OKR template to implement automation for processing work intake forms
Your OKR template
Another key objective is to finalize the tool selection for the automation process. This entails evaluating three potential options, consulting team preferences and feasibilities, and making the final choice based on evaluations and feedback.
The third objective is to design and test the automation process on 50% of the intake forms successfully. This involves identifying which intake forms are ideal for automation followed by the development, implementation, and rigorous testing of those selected forms.
Ultimately, this OKR seeks to streamline the work intake process through automation, making it more efficient and potentially reducing errors. The benefits of achieving this objective extend to the relevant employees who will be trained to use this new system and the entire business operations.
ObjectiveImplement automation for processing work intake forms
KRTrain 100% of relevant employees on use and troubleshooting of automated system
Identify all employees using the automated system- Develop comprehensive training for system usage
- Schedule and conduct troubleshooting sessions
- KRFinalize tool selection for automation process by validating three possible options
- Make final selection based on evaluations and team feedback
- Consult team for tool preferences and feasibility
- Evaluate features and capabilities of three automation tools
- KRDesign and test the automation process on 50% of intake forms successfully
- Develop and implement automation processes for selected forms
- Conduct thorough testing to confirm successful automation
- Identify which intake forms are ideal for automation
How to edit and track OKRs with Tability
You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.
Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.
With Tability you can:
- Use AI to draft a complete set of OKRs in seconds
- Connect your OKRs and team goals to your project
- Automate reporting with integrations and built-in dashboard
Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.
The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.
Step 1. Sign up for a free Tability account
Go tohttps://tability.app/signup and create your account (it's free!)
Step 2. Create a plan
Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.
Step 3. Use the magic importer
Click on Use magic import to open up the Magic Import modal.
Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.
Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!
Now, just click on Import from text and let the magic happen.
Once your example is in the plan editor, you will be able to:
- Edit the objectives, key results, and tasks
- Click on the target 0 → 100% to set better target
- Use the tips and the AI to refine your goals
Step 4. Publish your plan
Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.
From there you will have access to all the features that will help you and your team save hours with OKR reporting.
- 10+ built-in dashboards to visualise progress on your goals
- Weekly reminders, data connectors, and smart notifications
- 9 views to map OKRs to strategic projects
- Strategy map to align teams at scale