3 customisable OKR examples for Automation Implementation

What are Automation Implementation OKRs?

The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.

Creating impactful OKRs can be a daunting task, especially for newcomers. Shifting your focus from projects to outcomes is key to successful planning.

We have curated a selection of OKR examples specifically for Automation Implementation to assist you. Feel free to explore the templates below for inspiration in setting your own goals.

If you want to learn more about the framework, you can read our OKR guide online.

Building your own Automation Implementation OKRs with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own OKRs.

Our customisable Automation Implementation OKRs examples

We've added many examples of Automation Implementation Objectives and Key Results, but we did not stop there. Understanding the difference between OKRs and projects is important, so we also added examples of strategic initiatives that relate to the OKRs.

Hope you'll find this helpful!

1OKRs to boost SOC efficiency via AI enhancements and automation implementation

  • ObjectiveBoost SOC efficiency via AI enhancements and automation implementation
  • Key ResultTrain all SOC personnel on new AI and automation systems to increase proficiency by 50%
  • TaskDevelop comprehensive training modules on new AI systems
  • TaskImplement training sessions and measure proficiency increase
  • TaskIdentify AI and automation training needs of all SOC personnel
  • Key ResultDevelop and integrate at least 2 AI-powered threat detection mechanisms into the SOC
  • TaskIdentify two suitable AI-powered threat detection systems
  • TaskImplement and test integration of AI systems in SOC
  • TaskDesign integration strategy for the chosen AI systems
  • Key ResultDecrease response time to identified threats by 30% through automated protocols
  • TaskOptimize network infrastructure for speedy threat resolution
  • TaskImplement AI-based threat detection tools for real-time alerting
  • TaskTrain staff on new automated threat response protocols

2OKRs to implement automation in analytic reporting process

  • ObjectiveImplement automation in analytic reporting process
  • Key ResultAchieve 30% reduction in reporting time by final week of the quarter
  • TaskImplement automated tools for quicker data processing
  • TaskStreamline workflow for more efficient reporting
  • TaskTrain staff on time management techniques
  • Key ResultDefine and document all steps of the current analytic reporting process by week 4
  • TaskIdentify all steps involved in analytic reporting process
  • TaskComplete document outlining process by week 4
  • TaskWrite a detailed document describing each step
  • Key ResultDetermine and integrate suitable automation tool to existing process by week 8
  • TaskResearch available automation tools that fit the existing process
  • TaskChoose a suitable automation tool based on research
  • TaskImplement and integrate the chosen tool by week 8

3OKRs to enhance efficiency of chargeback recovery process

  • ObjectiveEnhance efficiency of chargeback recovery process
  • Key ResultReduce chargeback dispute resolution time by at least 20%
  • TaskStreamline internal communication processes
  • TaskConduct regular training for resolution team
  • TaskImplement automated dispute management software
  • Key ResultIncrease the percentage of successful chargeback recoveries by 30%
  • TaskOptimize communication with customers during disputes
  • TaskImplement rigorous dispute management procedures and policies
  • TaskTrain staff on efficient chargeback handling strategies
  • Key ResultImplement a new chargeback automation system reducing manual tasks by 50%
  • TaskResearch and select a suitable chargeback automation system
  • TaskCoordinate system installation and configure settings
  • TaskTrain staff on new system usage and procedures

Automation Implementation OKR best practices to boost success

Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Here are a couple of best practices extracted from our OKR implementation guide 👇

Tip #1: Limit the number of key results

Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.

We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.

Tability Insights DashboardTability's audit dashboard will highlight opportunities to improve OKRs

Tip #2: Commit to weekly OKR check-ins

Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.

Being able to see trends for your key results will also keep yourself honest.

Tability Insights DashboardTability's check-ins will save you hours and increase transparency

Tip #3: No more than 2 yellow statuses in a row

Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.

As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.

Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.

How to turn your Automation Implementation OKRs in a strategy map

Quarterly OKRs should have weekly updates to get all the benefits from the framework. Reviewing progress periodically has several advantages:

  • It brings the goals back to the top of the mind
  • It will highlight poorly set OKRs
  • It will surface execution risks
  • It improves transparency and accountability

Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKR platform to make things easier.

A strategy map in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.

More Automation Implementation OKR templates

We have more templates to help you draft your team goals and OKRs.

OKRs resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.

What's next? Try Tability's goal-setting AI

You can create an iterate on your OKRs using Tability's unique goal-setting AI.

Watch the demo below, then hop on the platform for a free trial.

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