OKR template to streamline efficiency and accuracy in the account department
Your OKR template
The first objective targets a 20% rise in auditing process efficiency. To achieve this, the plan involves initiatives such as developing cohesive team training, adopting automated auditing software and redefining audit protocols to eliminate redundancy. These are designed to speed up audit reviews and streamline the auditing workflow.
Reducing the month-end closing cycle time by 30% is the second objective. The plan here is to improve internal communication, speed up financial report preparation, and automate data collection and entry. These measures should ensure tasks are completed promptly and monthly closing cycle time is reduced.
The third objective aims to achieve 99% accuracy in financial reports. To guarantee precision, focused training for staff on data input and interpretation will be provided. The use of advanced financial reporting software for accuracy is suggested as well. In addition, meticulous cross-checking processes are to be applied to verify all financial information.
ObjectiveStreamline efficiency and accuracy in the account department
KRIncrease auditing process efficiency by 20%
Develop cohesive team training to improve audit review speed- Implement automated auditing software to streamline workflow
- Redefine audit protocols to eliminate redundant steps
- KRReduce month-end closing cycle time by 30%
- Improve internal communication regarding deadlines
- Streamline financial report preparation process
- Automate data collection and entry procedures
- KRAchieve 99% accuracy in financial reports
- Train staff on precise data input and interpretation techniques
- Utilize advanced financial reporting software for accuracy
- Implement meticulous cross-checking processes for all financial data
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