15 customisable OKR examples for SaaS
What are SaaS 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.
How you write your OKRs can make a huge difference on the impact that your team will have at the end of the quarter. But, it's not always easy to write a quarterly plan that focuses on outcomes instead of projects.
That's why we have created a list of OKRs examples for SaaS to help. You can use any of the templates below as a starting point to write your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
Building your own SaaS 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 SaaS OKRs examples
You'll find below a list of Objectives and Key Results templates for SaaS. 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 successfully integrate and deploy Productiv SaaS for IT management
Successfully integrate and deploy Productiv SaaS for IT management
Train 90% of the IT team on Productiv SaaS application management functionalities
Identify members of IT team needing Productiv SaaS training- Secure trainings for Productiv SaaS application management
- Schedule and ensure employees attend the training sessions
- Complete Productiv SaaS integration with existing systems by 75% in the first month
- Develop a comprehensive integration plan for Productiv SaaS
- Initiate the integration of Productiv SaaS with existing systems
- Monitor and evaluate the progress of the integration
- Identify and manage 70% of shadow IT instances using Productiv SaaS
- Deploy Productiv SaaS tool across all company systems
- Conduct a thorough inventory to identify shadow IT instances
- Leverage Productiv reporting to manage identified shadow IT elements
2. OKRs to boost operational efficiency on SaaS platforms
- Boost operational efficiency on SaaS platforms
- Improve customer response time by 15% through automation of support processes
- Automate routine customer inquiries with scripts
- Implement AI chatbots for instant initial customer response
- Train staff on navigating new automation tools
- Increase user engagement by 20% via enhancing User Interface and User Experience
- Develop updates improving usability and interface aesthetics
- Conduct user testing to identify interface and experience shortcomings
- Analyze data post-update to assess effectiveness
- Achieve a 10% reduction in service disruptions by improving system reliability
- Increase staff training on system operations
- Develop a robust troubleshooting guide
- Implement regular system maintenance and updates
3. OKRs to deploy Productiv SaaS for optimal application management
- Deploy Productiv SaaS for optimal application management
- Train 90% of IT staff efficiently on Productiv SaaS application management tools
- Develop comprehensive, effective training program
- Schedule and conduct training sessions for IT staff
- Identify key features of Productiv SaaS for training material
- Identify and onboard 100% of necessary applications into Productiv SaaS within a quarter
- Implement gradual onboarding phase for each application
- Catalog all necessary applications for full Productiv SaaS integration
- Train team on Productiv SaaS onboarding process
- Reduce shadow IT instances by 50% using Productiv management tools
- Monitor and evaluate reduction in shadow IT instances
- Implement Productiv management tools across all IT systems
- Conduct training on Productiv for all IT staff
4. OKRs to enhance our SaaS reference base
- Enhance our SaaS reference base
- Onboard 20% more SaaS clients by end of next quarter
- Improve customer onboarding process and documentation
- Implement focused marketing campaign targeting SaaS potential clients
- Develop personalized outreach programs for prospective customers
- Increase successful case studies by 30% featuring our new SaaS clients
- Identify key SaaS clients with successful product experiences
- Obtain testimonials and document success stories
- Implement a promotional campaign featuring these case studies
- Achieve a 95% customer satisfaction level among new SaaS clients
- Establish regular check-ins for performance feedback
- Implement comprehensive onboarding for all new SaaS clients
- Resolve reported issues within 24 hours
5. OKRs to boost brand awareness in large enterprise SaaS market
- Boost brand awareness in large enterprise SaaS market
- Achieve a 20% increase in SaaS-related media mentions or features
- Sponsor industry events for valuable media exposure
- Increase SaaS-specific press releases and announcements
- Develop relationships with key influencers in the SaaS industry
- Secure ten speaking engagements at industry-specific events or conferences
- Draft and send tailored proposals to event organizers
- Identify key industry-specific events and conferences
- Follow up with event organizers regularly
- Increase website traffic from SaaS businesses by 30%
- Develop and implement a targeted SEO strategy for SaaS keywords
- Initiate partnerships with influential SaaS businesses for link sharing
