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tability.ioWhat are SaaS 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.
How you write your OKRs can make a huge difference on the impact that your team will have at the end of the quarter. But, it's not always easy to write a quarterly plan that focuses on outcomes instead of projects.
That's why we have created a list of OKRs examples for SaaS to help. You can use any of the templates below as a starting point to write your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
SaaS OKRs examples
You'll find below a list of Objectives and Key Results templates for SaaS. 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 successfully integrate and deploy Productiv SaaS for IT management
ObjectiveSuccessfully integrate and deploy Productiv SaaS for IT management
KRTrain 90% of the IT team on Productiv SaaS application management functionalities
Identify members of IT team needing Productiv SaaS training- Secure trainings for Productiv SaaS application management
- Schedule and ensure employees attend the training sessions
- KRComplete Productiv SaaS integration with existing systems by 75% in the first month
- Develop a comprehensive integration plan for Productiv SaaS
- Initiate the integration of Productiv SaaS with existing systems
- Monitor and evaluate the progress of the integration
- KRIdentify and manage 70% of shadow IT instances using Productiv SaaS
- Deploy Productiv SaaS tool across all company systems
- Conduct a thorough inventory to identify shadow IT instances
- Leverage Productiv reporting to manage identified shadow IT elements
OKRs to boost operational efficiency on SaaS platforms
- ObjectiveBoost operational efficiency on SaaS platforms
- KRImprove customer response time by 15% through automation of support processes
- Automate routine customer inquiries with scripts
- Implement AI chatbots for instant initial customer response
- Train staff on navigating new automation tools
- KRIncrease user engagement by 20% via enhancing User Interface and User Experience
- Develop updates improving usability and interface aesthetics
- Conduct user testing to identify interface and experience shortcomings
- Analyze data post-update to assess effectiveness
- KRAchieve a 10% reduction in service disruptions by improving system reliability
- Increase staff training on system operations
- Develop a robust troubleshooting guide
- Implement regular system maintenance and updates
OKRs to deploy Productiv SaaS for optimal application management
- ObjectiveDeploy Productiv SaaS for optimal application management
- KRTrain 90% of IT staff efficiently on Productiv SaaS application management tools
- Develop comprehensive, effective training program
- Schedule and conduct training sessions for IT staff
- Identify key features of Productiv SaaS for training material
- KRIdentify and onboard 100% of necessary applications into Productiv SaaS within a quarter
- Implement gradual onboarding phase for each application
- Catalog all necessary applications for full Productiv SaaS integration
- Train team on Productiv SaaS onboarding process
- KRReduce shadow IT instances by 50% using Productiv management tools
- Monitor and evaluate reduction in shadow IT instances
- Implement Productiv management tools across all IT systems
- Conduct training on Productiv for all IT staff
OKRs to enhance our SaaS reference base
- ObjectiveEnhance our SaaS reference base
- KROnboard 20% more SaaS clients by end of next quarter
- Improve customer onboarding process and documentation
- Implement focused marketing campaign targeting SaaS potential clients
- Develop personalized outreach programs for prospective customers
- KRIncrease successful case studies by 30% featuring our new SaaS clients
- Identify key SaaS clients with successful product experiences
- Obtain testimonials and document success stories
- Implement a promotional campaign featuring these case studies
- KRAchieve a 95% customer satisfaction level among new SaaS clients
- Establish regular check-ins for performance feedback
- Implement comprehensive onboarding for all new SaaS clients
- Resolve reported issues within 24 hours
OKRs to boost brand awareness in large enterprise SaaS market
- ObjectiveBoost brand awareness in large enterprise SaaS market
- KRAchieve a 20% increase in SaaS-related media mentions or features
- Sponsor industry events for valuable media exposure
- Increase SaaS-specific press releases and announcements
- Develop relationships with key influencers in the SaaS industry
- KRSecure ten speaking engagements at industry-specific events or conferences
- Draft and send tailored proposals to event organizers
- Identify key industry-specific events and conferences
- Follow up with event organizers regularly
- KRIncrease website traffic from SaaS businesses by 30%
- Develop and implement a targeted SEO strategy for SaaS keywords
- Initiate partnerships with influential SaaS businesses for link sharing
- Create engaging, SaaS-related content for blog posts and articles
OKRs to amplify brand visibility of our SaaS technology through an Account-Based Marketing strategy
- ObjectiveAmplify brand visibility of our SaaS technology through an Account-Based Marketing strategy
