15 customisable OKR examples for Service Management

What are Service Management 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.

Writing good OKRs can be hard, especially if it's your first time doing it. You'll need to center the focus of your plans around outcomes instead of projects.

We understand that setting OKRs can be challenging, so we have prepared a set of examples tailored for Service Management. Take a peek at the templates below to find inspiration and kickstart your goal-setting process.

If you want to learn more about the framework, you can read our OKR guide online.

Building your own Service Management 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:

Our customisable Service Management OKRs examples

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

1OKRs to implement service management for new work stream

  • ObjectiveImplement service management for new work stream
  • Key ResultIdentify and train a dedicated service management team by week 4
  • TaskBegin team training by week 4
  • TaskDevelop a comprehensive training plan for newly hired team
  • TaskHire service management professionals suitable for the team
  • Key ResultAchieve 95% satisfaction rate in client feedback for the new service management operation by week 12
  • TaskSolicit, analyze, and apply client feedback weekly
  • TaskImplement thorough employee training on service management
  • TaskRegularly assess and adjust client-communication strategies
  • Key ResultDevelop and implement a comprehensive service management plan by week 8
  • TaskDraft comprehensive service management plan
  • TaskIdentify current service management gaps
  • TaskImplement plan by week 8

2OKRs to improve IT Service Management process efficiency and efficacy

  • ObjectiveImprove IT Service Management process efficiency and efficacy
  • Key ResultImplement two new service improvement projects
  • TaskIdentify areas in the service sector that need improvement
  • TaskCommence execution of the project plan steps
  • TaskDevelop detailed project plans for improvements
  • Key ResultAchieve 95% service request satisfaction
  • TaskSolicit and incorporate feedback from service users
  • TaskRegularly train staff to improve quality of customer service
  • TaskImplement a system for tracking and resolving requests efficiently
  • Key ResultReduce system-related incidents by 20%
  • TaskTrain staff on correct system usage
  • TaskImplement regular system maintenance and upgrades
  • TaskEnhance system security measures

3OKRs to enhance incident ticket resolution and management

  • ObjectiveEnhance incident ticket resolution and management
  • Key ResultImplement a system to categorize and prioritize incidents for faster resolution
  • TaskImplement the system and train team on proper usage
  • TaskDevelop a categorization and prioritization system
  • TaskIdentify different categories and priority levels for incidents
  • Key ResultIncrease first call resolution rate to 80% from the current figure
  • TaskImplement customer service training emphasizing first call resolutions
  • TaskRegularly monitor and evaluate agent performance
  • TaskReview and update relevant call scripts and procedures
  • Key ResultReduce average ticket resolution time by 30%
  • TaskSet key performance indicators for resolution times
  • TaskTrain staff in advanced problem-solving
  • TaskImplement a more efficient ticket prioritization system

4OKRs to enhance Product Service Management Efficiency

  • ObjectiveEnhance Product Service Management Efficiency
  • Key ResultIncrease product service team training sessions by 50%
  • TaskSchedule additional training sessions accordingly
  • TaskIdentify current number of weekly training sessions
  • TaskCalculate necessary increase to achieve 50% rise
  • Key ResultImplement new software to decrease customer response time by 20%
  • TaskPurchase, install, and configure the identified software
  • TaskIdentify software capable of enhancing customer service response speed
  • TaskTrain customer service representatives on new software usage
  • Key ResultImprove customer satisfaction rate on product services by 30%
  • TaskUpdate and upgrade product based on customer feedback
  • TaskEstablish a fast and effective complaint resolution procedure
  • TaskImplement regular training programs for customer service staff

5OKRs to master the use of Service Channel for work order management

  • ObjectiveMaster the use of Service Channel for work order management
  • Key ResultComplete an in-depth training course on Service Channel within 4 weeks
  • TaskComplete and review all training modules within four weeks
  • TaskAllocate specific hours daily for focused course study
  • TaskEnroll in the Service Channel training course immediately
  • Key ResultSuccessfully input and track 50 unique work orders within a month
  • TaskCreate a robust system for entering individual work orders
  • TaskAllocate specific time daily for updating work order status
  • TaskImplement regular checks to ensure no duplicated entries
  • Key ResultAchieve a 90% satisfaction rate on work orders processed through Service Channel
  • TaskRegularly review and optimize the processing system
  • TaskEstablish efficient communication channels for customer feedback
  • TaskImplement regular training on Service Channel for all team members

6OKRs to enhance satisfaction of wealth management clients

  • ObjectiveEnhance satisfaction of wealth management clients
  • Key ResultIncrease client satisfaction scores by 20% through improved personalization
  • TaskRegularly seek client feedback for service improvements
  • TaskTrain staff for personalized customer interactions
  • TaskImplement customer relationship management software for tailored services
  • Key ResultDecrease client complaint rates by 15% via proactive communication
  • TaskImplement regular updates on service improvements to all clients
  • TaskEstablish a client feedback system for early issue detection
  • TaskTrain staff on proactive communication strategies
  • Key ResultLaunch 2 new features in the client portal based on client feedback analysis
  • TaskImplement new features in the client portal
  • TaskDevelop and test the new features
  • TaskIdentify desired features from client feedback analysis

7OKRs to boost revenue by enhancing account management strategies

  • ObjectiveBoost revenue by enhancing account management strategies
  • Key ResultImprove account profitability by reducing churn rate by 8%
  • TaskImprove customer service responses and resolution time
  • TaskMonitor customer interactions for potential churn signals
  • TaskImplement customer loyalty programmes to encourage retention
  • Key ResultEnable upselling opportunities by identifying 10% of existing accounts for expansion
  • TaskImplement upselling strategies through targeted communication
  • TaskDevelop personalized upselling strategies for identified accounts
  • TaskAnalyze customer data to identify top 10% for potential account growth
  • Key ResultIncrease account renewals by 15% through improved client relationship strategies
  • TaskOffer incentives for timely renewals
  • TaskImplement frequent, personalized communication with existing clients
  • TaskDevelop and provide exclusive benefits for loyal customers

