OKR template to deepen understanding of our customer base

public-lib · Published 8 days ago

Your OKR template

This OKR aims to improve the company's understanding of its customer base. The first objective involves surveying 70% of customers for new insights. Initiatives for this task include identifying the target group, creating a comprehensive questionnaire, and distributing the survey for responses.

The second objective focuses on running ten focus groups for qualitative fine-point data. The initiatives outlined here include scheduling and managing focus group sessions, selecting and recruiting suitable participants, and creating a discussion guide tailored to each group.

The third objective seeks to boost the customer profile completion rate by 20%. This will be achieved through initiatives such as sending follow-up emails to motivate profile completion, setting up a reward system for completed profiles, and simplifying the process of profile completion.

From all these outlined objectives, it's evident that the way to achieve a deeper understanding of the customer base involves a mix of organized outreach, systematic data collection, and value-added incentives.

ObjectiveDeepen understanding of our customer base
KRSurvey 70% of customers to collect updated insights
Identify target customer group for survey
Develop comprehensive survey questionnaire
Distribute survey and collect responses
KRRun 10 focus groups to capture qualitative data
Schedule and facilitate the 10 focus group sessions
Identify and recruit appropriate participants for the focus groups
Develop the discussion guide for each focus group
KRIncrease customer profile completion rate by 20%
Send follow-up emails encouraging profile completion
Implement a reward system for completed profiles
Simplify the profile completion process

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