13 customisable OKR examples for Client Management Team

What are Client Management Team OKRs?

The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.

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 our OKR guide online.

Building your own Client Management Team OKRs with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own OKRs.

Feel free to explore our tools:

Our customisable Client Management Team OKRs examples

You will find in the next section many different Client Management Team Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).

Hope you'll find this helpful!

1. OKR to improve efficiency in client and team management

  • ObjectiveImprove efficiency in client and team management
  • Key ResultIncrease client satisfaction by 10% as evidenced by quarterly survey responses
  • TaskImplement regular client follow-ups to address potential issues
  • TaskEvaluate and streamline communication processes for client efficiency
  • TaskProvide staff with customer service training to improve interactions
  • Key ResultEnhance team output by 15% through implementation of structured weekly check-ins
  • TaskTrain team on effective check-in strategies
  • TaskMonitor and measure output increase weekly
  • TaskEstablish a weekly check-ins system for the team
  • Key ResultAchieve a 20% decrease in resolution time for client-reported software issues
  • TaskProvide ongoing technical training for the customer service team
  • TaskEstablish a priority-based resolution system
  • TaskImplement more efficient issue-tracking software

2. OKR to implement service management for new work stream

  • ObjectiveImplement service management for new work stream
  • Key ResultIdentify and train a dedicated service management team by week 4
  • TaskBegin team training by week 4
  • TaskDevelop a comprehensive training plan for newly hired team
  • TaskHire service management professionals suitable for the team
  • Key ResultAchieve 95% satisfaction rate in client feedback for the new service management operation by week 12
  • TaskSolicit, analyze, and apply client feedback weekly
  • TaskImplement thorough employee training on service management
  • TaskRegularly assess and adjust client-communication strategies
  • Key ResultDevelop and implement a comprehensive service management plan by week 8
  • TaskDraft comprehensive service management plan
  • TaskIdentify current service management gaps
  • TaskImplement plan by week 8

3. OKR to enhance overall client satisfaction and relationship

  • ObjectiveEnhance overall client satisfaction and relationship
  • Key ResultConduct client satisfaction surveys and achieve a minimum of 80% positive feedback
  • TaskStrategically implement feedback to improve services
  • TaskIdentify appropriate satisfaction survey tool
  • TaskDistribute satisfaction survey to all existing clients
  • Key ResultReduce client complaints by 25%
  • TaskIntroduce a quality control feedback system
  • TaskInitiate weekly reviews of client feedback
  • TaskImplement a training program to improve customer service skills
  • Key ResultIncrease client retention rate by 15%
  • TaskDevelop a loyalty rewards program to encourage retention
  • TaskEnhance product offerings based on customer feedback
  • TaskImplement regular follow-ups and personalized communication with clients

4. OKR to enhance provision of advisory services

  • ObjectiveEnhance provision of advisory services
  • Key ResultAttain 25% more client engagements for advisory services by quarter end
  • TaskOffer discounted packages for new clients
  • TaskConduct webinars to showcase expertise
  • TaskImplement aggressive marketing strategies for advisory services
  • Key ResultOffer 3 new advisory services that cater to specific client needs
  • TaskImplement and market new advisory services
  • TaskResearch current client's needs to identify gaps in advisory services
  • TaskDevelop three new advisory service proposals
  • Key ResultImprove client satisfaction rate by 15% through superior advisory service
  • TaskFurther customize advisory approaches for individual clients
  • TaskImplement ongoing customer service training for advisory staff
  • TaskRoutinely solicit client feedback on advisory services

5. OKR to enhance the quality of client communication

  • ObjectiveEnhance the quality of client communication
  • Key ResultRespond 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 ResultIncrease 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 ResultValidate 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

6. OKR to enhance client relationships through memorable Christmas gifts

  • ObjectiveEnhance client relationships through memorable Christmas gifts
  • Key ResultChoose unique, personalized gifts for top 50 clients by analyzing preferences and interests
  • TaskIdentify top 50 clients and their specific preferences or interests
  • TaskPurchase and deliver selected gifts to each client
  • TaskResearch unique, personalized gift options related to these interests
  • Key ResultAchieve at least 85% on-time delivery for all client gifts
  • TaskMonitor and optimize delivery routes
  • TaskTrain staff for efficient gift processing
  • TaskImplement an advanced order scheduling system
  • Key ResultIncrease client satisfaction by 10% post gift-receiving using response tracking surveys
  • TaskDistribute survey to clients after gift delivery
  • TaskDevelop a post-gift receiving satisfaction survey
  • TaskAnalyze survey responses to identify improvements

7. OKR to enhance the efficiency and effectiveness of legal service delivery

  • ObjectiveEnhance the efficiency and effectiveness of legal service delivery
  • Key ResultIncrease client satisfaction rating to 95%
  • TaskMonitor feedback and swiftly address client complaints
  • TaskConduct regular surveys to understand client needs and expectations
  • TaskImplement training programs to enhance customer service skills
  • Key ResultReduce average case handling time by 20%
  • TaskRegularly review and optimize case handling strategies
  • TaskStreamline case-related processes and resources
  • TaskImplement efficient case-handling training for all staff
  • Key ResultComplete 100% of legal documents without any errors
  • TaskUpdate and correct any errors found immediately
  • TaskReview all legal documents thoroughly for accuracy
  • TaskObtain professional legal counsel for document verification

