OKR template to streamline the process of generating quarterly reports
Your OKR template
To automatically gather the necessary data, we will first identify the sources for data collection. Following that, we'll develop a system that can automatically retrieve and input the data into our template. Achieving this feat is estimated to take up to two months.
Another aim is to design a standardised report template by the end of the first month. We'll research existing templates for inspiration, sketch out initial designs, and then finalise the new template. This new template will aid in the efficiency of generating future reports.
Lastly, we aim to deliver a finalized, error-free report within the third month. We plan to finalise the report, perform a thorough review for accuracy, and submit the completed report in a timely manner. This ensures that all the requirements are met with no delays.
ObjectiveStreamline the process of generating quarterly reports
KRAutomatically gather and input data into the template within two months
Implement the data into the desired template- Identify necessary data and data sources for automation
- Develop a system for automatic data collection
- KRDesign a standardized report template by end of first month
- Finalize and implement the new report template
- Research existing report templates for inspiration
- Sketch draft designs of the report template
- KRDeliver the finalised and error-free report within the third month
- Finalize the report, ensuring it’s free of errors
- Submit the completed error-free report in a timely manner
- Conduct a final review of the report for accuracy
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