Discover Tability: the AI platform that turns OKRs into resultsLearn more →

OKR template to streamline service requests via self-service platform

public-lib · Published 5 months ago

Your OKR template

This OKR is focused on the project to streamline service requests by implementing a self-service platform. One of the main objectives is to substantially decrease manual service requests by 70% through the successful implementation of a self-service system. It aims to achieve this by developing comprehensive, user-friendly online self-service tools, training customers to use the service effectively, and continuously monitoring and improving the system.

Another objective is to train 80% of clients on the new self-service system within a 30-day period. The initiatives planned to achieve this include scheduling and conducting training sessions for clients, tracking and following up with clients who have not been trained, and coming up with a comprehensive training plan.

The final objective lies in having a user-friendly self-service portal, which includes all service request features, live within 60 days. The steps to achieve this include designing the layout and structure of the portal, developing the portal with all necessary features, as well as testing for usability and making necessary improvements.

Overall, the OKR aims to increase efficiency and convenience for customers, using automated tools to cut down the time spent on manual requests. The aim is also to ensure a smooth transition for clients through adequate training, and to offer a user-friendly interface on the platform.
  • ObjectiveObjectiveStreamline service requests via self-service platform
  • Key ResultKRDecrease manual service requests by 70% through successful self-service implementation
  • TaskDevelop comprehensive, user-friendly online self-service tools
  • TaskTrain customers to utilize self-service effectively
  • TaskMonitor and improve self-service system constantly
  • Key ResultKRTrain 80% of clients on the new self-service request system within 30 days
  • TaskSchedule and conduct training sessions for clients
  • TaskTrack and follow up with untrained clients
  • TaskDevelop a comprehensive training plan for the new system
  • Key ResultKRImplement a user-friendly self-service portal with all service request features by 60 days
  • TaskDesign layout and structure for self-service portal
  • TaskDevelop portal with all service request features
  • TaskTest portal usability and implement improvements
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.

Related OKRs examples

Table of contents