OKR template to increase customer migration from on-premises product to cloud product

This leadership 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 objective of this OKR (Objective and Key Results) is to strengthen customer migration from an on-premise product to a cloud product. To achieve this, the company aims to reduce support requests for the on-premise product by 15%, which would indicate a successful migration. This will be accomplished through staff training, detailed user guides, and proactive issue management.

Another elemental target pertains to securing positive customer feedback regarding the transition process. The objective here is ensuring customers find the transition beneficial and seamless. The company plans to achieve this by offering incentives for detailed feedback, training staff to facilitate smooth transitions, and conducting post-transition surveys.

Furthermore, the OKR also focuses on increasing subscriptions for the cloud product by 20%. By encouraging more cloud subscriptions, the company aims to gradually phase out the on-premise product. Strategies outlined for this include special discounts for cloud subscriptions, customer awareness campaigns through webinars and an aggressive marketing plan for cloud products.

Overall, this OKR aims to migrate users to more efficient, cloud-based solutions, while simultaneously aiming to improve customer satisfaction, reduce support load, and increase cloud product subscriptions. Thus, accomplishing this plan will result in operational efficiency and increased consumer preference for the company's cloud offerings.

ObjectiveIncrease customer migration from on-premises product to cloud product
KRReduce on-premises product support requests by 15% due to migration success
Provide comprehensive training on new system usage to all staff
Create detailed user guides and FAQs about the migrated product
Track and address recurring issues proactively
KRSecure positive customer feedback on the benefits and ease of transitioning
Offer incentives for leaving positive, detailed feedback
Implement staff training to ensure smooth customer transitions
Conduct a post-transition survey to gather customer opinions
KRAchieve 20% increase in cloud product subscriptions compared to on-premises
Offer special discounts for cloud over on-premises subscriptions
Increase customer awareness of cloud advantages through online webinars
Implement an aggressive marketing campaign for cloud products

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.