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OKR template to strengthen Coastal's relationship with the Help Desk

public-lib · Published 2 months ago

Your OKR template

The OKR focuses on enhancing Coastal's rapport with the Help Desk through diligent response and reduction in waiting times. The ultimate goal is to deal with and close 90% of high-priority Help Desk tickets within two hours by designating dedicated personnel, establishing close-out procedures, and prioritizing high-priority tickets.

A primary objective is to decrease the average resolution time for inquiries by 20%. This means providing training to help desk personnel, utilizing more efficient troubleshooting software, and enhancing the inquiry escalation process.

Another imperative target is enhancing the customers' enjoyment when engaging with the Help Desk by 15%. This mandate will be achieved by implementing strategies that hasten and improve problem resolution, actively seeking and applying customer feedback, and enhancing employee training in customer service.

These strategies are geared toward ensuring the Help Desk is more responsive, effective and enhances customer satisfaction, which in the process solidifies Coastal's relationship with the Help Desk.
  • ObjectiveObjectiveStrengthen Coastal's relationship with the Help Desk
  • Key ResultKREscalate and close 90% of high-priority Help Desk tickets within two hours
  • TaskAssign dedicated personnel for urgent issues
  • TaskDevelop thorough close-out procedures
  • TaskImplement quick response protocol for high-priority tickets
  • Key ResultKRReduce average resolution time for Help Desk inquiries by 20%
  • TaskImplement additional training for Help Desk staff
  • TaskInvest in better troubleshooting software
  • TaskStreamline the inquiry escalation process
  • Key ResultKRIncrease customer satisfaction scores from the Help Desk by 15%
  • TaskImplement faster and more effective issue resolution
  • TaskGather and apply customer feedback regularly
  • TaskImprove employee training in customer service skills
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.

Tability Import Options

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.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

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.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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