10 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

Using Tability AI to draft complete strategies in seconds

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here.

You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.

See it in action in the video below 👇

Using the AI generator, you can:

• Chat with an AI to draft your goals
• Ask questions or provide feedback to refine the OKRs
• Import the suggestion in an editor designed for goal setting
• Switch back to a goal-tracking view in 1-click

Try Tability AI

Using the free OKR generator to get a quick template

If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.

Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.

Our 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

2. OKRs to implement service management for new work stream

3. OKRs to enhance overall client satisfaction and relationship

4. OKRs to enhance support provided by change managers across all initiatives

5. OKRs to enhance provision of advisory services

6. OKRs to enhance the quality of client communication

7. OKRs to enhance client relationships through memorable Christmas gifts

8. OKRs to enhance the efficiency and effectiveness of legal service delivery

9. OKRs to ensure successful completion and delivery of client commitments

10. OKRs to maintain accuracy of vendor information across all clients

Client Management Team OKR best practices

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.

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.

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 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.

Tability'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 to improve efficiency of QA triaging
  qa-triagingautomationqa-analystqa-managerqa-teamdevelopment-team
• OKRs to boost Socotra Creative Centre's handcraft production and market reach
  handcraft-productionmarket-expansionproduction-managermarketing-specialistproduction-teammarketing-team
• OKRs to boost revenue growth through sector-specific initiatives
  budget-optimizationcustomer-retentionfinancial-analystcustomer-service-trainerfinance-teamcustomer-service-team
• OKRs to increase overall sales productivity for our offshore IT services team
  offshore-it-servicessales-productivitysales-teamproject-managementit-services-teammarketing-team
• OKRs to master cloud services architecture: argocd, kubernates, istio, terraform
  cloud-services-architecturecertificationcloud-architectit-project-managercloud-services-teamproject-deployment-team
• OKRs to enhance inter-departmental collaboration for effective social media operations
  social-media-strategyinterdepartmental-collaborationsocial-media-managerdepartmental-representativessocial-media-teamall-departmental-teams