Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are SaaS 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.
How you write your OKRs can make a huge difference on the impact that your team will have at the end of the quarter. But, it's not always easy to write a quarterly plan that focuses on outcomes instead of projects.
That's why we have created a list of OKRs examples for SaaS to help. You can use any of the templates below as a starting point to write your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
The best tools for writing perfect SaaS OKRs
Here are 2 tools that can help you draft your OKRs in no time.
Tability AI: to generate OKRs based on a prompt
Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
Watch the video below to see it in action 👇
Tability Feedback: to improve existing OKRs
You can use Tability's AI feedback to improve your OKRs if you already have existing goals.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
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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.
SaaS OKRs examples
You'll find below a list of Objectives and Key Results templates for SaaS. 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 successfully integrate and deploy Productiv SaaS for IT management
ObjectiveSuccessfully integrate and deploy Productiv SaaS for IT management
KRTrain 90% of the IT team on Productiv SaaS application management functionalities
Identify members of IT team needing Productiv SaaS training
Secure trainings for Productiv SaaS application management
Schedule and ensure employees attend the training sessions
KRComplete Productiv SaaS integration with existing systems by 75% in the first month
Develop a comprehensive integration plan for Productiv SaaS
Initiate the integration of Productiv SaaS with existing systems
Monitor and evaluate the progress of the integration
KRIdentify and manage 70% of shadow IT instances using Productiv SaaS
Deploy Productiv SaaS tool across all company systems
Conduct a thorough inventory to identify shadow IT instances
Leverage Productiv reporting to manage identified shadow IT elements
OKRs to boost operational efficiency on SaaS platforms
ObjectiveBoost operational efficiency on SaaS platforms
KRImprove customer response time by 15% through automation of support processes
Automate routine customer inquiries with scripts
Implement AI chatbots for instant initial customer response
Train staff on navigating new automation tools
KRIncrease user engagement by 20% via enhancing User Interface and User Experience
Develop updates improving usability and interface aesthetics
Conduct user testing to identify interface and experience shortcomings
Analyze data post-update to assess effectiveness
KRAchieve a 10% reduction in service disruptions by improving system reliability
Increase staff training on system operations
Develop a robust troubleshooting guide
Implement regular system maintenance and updates
OKRs to deploy Productiv SaaS for optimal application management
ObjectiveDeploy Productiv SaaS for optimal application management
KRTrain 90% of IT staff efficiently on Productiv SaaS application management tools
Develop comprehensive, effective training program
Schedule and conduct training sessions for IT staff
Identify key features of Productiv SaaS for training material
KRIdentify and onboard 100% of necessary applications into Productiv SaaS within a quarter
Implement gradual onboarding phase for each application
Catalog all necessary applications for full Productiv SaaS integration
Train team on Productiv SaaS onboarding process
KRReduce shadow IT instances by 50% using Productiv management tools
Monitor and evaluate reduction in shadow IT instances
Implement Productiv management tools across all IT systems
Conduct training on Productiv for all IT staff
OKRs to enhance our SaaS reference base
ObjectiveEnhance our SaaS reference base
KROnboard 20% more SaaS clients by end of next quarter
Improve customer onboarding process and documentation
Implement focused marketing campaign targeting SaaS potential clients
Develop personalized outreach programs for prospective customers
KRIncrease successful case studies by 30% featuring our new SaaS clients
Identify key SaaS clients with successful product experiences
Obtain testimonials and document success stories
Implement a promotional campaign featuring these case studies
KRAchieve a 95% customer satisfaction level among new SaaS clients
Establish regular check-ins for performance feedback
Implement comprehensive onboarding for all new SaaS clients
Resolve reported issues within 24 hours
OKRs to boost brand awareness in large enterprise SaaS market
ObjectiveBoost brand awareness in large enterprise SaaS market
KRAchieve a 20% increase in SaaS-related media mentions or features
Sponsor industry events for valuable media exposure
Increase SaaS-specific press releases and announcements
Develop relationships with key influencers in the SaaS industry
KRSecure ten speaking engagements at industry-specific events or conferences
Draft and send tailored proposals to event organizers
Identify key industry-specific events and conferences
Follow up with event organizers regularly
KRIncrease website traffic from SaaS businesses by 30%
Develop and implement a targeted SEO strategy for SaaS keywords
Initiate partnerships with influential SaaS businesses for link sharing
Create engaging, SaaS-related content for blog posts and articles
