15 customisable OKR examples for Onboarding
What are Onboarding 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.
Formulating strong OKRs can be a complex endeavor, particularly for first-timers. Prioritizing outcomes over projects is crucial when developing your plans.
We've tailored a list of OKRs examples for Onboarding 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 Onboarding 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 Onboarding OKRs examples
You'll find below a list of Objectives and Key Results templates for Onboarding. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.
Hope you'll find this helpful!
1. OKRs to boost the effectiveness of SaaS onboarding process
Boost the effectiveness of SaaS onboarding process
Elevate customer's successful onboarding completion rate by 20%
Introduce interactive tutorials and guides- Implement a structured follow-up system for user assistance
- Simplify the onboarding process to decrease user confusion
- Improve feedback ratings on customer onboarding experience by 15%
- Implement needed improvements based on customer feedback
- Develop a comprehensive onboarding guide for new customers
- Initiate customer satisfaction surveys post-onboarding
- Reduce the average time for onboarding completion by 30%
- Implement efficient, digital onboarding tools
- Streamline the onboarding process by removing unnecessary steps
- Offer comprehensive training for new hires
2. OKRs to increase platform onboarding efficiency
- Increase platform onboarding efficiency
- Increase user satisfaction rating for onboarding process to 4.5 out of 5
- Achieve 95% completion rate for onboarding tasks
- Decrease average onboarding time by 10%
- Reduce onboarding support tickets by 20% through improved self-service resources
- Implement a user-friendly FAQ page addressing common onboarding queries and concerns
- Develop video tutorials to visually guide users through the onboarding process
- Revamp knowledge base content with clear and detailed instructions for onboarding steps
- Conduct regular surveys to gather feedback and identify areas for further improvement
3. OKRs to enhance accountability and coordination in onboarding and calls
- Enhance accountability and coordination in onboarding and calls
- Decrease new employees’ onboarding time by 25%
- Use online tools for remote onboarding
- Implement an intensive, compact structured training program
- Assign mentors to guide new hires
- Reduce missed or late calls by 30%
- Promote accountability among team members for timely responses
- Establish a strict schedule for all calls
- Implement a reliable automated notification system for upcoming calls
- Increase customer call resolution rate to 90%
- Monitor calls regularly and provide feedback
- Conduct specialized training for customer service agents
- Implement customer resolution best practice guidelines
4. OKRs to transform the pre-start employee journey after offer acceptance
- Transform the pre-start employee journey after offer acceptance
- Design and implement a new digital onboarding platform for 90% user satisfaction
- Develop a user-friendly and interactive design for platform
- Conduct regular user satisfaction surveys and adjust accordingly
- Identify user requirements and expectations for the onboarding platform
- Achieve a 30% reduction in time-to-productivity for new hires
- Provide industry-specific training immediately
- Assign new hires a mentor for guidance
- Implement a comprehensive, streamlined onboarding process
- Reduce open query rates by 70% through proactive communication
- Implement an automated response system for instant replies
- Develop an FAQ section addressing common queries
- Implement a routine for regular client updates on query status
5. OKRs to minimize customer touchpoints during onboarding
- Minimize customer touchpoints during onboarding
- Decrease customer contact rate by 25% throughout the onboarding process
- Automate common queries using chatbots
- Implement a self-service portal for customers
- Develop a comprehensive FAQ section
- Implement a self-service portal to handle at least 30% of inquiries
- Promote portal usage to customers via various channels
- Train staff to update and maintain the portal's content
- Identify software for creating a user-friendly self-service portal
- Increase first call resolution rate to 60% or higher
- Implement policies for effective call handling
- Regularly review and improve scripts
- Provide comprehensive training for customer service representatives
6. OKRs to optimize onboarding process for call center recruits
- Optimize onboarding process for call center recruits
- Reduce new hire training period by 15%
- Develop concise, effective training materials
- Streamline onboarding with a mentorship program
- Implement intensive, job-specific training sessions
- Ensure 100% of new hires complete a capsule project within the first week
- Provide necessary resources and support to new hires
- Create a tracking system to monitor project completion
- Develop and distribute a standard capsule project for all new hires
- Achieve 95% new hire satisfaction with the onboarding process
- Conduct satisfaction surveys post-onboarding
- Implement a comprehensive onboarding program
- Address feedback to improve the process
7. OKRs to enhance the new hire pre-onboarding experience
- Enhance the new hire pre-onboarding experience
- Implement digital automation for at least 50% of pre onboarding process
- Develop and deploy the automation processes
- Select appropriate digital automation tool or platform
- Identify which pre-onboarding processes are automatable
- Decrease time to complete pre-onboarding tasks by 25%
- Implement an interactive onboarding checklist for new hires
- Automate paperwork with digital forms and signatures
- Streamline pre-onboarding process by eliminating redundant steps
- Increase new hire satisfaction rate post-pre onboarding to 90%
- Schedule regular check-ins with recent hires
- Enhance onboarding process based on feedback
- Implement mentorship program for all incoming hires
8. OKRs to establish a comprehensive new hire onboarding program
- Establish a comprehensive new hire onboarding program
- Develop a clear, structured onboarding plan within the first 2 weeks
- Outline a schedule for training sessions, workshops, and meetings
- Prepare a comprehensive, easy-to-follow onboarding guide
- Identify key roles, responsibilities, and systems new hires must understand
- Achieve 90% satisfaction rate on new hire feedback surveys about onboarding experience
- Develop a detailed, comprehensive onboarding program with clear expectations
- Collect regular feedback from new hires and implement necessary adjustments
