2 customisable OKR examples for Portal Migration

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.

Building your own Portal Migration 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 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!

1. OKRs to successful migration of all accounts to new portal

Successful migration of all accounts to new portal
Train 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
Achieve 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
Migrate 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

Implement this OKR

2. OKRs to successful migration of accounts to the new portal

Successful migration of accounts to the new portal
Train 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
Achieve 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
Minimize 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

customer-training account-migration customer-training-team account-migration-officers user-training-team technical-support-team

Implement this OKR

Portal Migration 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

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.

Tability's audit dashboard will highlight opportunities to improve OKRs

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.

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 Portal Migration OKRs in a strategy map

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 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 Portal Migration OKR templates

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

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

What's next? Try Tability's goal-setting AI

You can create an iterate on your OKRs using Tability's unique goal-setting AI.

Watch the demo below, then hop on the platform for a free trial.

Start a free trial →Learn more about Tability