OKR template to minimize customer fraud risk exposure

public-lib · Published 9 months ago

Your OKR template

This OKR is centered around minimizing customer fraud risk exposure. It details a set of objectives and sub-objectives that aim to reduce fraud risk. The approach includes training 90% of the organization's staff in anti-fraud techniques, decreasing successful fraud cases by 30% via system security improvements, and implementing a new risk-assessment tool to improve fraud detection by 20%.

The first objective involves training the staff on anti-fraud techniques. Techniques include identification of fraudulent activities, and implementing relevant training programs. The goal is to train the majority (90%) of the staff, and the initiatives also include organizing mandatory training sessions and documenting staff participation and comprehension.

The second objective focuses on improving system security to decrease successful fraud cases. By educating employees on recognizing potential fraud, regularly updating and patching security software, and implementing advanced fraud detection systems, the company aims to reduce successful fraudulent cases by 30%.

The final objective revolves around the implementation of a new risk-assessment tool that is expected to improve detection by another 20%. This involves researching and selecting a suitable tool, monitoring and evaluating its effectiveness, and training the team on its use.

ObjectiveMinimize customer fraud risk exposure
KRTrain 90% staff on anti-fraud techniques and identification
Identify relevant anti-fraud training programs or courses
Organize and schedule mandatory training sessions for staff
Monitor and document staff participation and comprehension
KRDecrease successful fraud cases by 30% through improved system security
Educate employees on recognizing potential fraud
Regularly update and patch security software
Implement advanced fraud detection software systems
KRImplement new risk-assessment tool improving detection by 20%
Research and select a new risk-assessment tool
Monitor and evaluate tool’s effectiveness
Train team on how to use new tool

Use in Tability

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