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
Enhance provision of advisory services
KR 1
Attain 25% more client engagements for advisory services by quarter end
KR 2
Offer 3 new advisory services that cater to specific client needs
KR 3
Improve client satisfaction rate by 15% through superior advisory service
Ideas to get you moving
Offer discounted packages for new clients
Conduct webinars to showcase expertise
Implement aggressive marketing strategies for advisory services
Implement and market new advisory services
Research current client's needs to identify gaps in advisory services
Develop three new advisory service proposals
Further customize advisory approaches for individual clients
Implement ongoing customer service training for advisory staff
Routinely solicit client feedback on advisory services
Example targets. Adapt to your baseline before you start.
About this template
This OKR focuses on enhancing the provision of advisory services. Its measure of success includes achieving 25% more client engagements, offering 3 new services tailored to client needs, and improving client satisfaction rate by 15% through superior service delivery.
There are several initiatives outlined to achieve these goals. Firstly, to increase engagement, discounted packages will be offered to new clients, webinars conducted to showcase expertise, and aggressive marketing strategies implemented. Secondly, adding to the service catalog has been identified as another way to attract more clients hence the plan to implement, market and develop new services based on researched client needs.
Improving the client satisfaction rate is the third objective. This will be done through a customization of advisory approaches for individual clients, implementing ongoing customer service training for advisory staff, and by routinely soliciting client feedback on the advisory services provided.
The OKR revolves around client engagement, service diversification, and satisfaction enhancement. It's clear that meeting these objectives involves the overall improvement of service delivery, and attention to client feedback and needs.
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: Enhance provision of advisory services
objectives:
- title: Enhance provision of advisory services
outcomes:
- title: Attain 25% more client engagements for advisory services by quarter end
from: 0.0
to: 100.0
score_format: _number_%
initiatives:
- title: Offer discounted packages for new clients
- title: Conduct webinars to showcase expertise
- title: Implement aggressive marketing strategies for advisory services
- title: Offer 3 new advisory services that cater to specific client needs
from: 0.0
to: 100.0
score_format: _number_%
initiatives:
- title: Implement and market new advisory services
- title: Research current client's needs to identify gaps in advisory services
- title: Develop three new advisory service proposals
- title: Improve client satisfaction rate by 15% through superior advisory service
from: 0.0
to: 100.0
score_format: _number_%
initiatives:
- title: Further customize advisory approaches for individual clients
- title: Implement ongoing customer service training for advisory staff
- title: Routinely solicit client feedback on advisory services
Team OKR example
Suggested timeframe: Set with your team
1 objective · 3 key results
Example targets. Adapt to your baseline before you start.