15 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:
- Use our free OKR generator
- Use Tability, a complete platform to set and track OKRs and initiatives, including a GPT-4 powered goal generator
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. OKRs to improve efficiency in client and team management
Improve efficiency in client and team management
Increase client satisfaction by 10% as evidenced by quarterly survey responses
Implement regular client follow-ups to address potential issues
Evaluate and streamline communication processes for client efficiency
Provide staff with customer service training to improve interactions
Enhance team output by 15% through implementation of structured weekly check-ins
Train team on effective check-in strategies
Monitor and measure output increase weekly
Establish a weekly check-ins system for the team
Achieve a 20% decrease in resolution time for client-reported software issues
Provide ongoing technical training for the customer service team
Establish a priority-based resolution system
Implement more efficient issue-tracking software
2. 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
3. OKRs to enhance overall client satisfaction and relationship
Enhance overall client satisfaction and relationship
Conduct client satisfaction surveys and achieve a minimum of 80% positive feedback
Strategically implement feedback to improve services
Identify appropriate satisfaction survey tool
Distribute satisfaction survey to all existing clients
Reduce client complaints by 25%
Introduce a quality control feedback system
Initiate weekly reviews of client feedback
Implement a training program to improve customer service skills
Increase client retention rate by 15%
Develop a loyalty rewards program to encourage retention
Enhance product offerings based on customer feedback
Implement regular follow-ups and personalized communication with clients
4. 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
5. OKRs to enhance the quality of client communication
Enhance the quality of client communication
Respond to all client queries within a 24-hour period
Check emails and voicemails frequently throughout the day
Set reminders to respond to all unanswered queries
Prioritize responding to client inquiries immediately
Increase client satisfaction rate to over 90% through regular surveys
Monitor survey results and make necessary adjustments
Create and implement regular client satisfaction surveys
Develop a feedback implementation strategy
Validate client problems are resolved 95% of the time by feedback after issue resolution
Implement a system to track resolution success rate
Create a post-resolution follow-up procedure
Instruct team to collect feedback from clients
6. OKRs to enhance client relationships through memorable Christmas gifts
Enhance client relationships through memorable Christmas gifts
Choose unique, personalized gifts for top 50 clients by analyzing preferences and interests
Identify top 50 clients and their specific preferences or interests
Purchase and deliver selected gifts to each client
Research unique, personalized gift options related to these interests
Achieve at least 85% on-time delivery for all client gifts
Monitor and optimize delivery routes
Train staff for efficient gift processing
Implement an advanced order scheduling system
Increase client satisfaction by 10% post gift-receiving using response tracking surveys
Distribute survey to clients after gift delivery
Develop a post-gift receiving satisfaction survey
Analyze survey responses to identify improvements
7. 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
8. OKRs to ensure successful completion and delivery of client commitments
Ensure successful completion and delivery of client commitments
Maintain 100% on-time delivery for 100% of client commitments
Regularly monitor, track and report delivery performance metrics
Review and optimize current delivery processes regularly
Proactively communicate with clients for order updates
Reduce project-related issues by 20% to secure client satisfaction and retention
Strengthen quality assurance to proactively spot and fix issues
Implement strategies for frequent and effective communication with clients
Establish regular review and feedback sessions for the project
Increase revenue by 15% through efficient project execution
Streamline project execution processes to improve overall team productivity
Eliminate unnecessary expenses to increase net profits
Implement regular project audits to ensure efficiency and effectiveness
9. OKRs to maintain accuracy of vendor information across all clients
Maintain accuracy of vendor information across all clients
Reduce report inconsistencies related to vendor information by 25%
Implement a centralized system for vendor data management
Regularly review and update vendor databases
Establish standard protocols for gathering vendor information
Implement weekly checks with each client to confirm vendor information accuracy
Create a weekly schedule for client vendor information checks
Train staff to conduct vendor information accuracy checks
Develop a reporting system for the weekly check results
Verify and update 100% of vendor data in client systems every week
Confirm successful update of all vendor data
Review current vendor data in client systems weekly
Update incorrect or outdated vendor information
10. 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
11. 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
12. OKRs to enhance strategic partnerships through relationship management
Enhance strategic partnerships through relationship management
Forge 3 beneficial partnerships with new industry leaders
Negotiate terms of partnership agreements
Identify potential industry leaders for partnership opportunities
Initiate outreach to discuss potential collaboration
Increase client satisfaction score by 20% through frequent engagement and feedback
Implement weekly check-ins with clients for feedback
Launch a monthly satisfaction survey for clients
Enhance communication response time with clients
Reduce client conflicts by 15% by improving conflict management strategies
Assign a dedicated conflict resolution team within client service department
Develop a standardized conflict resolution protocol
Implement regular conflict resolution training for client-facing employees
13. OKRs to reduce partial deliveries to clients
Reduce partial deliveries to clients
Improve order forecasting accuracy to 90%
Periodically revise and adjust forecasting models
Implement advanced forecasting software for data analysis
Train teams on predictive analytics for forecasting
Increase efficiency of inventory management by 25%
Train staff on proper inventory checking procedures
Implement a real-time online inventory management system
Regularly review and optimize inventory levels
Optimize logistics to ensure 100% on-time delivery
Conduct regular maintenance checks on delivery vehicles
Train staff in efficient order processing and dispatch
Implement a real-time tracking system for all deliveries
14. OKRs to enhance technical solution delivery for customer projects
Enhance technical solution delivery for customer projects
Reduce solution rollout errors by 25% by revamping testing processes
Train staff on new testing processes
Identify common errors in current solution rollout
Develop improved, thorough testing protocols
Increase project delivery efficiency by 30% using new architecture strategies
Train team members on using new strategies for project delivery
Implement new architecture strategies across all project divisions
Monitor and adjust strategies to ensure 30% efficiency increase
Improve customer satisfaction scores by 15% through improved solution implementation
Incorporate customer feedback into solution improvement processes
Monitor and adjust solutions regularly for continuous improvement
Train team to effectively implement solutions with customer-focused approach
15. OKRs to boost client conversion rates using our service
Boost client conversion rates using our service
Increase website traffic by 20% to enhance service visibility
Develop engaging content to retain existing customer base
Initiate pay-per-click advertising to attract new users
Implement SEO strategies to improve search engine rankings
Improve landing page conversion rate by 15% through optimization
Implement A/B testing for multiple landing page designs
Analyze visitor behavior to optimize user experience
Improve call-to-actions to drive engagement
Ramp up customer service satisfaction score by 10% by improving response time
Regularly monitor and review response times
Train team for effective and efficient resolution of complaints
Implement automated customer service software
Client Management Team OKR best practices to boost success
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 Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/tability-insights-board.e70f9466.png)
Tip #2: Commit to weekly OKR 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 Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/checkins-graph.b2aec458.png)
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.
How to turn your Client Management Team OKRs in a strategy map
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 Tability](https://tability-templates-v2.vercel.app/_next/static/media/tability_strategy_map.2ad25843.png)
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 to consolidate and streamline server infrastructure
OKRs to increase savings towards the 10k annual goal
OKRs to deliver the highest quality customer experience during peak season
OKRs to enhance capabilities of tech leadership
OKRs to enhance fraud detection and prevention in the payment system
OKRs to contribute proactively to three Atlassian Services proposals
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: What is the meaning of OKRs
- Blog posts: ODT Blog
- Success metrics: KPIs examples
Create more examples in our app
You can use Tability to create OKRs with AI – and keep yourself accountable 👀
Tability is a unique goal-tracking platform built to save hours at work and help teams stay on top of their goals.
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