OKR template to implement the new onboarding program to speed up deal closure time
A key component of the plan involves training 80% of the sales team on the new program by week eight. This will involve scheduling training sessions by week three and ensuring their completion and comprehension by week eight. Understanding the new onboarding program is essential for this process to be successful.
Crucial also is the development of the program curriculum and necessary resources by week four. This includes identifying necessary topics and learning outcomes, establishing a weekly timeline for each topic, and gathering and organizing relevant resources for curriculum content.
Therefore, it is clear that this OKR aims to streamline the sales process, improve the efficiency and effectiveness of the sales team, and subsequently increase the rate of deal closures through a comprehensive new onboarding program.
ObjectiveImplement the new onboarding program to speed up deal closure time
KRReduce the average time to first deal by 25% by week 12
Train team in aggressive prospecting strategies- Implement sales acceleration software for efficiency
- Optimize pitch to better engage and convert leads
- KRTrain 80% of the sales team on the new onboarding program by week 8
- Complete training and assess understanding by week 8
- Schedule training sessions for sales team by week 3
- Identify key elements for the onboarding program by week 1
- KRDevelop program curriculum and necessary resources by week 4
- Establish a timeline and assign topics to each week
- Identify necessary topics and learning outcomes for the program curriculum
- Gather and organize needed resources for curriculum content
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