OKR template to engage with customers on their most requested features

public-lib · Published 3 months ago

This OKR titled "Engage with customers on their most requested features" sets out to achieve goals like documenting all feature requests, developing an effective feedback mechanism, and scheduling meetings with different customers. The objective is to create a comprehensive list of collected feature requests, meticulously categorized by their relative importance. This precisely documented file forms the basis for further information and better understanding of what the customers are demanding.

Creating a mechanism for post-meeting feedback is another major goal. This involves the action plan of analyzing feedback data collected from the customers to improve the interaction and engagement. Designing a customer-centric survey, focusing on their feedback post-meeting, is an important initiative. This survey is expected to bring out insights on the effectiveness of the current engagement strategies and areas that need improvement.

The OKR also targets the implementation of a follow-up email system for survey distribution to ensure continued customer engagement. It emphasizes the need to keep in touch with the customers even after meeting schedules, to assess the effectiveness of meetings and customer responses to the suggested solutions or changes.

Lastly, the OKR implies that meetings with at least 25 unique customers need to be scheduled. This gathering diverse feedback to improve and cater to a broad spectrum of customer demands. This clause, however, lacks any specific initiatives, which implies that the ways to achieve this goal are open to the implementation team's interpretation and methods.

ObjectiveEngage with customers on their most requested features
KRDocument and categorize all discussed feature requests
Compile a list of all discussed feature requests
Categorize each feature request by importance
Document the categorized requests in a shared file
KRDevelop a post-meeting feedback mechanism for continued customer engagement
Analyze feedback data for customer engagement improvements
Design a customer survey focusing on post-meeting feedback
Implement a follow-up email system for survey distribution
KRSchedule meetings with at least 25 unique customers

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.

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