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tability.ioWhat are 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 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.
Onboarding OKRs examples
You'll find below a list of Objectives and Key Results templates for Onboarding. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.
Hope you'll find this helpful!
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%
- Introduce interactive tutorials and guides
- Implement a structured follow-up system for user assistance
- Simplify the onboarding process to decrease user confusion
- KRImprove feedback ratings on customer onboarding experience by 15%
- Implement needed improvements based on customer feedback
- Develop a comprehensive onboarding guide for new customers
- Initiate customer satisfaction surveys post-onboarding
- KRReduce the average time for onboarding completion by 30%
- Implement efficient, digital onboarding tools
- Streamline the onboarding process by removing unnecessary steps
- Offer comprehensive training for new hires
OKRs to successfully prepare for next country onboarding
- ObjectiveSuccessfully prepare for next country onboarding
- KREstablish and sustain an 80% progress on the designated onboarding implementation plan
- Implement continuous communication system for feedback
- Set key metrics to track onboarding plan progress
- Regularly review and adjust strategies as needed
- KRIdentify and resolve 90% of potential logistical issues in target country
- Conduct thorough research on the target country's logistics
- Develop solutions and implement changes to resolve issues
- Identify potential logistical issues from gathered data
- KRCarry out 3 comprehensive training sessions for onboarding team
- Develop a detailed curriculum for the three training sessions
- Schedule and organize the three training sessions
- Conduct follow-up assessments after each session
OKRs to improve talent onboarding and retention strategies
- ObjectiveImprove talent onboarding and retention strategies
- KRDecrease new hire turnover rate by 20%
- Establish a mentorship program for new employees
- Implement a comprehensive and engaging orientation program
- Improve the company's benefits and compensation package
- KRImplement improved onboarding program leading to 95% new hire satisfaction
- Develop an interactive, comprehensive orientation for new hires
- Survey new hires to identify areas needing improvement
- Regularly update onboarding materials based on feedback
- KRIncrease retention rate to 90% among employees within their first year
- Create clear advancement opportunities within the company
- Implement comprehensive onboarding program for new hires
- Regularly conduct employee satisfaction surveys
OKRs to increase platform onboarding efficiency
- ObjectiveIncrease platform onboarding efficiency
- KRIncrease user satisfaction rating for onboarding process to 4.5 out of 5
- KRAchieve 95% completion rate for onboarding tasks
- KRDecrease average onboarding time by 10%
- KRReduce onboarding support tickets by 20% through improved self-service resources
- Implement a user-friendly FAQ page addressing common onboarding queries and concerns
- Develop video tutorials to visually guide users through the onboarding process
- Revamp knowledge base content with clear and detailed instructions for onboarding steps
- Conduct regular surveys to gather feedback and identify areas for further improvement
OKRs to develop a top-notch, innovative onboarding system in the company
- ObjectiveDevelop a top-notch, innovative onboarding system in the company
- KREvaluate effectiveness through 30% decrease in initial training completion time
- Compare new times to previous results for improvement
- Implement a new training method aimed at efficiency
- Monitor and record initial training completion times
- KRAchieve 20% improvement in new hire retention after 90 days
- Establish a mentorship program for new hires
- Monitor progress and give feedback regularly
- Implement a comprehensive onboarding and training program
- KRDesign and implement new onboarding program for 80% of new hires by quarter-end
- Develop a comprehensive onboarding schedule for new hires
- Implement and monitor the new onboarding program
- Identify key skill areas to cover in the onboarding program
OKRs to enhance accountability and coordination in onboarding and calls
- ObjectiveEnhance accountability and coordination in onboarding and calls
- KRDecrease new employees’ onboarding time by 25%
- Use online tools for remote onboarding
- Implement an intensive, compact structured training program
- Assign mentors to guide new hires
- KRReduce missed or late calls by 30%
- Promote accountability among team members for timely responses
- Establish a strict schedule for all calls
- Implement a reliable automated notification system for upcoming calls
- KRIncrease customer call resolution rate to 90%
- Monitor calls regularly and provide feedback
- Conduct specialized training for customer service agents
- Implement customer resolution best practice guidelines
OKRs to transform the pre-start employee journey after offer acceptance
- ObjectiveTransform the pre-start employee journey after offer acceptance
- KRDesign and implement a new digital onboarding platform for 90% user satisfaction
- Develop a user-friendly and interactive design for platform
- Conduct regular user satisfaction surveys and adjust accordingly
- Identify user requirements and expectations for the onboarding platform
- KRAchieve a 30% reduction in time-to-productivity for new hires
- Provide industry-specific training immediately
- Assign new hires a mentor for guidance
- Implement a comprehensive, streamlined onboarding process
- KRReduce open query rates by 70% through proactive communication
- Implement an automated response system for instant replies
- Develop an FAQ section addressing common queries
- Implement a routine for regular client updates on query status
OKRs to minimize customer touchpoints during onboarding
- ObjectiveMinimize customer touchpoints during onboarding
- KRDecrease customer contact rate by 25% throughout the onboarding process
- Automate common queries using chatbots
- Implement a self-service portal for customers
- Develop a comprehensive FAQ section
- KRImplement a self-service portal to handle at least 30% of inquiries
- Promote portal usage to customers via various channels
- Train staff to update and maintain the portal's content
- Identify software for creating a user-friendly self-service portal
- KRIncrease first call resolution rate to 60% or higher
- Implement policies for effective call handling
- Regularly review and improve scripts
- Provide comprehensive training for customer service representatives
OKRs to establish an efficient 30-day onboarding program for new hires
- ObjectiveEstablish an efficient 30-day onboarding program for new hires
- KRSuccessfully onboard 90% of new hires within the stipulated 30-day time frame
- Develop an efficient, comprehensive onboarding process
- Monitor progress and address queries promptly
- Assign mentors to guide new hires
- KRDevelop comprehensive training material covering all job roles by week 4
- Complete drafting of all training material by week 3
- Design outline for individual role-specific training materials
- Identify all job roles and requirements within the organization
- KRAchieve above 85% new hire satisfaction rate post onboarding program completion
- Use feedback to continuously improve the onboarding process
- Survey new hires after program completion regularly
- Implement a comprehensive, engaging onboarding program
OKRs to optimize onboarding process for call center recruits
- ObjectiveOptimize onboarding process for call center recruits
- KRReduce new hire training period by 15%
- Develop concise, effective training materials
- Streamline onboarding with a mentorship program
- Implement intensive, job-specific training sessions
- KREnsure 100% of new hires complete a capsule project within the first week
- Provide necessary resources and support to new hires
- Create a tracking system to monitor project completion
- Develop and distribute a standard capsule project for all new hires
- KRAchieve 95% new hire satisfaction with the onboarding process
- Conduct satisfaction surveys post-onboarding
- Implement a comprehensive onboarding program
- Address feedback to improve the process
How to write your own Onboarding 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 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.
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
Focus can only be achieve by limiting the number of competing priorities. It is crucial that you take the time to identify where you need to move the needle, and avoid adding business-as-usual activities to your 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
Having good goals is only half the effort. You'll get significant more value from your OKRs if you commit to a weekly check-in process.
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 Onboarding OKRs
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
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 Onboarding OKR templates
We have more templates to help you draft your team goals and OKRs.
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