Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Process Workflow 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've tailored a list of OKRs examples for Process Workflow to help you. You can look at any of the templates below to get some inspiration for your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
The best tools for writing perfect Process Workflow OKRs
Here are 2 tools that can help you draft your OKRs in no time.
Tability AI: to generate OKRs based on a prompt
Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
Watch the video below to see it in action 👇
Tability Feedback: to improve existing OKRs
You can use Tability's AI feedback to improve your OKRs if you already have existing goals.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.
Process Workflow OKRs examples
We've added many examples of Process Workflow 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!
OKRs to enhance workflow efficiency and productivity
ObjectiveEnhance workflow efficiency and productivity
KRImplement at least 3 significant improvements identified from the workflow analysis
Develop strategies to implement these improvements efficiently- Evaluate success of implemented improvements periodically
- Prioritize the 3 top improvements identified from workflow analysis
- KRReduce workflow steps or stages by 10% to streamline operations
- Implement new workflow and analyze for efficiency improvement
- Review and analyze current processes for unnecessary stages
- Develop a revised workflow eliminating redundant steps
- KRIncrease process efficiency by 20% through process re-engineering
- Identify bottlenecks in the current process
- Train staff on newly engineered process
- Develop a streamlined process blueprint
OKRs to implement automation and enhance workflow processes in business operations
- ObjectiveImplement automation and enhance workflow processes in business operations
- KRTrain all teams on new systems and demonstrate 30% reduction in processing times
- Monitor and report the reduction in processing times
- Schedule and conduct training sessions for all teams
- Develop comprehensive training materials for new systems
- KREnhance three business processes to increase efficiency by 25%
- Develop solutions or strategies to streamline identified weak areas
- Identify weakest areas in current business processes for target improvement
- Implement the improvements and assess the efficiency increment
- KRAdopt two automation tools that reduce manual tasks by 40%
- Evaluate and test chosen automation tools for efficiency
- Research and identify potential automation tools relevant to our tasks
- Implement, monitor, and fine-tune the automation tools
OKRs to enhance operational efficiency across all workflows
- ObjectiveEnhance operational efficiency across all workflows
- KRReduce task redundancy by identifying and eliminating 20% of duplicate tasks
- Implement plan to remove 20% of these duplicates
- Identify duplicate tasks in existing workflow
- Analyze impact of eliminating identified duplicates
- KRReduce processing time by 15% for key operational activities
- Implement efficient technologies to streamline operational processes
- Train staff on time management skills and faster work methods
- Identify and eliminate unneeded steps in current procedures
- KRImplement two new process automation tools to minimize manual intervention
- Research and select two process automation tools suitable for our needs
- Train staff on how to utilize these new tools
- Purchase and install the selected automation tools
OKRs to finalize performance management cycle for 2025 launch
- ObjectiveFinalize performance management cycle for 2025 launch
- KRTest and finalize process workflow with a small team within 6 weeks
- Conduct testing phase with a small team
- Evaluate results and finalize workflow
- Outline the process workflow to be tested
- KRIdentify and incorporate relevant performance indicators by the end of this quarter
- Research industry-standard performance indicators
- Implement relevant indicators into reporting processes
- Review current performance metrics and their alignment with goals
- KRDevelop, deliver and retrieve feedback on training materials for all teams
- Gather feedback through surveys or meetings
- Create comprehensive training materials for all teams
- Distribute the materials and conduct training sessions
OKRs to implement simplified and automated work processes through expertise
- ObjectiveImplement simplified and automated work processes through expertise
- KRCreate and roll out automated systems for at least 50% of simplified processes by Week 12
- Implement automation for identified processes
- Develop strategic plan and timeline for automation rollout
- Identify which processes can be automated
- KRApply expertise to simplify 70% of identified processes by Week 8
- Identify methods for simplification of 70% of processes
- Analyze and document the existing identified processes
- Implement, test, and refine simplified processes by Week 8
- KRIdentify and document 10 existing processes that are prime for simplification by Week 4
- Select 10 complex processes within the operations department
- Document the step-by-step of each process
- Analyze and identify possible simplification areas
OKRs to enhance team competitiveness holistically
- ObjectiveEnhance team competitiveness holistically
- KRImplement a 10% improvement in team productivity within the quarter
- Identify inefficiencies in current project workflows
- Implement new protocols or technology to boost efficiency
- Provide training to team on new strategies or tools
- KRIncrease sales performance by 15% compared to the last quarter
- Create attractive incentive and bonus programs for top performers
- Enhance customer relationship management through personalized marketing initiatives
- Implement up-sell and cross-sell training for all sales representatives
- KRLower task completion time by 20% through process optimization techniques
- Identify inefficiencies in the current workflow
- Train staff on efficient workflow practices
- Implement effective process optimization techniques
OKRs to streamline workflow for enhanced productivity
- ObjectiveStreamline workflow for enhanced productivity
- KRIncrease overall output by 15% through process optimization
- Train staff on new optimized procedures
- Implement lean methods to boost productivity
- Evaluate current processes for inefficiencies or bottlenecks
- KRImplement and train staff on at least two productivity-boosting software tools
- Choose suitable productivity-boosting software tools
- Implement and monitor usage of new software
- Set up training sessions for the chosen software tools
- KRReduce time spent on non-critical tasks by 30%
- Identify non-critical tasks and assess their time consumption
- Implement efficient strategies to expedite non-critical tasks
- Monitor and adjust task execution to meet the goal
OKRs to enhance operational efficiency in workflows
- ObjectiveEnhance operational efficiency in workflows
- KRTrain 80% of the team on new efficiency-focused strategies and tools
- Organize training sessions for team members
- Follow up on the progress and understanding of trained team members
- Identify appropriate efficiency-focused strategies and tools for training
- KRCut down on unnecessary tasks by 15% through process reevaluation
- Identify and list all current tasks
- Evaluate necessity and efficiency of each task
- Implement changes to reduce unnecessary tasks
- KRReduce process cycle times by 10% using automation tools
- Continuously monitor and optimize automated processes
- Implement appropriate automation tools
- Identify processes that can be efficiently automated
Process Workflow OKR best practices
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.
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.
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.
Save hours with automated OKR dashboards
The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. 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 Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More Process Workflow OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to seamlessly integrate values into community functions and relationships
- OKRs to deliver high-quality project within agreed timeframe
- OKRs to drive change for a better future based on data and evidence
- OKRs to enhance Credatec's internal procedures for superior efficiency
- OKRs to improve financial operations for increased efficiency and effectiveness
- OKRs to boost brand visibility through enhanced focus on major supplies