OKRs to amplify brand visibility of our SaaS technology through an Account-Based Marketing strategy
ObjectiveAmplify brand visibility of our SaaS technology through an Account-Based Marketing strategy
KRAchieve 15% increase in website traffic via personalized email marketing campaigns
Analyze and adjust campaigns based on metrics
Identify target audience for personalized email marketing
Develop engaging, personalized email content
KRSecure at least 10 qualified leads from top-tier target accounts each month
Initiate contact and nurture relationships with leads
Identify and research top-tier target accounts
Develop personalized outreach strategies for each account
KRGarner a 30% increase in social media following through targeted content promotion
Identify and analyze the audience's content interests
Develop and implement a tailored content strategy
Regularly monitor and optimize content performance
OKRs to develop a cloud-based SAAS loyalty product
ObjectiveDevelop a cloud-based SAAS loyalty product
KRComplete backend development process meeting 95% of the defined specifications
Develop and test backend according to specifications
Finalize defined specifications for backend development process
Conduct reviews and adjust code to meet 95% specification accuracy
KRSuccessfully launch a beta version with less than 3% defects reported
Prioritize and swiftly address reported defects
Develop comprehensive testing procedures for beta version
Provide effective channels for reporting software defects
KRFinalize system specifications and required features by interviewing 20 potential users
Identify and contact 20 potential system users for interviews
Conduct interviews to finalize system specifications
Finalize required features based on user feedback
OKRs to achieve top position as a HR SaaS provider in South Korea
ObjectiveAchieve top position as a HR SaaS provider in South Korea
KREnhance product features, achieving 15% more unique functionalities than competitors
Test and integrate new features into the existing product
Analyze competitor's products to identify their unique functionalities
Collaborate with a development team to design new features
KRImprove customer satisfaction rate to 90% ensuring excellent service delivery
Implement regular employee training for superior customer service
Enhance product or service quality based on customer insights
Develop a feedback system to understand customer needs
KRIncrease customer base by 30% through targeted marketing strategies
Execute targeted advertising campaigns on diverse platforms
Implement a referral program to incentivize existing customers
Develop a strategic marketing plan targeting potential customers
OKRs to ensure successful integration and deployment of Productiv SaaS application
ObjectiveEnsure successful integration and deployment of Productiv SaaS application
KRFully integrate Productiv SaaS with existing IT infrastructure by 100% within the defined timeline
Identify necessary APIs to connect Productiv SaaS to IT infrastructure
Execute integration process following API guidelines
Monitor and evaluate system performance post-integration
KRTrain 90% of relevant staff in operating and maintaining Productiv SaaS effectively
Identify the staff who need to use Productiv SaaS
Arrange training sessions on Productiv SaaS operation
Supervise follow-up activities for effective maintenance training
KRIdentify and mitigate 100% of discovered shadow IT instances leveraging Productiv SaaS
Identify all instances of shadow IT using Productiv SaaS
Analyze potential security risks and impact
Implement mitigation strategies for flagged risks
OKRs to enhance knowledge on marketing and branding for B2B SaaS product optimization
ObjectiveEnhance knowledge on marketing and branding for B2B SaaS product optimization
KRImprove trial-to-subscription conversion rate by 20% through marketing strategies
Implement personalized email marketing campaigns
Run targeted social media promotions
Enhance product sign-up and onboarding process
KRIncrease brand awareness, achieving 15% growth in organic website traffic
Develop engaging social media campaigns
Collaborate with influencers for product promotion
Implement SEO strategies to improve search engine rankings
KRComplete three practical marketing and branding courses focused on B2B SaaS
Consistently participate and complete the chosen courses
Enroll in three selected marketing and branding courses
Research reputable online platforms offering B2B SaaS marketing courses
SaaS 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.
Save hours with automated OKR dashboards
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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:
- It brings the goals back to the top of the mind
- It will highlight poorly set OKRs
- It will surface execution risks
- It improves transparency and accountability
Spreadsheets are enough to get started. Then, once you need to scale you can use Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More SaaS OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to achieve complete abolition of slavery globally
OKRs to advance proficiency in construction-related coursework
OKRs to to enhance and maximize business stakeholder engagement
OKRs to enhance client satisfaction and increase revenue from corporate catering services
OKRs to successfully adapt and contribute to the new team and project
OKRs to optimise the recent ERP implementation and rectify outstanding issues