7 customisable OKR examples for Client Relationship Management Team

What are Client Relationship Management Team OKRs?

The OKR acronym stands for Objectives and Key Results. It's a goal-setting framework that was introduced at Intel by Andy Grove in the 70s, and it became popular after John Doerr introduced it to Google in the 90s. OKRs helps teams has a shared language to set ambitious goals and track progress towards them.

Crafting effective OKRs can be challenging, particularly for beginners. Emphasizing outcomes rather than projects should be the core of your planning.

We've tailored a list of OKRs examples for Client Relationship Management Team to help you. You can look at any of the templates below to get some inspiration for your own goals.

If you want to learn more about the framework, you can read our OKR guide online.

Building your own Client Relationship Management Team OKRs with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own OKRs.

Our customisable Client Relationship Management Team OKRs examples

You will find in the next section many different Client Relationship Management Team Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).

Hope you'll find this helpful!

1. OKRs to enhance client relationships through memorable Christmas gifts

2. OKRs to enhance overall client satisfaction and relationship

3. OKRs to enhance the quality of client communication

4. OKRs to enhance provision of advisory services

5. OKRs to enhance the efficiency and effectiveness of legal service delivery

6. OKRs to enhance technical solution delivery for customer projects

7. OKRs to enhance strategic partnerships through relationship management

Client Relationship Management Team OKR best practices to boost success

Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Here are a couple of best practices extracted from our OKR implementation guide 👇

Tip #1: Limit the number of key results

The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the OKRs.

We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.

Tability's audit dashboard will highlight opportunities to improve OKRs

Tip #2: Commit to weekly OKR check-ins

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.

Being able to see trends for your key results will also keep yourself honest.

Tability's check-ins will save you hours and increase transparency

Tip #3: No more than 2 yellow statuses in a row

Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.

As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.

Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.

How to turn your Client Relationship Management Team OKRs in a strategy map

OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full benefits from the framework. Reviewing progress periodically has several advantages:

• It brings the goals back to the top of the mind
• It will highlight poorly set OKRs
• It will surface execution risks
• It improves transparency and accountability

Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKR platform to make things easier.

Tability's Strategy Map makes it easy to see all your org's OKRs

If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.

More Client Relationship Management Team OKR templates

We have more templates to help you draft your team goals and OKRs.

• OKRs to bolster Finance Department's role in Corporate Social Responsibility (CSR) drives
  corporate-social-responsibilitydigitizationfinance-department-staffdepartment-leaderstraining-teamdigital-transition-team
• OKRs to establish unparalleled data leak protection solution
  data-securityencryption-systemscybersecurity-specialistr&d-team-membercybersecurity-teamr&d-team
• OKRs to enhance skills to become a proficient Shopify app developer
  shopify-app-developmentuser-experienceshopify-app-developerquality-assurance-engineerdevelopment-teammarketing-team
• OKRs to enhance health outcomes for all patients
  patient-satisfactionpreventive-carehealthcare-administratorprimary-healthcare-providerdischarge-planning-teampatient-care-team
• OKRs to be the employer of choice in our industry
  hrhuman-resources
• OKRs to increase sales conversion from YouTube views
  youtubesales-conversionyoutube-seo-specialistvideo-content-producercontent-creation-teamdigital-marketing-team

OKRs resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.

• To learn: What is the meaning of OKRs
• Blog posts: ODT Blog
• Success metrics: KPIs examples