OKR template to enhance client relationships through memorable Christmas gifts
The next objective is to ensure at least 85% of these gifts get delivered on time. For this, the plan is to track and optimize delivery routes, train the staff for quicker gift processing, and apply advanced scheduling systems for timely orders.
Another aspect of the OKR is to increase client satisfaction by 10% using response tracking surveys after they receive their gifts. The initiatives for this are distributing a survey to clients, creating a satisfaction questionnaire post-gift receiving, and examining survey responses for further improvements.
In summary, this OKR is focused on enhancing client rapport through personalized, timely delivered Christmas gifts and gauging client satisfaction to inform future strategies.
ObjectiveEnhance client relationships through memorable Christmas gifts
KRChoose unique, personalized gifts for top 50 clients by analyzing preferences and interests
Identify top 50 clients and their specific preferences or interests- Purchase and deliver selected gifts to each client
- Research unique, personalized gift options related to these interests
- KRAchieve at least 85% on-time delivery for all client gifts
- Monitor and optimize delivery routes
- Train staff for efficient gift processing
- Implement an advanced order scheduling system
- KRIncrease client satisfaction by 10% post gift-receiving using response tracking surveys
- Distribute survey to clients after gift delivery
- Develop a post-gift receiving satisfaction survey
- Analyze survey responses to identify improvements
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