OKR template to streamline service requests via self-service platform
Your OKR template
Another objective is to train 80% of clients on the new self-service system within a 30-day period. The initiatives planned to achieve this include scheduling and conducting training sessions for clients, tracking and following up with clients who have not been trained, and coming up with a comprehensive training plan.
The final objective lies in having a user-friendly self-service portal, which includes all service request features, live within 60 days. The steps to achieve this include designing the layout and structure of the portal, developing the portal with all necessary features, as well as testing for usability and making necessary improvements.
Overall, the OKR aims to increase efficiency and convenience for customers, using automated tools to cut down the time spent on manual requests. The aim is also to ensure a smooth transition for clients through adequate training, and to offer a user-friendly interface on the platform.
ObjectiveStreamline service requests via self-service platform
KRDecrease manual service requests by 70% through successful self-service implementation
Develop comprehensive, user-friendly online self-service tools- Train customers to utilize self-service effectively
- Monitor and improve self-service system constantly
- KRTrain 80% of clients on the new self-service request system within 30 days
- Schedule and conduct training sessions for clients
- Track and follow up with untrained clients
- Develop a comprehensive training plan for the new system
- KRImplement a user-friendly self-service portal with all service request features by 60 days
- Design layout and structure for self-service portal
- Develop portal with all service request features
- Test portal usability and implement improvements
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