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OKR template to develop productive flow charts for a new customer and team operations

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Your OKR template

The OKR's central focus is to create effective flow charts that streamline the workflow for new customer and team operations. The ultimate goal is to enhance efficiency and productivity, both within the team and in addressing customer-related tasks. It encompasses three primary outcomes: extracting team feedback, reaching a high completion rate for customer tasks, and boosting team productivity.

The first outcome revolves around obtaining a 90% favorable response from the team after implementing the new flow charts. To achieve this, there are three steps: collating and examining team feedback, making necessary modifications for better efficiency, and executing the improved flow chart plan among the team members.

The second outcome stresses the need to achieve a 95% success rate in completing customer-related tasks effectively through the newly formed flow charts. The initiatives involve regularly observing and adjusting the rate of task completion, schooling employees on how they should apply the chart to their tasks, and reviewing the recently designed flow chart for task efficiency.

Finally, the third outcome aims at enhancing team productivity by 20% through the newly developed flow chart in a span of six weeks. The initiatives under this outcome involve training the team on employing the chart, designing a comprehensive fresh flow chart, and tracking weekly progress to make debriefing changes.
  • ObjectiveObjectiveDevelop productive flow charts for a new customer and team operations
  • Key ResultKRAcquire 90% positive feedback on increased efficiency from the team post-flow chart implementation
  • TaskCollect and analyze team feedback
  • TaskMake necessary adjustments for increased efficiency
  • TaskImplement flow chart improvement plan across the team
  • Key ResultKRGarner 95% completion rate for customer-related tasks via the newly created flow chart
  • TaskMonitor and adjust task completion rate regularly
  • TaskTrain employees on implementing the chart for tasks
  • TaskReview newly created flow chart for task efficiency
  • Key ResultKRIncrease team productivity by 20% through new flow chart within six weeks
  • TaskTrain team on implementing chart
  • TaskDevelop comprehensive new flow chart
  • TaskMonitor weekly progress and make adjustments
Use in Tability

How to edit and track OKRs with Tability

You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.

Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Use AI to draft a complete set of OKRs in seconds
  • Connect your OKRs and team goals to your project
  • Automate reporting with integrations and built-in dashboard

Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.

The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.

Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Tability Import Options

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

Once your example is in the plan editor, you will be able to:

  • Edit the objectives, key results, and tasks
  • Click on the target 0 → 100% to set better target
  • Use the tips and the AI to refine your goals

Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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