- Create engaging, SaaS-related content for blog posts and articles
6. OKRs to amplify brand visibility of our SaaS technology through an Account-Based Marketing strategy
- Amplify brand visibility of our SaaS technology through an Account-Based Marketing strategy
- Achieve 15% increase in website traffic via personalized email marketing campaigns
- Analyze and adjust campaigns based on metrics
- Identify target audience for personalized email marketing
- Develop engaging, personalized email content
- Secure at least 10 qualified leads from top-tier target accounts each month
- Initiate contact and nurture relationships with leads
- Identify and research top-tier target accounts
- Develop personalized outreach strategies for each account
- Garner a 30% increase in social media following through targeted content promotion
- Identify and analyze the audience's content interests
- Develop and implement a tailored content strategy
- Regularly monitor and optimize content performance
7. OKRs to develop a cloud-based SAAS loyalty product
- Develop a cloud-based SAAS loyalty product
- Complete backend development process meeting 95% of the defined specifications
- Develop and test backend according to specifications
- Finalize defined specifications for backend development process
- Conduct reviews and adjust code to meet 95% specification accuracy
- Successfully launch a beta version with less than 3% defects reported
- Prioritize and swiftly address reported defects
- Develop comprehensive testing procedures for beta version
- Provide effective channels for reporting software defects
- Finalize system specifications and required features by interviewing 20 potential users
- Identify and contact 20 potential system users for interviews
- Conduct interviews to finalize system specifications
- Finalize required features based on user feedback
8. OKRs to ensure successful integration and deployment of Productiv SaaS application
- Ensure successful integration and deployment of Productiv SaaS application
- Fully integrate Productiv SaaS with existing IT infrastructure by 100% within the defined timeline
- Identify necessary APIs to connect Productiv SaaS to IT infrastructure
- Execute integration process following API guidelines
- Monitor and evaluate system performance post-integration
- Train 90% of relevant staff in operating and maintaining Productiv SaaS effectively
- Identify the staff who need to use Productiv SaaS
- Arrange training sessions on Productiv SaaS operation
- Supervise follow-up activities for effective maintenance training
- Identify and mitigate 100% of discovered shadow IT instances leveraging Productiv SaaS
- Identify all instances of shadow IT using Productiv SaaS
- Analyze potential security risks and impact
- Implement mitigation strategies for flagged risks
9. OKRs to enhance knowledge on marketing and branding for B2B SaaS product optimization
- Enhance knowledge on marketing and branding for B2B SaaS product optimization
- Improve trial-to-subscription conversion rate by 20% through marketing strategies
- Implement personalized email marketing campaigns
- Run targeted social media promotions
- Enhance product sign-up and onboarding process
- Increase brand awareness, achieving 15% growth in organic website traffic
- Develop engaging social media campaigns
- Collaborate with influencers for product promotion
- Implement SEO strategies to improve search engine rankings
- Complete three practical marketing and branding courses focused on B2B SaaS
- Consistently participate and complete the chosen courses
- Enroll in three selected marketing and branding courses
- Research reputable online platforms offering B2B SaaS marketing courses
10. OKRs to boost active customers of our B2B SaaS app
- Boost active customers of our B2B SaaS app
- Achieve a 30% increase in free trial to paid subscription conversions
- Offer incentives for transitioning to paid subscription
- Enhance user experience during the free trial
- Implement targeted, value-based email marketing campaigns
- Decrease customer churn rate by 20% through improved customer service
- Implement a detailed customer feedback system for service improvement
- Train customer service staff in conflict resolution and cancellation prevention
- Establish personalized communication strategies for high-risk churn customers
- Implement two new features or updates based on customer feedback analysis and requests
- Design and develop the chosen updates or features
- Analyze customer feedback and identify two potential feature updates
- Perform testing and roll out the new features to customers
11. OKRs to increase adoption of our SaaS platform in the mid-tier market segment
- Increase adoption of our SaaS platform in the mid-tier market segment
- Generate $200,000 in revenue from mid-tier company subscriptions
- Conduct market research to identify potential mid-tier companies interested in subscriptions
- Provide exceptional customer service and support to ensure retention and satisfaction of mid-tier company subscribers
