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OKR template to enhance confidence in professional consultancy direction

public-lib · Published 15 days ago

Your OKR template

This OKR is focused on enhancing the faith in the quality of professional consultancy provided. The main goal here is to get a favorable reaction from 70% of the clients regarding the consultancy services provided. Initiatives include fine-tuning the services according to feedback, conducting satisfaction surveys post-consultation, and implementing a plan for better client engagement.

The second objective involves identifying and effectively communicating the unique value proposition in at least 10 client pitches. This process involves recognizing each client's individual needs and expectations, confidently incorporating value propositions into the pitches, and developing distinct value propositions for every client.

The third objective aims to deliver at least 90% of project deliverables on time for every assignment. In order to achieve this, strengthening of existing responsibility mechanisms is planned. This also encompasses intensifying both monitoring and oversight for project progression, and instating a stricter, more efficient task delegation system.

In essence, this OKR revolves around appreciating the client’s perspective, focusing on the individualized value offered to each one and enhancing overall efficiency in project delivery. By implementing these three objectives, the organization intends to augment confidence in their professional consultancy direction.
  • ObjectiveObjectiveEnhance confidence in professional consultancy direction
  • Key ResultKRReceive positive feedback from 70% of clients on consultancy offerings
  • TaskFine-tune consultancy offerings based on feedback
  • TaskConduct customer satisfaction surveys after consultancy
  • TaskImplement improvement plan for client engagement
  • Key ResultKRIdentify and articulate unique value proposition in 10 client pitches
  • TaskIdentify client's needs and goals for customization of pitches
  • TaskIncorporate value propositions into 10 client pitches confidently
  • TaskDevelop unique value propositions for each client
  • Key ResultKRAchieve at least 90% of project deliverables on time for all assignments
  • TaskStrengthen existing accountability mechanisms
  • TaskIncrease monitoring and oversight for project progress
  • TaskImplement stricter, more efficient task delegations
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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