6 OKR examples for Client Management Team
Crafting effective OKRs can be challenging, particularly for beginners. Emphasizing outcomes rather than projects should be the core of your planning.
We've tailored a list of OKRs examples for Client Management Team to help you. You can look at any of the templates below to get some inspiration for your own goals.
If you want to learn more about the framework, you can read more about the OKR meaning online.
Best practices for OKR
Your objectives should be ambitious, but achievable. Your key results should be measurable and time-bound. It can also be helfpul to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.
Building your own OKRs with AI
While we have some examples below, it's likely that you'll have specific scenarios that aren't covered here. There are 2 options available to you.
- Use our free OKRs generator
- Use Tability, a complete platform to set and track OKRs and initiatives – including a GPT-4 powered goal generator
How to track OKRs
OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full benefits from the framework.
Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKRs-tracking platform to make things easier.
We recommend Tability for an easy way to set and track OKRs with your team.
Check out the 5 best OKR tracking templates to find the best way to monitor progress during the quarter.
Client Management Team OKRs templates
The examples have Client Management Team Objectives and Key Results, but they may also include the tasks that can help you get there.
OKRs to implement service management for new work stream
Implement service management for new work stream
Identify and train a dedicated service management team by week 4
Begin team training by week 4- Develop a comprehensive training plan for newly hired team
- Hire service management professionals suitable for the team
- Achieve 95% satisfaction rate in client feedback for the new service management operation by week 12
- Solicit, analyze, and apply client feedback weekly
- Implement thorough employee training on service management
- Regularly assess and adjust client-communication strategies
- Develop and implement a comprehensive service management plan by week 8
- Draft comprehensive service management plan
- Identify current service management gaps
- Implement plan by week 8
OKRs to enhance provision of advisory services
- Enhance provision of advisory services
- Attain 25% more client engagements for advisory services by quarter end
- Offer discounted packages for new clients
- Conduct webinars to showcase expertise
- Implement aggressive marketing strategies for advisory services
- Offer 3 new advisory services that cater to specific client needs
- Implement and market new advisory services
- Research current client's needs to identify gaps in advisory services
- Develop three new advisory service proposals
- Improve client satisfaction rate by 15% through superior advisory service
- Further customize advisory approaches for individual clients
- Implement ongoing customer service training for advisory staff
- Routinely solicit client feedback on advisory services
OKRs to enhance the efficiency and effectiveness of legal service delivery
- Enhance the efficiency and effectiveness of legal service delivery
- Increase client satisfaction rating to 95%
- Monitor feedback and swiftly address client complaints
- Conduct regular surveys to understand client needs and expectations
- Implement training programs to enhance customer service skills
- Reduce average case handling time by 20%
- Regularly review and optimize case handling strategies
- Streamline case-related processes and resources
- Implement efficient case-handling training for all staff
- Complete 100% of legal documents without any errors
- Update and correct any errors found immediately
- Review all legal documents thoroughly for accuracy
- Obtain professional legal counsel for document verification
OKRs to enhance satisfaction of wealth management clients
- Enhance satisfaction of wealth management clients
- Increase client satisfaction scores by 20% through improved personalization
- Regularly seek client feedback for service improvements
- Train staff for personalized customer interactions
- Implement customer relationship management software for tailored services
- Decrease client complaint rates by 15% via proactive communication
- Implement regular updates on service improvements to all clients
- Establish a client feedback system for early issue detection
- Train staff on proactive communication strategies
- Launch 2 new features in the client portal based on client feedback analysis
- Implement new features in the client portal
- Develop and test the new features
- Identify desired features from client feedback analysis
OKRs to enhance Identity Access Management for large scale clients
- Enhance Identity Access Management for large scale clients
- Increase system response time by 20% for enhanced user experience
- Identify and eliminate any unnecessary background processes
- Upgrade system hardware to improve performance
- Optimize code for increased efficiency
- Implement new features from client input in 60% of all accounts
- Design and develop the requested features
- Implement the new features in the chosen accounts
- Collect and categorize client input about desired features
- Reduce access-related security incidents by 30% through stronger protocols
- Implement two-factor authentication for all system users
- Conduct frequent audits of access controls and permissions
- Regularly update passwords and maintain a strong password policy
OKRs to improve Identity Access Management for large scale clients
- Improve Identity Access Management for large scale clients
- Reduce access credential errors by 20%
- Introduce regular password update reminders for employees
- Implement a comprehensive access credential training program
- Upgrade access security software to reduce login errors
- Implement two-factor authentication for 90% of big customers
- Deploy system to selected clients
- Develop and test two-factor authentication system
- Identify 90% of biggest clients requiring two-factor authentication
- Increase security incident response speed by 30%
- Train staff in faster threat identification procedures
- Implement automated threat detection and response tools
- Streamline incident reporting and escalation processes
More OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to maximize efficiency of the sales operations department
- OKRs to enhance DevOps operations and efficiency
- OKRs to integrate UX testing insights into decision-making
- OKRs to launch a successful mobile application
- OKRs to deliver an excellent product with seamless usability
- OKRs to reduce MTTR of critical business applications by 15%
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: Complete 2024 OKR cheat sheet
- Blog posts: ODT Blog
- Success metrics: KPIs examples