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OKR template to reduce manual tasks through automation and process improvement

public-lib · Published 9 months ago

Your OKR template

This OKR is aimed at reducing manual tasks in a company through the application of automation and process improvement. The main objective involves implementing automation in two key business operations to lessen manual input by half. The initiatives supporting this objective includes selecting effective automation tools for these processes, monitoring and implementing the automation project and identifying two core business processes appropriate for automation.

The second objective is focused on conducting training for 70% of team members on new automation tools, which should increase productivity by 20%. The initiatives following this objective involve recognizing the required automation tools for enhanced productivity, implementing training for 70% of team members, and developing a comprehensive training program on these tools.

The third aim is to decrease the manual error rate by 30% through improved checks and balances. The company plans to achieve this by establishing a regular error-checking schedule, providing thorough training on protocols and procedures, and introducing advanced error-detection software tools.

All these objectives, when completed, will lead to a significant reduction in manual tasks, improved efficiency and productivity among team members, and lower error rates, making the company's processes faster and more accurate.
  • ObjectiveObjectiveReduce manual tasks through automation and process improvement
  • Key ResultKRImplement automation in 2 core business processes to reduce manual input by 50%
  • TaskSelect effective automation tools for these processes
  • TaskMonitor and implement the automation project
  • TaskIdentify 2 core business processes suitable for automation
  • Key ResultKRTrain 70% of team members on new automation tools, boosting productivity by 20%
  • TaskIdentify necessary automation tools for increased productivity
  • TaskImplement training for 70% of team members
  • TaskDevelop comprehensive training program on these tools
  • Key ResultKRDecrease manual error rate by 30% with improved checks and balances
  • TaskEstablish a regular error-checking schedule
  • TaskImplement thorough training on protocols and procedures
  • TaskIntroduce advanced error-detection software tools
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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