8. OKR to maintain accuracy of vendor information across all clients

  • ObjectiveMaintain accuracy of vendor information across all clients
  • Key ResultReduce report inconsistencies related to vendor information by 25%
  • TaskImplement a centralized system for vendor data management
  • TaskRegularly review and update vendor databases
  • TaskEstablish standard protocols for gathering vendor information
  • Key ResultImplement weekly checks with each client to confirm vendor information accuracy
  • TaskCreate a weekly schedule for client vendor information checks
  • TaskTrain staff to conduct vendor information accuracy checks
  • TaskDevelop a reporting system for the weekly check results
  • Key ResultVerify and update 100% of vendor data in client systems every week
  • TaskConfirm successful update of all vendor data
  • TaskReview current vendor data in client systems weekly
  • TaskUpdate incorrect or outdated vendor information

9. OKR to enhance satisfaction of wealth management clients

  • ObjectiveEnhance satisfaction of wealth management clients
  • Key ResultIncrease client satisfaction scores by 20% through improved personalization
  • TaskRegularly seek client feedback for service improvements
  • TaskTrain staff for personalized customer interactions
  • TaskImplement customer relationship management software for tailored services
  • Key ResultDecrease client complaint rates by 15% via proactive communication
  • TaskImplement regular updates on service improvements to all clients
  • TaskEstablish a client feedback system for early issue detection
  • TaskTrain staff on proactive communication strategies
  • Key ResultLaunch 2 new features in the client portal based on client feedback analysis
  • TaskImplement new features in the client portal
  • TaskDevelop and test the new features
  • TaskIdentify desired features from client feedback analysis

10. OKR to enhance Identity Access Management for large scale clients

  • ObjectiveEnhance Identity Access Management for large scale clients
  • Key ResultIncrease system response time by 20% for enhanced user experience
  • TaskIdentify and eliminate any unnecessary background processes
  • TaskUpgrade system hardware to improve performance
  • TaskOptimize code for increased efficiency
  • Key ResultImplement new features from client input in 60% of all accounts
  • TaskDesign and develop the requested features
  • TaskImplement the new features in the chosen accounts
  • TaskCollect and categorize client input about desired features
  • Key ResultReduce access-related security incidents by 30% through stronger protocols
  • TaskImplement two-factor authentication for all system users
  • TaskConduct frequent audits of access controls and permissions
  • TaskRegularly update passwords and maintain a strong password policy

11. OKR to improve Identity Access Management for large scale clients

  • ObjectiveImprove Identity Access Management for large scale clients
  • Key ResultReduce access credential errors by 20%
  • TaskIntroduce regular password update reminders for employees
  • TaskImplement a comprehensive access credential training program
  • TaskUpgrade access security software to reduce login errors
  • Key ResultImplement two-factor authentication for 90% of big customers
  • TaskDeploy system to selected clients
  • TaskDevelop and test two-factor authentication system
  • TaskIdentify 90% of biggest clients requiring two-factor authentication
  • Key ResultIncrease security incident response speed by 30%
  • TaskTrain staff in faster threat identification procedures
  • TaskImplement automated threat detection and response tools
  • TaskStreamline incident reporting and escalation processes

12. OKR to improve our delivery of results to clients

  • ObjectiveImprove our delivery of results to clients
  • Key ResultIncrease customer satisfaction rate by 20% through improved result delivery
  • TaskAnalyze feedback to identify areas needing improvement
  • TaskImplement result-oriented training for customer service
  • TaskRegularly monitor and adjust delivery processes
  • Key ResultComplete 95% of projects on time without any delay
  • TaskRegularly review progress towards project deadlines
  • TaskPrioritize jobs based on deadline and complexity
  • TaskImplement efficient project management tools
  • Key ResultReduce error rates in result delivery by 15%
  • TaskImplement comprehensive quality checking procedures
  • TaskConduct regular audits to identify problematic areas
  • TaskProvide additional training to delivery team

13. OKR to enhance core skills and competency as a Business Analyst

  • ObjectiveEnhance core skills and competency as a Business Analyst
  • Key ResultReceive client satisfaction rate of 90% or above in all assigned projects
  • TaskImplement regular client communication via emails and calls
  • TaskUnderstand and fulfill client project requirements accurately
  • TaskRegularly collect and analyze client feedback
  • Key ResultDeliver 5 projects successfully utilizing new techniques learned from courses
  • TaskApply learned techniques strategically to each project
  • TaskEvaluate and fine-tune methodology for successful delivery
  • TaskIdentify suitable projects for new technique application
  • Key ResultComplete 3 online courses related to data analytics and business intelligence
  • TaskComplete all course assignments and final exams for certification
  • TaskResearch and select three online courses in data analytics and business intelligence
  • TaskEnroll into and regularly attend the selected online courses

Best practices for managing your Client Management Team OKRs

Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Here are a couple of best practices extracted from our OKR implementation guide 👇

Tip #1: Limit the number of key results

The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the OKRs.

We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.

Tability Insights DashboardTability's audit dashboard will highlight opportunities to improve OKRs

Tip #2: Commit to the weekly check-ins

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.

Being able to see trends for your key results will also keep yourself honest.

Tability Insights DashboardTability's check-ins will save you hours and increase transparency

Tip #3: No more than 2 yellow statuses in a row

Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.

As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.

Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.

Best way to track your Client Management Team 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. Reviewing progress periodically has several advantages:

  • It brings the goals back to the top of the mind
  • It will highlight poorly set OKRs
  • It will surface execution risks
  • It improves transparency and accountability

Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKR platform to make things easier.

A strategy map in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.

More Client Management Team OKR templates

We have more templates to help you draft your team goals and OKRs.

OKRs resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.

Create more examples in our app

You can use Tability to create OKRs with AI – and keep yourself accountable 👀

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