5 OKR examples for Process Workflow
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.
Building your own Process Workflow OKRs with AI
How to create great OKRs for any scenario in seconds
While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here.
You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.
- 1. Go to Tability's plan editor
- 2. Click on the "Generate goals using AI" button
- 3. Use natural language to describe your goals
Tability will then use your prompt to generate a fully editable OKR template.
How to improve existing OKRs with AI feedback
If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.
- 1. Go to Tability's plan editor
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on "Generate analysis"
Tability's Strategy Map makes it easy to see all your org's OKRsTability 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.
You can then decide to accept the suggestions or dismiss them if you don't agree.
Using the free OKR generator to get a quick template
If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.
Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.
Our 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!
1. 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
2. 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
3. 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
4. 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
5. 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.
How to track your Process Workflow OKRs
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 a proper OKR platform to make things easier.
Tability's Strategy Map makes it easy to see all your org's OKRsIf 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 Process Workflow OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance IT infrastructure and optimize helpdesk processes for improved efficiency
- OKRs to increase operational efficiency significantly
- OKRs to surpass annual operation plan and meet free cash flow target
- OKRs to organize and maintain an efficient personal file
- OKRs to minimize overall business risk
- OKRs to enhance satisfaction of wealth management clients