OKR template to determine leading causes for policy non-renewals
The first objective involves a thorough analysis of non-renewal data, followed by categorizing common reasons. All data related to non-renewals needs to be collected before week 6, and the team is tasked with documenting findings for each common reason weekly.
The second objective is geared towards determining the top three causes of non-renewals. This includes analyzing the gathered data, creating an outline of the findings, and submitting a detailed report by week 8.
The third objective is focused on attaining detailed feedback from customers. It involves identifying 100 non-renewing customers, creating and distributing a comprehensive feedback survey among these customers by week 4.
- ObjectiveDetermine leading causes for policy non-renewals
- KRAnalyze data from non-renewals and categorize common reasons by week 6
- Analyze the gathered data and categorize reasons
- Collect all data related to non-renewals before week 6
- Document findings for each common reason weekly
- KRSubmit a detailed report outlining top 3 reasons by week 8
- Analyze data to identify top 3 reasons
- Create a detailed outline of findings
- Submit the report by week 8
- KRConduct a survey from 100 non-renewing customers for detailed feedback by week 4
- Distribute survey amidst chosen customers by week 4
- Create a detailed feedback survey
- Identify 100 non-renewing customers for the survey
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