OKR template to improve Advisory NPS through baseline measurement and analysis
Your OKR template
The first important outcome of the OKR is to develop strategies addressing the identified weaknesses. The procedures to achieve this include systematic implementation of improvement strategies and deep analysis of the Advisory NPS feedback.
Another important outcome is to gather Advisory NPS data through a comprehensive customer satisfaction survey. The initiatives involved include developing and sending out an effective survey to existing advisory customers, followed by the analysis of the survey results.
The process also includes thorough analysis and comparison of Advisory NPS scores across different customer segments. Initiatives for this process entail segmenting customers accurately, analyzing individual segment scores and comparing them across all segments for comprehensive understanding.
ObjectiveImprove Advisory NPS through baseline measurement and analysis
KRDevelop and implement targeted improvement strategies based on Advisory NPS insights
Implement the planned improvement strategies systematically
Analyze Advisory NPS feedback to identify areas for improvement
Develop strategies to address identified weaknesses
KRConduct customer satisfaction survey to gather Advisory NPS data
Develop a comprehensive customer satisfaction survey
Send survey to existing advisory customers
Analyze survey results for NPS data
KRAnalyze and compare Advisory NPS scores across different customer segments
Analyze Advisory NPS scores for each segment
Categorize customers into different segments
Compare NPS scores across all segments
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.
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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.
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Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!
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Now, just click on Import from text and let the magic happen.
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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.
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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