- KRAchieve 15% increase in website traffic via personalized email marketing campaigns
- Analyze and adjust campaigns based on metrics
- Identify target audience for personalized email marketing
- Develop engaging, personalized email content
- KRSecure at least 10 qualified leads from top-tier target accounts each month
- Initiate contact and nurture relationships with leads
- Identify and research top-tier target accounts
- Develop personalized outreach strategies for each account
- KRGarner a 30% increase in social media following through targeted content promotion
- Identify and analyze the audience's content interests
- Develop and implement a tailored content strategy
- Regularly monitor and optimize content performance
OKRs to develop a cloud-based SAAS loyalty product
- ObjectiveDevelop a cloud-based SAAS loyalty product
- KRComplete backend development process meeting 95% of the defined specifications
- Develop and test backend according to specifications
- Finalize defined specifications for backend development process
- Conduct reviews and adjust code to meet 95% specification accuracy
- KRSuccessfully launch a beta version with less than 3% defects reported
- Prioritize and swiftly address reported defects
- Develop comprehensive testing procedures for beta version
- Provide effective channels for reporting software defects
- KRFinalize system specifications and required features by interviewing 20 potential users
- Identify and contact 20 potential system users for interviews
- Conduct interviews to finalize system specifications
- Finalize required features based on user feedback
OKRs to ensure successful integration and deployment of Productiv SaaS application
- ObjectiveEnsure successful integration and deployment of Productiv SaaS application
- KRFully integrate Productiv SaaS with existing IT infrastructure by 100% within the defined timeline
- Identify necessary APIs to connect Productiv SaaS to IT infrastructure
- Execute integration process following API guidelines
- Monitor and evaluate system performance post-integration
- KRTrain 90% of relevant staff in operating and maintaining Productiv SaaS effectively
- Identify the staff who need to use Productiv SaaS
- Arrange training sessions on Productiv SaaS operation
- Supervise follow-up activities for effective maintenance training
- KRIdentify and mitigate 100% of discovered shadow IT instances leveraging Productiv SaaS
- Identify all instances of shadow IT using Productiv SaaS
- Analyze potential security risks and impact
- Implement mitigation strategies for flagged risks
OKRs to enhance knowledge on marketing and branding for B2B SaaS product optimization
- ObjectiveEnhance knowledge on marketing and branding for B2B SaaS product optimization
- KRImprove trial-to-subscription conversion rate by 20% through marketing strategies
- Implement personalized email marketing campaigns
- Run targeted social media promotions
- Enhance product sign-up and onboarding process
- KRIncrease brand awareness, achieving 15% growth in organic website traffic
- Develop engaging social media campaigns
- Collaborate with influencers for product promotion
- Implement SEO strategies to improve search engine rankings
- KRComplete three practical marketing and branding courses focused on B2B SaaS
- Consistently participate and complete the chosen courses
- Enroll in three selected marketing and branding courses
- Research reputable online platforms offering B2B SaaS marketing courses
OKRs to boost active customers of our B2B SaaS app
- ObjectiveBoost active customers of our B2B SaaS app
- KRAchieve a 30% increase in free trial to paid subscription conversions
- Offer incentives for transitioning to paid subscription
- Enhance user experience during the free trial
- Implement targeted, value-based email marketing campaigns
- KRDecrease customer churn rate by 20% through improved customer service
- Implement a detailed customer feedback system for service improvement
- Train customer service staff in conflict resolution and cancellation prevention
- Establish personalized communication strategies for high-risk churn customers
- KRImplement two new features or updates based on customer feedback analysis and requests
- Design and develop the chosen updates or features
- Analyze customer feedback and identify two potential feature updates
- Perform testing and roll out the new features to customers
How to write your own SaaS 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's Strategy Map makes it easy to see all your org's OKRsTability 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.
SaaS 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 SaaS 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
Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKR platform to make things easier.
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 SaaS OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to ensure seamless goods transfer within two-hour service level agreement
- OKRs to accelerate understanding and mastery of company's business and processes
- OKRs to enhance environmental responsibility in our daily operations
- OKRs to improve Stakeholder Satisfaction
- OKRs to establish robust financial structure for sustainability and growth
- OKRs to minimize expenditure on application hosting