5 OKR examples for Relationship Management Team

What are Relationship 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.

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 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 more about the OKR meaning online.

Best practices for managing your Relationship 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

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

Tip #2: Commit to the weekly 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 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 below). 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.

Building your own Relationship Management Team OKRs with AI

While we have some examples below, it's likely that you'll have specific scenarios that aren't covered here. There are 2 options available to you.

Best way to track your Relationship Management Team OKRs

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

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.

Relationship Management Team OKRs templates

We've covered most of the things that you need to know about setting good OKRs and tracking them effectively. It's now time to give you a series of templates that you can use for inspiration!

You'll find below a list of Objectives and Key Results templates for Relationship Management Team. 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!

OKRs to drive successful implementation of relevant alliance principles

  • ObjectiveDrive successful implementation of relevant alliance principles
  • Key ResultIncrease revenue generated through alliance activities by 10% compared to previous quarter
  • Key ResultImprove cross-functional collaboration within the alliance, measured by a 15% increase in joint projects
  • Key ResultIncrease alliance partner satisfaction by 20% based on quarterly feedback survey
  • Key ResultAchieve 95% adherence to alliance guidelines and best practices in all initiatives
  • TaskImplement a monitoring system to track adherence to alliance guidelines and best practices
  • TaskProvide ongoing support and resources to alliance members for implementing best practices
  • TaskConduct regular training sessions focused on alliance guidelines and best practices
  • TaskConduct regular audits to assess adherence to alliance guidelines and best practices

OKRs to enhance the efficiency of indirect purchasing

  • ObjectiveEnhance the efficiency of indirect purchasing
  • Key ResultReduce indirect purchasing costs by 10%
  • TaskNegotiate better contracts with suppliers to obtain lower prices
  • TaskImplement a centralized purchasing system to reduce overhead costs
  • TaskIdentify and eliminate unnecessary spending in the indirect purchasing process
  • Key ResultImprove vendor satisfaction scores from indirect purchasing by 20%
  • TaskImplement feedback mechanisms for continuous improvement
  • TaskStreamline procurement processes for faster processing
  • TaskRegularly conduct satisfaction surveys among all vendors
  • Key ResultDecrease purchasing process time by 15%
  • TaskTraining staff on time-management and productivity techniques
  • TaskStreamline approval workflows for quicker decision making
  • TaskImplement efficient digital tools to expedite the purchasing process

OKRs 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

OKRs 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

OKRs to improve relationships and delivery results with internet customers and project managers

  • ObjectiveImprove relationships and delivery results with internet customers and project managers
  • Key ResultIncrease customer satisfaction ratings by 25% through improved communication protocols and response times
  • TaskDevelop and enforce a timely customer response protocol
  • TaskImplement team training on effective communication and customer interaction
  • TaskRegularly review and adjust communication strategies based on customer feedback
  • Key ResultBoost customer retention rates by 15% through improved project management and after-sales follow-ups
  • TaskTrack and analyze customer retention metrics regularly
  • TaskDevelop an effective after-sales follow-up system
  • TaskImplement meticulous project management strategies for customer satisfaction
  • Key ResultSuccessfully complete 100% of projects within promised deadlines and budgets
  • TaskStreamline processes and eliminate unnecessary tasks
  • TaskPrioritize tasks based on urgency and available resources
  • TaskRegularly review and update budget and timeline

More Relationship 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.