- Provide consistent mentorship and support for new employees during onboarding
- Train 100% of HR team to effectively implement onboarding program
- Choose appropriate training resources or programs
- Schedule and oversee training sessions
- Identify existing knowledge gaps in the HR team's onboarding skills
9. OKRs to improve self-serve onboarding
- Our users can onboard the product by themselves with success
- 70% of new leads complete their activation process on their first day
- Add sample data to customer instances on load
- Add in-product help to guide users through the onboarding
- 80% of our users are satisfied with the onboarding
- Add onboarding satisfaction survey to the drip feed
- We have 10 tutorials covering core parts of the product
10. OKRs to drastically improve onboarding and activation
- Get amazing improvements in our onboarding process
- Increase the number of trials/week from 20 to 35
- Display clear CTAs to help non-admins request upgrades
- Add 5 clear upgrade paths for users
- Increase week-1 activation rate from 55% to 65%
- Identify drop-offs
- Instrument activation funnel in Amplitude
- Tackle top 5 low-hanging fruits to improve onboarding
- Reduce trials churn from 46% to 30%
- Implement fixes following feedback
- Talk to 20 churned customers to understand what went wrong
11. OKRs to streamline the onboarding process for rapid integration of new hires
- Streamline the onboarding process for rapid integration of new hires
- Increase new hire proficiency score by 30% within first 60 days
- Monitor and evaluate individual job performance
- Establish mentorship system within departments
- Implement comprehensive orientation program for new hires
- Decrease average onboarding duration by 25% from current baseline
- Improve training materials for quicker learning
- Streamline hiring procedures for faster employee integration
- Automate administrative tasks to save time
- Achieve 90% new hire satisfaction rate regarding onboarding process
- Address concerns and issues promptly and effectively
- Implement a comprehensive and clear onboarding program
- Regularly survey new hires for constructive feedback
12. OKRs to improve user onboarding
- Streamline onboarding and improve our user journey
- Increase the number of user invites sent during onboarding by 8%
- Reduce trial abandonment from 20% to 12%
- 90% of new sign-ups get through the entire onboarding flow
- Improve trial to paid conversion by 12%
13. OKRs to implement the new onboarding program to speed up deal closure time
- Implement the new onboarding program to speed up deal closure time
- Reduce the average time to first deal by 25% by week 12
- Train team in aggressive prospecting strategies
- Implement sales acceleration software for efficiency
- Optimize pitch to better engage and convert leads
- Train 80% of the sales team on the new onboarding program by week 8
- Complete training and assess understanding by week 8
- Schedule training sessions for sales team by week 3
- Identify key elements for the onboarding program by week 1
- Develop program curriculum and necessary resources by week 4
- Establish a timeline and assign topics to each week
- Identify necessary topics and learning outcomes for the program curriculum
- Gather and organize needed resources for curriculum content
14. OKRs to enhance the employee adaptation process for better integration
- Enhance the employee adaptation process for better integration
- Implement a new orientation program for 80% of newly hired employees
- Develop metric tools to track program participation and effectiveness
- Assign a team to implement and oversee the new orientation program
- Design an effective, comprehensive orientation structure for new hires
- Increase employee engagement score by 25% after 3 months of employment
- Conduct consistent one-on-one check-ins with each employee
- Implement regular team-building activities
- Use recognition programs to reward outstanding work
- Decrease average time to full productivity for new hires by 20%
- Include performance tracking in the first week
- Provide mentorship programs for quicker skill acquisition
- Implement an intensive, streamlined onboarding program
15. OKRs to increase business customer onboarding in customer support
- Increase business customer onboarding in customer support
- Boost direct outreach campaigns to 20 potential business customers a week
- Identify 20 potential business customers per week
- Execute weekly outreach through phone calls or emails
- Develop personalized outreach materials for each target
- Train customer support team to upsell services, increasing sales by 15%
- Implement specialized upselling training for customer support team
- Monitor, evaluate, and give feedback on performance regularly
- Introduce incentives for successful upsells
- Convert 30% of potential business customer inquiries into sales
- Implement a thorough and personalized follow-up system
- Develop a compelling sales pitch tailored to their specific business needs
- Provide potential customers with successful case studies and testimonials
Onboarding 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
Focus can only be achieve by limiting the number of competing priorities. It is crucial that you take the time to identify where you need to move the needle, and avoid adding business-as-usual activities to your 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's audit dashboard will highlight opportunities to improve OKRsTip #2: Commit to weekly OKR check-ins
Having good goals is only half the effort. You'll get significant more value from your OKRs if you commit to a weekly check-in process.
Being able to see trends for your key results will also keep yourself honest.
Tability's check-ins will save you hours and increase transparencyTip #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 Onboarding 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
Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, once you get comfortable you can graduate to a proper OKRs-tracking tool.
Tability's Strategy Map makes it easy to see all your org's OKRsIf 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 Onboarding OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to increase sales and profitability for sellers in the next quarter
- OKRs to deepen understanding of audience content preferences
- OKRs to successfully Deliver Roadmap on Schedule
- OKRs to expand Japanese market
- OKRs to boost lead generation by 20% MOM
- OKRs to enhance MFA capabilities and user access review process
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
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