8 customisable OKR examples for Relationship Development
What are Relationship Development 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 Relationship Development 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 Relationship Development 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 Relationship Development OKRs examples
You'll find below a list of Objectives and Key Results templates for Relationship Development. 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 secure new clientele from three distinct sectors
Secure new clientele from three distinct sectors
Identify and establish contacts with 50 potential clients from different industries
Research diverse industries to identify 50 potential clients- Initiate contact with potential clients via email or phone
- Arrange and conduct initial client meetings or presentations
- Successfully pitch services to at least 30% of the identified potential clients
- Schedule and conduct efficient, persuasive pitch meetings
- Develop and refine customized service pitch for each client
- Identify and research potential clients' needs and interests
- Convert 15% of pitched potential clients into signed contracts
- Train team in negotiation techniques to secure contracts
- Enhance proposals with detailed, customized solutions for each client
- Improve follow-up strategies to maintain contact post-pitch
2. OKRs to strengthen relationships with key accounts and identifying opportunities for growth
- Increase revenue through strategic account management
- Develop and execute personalized account plans for top 3 accounts
- Conduct 5 in-person meetings with key accounts to strengthen relationships
- Identify 3 new growth opportunities within key accounts
- Increase key account revenue by 10% through cross-selling and upselling
3. OKRs to contribute proactively to three Atlassian Services proposals
- Contribute proactively to three Atlassian Services proposals
- Gain customer acceptance on at least two proposals by the end of the quarter
- Schedule and conduct presentations of the proposals to customers
- Secure formal acceptance from at least two customers
- Develop clear and persuasive proposals for customer presentation
- Draft and submit one compelling proposal each month for client consideration
- Develop a compelling and concise proposal outline
- Identify desirable project proposals for the client
- Submit the completed proposal to the client
- Identify and finalize five potential clients needing Atlassian Services by Week 2
4. OKRs to deliver personalized customer experience and satisfaction
- Deliver personalized customer experience and satisfaction
- Decrease customer complaint rates by 15% through streamlined product/service delivery
- Develop and optimize efficient delivery mechanisms
- Implement comprehensive staff training for improved customer service
- Regularly gather customer feedback to identify improvement areas
- Increase customer satisfaction score by 20% through improved customer relationship management
- Implement regular, personalized follow-ups with customers
- Provide staff with comprehensive CRM training
- Develop a responsive and efficient complaint resolution process
- Implement 2 new unique features based on customer feedback to enhance user engagement
- Analyze customer feedback to identify potential new features
- Roll out new features and monitor user engagement
- Develop and test 2 new features based on findings
5. OKRs to improve job prospects, personal relationships, and health this summer
- Improve job prospects, personal relationships, and health this summer
- Secure 3 job interviews in related fields
- Reach out to industry connections for potential leads
- Update and tailor resume for related field positions
- Apply for at least 10 jobs in related fields
- Invest a minimum of 3 hours weekly into meaningful relationships
- Attend social events or community functions regularly
- Schedule weekly catch-ups with close friends or family
- Initiate meaningful conversations with loved ones
- Spend at least 30 minutes daily in physical exercise
- Start and maintain consistency in your daily exercise routine
- Choose preferred exercise types like running, yoga, or strength training
- Schedule 30 minutes daily for physical activity in your planner
6. OKRs to engage with customers on their most requested features
- Engage with customers on their most requested features
- Document and categorize all discussed feature requests
- Compile a list of all discussed feature requests
- Categorize each feature request by importance
- Document the categorized requests in a shared file
- Develop a post-meeting feedback mechanism for continued customer engagement
- Analyze feedback data for customer engagement improvements
- Design a customer survey focusing on post-meeting feedback
- Implement a follow-up email system for survey distribution
- Schedule meetings with at least 25 unique customers
7. OKRs to strengthen sales representatives' client relationships
- Strengthen sales representatives' client relationships
- Raise average client satisfaction score by 20% in customer surveys
- Provide enhanced training on customer service for all staff members
- Implement more frequent, personalized follow-ups for client feedback
- Develop programs and incentives to boost client satisfaction
- Conduct weekly training sessions on relationship-building strategies for sales reps
- Evaluate and adjust the training materials based on feedback
- Schedule weekly training sessions for sales reps
- Develop curriculum focused on relationship-building strategies
- Increase client retention rate by 15% through enhanced client engagement activities
- Improve personalized client communication efforts
- Implement a regular client feedback and response strategy
- Develop upgraded loyalty or reward programs
8. OKRs to enhance health, job prospects and personal relationships this summer
- Enhance health, job prospects and personal relationships this summer
- Invest 2 hours daily in meaningful conversations with friends and family to nurture relationships
- Select diverse topics to discuss for deeper conversations
- Reflect on conversations to identify relationship growth opportunities
- Schedule 2 hours daily for dedicated family and friend time
- Apply to minimum 5 jobs each week to diversify employment opportunities
- Tailor resume and cover letter for each job application
- Research and select five suitable job opportunities weekly
- Submit applications and follow up weekly
- Increase weekly workout frequency to 5 days to boost physical health
- Establish a consistent workout schedule that includes 5 days per week
- Incorporate a range of exercises into weekly workout routine
- Regularly monitor progress to remain motivated and on track
Relationship Development 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's audit dashboard will highlight opportunities to improve OKRsTip #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'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 Relationship Development OKRs in a strategy map
Quarterly OKRs should have weekly updates to get all the 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
We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using a proper OKR-tracking tool for it.
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 Relationship Development OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to successfully manage strategic partnership
- OKRs to conduct website audit to fix technical SEO issues
- OKRs to successfully migrate on-premises infrastructure to cloud service
- OKRs to establish robust financial structure for sustainability and growth
- OKRs to enhance skillset of 40% of the teams
- OKRs to forge symbiotic relations with key stakeholders for expertise promotion
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.
1 Create your workspace
2 Build plans in seconds with AI
3Track your progress