8 OKR examples for Customer Support Staff

What are Customer Support Staff 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 have curated a selection of OKR examples specifically for Customer Support Staff to assist you. Feel free to explore the templates below for inspiration in setting 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 Customer Support Staff 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

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 the weekly 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 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 Customer Support Staff 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 Customer Support Staff OKRs

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

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.

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.

Customer Support Staff 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 will find in the next section many different Customer Support Staff Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).

Hope you'll find this helpful!

OKRs to increase customer migration from on-premises product to cloud product

  • ObjectiveIncrease customer migration from on-premises product to cloud product
  • Key ResultReduce on-premises product support requests by 15% due to migration success
  • TaskProvide comprehensive training on new system usage to all staff
  • TaskCreate detailed user guides and FAQs about the migrated product
  • TaskTrack and address recurring issues proactively
  • Key ResultSecure positive customer feedback on the benefits and ease of transitioning
  • TaskOffer incentives for leaving positive, detailed feedback
  • TaskImplement staff training to ensure smooth customer transitions
  • TaskConduct a post-transition survey to gather customer opinions
  • Key ResultAchieve 20% increase in cloud product subscriptions compared to on-premises
  • TaskOffer special discounts for cloud over on-premises subscriptions
  • TaskIncrease customer awareness of cloud advantages through online webinars
  • TaskImplement an aggressive marketing campaign for cloud products

OKRs to reduce support requests by 10%

  • ObjectiveReduce support requests by 10%
  • Key ResultIncrease customer support training programs to decrease errors by 3%
  • TaskDevelop comprehensive customer support training modules
  • TaskSchedule regular training sessions for staff
  • TaskMonitor customer service errors to track progress
  • Key ResultImprove FAQ and troubleshooting documentation to decrease inquiry submissions by 3%
  • TaskUpdate, simplify, and reorganize troubleshooting guides for better clarity
  • TaskIdentify prevalent customer inquiries and incorporate responses in FAQ
  • TaskConduct thorough review and analysis of current FAQ and troubleshooting documents
  • Key ResultImplement self-service support options which reduces ticket volume by 4%
  • TaskLaunch an AI-powered chatbot for instant customer queries
  • TaskImplement a user-friendly FAQ section on the website
  • TaskDevelop informative how-to guides for common issues

OKRs to enhance investor relations operations to drive excellence and stakeholder satisfaction

  • ObjectiveEnhance investor relations operations to drive excellence and stakeholder satisfaction
  • Key ResultAchieve 90% accuracy in timely reporting and dissemination of investor-related information
  • TaskProvide training and resources to ensure all staff members understand and follow reporting protocols
  • TaskImplement an efficient system for tracking and organizing investor-related information
  • TaskEstablish clear guidelines and deadlines for reporting and disseminating investor information
  • TaskRegularly monitor and review the accuracy of investor-related information before dissemination
  • Key ResultImprove investor satisfaction rating to 4.5 out of 5 through effective feedback and responsiveness
  • TaskEstablish a streamlined communication channel to provide timely updates and responses to investors
  • TaskAssign dedicated staff to promptly address investor inquiries and concerns
  • TaskConduct training programs for employees on effective feedback techniques and responsiveness to enhance investor satisfaction
  • TaskImplement regular investor surveys to gather feedback on satisfaction rating and identify areas for improvement
  • Key ResultIncrease investor confidence by reducing average response time for inquiries by 30%
  • TaskStreamline internal communication channels to ensure swift resolution of investor inquiries
  • TaskTrain customer support team to prioritize and respond promptly to investor inquiries
  • TaskRegularly monitor and analyze response times to identify areas for improvement and optimization
  • TaskImplement automated email templates for frequently asked investor inquiries
  • Key ResultIncrease investor engagement by 20% through proactive communication and targeted outreach
  • TaskConduct personalized phone calls to address specific investor queries and provide support
  • TaskHost monthly webinars to update investors on market trends and the company's progress
  • TaskDevelop a quarterly newsletter with updates, performance metrics, and investment opportunities
  • TaskExpand social media presence to share regular updates, industry insights, and engage with investors

OKRs to enhance customer service by reducing average response time

  • ObjectiveEnhance customer service by reducing average response time
  • Key ResultImplement an automated response system to handle 35% of queries
  • TaskSelect suitable software for automated response system
  • TaskIdentify the most frequent queries for automation
  • TaskTrain staff on managing and updating the system
  • Key ResultDecrease the average response time by 15%
  • TaskProvide advanced training for customer service staff
  • TaskImplement a streamlined process for responding to queries
  • TaskInvest in quicker, more efficient customer service software
  • Key ResultTrain 70% of customer service staff in time-efficient response practices
  • TaskDevelop a time-efficient response training program
  • TaskImplement the program and monitor progress
  • TaskIdentify 70% customer service staff for training

