Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Proactive Engagement 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.
Creating impactful OKRs can be a daunting task, especially for newcomers. Shifting your focus from projects to outcomes is key to successful planning.
We've tailored a list of OKRs examples for Proactive Engagement 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 Proactive Engagement 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.
Proactive Engagement OKRs examples
You'll find below a list of Objectives and Key Results templates for Proactive Engagement. 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 to maximize clarity and reach in resident communication
ObjectiveTo maximize clarity and reach in resident communication
KRReduce turnaround time for resident queries by 30% through proactive communication
Implement efficient resident communication software- Establish a dedicated resident queries response team
- Train staff in proactive query resolution techniques
- KRImplement 2 new communication channels to increase resident engagement by 50%
- Develop a rollout strategy for implementing these channels
- Identify two new potential communication channels for resident engagement
- Track and evaluate the increase in resident engagement
- KRConduct 3 resident surveys to identify areas for communication improvement
- Develop a concise resident survey focusing on communication
- Distribute the survey to 3 selected residents
- Analyze survey responses for areas of improvement
OKRs to broaden the company's customer reach
- ObjectiveBroaden the company's customer reach
- KRSecure 20% new signups to our service from targeted marketing campaigns
- Identify target audience demographics for marketing campaigns
- Develop and implement personalized marketing strategies
- Monitor signup rates and adjust strategies as necessary
- KRReduce customer churn rate by 10% through improvement in customer service
- Provide training to improve team's customer service skills
- Implement a proactive customer engagement strategy
- Initiate a customer feedback loop for continual improvement
- KREnhance referral program to achieve a 15% customer growth through referrals
- Develop targeted marketing promoting referral program
- Enhance referral benefits and incentives for loyal customers
- Implement a tracking system for referral conversions
Proactive Engagement 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.
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
We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using 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 Proactive Engagement OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance overall customer satisfaction experience
- OKRs to strengthen collaboration and maximize the impact of public and private partnerships
- OKRs to implement effective OKR framework for document management
- OKRs to strengthen strategic alignment across all business units
- OKRs to enhance support provided by change managers across all initiatives
- OKRs to enhance operational productivity through constant improvement methodology