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10 OKR examples for Onboarding

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What are Onboarding OKRs?

The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.

Formulating strong OKRs can be a complex endeavor, particularly for first-timers. Prioritizing outcomes over projects is crucial when developing your plans.

We've tailored a list of OKRs examples for Onboarding to help you. You can look at any of the templates below to get some inspiration for your own goals.

If you want to learn more about the framework, you can read our OKR guide online.

Onboarding OKRs examples

You'll find below a list of Objectives and Key Results templates for Onboarding. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.

Hope you'll find this helpful!

OKRs to boost the effectiveness of SaaS onboarding process

  • ObjectiveBoost the effectiveness of SaaS onboarding process
  • KRElevate customer's successful onboarding completion rate by 20%
  • TaskIntroduce interactive tutorials and guides
  • TaskImplement a structured follow-up system for user assistance
  • TaskSimplify the onboarding process to decrease user confusion
  • KRImprove feedback ratings on customer onboarding experience by 15%
  • TaskImplement needed improvements based on customer feedback
  • TaskDevelop a comprehensive onboarding guide for new customers
  • TaskInitiate customer satisfaction surveys post-onboarding
  • KRReduce the average time for onboarding completion by 30%
  • TaskImplement efficient, digital onboarding tools
  • TaskStreamline the onboarding process by removing unnecessary steps
  • TaskOffer comprehensive training for new hires

OKRs to successfully prepare for next country onboarding

  • ObjectiveSuccessfully prepare for next country onboarding
  • KREstablish and sustain an 80% progress on the designated onboarding implementation plan
  • TaskImplement continuous communication system for feedback
  • TaskSet key metrics to track onboarding plan progress
  • TaskRegularly review and adjust strategies as needed
  • KRIdentify and resolve 90% of potential logistical issues in target country
  • TaskConduct thorough research on the target country's logistics
  • TaskDevelop solutions and implement changes to resolve issues
  • TaskIdentify potential logistical issues from gathered data
  • KRCarry out 3 comprehensive training sessions for onboarding team
  • TaskDevelop a detailed curriculum for the three training sessions
  • TaskSchedule and organize the three training sessions
  • TaskConduct follow-up assessments after each session

OKRs to improve talent onboarding and retention strategies

  • ObjectiveImprove talent onboarding and retention strategies
  • KRDecrease new hire turnover rate by 20%
  • TaskEstablish a mentorship program for new employees
  • TaskImplement a comprehensive and engaging orientation program
  • TaskImprove the company's benefits and compensation package
  • KRImplement improved onboarding program leading to 95% new hire satisfaction
  • TaskDevelop an interactive, comprehensive orientation for new hires
  • TaskSurvey new hires to identify areas needing improvement
  • TaskRegularly update onboarding materials based on feedback
  • KRIncrease retention rate to 90% among employees within their first year
  • TaskCreate clear advancement opportunities within the company
  • TaskImplement comprehensive onboarding program for new hires
  • TaskRegularly conduct employee satisfaction surveys

OKRs to increase platform onboarding efficiency

  • 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
  • TaskImplement a user-friendly FAQ page addressing common onboarding queries and concerns
  • TaskDevelop video tutorials to visually guide users through the onboarding process
  • TaskRevamp knowledge base content with clear and detailed instructions for onboarding steps
  • TaskConduct regular surveys to gather feedback and identify areas for further improvement

OKRs to develop a top-notch, innovative onboarding system in the company

  • ObjectiveDevelop a top-notch, innovative onboarding system in the company
  • KREvaluate effectiveness through 30% decrease in initial training completion time
  • TaskCompare new times to previous results for improvement
  • TaskImplement a new training method aimed at efficiency
  • TaskMonitor and record initial training completion times
  • KRAchieve 20% improvement in new hire retention after 90 days
  • TaskEstablish a mentorship program for new hires
  • TaskMonitor progress and give feedback regularly
  • TaskImplement a comprehensive onboarding and training program
  • KRDesign and implement new onboarding program for 80% of new hires by quarter-end
  • TaskDevelop a comprehensive onboarding schedule for new hires
  • TaskImplement and monitor the new onboarding program
  • TaskIdentify key skill areas to cover in the onboarding program

OKRs to enhance accountability and coordination in onboarding and calls

  • ObjectiveEnhance accountability and coordination in onboarding and calls
  • KRDecrease new employees’ onboarding time by 25%
  • TaskUse online tools for remote onboarding
  • TaskImplement an intensive, compact structured training program
  • TaskAssign mentors to guide new hires
  • KRReduce missed or late calls by 30%
  • TaskPromote accountability among team members for timely responses
  • TaskEstablish a strict schedule for all calls
  • TaskImplement a reliable automated notification system for upcoming calls
  • KRIncrease customer call resolution rate to 90%
  • TaskMonitor calls regularly and provide feedback
  • TaskConduct specialized training for customer service agents
  • TaskImplement customer resolution best practice guidelines

