15 customisable OKR examples for Service Process Team

What are Service Process Team 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.

Writing good OKRs can be hard, especially if it's your first time doing it. You'll need to center the focus of your plans around outcomes instead of projects.

We understand that setting OKRs can be challenging, so we have prepared a set of examples tailored for Service Process Team. Take a peek at the templates below to find inspiration and kickstart your goal-setting process.

If you want to learn more about the framework, you can read our OKR guide online.

Building your own Service Process Team 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 Service Process Team OKRs examples

We've added many examples of Service Process Team 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!

1OKRs to streamline service offering assistance process

  • ObjectiveStreamline service offering assistance process
  • Key ResultAchieve 95% customer satisfaction score for service offerings
  • TaskEnhance and improve service offerings based on reviews
  • TaskAnalyze feedback regularly and address negative responses
  • TaskImplement robust customer feedback collection method
  • Key ResultTrain 100% of customer service team on new streamlined process
  • TaskMonitor implementation and provide follow-up training as needed
  • TaskDevelop training program focused on new streamlined process
  • TaskSchedule mandatory training sessions for all team members
  • Key ResultReduce service offering process steps by 30% to improve efficiency
  • TaskImplement automation for repetitive tasks
  • TaskIdentify and eliminate redundant steps in service process
  • TaskTrain staff for streamlined service process

2OKRs to improve resolution of travel time requests

  • ObjectiveImprove resolution of travel time requests
  • Key ResultAchieve 95% customer satisfaction rate on resolved requests
  • TaskSurvey customers post-resolution for satisfaction insight
  • TaskRegularly review and improve resolution strategies
  • TaskImplement a comprehensive customer service training program
  • Key ResultImplement a new resolution system to increase efficiency by 30%
  • TaskIdentify inefficiencies in the current resolution system
  • TaskDevelop a streamlined, more efficient process plan
  • TaskImplement and monitor the new resolution system
  • Key ResultReduce average resolution timeframe by 20%
  • TaskProvide additional trainings to staff for faster troubleshooting
  • TaskStreamline the resolution workflow to eliminate unnecessary steps
  • TaskImplement efficient time management techniques into resolution process

3OKRs to enhance service efficiency and transformation via innovation and benchmarking

  • ObjectiveEnhance service efficiency and transformation via innovation and benchmarking
  • Key ResultBenchmark our services against 3 industry-leading competitors to identify improvement opportunities
  • TaskIdentify 3 industry-leading competitors relevant to our services
  • TaskAnalyze and benchmark our services against these competitors
  • TaskIdentify and document possible improvement opportunities
  • Key ResultIncrease service process efficiency by 25% through the use of lean techniques
  • TaskMonitor, review and adjust new processes regularly
  • TaskAnalyze and eliminate inefficiencies in current processes
  • TaskImplement lean techniques training for service process teams
  • Key ResultImplement 2 new innovative solutions that transform our services and add value
  • TaskResearch and identify two innovative solutions for services
  • TaskEvaluate and measure added value post-implementation
  • TaskDevelop implementation plans for chosen innovations

4OKRs to enhance customer advocacy throughout our service processes

  • ObjectiveEnhance customer advocacy throughout our service processes
  • Key ResultReduce customer complaints by 30% through improved service delivery
  • TaskEstablish a proactive feedback system for customers
  • TaskImplement ongoing customer service training for all staff
  • TaskRegularly review and update service delivery protocols
  • Key ResultIncrease Net Promoter Score (NPS) by 25% initiating customer-first policies
  • TaskOffer consistent, high-quality customer support and after-sales service
  • TaskTrain staff on proactive customer experience strategies and techniques
  • TaskImplement customer feedback mechanisms for improved service provision
  • Key ResultIncrease customer retention rate by 20% with personalized follow-ups
  • TaskTrain staff in personalised customer service techniques
  • TaskImplement customer tracking software for personalized follow-up
  • TaskCreate an effective customer feedback system

5OKRs to deliver the highest quality customer experience during peak season

  • ObjectiveDeliver the highest quality customer experience during peak season
  • Key ResultEnhance order processing efficiency by 20% to speed delivery times
  • TaskImplement automated order processing systems
  • TaskStreamline inventory management for faster access
  • TaskTrain staff in efficient packing practices
  • Key ResultLower customer complaint ratio to below 2% across all channels
  • TaskImplement regular customer service training for staff
  • TaskRegularly monitor and analyze customer feedback
  • TaskDevelop efficient complaint resolution processes
  • Key ResultIncrease customer satisfaction ratings by 15% through exceptional service
  • TaskRegularly gather and analyze customer feedback
  • TaskImplement regular staff training on customer service skills
  • TaskDevelop and enforce high service delivery standards

