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Team OKR example

Determine leading causes for policy non-renewals

A starting point for clearer priorities and measurable progress. Make the targets your own.

Suggested timeframe: Set with your team1 objective · 3 key results
YOUR STARTING POINTTeam OKRs
OBJECTIVE

Determine leading causes for policy non-renewals

  1. KR 1

    Analyze data from non-renewals and categorize common reasons by week 6

  2. KR 2

    Submit a detailed report outlining top 3 reasons by week 8

  3. KR 3

    Conduct a survey from 100 non-renewing customers for detailed feedback by week 4

Ideas to get you moving
  • Analyze the gathered data and categorize reasons
  • Collect all data related to non-renewals before week 6
  • Document findings for each common reason weekly
  • Analyze data to identify top 3 reasons
  • Create a detailed outline of findings
  • Submit the report by week 8
  • Distribute survey amidst chosen customers by week 4
  • Create a detailed feedback survey
  • Identify 100 non-renewing customers for the survey
Example targets. Adapt to your baseline before you start.

About this template

The key focus of this OKR is identifying the primary reasons for policy non-renewals. It outlines three major objectives: to categorize and document common reasons for non-renewals, to compile a comprehensive report detailing the top three causes, and to conduct a survey targeting 100 non-renewing customers.

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.

Make it work for your team

01

Set your baseline. Check where you are today, then choose targets that stretch your team.

02

Agree on ownership. Give each key result a clear owner and a source of data.

03

Check in every week. Review the numbers, share confidence, and decide what needs attention.

Get this template as YAML

A machine-readable version of this example for a script or AI assistant.

---
title: Determine leading causes for policy non-renewals
objectives:
- title: Determine leading causes for policy non-renewals
  outcomes:
  - title: Analyze data from non-renewals and categorize common reasons by week 6
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives:
    - title: Analyze the gathered data and categorize reasons
    - title: Collect all data related to non-renewals before week 6
    - title: Document findings for each common reason weekly
  - title: Submit a detailed report outlining top 3 reasons by week 8
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives:
    - title: Analyze data to identify top 3 reasons
    - title: Create a detailed outline of findings
    - title: Submit the report by week 8
  - title: Conduct a survey from 100 non-renewing customers for detailed feedback
      by week 4
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives:
    - title: Distribute survey amidst chosen customers by week 4
    - title: Create a detailed feedback survey
    - title: Identify 100 non-renewing customers for the survey
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