OKR template to increase platform onboarding efficiency

public-lib · Published over 1 year ago

Your OKR template

The OKR titled "Increase platform onboarding efficiency" aims to improve user experience during the onboarding process. The end goal is to ensure users can get started on the platform with minimal assistance. This would be measured through an increase in user satisfaction rating to 4.5 out of 5 for the onboarding process.

Secondly, the objective is to ensure most users complete their onboarding tasks, aiming for a 95% completion rate. An increased completion rate would suggest users find the onboarding process easy and intuitive, which is crucial for retention.

The plan also includes shortening the onboarding time by 10% to ensure users can quickly start utilizing the platform. Quickening the procedure would make many users more likely to complete it.

Lastly, it aims to reduce onboarding support tickets by 20% through enhanced self-service resources such as FAQs, video tutorials, revamped knowledge base content, and additional feedback through surveys. These actions would reduce the need for support and increase user independence.

ObjectiveIncrease platform onboarding efficiency
KRIncrease user satisfaction rating for onboarding process to 4.5 out of 5
KRAchieve 95% completion rate for onboarding tasks
KRDecrease average onboarding time by 10%
KRReduce onboarding support tickets by 20% through improved self-service resources
Implement a user-friendly FAQ page addressing common onboarding queries and concerns
Develop video tutorials to visually guide users through the onboarding process
Revamp knowledge base content with clear and detailed instructions for onboarding steps
Conduct regular surveys to gather feedback and identify areas for further improvement

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