8OKRs 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

9OKRs to comprehensive inventory creation of Business-led IT services

  • ObjectiveComprehensive inventory creation of Business-led IT services
  • Key ResultIdentify 100% of existing Business-led IT services for inclusion in the inventory
  • TaskIntegrate identified IT services into the inventory system
  • TaskConduct a comprehensive survey of all existing IT services
  • TaskCategorize identified services based on business domain
  • Key ResultAchieve a 95% accuracy rate in cataloguing these identified IT services
  • TaskTrain staff regularly on cataloguing best practices
  • TaskConsistently review and correct catalogue entries
  • TaskImplement detailed cataloguing standards and procedures
  • Key ResultImplement an intuitive, user-friendly system to access the established inventory
  • TaskConduct frequent testing and subsequent iterations for system improvements
  • TaskDevelop system design with emphasis on user-friendly interface
  • TaskIdentify user needs and preferences for inventory system

10OKRs to improve satisfaction and find improvements for engineering stakeholders

  • ObjectiveImprove satisfaction and find improvements for engineering stakeholders
  • Key ResultIdentify and initiate 3 actionable improvement opportunities from stakeholder feedback
  • TaskAnalyze feedback for actionable improvement opportunities
  • TaskFormulate 3 improvement initiatives and implement plans
  • TaskGather and categorize feedback from all stakeholders
  • Key ResultIncrease stakeholder satisfaction rate by 25% as measured by quarterly surveys
  • TaskDevelop a comprehensive customer feedback system
  • TaskImplement regular training sessions for customer service
  • TaskEnhance communication between teams and stakeholders
  • Key ResultReduce issue resolution time by 20% to boost stakeholder content
  • TaskInvest in regular team training to improve technical skills
  • TaskEnhance team communication for quick problem identification and resolution
  • TaskImplement efficient project management tools for faster issue tracking

11OKRs to improve delivery efficiency using our in-house tool

  • ObjectiveImprove delivery efficiency using our in-house tool
  • Key ResultReduce the average order delivery time by 20%
  • TaskIncrease efficiency in the inventory management system
  • TaskStreamline the order processing workflow
  • TaskEstablish faster shipping partnerships
  • Key ResultDecrease delivery related customer complaints by 30%
  • TaskImplement stricter quality control measures for packing
  • TaskTrain staff in effective customer service
  • TaskImprove delivery speed through optimized routes
  • Key ResultIncrease overall customer satisfaction rating to 90%
  • TaskEnhance customer service training for employees
  • TaskImprove product/service based on feedback
  • TaskImplement regular customer satisfaction surveys

12OKRs to improve our delivery of results to clients

  • ObjectiveImprove our delivery of results to clients
  • Key ResultIncrease customer satisfaction rate by 20% through improved result delivery
  • TaskAnalyze feedback to identify areas needing improvement
  • TaskImplement result-oriented training for customer service
  • TaskRegularly monitor and adjust delivery processes
  • Key ResultComplete 95% of projects on time without any delay
  • TaskRegularly review progress towards project deadlines
  • TaskPrioritize jobs based on deadline and complexity
  • TaskImplement efficient project management tools
  • Key ResultReduce error rates in result delivery by 15%
  • TaskImplement comprehensive quality checking procedures
  • TaskConduct regular audits to identify problematic areas
  • TaskProvide additional training to delivery team

13OKRs to boost client conversion rates using our service

  • ObjectiveBoost client conversion rates using our service
  • Key ResultIncrease website traffic by 20% to enhance service visibility
  • TaskDevelop engaging content to retain existing customer base
  • TaskInitiate pay-per-click advertising to attract new users
  • TaskImplement SEO strategies to improve search engine rankings
  • Key ResultImprove landing page conversion rate by 15% through optimization
  • TaskImplement A/B testing for multiple landing page designs
  • TaskAnalyze visitor behavior to optimize user experience
  • TaskImprove call-to-actions to drive engagement
  • Key ResultRamp up customer service satisfaction score by 10% by improving response time
  • TaskRegularly monitor and review response times
  • TaskTrain team for effective and efficient resolution of complaints
  • TaskImplement automated customer service software

14OKRs 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

15OKRs to maintain accuracy of vendor information across all clients

  • ObjectiveMaintain accuracy of vendor information across all clients
  • Key ResultReduce report inconsistencies related to vendor information by 25%
  • TaskImplement a centralized system for vendor data management
  • TaskRegularly review and update vendor databases
  • TaskEstablish standard protocols for gathering vendor information
  • Key ResultImplement weekly checks with each client to confirm vendor information accuracy
  • TaskCreate a weekly schedule for client vendor information checks
  • TaskTrain staff to conduct vendor information accuracy checks
  • TaskDevelop a reporting system for the weekly check results
  • Key ResultVerify and update 100% of vendor data in client systems every week
  • TaskConfirm successful update of all vendor data
  • TaskReview current vendor data in client systems weekly
  • TaskUpdate incorrect or outdated vendor information

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

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.

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 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 Service Management OKRs in a strategy map

Your quarterly OKRs should be tracked weekly in order to get all the benefits of the OKRs 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.

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.

More Service Management 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.

Create more examples in our app

You can use Tability to create OKRs with AI – and keep yourself accountable 👀

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