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OKR template to implement simplified and automated work processes through expertise

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Your OKR template

This OKR aims to implement simplified and automated work processes using expertise. The objective is designed to increase efficiency and improve workflows. The primary step is to identify and document ten complex processes within the company by week 4, focusing on areas for possible simplification.

The second objective involves applying expertise to simplify 70% of these identified processes by week 8. This simplification would involve the analysis and documentation of existing processes, along with implementation, testing, and refining of the new methods.

The final objective is to create and implement automated systems for at least half of these simplified processes by week 12. This includes identifying the processes that can be automated, developing a strategic plan and timeline for rollout, and actual implementation of automation.

Essentially, this OKR is about leveraging expertise to redesign workflow within the organization by identifying overly complex processes, simplifying them, and automating wherever possible to increase productivity and efficiency.
  • ObjectiveObjectiveImplement simplified and automated work processes through expertise
  • Key ResultKRCreate and roll out automated systems for at least 50% of simplified processes by Week 12
  • TaskImplement automation for identified processes
  • TaskDevelop strategic plan and timeline for automation rollout
  • TaskIdentify which processes can be automated
  • Key ResultKRApply expertise to simplify 70% of identified processes by Week 8
  • TaskIdentify methods for simplification of 70% of processes
  • TaskAnalyze and document the existing identified processes
  • TaskImplement, test, and refine simplified processes by Week 8
  • Key ResultKRIdentify and document 10 existing processes that are prime for simplification by Week 4
  • TaskSelect 10 complex processes within the operations department
  • TaskDocument the step-by-step of each process
  • TaskAnalyze and identify possible simplification areas
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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:

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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.

Tability Import Options

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.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

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.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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