Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Portal Migration 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.
OKRs are quickly gaining popularity as a goal-setting framework. But, it's not always easy to know how to write your goals, especially if it's your first time using OKRs.
We've tailored a list of OKRs examples for Portal Migration 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.
The best tools for writing perfect Portal Migration OKRs
Here are 2 tools that can help you draft your OKRs in no time.
Tability AI: to generate OKRs based on a prompt
Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
Watch the video below to see it in action 👇
Tability Feedback: to improve existing OKRs
You can use Tability's AI feedback to improve your OKRs if you already have existing goals.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
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.
Portal Migration OKRs examples
We've added many examples of Portal Migration 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 successful migration of all accounts to new portal
- ObjectiveSuccessful migration of all accounts to new portal
- KRTrain 100% of staff on migration processes & new portal functions by week 8
- Develop comprehensive training on migration processes & portal functions
- Schedule training sessions for all staff before week 8
- Monitor and confirm staff completion of training
- KRAchieve 90% user satisfaction rating upon successful login on new portal by week 12
- Develop an efficient and user-friendly login interface
- Implement changes based on user feedback and suggestions
- Conduct user testing for early feedback and improvements
- KRMigrate 75% of accounts to new portal without errors by week 10
- Monitor & resolve issues during migration promptly
- Execute migration according to plan, ensuring minimal errors
- Develop detailed migration plan for accounts
OKRs to successful migration of accounts to the new portal
- ObjectiveSuccessful migration of accounts to the new portal
- KRTrain 90% of customers on the new portal's usage and features by end of the quarter
- Follow up with customers post-webinar to assess learning and reinforce training
- Develop comprehensive training materials for the new portal's usage and features
- Schedule and conduct training webinars for customers on new portal
- KRAchieve 70% accounts migration within the first month of the quarter
- Monitor migration process, rectify any issues promptly
- Identify all transition-ready accounts for migration
- Develop and implement a comprehensive migration strategy
- KRMinimize migration-related customer complaints to less than 5%
- Provide detailed migration guide to customers
- Implement comprehensive pre-migration customer communication
- Enhance post-migration customer support services
Portal Migration 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.
Save hours with automated OKR dashboards
The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. 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 Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More Portal Migration OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to launch a successful employee advocacy program OKRs to discover and evaluate effective threat hunting tools OKRs to optimize talent acquisition and management processes OKRs to improve efficiency and profitability of lab supply store OKRs to enhance efficiency and speed of the help desk process OKRs to create a unified promo planning process for all Sales