6OKRs to implement client service and review process

  • ObjectiveImplement client service and review process
  • Key ResultTrain all customer service representatives on the implemented process
  • TaskDevelop a comprehensive training program on the implemented process
  • TaskMonitor and assess representatives' understanding and application of the process
  • TaskSchedule training sessions for all customer service representatives
  • Key ResultAchieve 95% satisfaction rate in client service reviews
  • TaskCreate initiatives to promptly resolve client issues
  • TaskRegularly monitor and analyze customer feedback
  • TaskImplement comprehensive customer service training for all staff
  • Key ResultDevelop client service and review process documentation by next month
  • TaskDraft, review and finalize documentation
  • TaskGather necessary information and detail service procedures
  • TaskDetermine needed documents for client service and review process

7OKRs to enhance research and response strategies for agency requests

  • ObjectiveEnhance research and response strategies for agency requests
  • Key ResultAchieve a 95% satisfaction rate in agency feedback on request handling
  • TaskIntroduce a resolution policy for negative feedback
  • TaskRegularly assess and improve request handling processes
  • TaskImplement customer service training for agency staff
  • Key ResultRespond to 98% of requests from contracted agencies within 48 hours
  • TaskPrioritize urgent requests from contracted agencies
  • TaskTrack and monitor response times to requests
  • TaskAllocate specific time daily to address agency requests
  • Key ResultImprove request research effectiveness, reducing turnaround time by 15%
  • TaskImplement a standardized research protocol to increase efficiency
  • TaskTrain staff to boost research productivity and accuracy
  • TaskPrioritize and categorize requests to expedite processing

8OKRs to increase overall team performance

  • ObjectiveIncrease overall team performance
  • Key ResultImprove team productivity by 20% without affecting work quality
  • TaskReview current workflows for potential process optimization improvements
  • TaskIntroduce time management training resources to enhance work efficiency
  • TaskImplement new collaboration software for easier communication
  • Key ResultIncrease customer satisfaction related to our performance by 15%
  • TaskDevelop and execute a streamlined customer complaint resolution process
  • TaskImplement regular, focused customer service training for employees
  • TaskActively solicit customer feedback and make necessary adjustments
  • Key ResultAchieve a 10% reduction in task completion times
  • TaskIdentify inefficiencies in current workflow processes
  • TaskAutomate repetitive tasks to save time
  • TaskImplement training programs to improve skill levels

9OKRs to improve IT Service Management process efficiency and efficacy

  • ObjectiveImprove IT Service Management process efficiency and efficacy
  • Key ResultImplement two new service improvement projects
  • TaskIdentify areas in the service sector that need improvement
  • TaskCommence execution of the project plan steps
  • TaskDevelop detailed project plans for improvements
  • Key ResultAchieve 95% service request satisfaction
  • TaskSolicit and incorporate feedback from service users
  • TaskRegularly train staff to improve quality of customer service
  • TaskImplement a system for tracking and resolving requests efficiently
  • Key ResultReduce system-related incidents by 20%
  • TaskTrain staff on correct system usage
  • TaskImplement regular system maintenance and upgrades
  • TaskEnhance system security measures

10OKRs to increase automation and drive continuous improvement

  • ObjectiveIncrease automation and drive continuous improvement
  • Key ResultConduct bi-weekly team meetings to identify and implement improvement opportunities
  • TaskImplement the identified improvement opportunities
  • TaskSchedule bi-weekly team meetings
  • TaskIdentify improvement opportunities during meetings
  • Key ResultImplement automation tools for at least 3 manual processes in the department
  • TaskResearch and select appropriate automation tools
  • TaskIdentify 3 manual processes suitable for automation
  • TaskImplement and test selected automation tools
  • Key ResultReduce average response time by 20% through process improvements
  • TaskRegularly monitor and analyze response time data
  • TaskStreamline the response process via automation
  • TaskImplement efficiency training for the customer service team

