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OKR template to optimize usage of our grant management system

public-lib · Published 3 months ago

This OKR aims to maximize the use of the organization's grant management system. The primary outcomes include improving the success rate of grant management by 20% through systemized follow-up methods. This includes regular tracking reports on grant statuses, staff training on new methodologies and creating a systematic follow-up strategy for each grant.

The second objective is to enhance grant administration by reducing errors via automation, hoping to see a decrease by 25%. To achieve this, repetitive tasks suitable for automation will be identified, the efficiency of the automation will be monitored and measured, and automation tools will be employed to lessen manual work.

The third outcome will concentrate on bettering planning efficiency by 30% by making the grant application process easier. This will entail providing easily comprehensible guidance resources, implementing a simplified online grants application system, and clarifying application forms and instructions.

Overall, this OKR focuses on enhancing the utilization, efficiency, and effectiveness of the grant management system to drive successful grant management, minimize administration errors, and streamline the application process for higher planning efficiency.
  • ObjectiveObjectiveOptimize usage of our grant management system
  • Key ResultKRIncrease grant management success rate by implementing systematic follow-up techniques, by 20%
  • TaskImplement regular tracking reports on each grant's status
  • TaskTrain staff on new follow-up and management techniques
  • TaskDevelop a systematic follow-up strategy for each grant
  • Key ResultKRImprove grant administration by reducing errors through process automation by 25%
  • TaskIdentify repetitive tasks suitable for process automation
  • TaskMonitor and measure automation's effectiveness regularly
  • TaskImplement automation tools to reduce manual work
  • Key ResultKRAchieve a 30% increase in planning efficiency by simplifying grant application processes
  • TaskProvide clear and accessible guidance resources
  • TaskImplement a streamlined online grant application system
  • TaskSimplify application forms and instructions
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.

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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