OKR template to successful migration of accounts to the new portal
Your OKR template
The second objective is geared towards migrating 70% of accounts to the new portal within the first month. This is facilitated by meticulous monitoring of the migration process and prompt rectification of any issues. Also, identification of transition-ready accounts for migration and implementation of an effective migration strategy are regarded as vital.
The third outcome is to limit customer complaints related to migration to less than 5%. A thorough migration guide for customers would be provided, as well as robust pre-migration customer communication. Ameliorating post-migration customer support services is also one of the initiatives.
The title of this OKR is "Successful migration of accounts to the new portal." This implies that the focus will be on efficiently moving customers' accounts to a new portal while ensuring the customers are well-trained and comfortable with the new platform, with minimal migration-related complaints.
ObjectiveSuccessful migration of accounts to the new portal
KRTrain 90% of customers on the new portal's usage and features by end of the quarter
Follow up with customers post-webinar to assess learning and reinforce training- Develop comprehensive training materials for the new portal's usage and features
- Schedule and conduct training webinars for customers on new portal
- KRAchieve 70% accounts migration within the first month of the quarter
- Monitor migration process, rectify any issues promptly
- Identify all transition-ready accounts for migration
- Develop and implement a comprehensive migration strategy
- KRMinimize migration-related customer complaints to less than 5%
- Provide detailed migration guide to customers
- Implement comprehensive pre-migration customer communication
- Enhance post-migration customer support services
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