11OKRs to accelerate service transformation through innovation and benchmarking

  • ObjectiveAccelerate service transformation through innovation and benchmarking
  • Key ResultAchieve a 15% reduction in service processing time via technological enhancements
  • TaskTrain staff to effectively utilize technology for efficiency
  • TaskImplement automation software for routine service tasks
  • TaskUpgrade outdated processing systems with faster technology
  • Key ResultImplement three benchmarked best practices in service delivery
  • TaskAnalyze their best service delivery practices thoroughly
  • TaskIncorporate these strategies into our existing service delivery model
  • TaskIdentify top-performing companies in service delivery for benchmarking
  • Key ResultIncrease operational efficiency by 25% through process innovation
  • TaskReview and streamline current operational processes
  • TaskImplement new technologies to automate routine tasks
  • TaskInvest in staff process innovation training

12OKRs to master the use of Service Channel for work order management

  • ObjectiveMaster the use of Service Channel for work order management
  • Key ResultComplete an in-depth training course on Service Channel within 4 weeks
  • TaskComplete and review all training modules within four weeks
  • TaskAllocate specific hours daily for focused course study
  • TaskEnroll in the Service Channel training course immediately
  • Key ResultSuccessfully input and track 50 unique work orders within a month
  • TaskCreate a robust system for entering individual work orders
  • TaskAllocate specific time daily for updating work order status
  • TaskImplement regular checks to ensure no duplicated entries
  • Key ResultAchieve a 90% satisfaction rate on work orders processed through Service Channel
  • TaskRegularly review and optimize the processing system
  • TaskEstablish efficient communication channels for customer feedback
  • TaskImplement regular training on Service Channel for all team members

13OKRs to implement diverse payment methods for customers

  • ObjectiveImplement diverse payment methods for customers
  • Key ResultResearch and identify at least 3 new suitable payment options by week 4
  • Key ResultDecrease transaction failures by 15% with the newly implemented payment methods
  • TaskAnalyze recent transaction data to identify failure patterns
  • TaskTrain customer service on troubleshooting new payment methods
  • TaskImplement technical improvements based on analysis
  • Key ResultIncrease customer payment satisfaction by 20% through customer feedback surveys
  • TaskImplement regular customer feedback surveys after payments
  • TaskBased on feedback, streamline and improve payment process
  • TaskAnalyse survey results to identify customer dissatisfaction areas

14OKRs to increase repeat business through timely follow-up and re-quotation

  • ObjectiveIncrease repeat business through timely follow-up and re-quotation
  • Key ResultAchieve 40% successful requote conversion from contacted clients
  • TaskTrain team on persuasive sales communication techniques
  • TaskImprove quality and personalization of requote offers
  • TaskImplement a follow-up system for all quoted clients
  • Key ResultReach out to 100% of clients with past orders in the last two years
  • TaskSend customized messages to each client
  • TaskCompile list of clients with past orders
  • TaskDraft effective outreach communication
  • Key ResultCreate and implement a formalized follow-up process for future sales follow-up
  • TaskDesign a standardized sales follow-up template
  • TaskTrain the sales team on the new process method
  • TaskIdentify key touchpoints for customer follow-up after purchase

15OKRs to enhance efficiency of chargeback recovery process

  • ObjectiveEnhance efficiency of chargeback recovery process
  • Key ResultReduce chargeback dispute resolution time by at least 20%
  • TaskStreamline internal communication processes
  • TaskConduct regular training for resolution team
  • TaskImplement automated dispute management software
  • Key ResultIncrease the percentage of successful chargeback recoveries by 30%
  • TaskOptimize communication with customers during disputes
  • TaskImplement rigorous dispute management procedures and policies
  • TaskTrain staff on efficient chargeback handling strategies
  • Key ResultImplement a new chargeback automation system reducing manual tasks by 50%
  • TaskResearch and select a suitable chargeback automation system
  • TaskCoordinate system installation and configure settings
  • TaskTrain staff on new system usage and procedures

Service Process Team 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

The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the 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.

Tability Insights DashboardTability's audit dashboard will highlight opportunities to improve OKRs

Tip #2: Commit to weekly OKR check-ins

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.

Being able to see trends for your key results will also keep yourself honest.

Tability Insights DashboardTability'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 Service Process Team OKRs in a strategy map

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.

A strategy map in TabilityTability'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 Service Process Team 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.

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.

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