- Implement targeted marketing campaigns to attract mid-tier companies and promote the subscription package
- Develop a compelling subscription package tailored for mid-tier companies' needs
- Acquire 4 new mid-tier company clients by the end of the quarter
- Create a compelling pitch highlighting our services' benefits for mid-tier companies
- Reach out to identified companies through email or phone call to schedule meetings
- Provide tailored solutions and negotiate contracts with interested mid-tier companies
- Identify potential mid-tier companies in target industry
- Increase the average number of platform users per mid-tier company to 25
- Collaborate with marketing team to create targeted advertising campaigns for mid-tier companies
- Offer tailored onboarding sessions to guide new mid-tier company users through platform features
- Analyze and optimize user experience to make platform more attractive and user-friendly for mid-tier companies
- Implement referral system that rewards existing mid-tier company users for inviting others
- Achieve a 60% conversion rate from initial demos to signed contracts
12. OKRs to develop an efficient IT Audit SaaS system
- Develop an efficient IT Audit SaaS system
- Implement core functionality with a minimum of 95% uptime by end of period
- Develop robust core functionality with fail-safe mechanisms
- Implement rigorous system testing and debugging
- Set up reliable 24/7 system monitoring
- Maintain a customer satisfaction score of at least 80%
- Respond promptly to all customer inquiries and complaints
- Solicit customer feedback to identify potential improvements
- Regularly inspect products/services for quality assurance
- Acquire 100 early adopter clients to actively use our platform
- Organize product demonstration webinars for interested users
- Offer exclusive benefits for early adopter commitments
- Develop a targeted marketing campaign for potential early adopters
13. OKRs to enhance SaaS product development in our Tribe team
- Enhance SaaS product development in our Tribe team
- Reduce client-reported bugs by 15%
- Increase staff training on bug prevention and detection
- Review current client bug reporting system for improvements
- Improve software testing methods before releasing
- Increase new feature releases by 20%
- Prioritize features based on user demand and feasibility
- Implement more efficient project management strategies
- Boost development team's productivity through trainings
- Improve customer retention rate by 10%
- Enhance customer service training for staff
- Improve response times to customer inquiries
- Implement a loyalty program rewarding regular customers
14. OKRs to seamless integration and deployment of Productiv SaaS application
- Seamless integration and deployment of Productiv SaaS application
- Identify and reduce shadow IT instances by 25% using the Productiv app
- Assemble team to identify current shadow IT instances
- Establish plan to reduce shadow IT by 25%
- Utilize Productiv app for IT management analysis
- Validate Productiv SaaS's compatibility with our systems by the end of week 1
- Execute a small-scale compatibility test using Productiv SaaS
- Identify our system's requirements and Productiv SaaS's specifications
- Analyze test results and articulate findings
- Successfully train 90% of the IT team on managing the Productiv SaaS application
- Identify key features in the Productiv SaaS application for training focus
- Develop comprehensive training program for IT team members
- Monitor and evaluate training progress and effectiveness
15. OKRs to increase revenue for the SaaS premium subscription
- Increase revenue for the SaaS premium subscription
- Reduce customer churn rate for premium plan by 15%
- Increase upsell conversion rate by 10%
- Implement personalized product recommendations on the checkout page
- Optimize website layout and design to highlight upsell opportunities throughout the customer journey
- Train sales team on effective upselling techniques and product knowledge
- Offer limited-time promotions for related products during the purchase process
- Achieve 20% increase in average revenue per user (ARPU)
- Acquire 50 new premium plan customers through targeted marketing campaigns
SaaS 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 SaaS 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.
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 SaaS OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to successfully transition to platform x with an upgraded redemption flow
- OKRs to implement an effective smart workplace management system
- OKRs to amplify our product's feature set
- OKRs to boost client engagement in our analytics services
- OKRs to achieve exceptional sales performance as a Hotel Sales Director
- OKRs to enhance the overall call quality in the contact center
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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