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3 OKR examples for Effective Onboarding

What are Effective Onboarding 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.

Formulating strong OKRs can be a complex endeavor, particularly for first-timers. Prioritizing outcomes over projects is crucial when developing your plans.

We've tailored a list of OKRs examples for Effective Onboarding 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.

How to write your own Effective Onboarding OKRs

Option 1. Turn ideas into OKRs with Tability AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here.

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.

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.

AI feedback for OKRs in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

Tability 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.

Effective Onboarding OKRs examples

We've added many examples of Effective Onboarding Objectives and Key Results, but we did not stop there. Understanding the difference between OKRs and projects is important, so we also added examples of strategic initiatives that relate to the OKRs.

Hope you'll find this helpful!

OKRs to develop high-performing distribution teams via effective hiring and onboarding

  • ObjectiveDevelop high-performing distribution teams via effective hiring and onboarding
  • KRAchieve a 90% retention rate among new hires after the first 90 days
  • TaskEstablish clear communication between management and employees
  • TaskRegularly provide constructive feedback and support
  • TaskImplement an effective onboarding process for new hires
  • KRImplement a comprehensive onboarding program for 100% of new hires
  • TaskIdentify essential company knowledge for comprehensive onboarding
  • TaskCompile resources and material for onboarding program
  • TaskSchedule onboarding sessions for all new hires
  • KRIncrease the recruitment of qualified candidates by 30%
  • TaskLeverage LinkedIn for headhunting and networking
  • TaskEnhance job advertisements to attract more qualified applicants
  • TaskAttend industry-specific career fairs and conventions

OKRs to boost the effectiveness of SaaS onboarding process

  • ObjectiveBoost the effectiveness of SaaS onboarding process
  • KRElevate customer's successful onboarding completion rate by 20%
  • TaskIntroduce interactive tutorials and guides
  • TaskImplement a structured follow-up system for user assistance
  • TaskSimplify the onboarding process to decrease user confusion
  • KRImprove feedback ratings on customer onboarding experience by 15%
  • TaskImplement needed improvements based on customer feedback
  • TaskDevelop a comprehensive onboarding guide for new customers
  • TaskInitiate customer satisfaction surveys post-onboarding
  • KRReduce the average time for onboarding completion by 30%
  • TaskImplement efficient, digital onboarding tools
  • TaskStreamline the onboarding process by removing unnecessary steps
  • TaskOffer comprehensive training for new hires

OKRs to ensure Successful Onboarding onto Salesforce Marketing Cloud (SFMC)

  • ObjectiveEnsure Successful Onboarding onto Salesforce Marketing Cloud (SFMC)
  • KRComplete SFMC essential training modules with a score of 85% within the first month
  • TaskReview and understand SFMC course materials
  • TaskAim to achieve a minimum 85% score
  • TaskComplete all necessary training modules
  • KRSuccessfully set up 3 marketing campaigns using SFMC by the second month
  • TaskImplement campaigns using Salesforce Marketing Cloud (SFMC)
  • TaskIdentify objectives and target audience for each marketing campaign
  • TaskCreate engaging content tailored to each campaign objective
  • KRAttain a 20% increase in marketing campaign effectiveness using SFMC by quarter-end
  • TaskImplement and test new strategies in SFMC
  • TaskEvaluate past SFMC campaign data to identify improvement areas
  • TaskDevelop new strategies based on data insights

Effective Onboarding 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

Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.

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

Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.

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 Effective Onboarding 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:

Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, once you get comfortable you can graduate to a proper OKRs-tracking tool.

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 Effective Onboarding OKR templates

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

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