OKRs to transform the pre-start employee journey after offer acceptance

  • ObjectiveTransform the pre-start employee journey after offer acceptance
  • KRDesign and implement a new digital onboarding platform for 90% user satisfaction
  • TaskDevelop a user-friendly and interactive design for platform
  • TaskConduct regular user satisfaction surveys and adjust accordingly
  • TaskIdentify user requirements and expectations for the onboarding platform
  • KRAchieve a 30% reduction in time-to-productivity for new hires
  • TaskProvide industry-specific training immediately
  • TaskAssign new hires a mentor for guidance
  • TaskImplement a comprehensive, streamlined onboarding process
  • KRReduce open query rates by 70% through proactive communication
  • TaskImplement an automated response system for instant replies
  • TaskDevelop an FAQ section addressing common queries
  • TaskImplement a routine for regular client updates on query status

OKRs to minimize customer touchpoints during onboarding

  • ObjectiveMinimize customer touchpoints during onboarding
  • KRDecrease customer contact rate by 25% throughout the onboarding process
  • TaskAutomate common queries using chatbots
  • TaskImplement a self-service portal for customers
  • TaskDevelop a comprehensive FAQ section
  • KRImplement a self-service portal to handle at least 30% of inquiries
  • TaskPromote portal usage to customers via various channels
  • TaskTrain staff to update and maintain the portal's content
  • TaskIdentify software for creating a user-friendly self-service portal
  • KRIncrease first call resolution rate to 60% or higher
  • TaskImplement policies for effective call handling
  • TaskRegularly review and improve scripts
  • TaskProvide comprehensive training for customer service representatives

OKRs to establish an efficient 30-day onboarding program for new hires

  • ObjectiveEstablish an efficient 30-day onboarding program for new hires
  • KRSuccessfully onboard 90% of new hires within the stipulated 30-day time frame
  • TaskDevelop an efficient, comprehensive onboarding process
  • TaskMonitor progress and address queries promptly
  • TaskAssign mentors to guide new hires
  • KRDevelop comprehensive training material covering all job roles by week 4
  • TaskComplete drafting of all training material by week 3
  • TaskDesign outline for individual role-specific training materials
  • TaskIdentify all job roles and requirements within the organization
  • KRAchieve above 85% new hire satisfaction rate post onboarding program completion
  • TaskUse feedback to continuously improve the onboarding process
  • TaskSurvey new hires after program completion regularly
  • TaskImplement a comprehensive, engaging onboarding program

OKRs to optimize onboarding process for call center recruits

  • ObjectiveOptimize onboarding process for call center recruits
  • KRReduce new hire training period by 15%
  • TaskDevelop concise, effective training materials
  • TaskStreamline onboarding with a mentorship program
  • TaskImplement intensive, job-specific training sessions
  • KREnsure 100% of new hires complete a capsule project within the first week
  • TaskProvide necessary resources and support to new hires
  • TaskCreate a tracking system to monitor project completion
  • TaskDevelop and distribute a standard capsule project for all new hires
  • KRAchieve 95% new hire satisfaction with the onboarding process
  • TaskConduct satisfaction surveys post-onboarding
  • TaskImplement a comprehensive onboarding program
  • TaskAddress feedback to improve the process

How to write your own Onboarding OKRs

1. Get tailored OKRs with an AI

You'll find some examples below, but it's likely that you have very specific needs that won't be covered.

You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.

Tability will then use your prompt to generate a fully editable OKR template.

Watch the video below to see it in action 👇

Option 2. Optimise existing OKRs with Tability Feedback tool

If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.

AI feedback for OKRs in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.

You can then decide to accept the suggestions or dismiss them if you don't agree.

Option 3. Use the free OKR generator

If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.

Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.

Onboarding OKR best practices

Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Here are a couple of best practices extracted from our OKR implementation guide 👇

Tip #1: Limit the number of key results

Focus can only be achieve by limiting the number of competing priorities. It is crucial that you take the time to identify where you need to move the needle, and avoid adding business-as-usual activities to your OKRs.

We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.

Tip #2: Commit to weekly OKR check-ins

Having good goals is only half the effort. You'll get significant more value from your OKRs if you commit to a weekly check-in process.

Being able to see trends for your key results will also keep yourself honest.

Tip #3: No more than 2 yellow statuses in a row

Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.

As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.

Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.

How to track your Onboarding OKRs

OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full benefits from the framework. Reviewing progress periodically has several advantages:

Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, once you get comfortable you can graduate to a proper OKRs-tracking tool.

If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.

More Onboarding OKR templates

We have more templates to help you draft your team goals and OKRs.

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