OKR template to enhance the quality of client communication

public-lib · Published 4 months ago

The OKR titled 'Enhance the quality of client communication' is aimed at improving responsiveness and satisfaction rates amongst clients. The first objective is to ensure all client queries are responded to within a 24-hour period. The team will stay attuned to client communications, set active reminders to answer queries, and give priority to client inquiries.

The second goal is to raise client satisfaction above 90%, using regular surveys as an indicator. The team will monitor survey results closely, devise regular satisfaction surveys and design a feedback implementation strategy. Regular surveys will ensure that the team is up-to-date with continuous feedback and can adjust their approach accordingly.

Another key part of improving communication rests on the resolution of client problems. With the objective to validate that 95% of client issues are resolved, a system to track the resolution success rate needs to be implemented. The team will also be required to gather post-resolution feedback from clients, bringing them into the problem-resolution process, and creating a follow-up procedure.

By focusing on these three core areas - responsiveness, satisfaction, and resolution, the quality of client communication will be significantly enhanced. The client becomes an integral part of every step and their inquiries, satisfaction and problem resolution become primary objectives for improving the quality of communication.
  • ObjectiveObjectiveEnhance the quality of client communication
  • Key ResultKRRespond to all client queries within a 24-hour period
  • TaskCheck emails and voicemails frequently throughout the day
  • TaskSet reminders to respond to all unanswered queries
  • TaskPrioritize responding to client inquiries immediately
  • Key ResultKRIncrease client satisfaction rate to over 90% through regular surveys
  • TaskMonitor survey results and make necessary adjustments
  • TaskCreate and implement regular client satisfaction surveys
  • TaskDevelop a feedback implementation strategy
  • Key ResultKRValidate client problems are resolved 95% of the time by feedback after issue resolution
  • TaskImplement a system to track resolution success rate
  • TaskCreate a post-resolution follow-up procedure
  • TaskInstruct team to collect feedback from clients
Use in Tability

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.

Tability Import Options

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.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

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.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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