OKR template to determine leading causes for policy non-renewals

This customer success OKR template is a strong starting point for teams that need better alignment, clearer priorities, and more disciplined goal tracking.

Use it to turn a business priority into a measurable objective, then review progress weekly so your team can adjust execution before the quarter gets away from you.

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

Make these OKRs fit your team

Treat this template as a starting point. Keep the outcomes that match your priorities, adjust the targets and deadlines to reflect your baseline, and remove anything your team cannot influence directly.

Adapt the template or create a plan with AI

You can copy this example into Tability and refine it with your team. If you would rather start from your own context, use embedded AI Mode: describe what your team needs to achieve in a simple prompt and Tability will automatically create a structured OKR plan with objectives, measurable outcomes, and initiatives.

Before publishing, review the AI-generated plan with the people responsible for delivering it:

Replace generic outcomes with measures your team can update consistently
Set ambitious but credible targets using current performance as the baseline
Assign an owner to every outcome and agree on what success looks like
Remove duplicate or activity-based key results that do not prove meaningful progress

The best OKR platform for AI-bullish teams

Tability brings AI into the goal-setting and execution workflow instead of treating it as a separate writing assistant.

Fully agentic: use an OKR agent to review plans, suggest improvements, and monitor execution
Embedded AI Mode: create and refine goals without leaving the planning workflow
MCP server: talk to your OKRs from Claude, ChatGPT, and other MCP-compatible LLM clients

You have a plan. Now what?

Publishing the plan is the beginning of the work. Tability gives teams a simple weekly rhythm for updating outcomes, discussing confidence, and acting on problems while there is still time to change the result.

Track progress: collect focused weekly check-ins and sync updates from tools such as Jira, ClickUp, Linear, and Asana
Detect problems early: use confidence, status, and agent monitoring to surface stalled or at-risk outcomes before the end of the quarter
Communicate clearly: share dashboards and reports that explain what changed, where help is needed, and what happens next

Create a free Tability account to turn this template into a plan your team can execute. Still choosing a tool? Use the best OKR software ranking to compare verified pricing, feature coverage, and rollout fit.