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tability.ioWhat are Customer Insights Team OKRs?
The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.
Writing good OKRs can be hard, especially if it's your first time doing it. You'll need to center the focus of your plans around outcomes instead of projects.
We have curated a selection of OKR examples specifically for Customer Insights Team to assist you. Feel free to explore the templates below for inspiration in setting your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
Customer Insights Team OKRs examples
You will find in the next section many different Customer Insights 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!
OKRs to gain comprehensive insights about customer needs
ObjectiveGain comprehensive insights about customer needs
KRAnalyze data from 200 survey responses for quantitative insights
Use software tools to distill quantitative insights- Identify numerical data for statistical analysis
- Compile and organize all survey responses in a spreadsheet
- KRConduct at least 50 individual customer interviews for qualitative understanding
- Develop a questionnaire for qualitative feedback
- Conduct and record individual customer interviews
- Identify a list of 50 customers for interviews
- KRDevelop and present a detailed customer needs report to share insights
- Research and gather data on customer behavior and demands
- Create a compelling presentation detailing customer insights
- Analyze data to identify main customer needs and trends
OKRs to enhance understanding of customer needs and expectations through surveys
- ObjectiveEnhance understanding of customer needs and expectations through surveys
- KRConduct a survey with at least 500 unique customer responses
- Develop a relevant and concise questionnaire for customers
- Identify and select diverse channels to distribute the survey
- Organize and analyze the gathered survey responses
- KRIdentify and categorize top 3 common customer needs and expectations
- Analyze survey data to identify top 3 needs
- Categorize these needs for future reference
- Conduct a survey to identify common customer needs
- KRImplement at least 2 changes in strategy or offering based on the survey insights
- Analyze survey results to identify key insights
- Apply changes to business offering
- Develop a plan to implement strategy changes
OKRs to foster customer-centric culture through UX insights
- ObjectiveFoster customer-centric culture through UX insights
- KRConduct 3 UX training sessions for all team members achieving 85% attendance
- Send reminders and materials related to training sessions in advance
- Follow-up to ensure 85% attendance was achieved in all sessions
- Schedule 3 UX training sessions to suit all team members' availability
- KRImplement weekly UX insights discussion forums, promoting 75% total team participation
- Set a goal of 75% total team participation
- Promote forums to encourage team engagement
- Schedule weekly UX insights discussion forums
- KREnhance customer satisfaction by 15% through UX improvements informed by team input
- Monitor and evaluate customer feedback to measure efficacy
- Initiate regular team brainstorming sessions on UX improvements
- Implement team's suggested UX enhancements
How to write your own Customer Insights Team OKRs
1. Get tailored OKRs with an AI
You'll find some examples below, but it's likely that you have very specific needs that won't be covered.
You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.
- 1. Go to Tability's plan editor
- 2. Click on the "Generate goals using AI" button
- 3. Use natural language to describe your goals
Tability will then use your prompt to generate a fully editable OKR template.
Watch the video below to see it in action 👇
Option 2. Optimise existing OKRs with Tability Feedback tool
If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.
- 1. Go to Tability's plan editor
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on "Generate analysis"
Tability's Strategy Map makes it easy to see all your org's OKRsTability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.
You can then decide to accept the suggestions or dismiss them if you don't agree.
Option 3. Use the free OKR generator
If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.
Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.
Customer Insights Team OKR best practices
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.
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.
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 track your Customer Insights Team OKRs
Your quarterly OKRs should be tracked weekly in order to get all the benefits of the OKRs 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.
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 Customer Insights Team OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to streamline Sign in and Registration process on eCommerce Website
- OKRs to create a genAI-based protocol design and study feasibility tool
- OKRs to significantly reduce reported risks
- OKRs to optimize vendor management for talent acquisition
- OKRs to implement runtime configurability of features
- OKRs to enhance travel efficiency and punctuality