OKRs to improve customer satisfaction and loyalty for Sales and Marketing

  • ObjectiveImprove customer satisfaction and loyalty for Sales and Marketing
  • Key ResultAchieve a 10% reduction in customer complaints over the quarter
  • TaskProvide additional training for customer service staff
  • TaskUpdate and clarify product usage instructions
  • TaskImplement customer satisfaction surveys after service interactions
  • Key ResultBoost overall customer satisfaction score by 20% on our survey
  • TaskEnhance product or service quality based on feedback
  • TaskImplement regular staff training on customer service skills
  • TaskFollow up on customer complaints efficiently
  • Key ResultIncrease repeat sales volume by 15%
  • TaskLaunch a loyalty rewards program to incentivize repeat purchases
  • TaskImplement targeted follow-up emails with personalized deals
  • TaskEnhance customer service quality to boost customer satisfaction

OKRs to reduce MTTR of critical business applications by 15%

  • ObjectiveReduce MTTR of critical business applications by 15%
  • Key ResultImplement proactive system monitoring to decrease incident occurrences by 20%
  • TaskRegularly review and modify monitoring threshold levels
  • TaskTrain staff on interpreting monitoring alerts and logs
  • TaskDeploy advanced system monitoring tools and software
  • Key ResultIdentify and remediate 30% of recurring application issues by end of quarter
  • TaskDefine metrics to identify recurring application issues
  • TaskDevelop a comprehensive troubleshooting guide
  • TaskImplement and monitor remediation strategies
  • Key ResultTrain support team on advanced troubleshooting techniques to improve efficiency by 10%
  • TaskSupervise team practice on simulated support scenarios
  • TaskOrganize advanced troubleshooting skills training sessions
  • TaskMonitor and evaluate team's performance post-training

OKRs to enhance IT infrastructure and optimize helpdesk processes for improved efficiency

  • ObjectiveEnhance IT infrastructure and optimize helpdesk processes for improved efficiency
  • Key ResultIncrease customer satisfaction rating by 15% by implementing enhanced self-service options
  • TaskMonitor customer satisfaction rating to measure the impact of enhanced self-service options
  • TaskConduct customer research to gather feedback and identify desired self-service features
  • TaskImplement new self-service features based on customer feedback and identified areas of improvement
  • TaskEvaluate current self-service options and identify potential areas of improvement
  • Key ResultAchieve at least 90% compliance with IT security protocols through regular audits and training
  • TaskConduct quarterly audits to assess compliance with IT security protocols
  • TaskAddress any identified non-compliance issues promptly and provide appropriate corrective actions
  • TaskProvide continuous monitoring and feedback to ensure adherence to IT security protocols
  • TaskDevelop and implement regular training programs to educate employees on IT security protocols
  • Key ResultReduce average resolution time by 20% through streamlined helpdesk workflows
  • TaskAnalyze helpdesk data and identify bottlenecks to optimize and streamline workflows for faster resolution
  • TaskConduct regular training sessions for helpdesk staff to improve technical skills and efficiency
  • TaskImplement automated ticket routing system to assign tickets to appropriate support agents
  • TaskDevelop standardized troubleshooting guides and knowledge base articles for common issues
  • Key ResultImprove system availability by 10% through infrastructure upgrades and proactive maintenance
  • TaskDevelop and implement a proactive maintenance plan to prevent potential system failures
  • TaskImplement necessary infrastructure upgrades based on the assessment findings
  • TaskMonitor and analyze system performance regularly to identify any potential issues in advance
  • TaskConduct a thorough infrastructure assessment to identify potential areas for upgrade

OKRs to enhance efficiency and speed of the help desk process

  • ObjectiveEnhance efficiency and speed of the help desk process
  • Key ResultImplement a new help desk software to streamline ticket management
  • TaskTransition current tickets to new system
  • TaskResearch and select appropriate help desk software
  • TaskTrain support team on new software usage
  • Key ResultTrain 75% of help desk staff in revised speed-focused procedures
  • TaskImplement staff training sessions on procedures
  • TaskDevelop revised speed-focused procedures
  • TaskIdentify 75% of help desk staff for training
  • Key ResultDecrease average initial response time by 30%
  • TaskImplement streamlined customer service procedures
  • TaskRegularly monitor and evaluate response times
  • TaskTrain staff on efficient response techniques

More Customer Support Staff 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.