Prioritize and resolve critical feedback-reported system issues
- Initiate regular user experience reviews and adjustments
- KRConsolidate all prospecting tools into single platform by end of quarter
- Migrate all tools to chosen platform
- Evaluate and select suitable platform
- Identify features needs and requirements for a unified platform
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