OKR template to boost IDV completion success for business clientele

public-lib · Published 6 months ago

Your OKR template

The primary aim of this OKR is to enhance the completion success rate of identity verification (IDV) for business clients. The ultimate goal is to achieve a 20% improvement in successful IDV attempts by the end of the next quarter. To that effect, no initiatives have been provided.

Another vital objective is focused on user experience. The aim is to increase client satisfaction survey scores by 25%. This objective is anchored on initiatives like enhancing customer service response times, initiating feedback loops for continuous improvement, and revamping the website layout.

The third critical objective aims to reduce errors in the IDV process by 15% within the next quarter. This is geared towards ensuring smoother and efficient IDV procedures. This objective will be bolstered by initiatives such as implementing targeted training, reviewing and analyzing errors in the current IDV process, and regular monitoring and adjustment of the IDV process.

The overall idea of the OKR is to bolster the company's IDV process for business clients, improve user experience, and increase customer satisfaction. This aims to deliver better business outcomes and build stronger relationships with clients, ultimately leading to business growth.

ObjectiveBoost IDV completion success for business clientele
KRAchieve a 20% increase in successful IDV attempts by end of next quarter
KRImprove user experience leading to a 25% increase in client satisfaction survey scores
Enhance customer service response times and quality
Initiate regular customer feedback loops for continuous improvement
Revamp website layout for easy navigation and quick access
KRReduce by 15% the errors in the IDV process in the next quarter
Implement targeted training to address identified issues
Review and analyze errors in current IDV process
Monitor and adjust the IDV process regularly

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.

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