OKR template to determine leading causes for policy non-renewals

public-lib · Published 8 months ago

Your OKR template

The key focus of this OKR is identifying the primary reasons for policy non-renewals. It outlines three major objectives: to categorize and document common reasons for non-renewals, to compile a comprehensive report detailing the top three causes, and to conduct a survey targeting 100 non-renewing customers.

The first objective involves a thorough analysis of non-renewal data, followed by categorizing common reasons. All data related to non-renewals needs to be collected before week 6, and the team is tasked with documenting findings for each common reason weekly.

The second objective is geared towards determining the top three causes of non-renewals. This includes analyzing the gathered data, creating an outline of the findings, and submitting a detailed report by week 8.

The third objective is focused on attaining detailed feedback from customers. It involves identifying 100 non-renewing customers, creating and distributing a comprehensive feedback survey among these customers by week 4.

ObjectiveDetermine leading causes for policy non-renewals
KRAnalyze data from non-renewals and categorize common reasons by week 6
Analyze the gathered data and categorize reasons
Collect all data related to non-renewals before week 6
Document findings for each common reason weekly
KRSubmit a detailed report outlining top 3 reasons by week 8
Analyze data to identify top 3 reasons
Create a detailed outline of findings
Submit the report by week 8
KRConduct a survey from 100 non-renewing customers for detailed feedback by week 4
Distribute survey amidst chosen customers by week 4
Create a detailed feedback survey
Identify 100 non-renewing customers for the survey

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.

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.

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

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

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.

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

10+ built-in dashboards to visualise progress on your goals
Weekly reminders, data connectors, and smart notifications
9 views to map OKRs to strategic projects
Strategy map to align teams at scale