Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Report Generation OKRs?
The OKR acronym stands for Objectives and Key Results. It's a goal-setting framework that was introduced at Intel by Andy Grove in the 70s, and it became popular after John Doerr introduced it to Google in the 90s. OKRs helps teams has a shared language to set ambitious goals and track progress towards them.
Formulating strong OKRs can be a complex endeavor, particularly for first-timers. Prioritizing outcomes over projects is crucial when developing your plans.
We've tailored a list of OKRs examples for Report Generation 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 Report Generation 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.
Report Generation OKRs examples
You'll find below a list of Objectives and Key Results templates for Report Generation. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.
Hope you'll find this helpful!
OKRs to streamline the process of generating quarterly reports
ObjectiveStreamline the process of generating quarterly reports
KRAutomatically gather and input data into the template within two months
Implement the data into the desired template- Identify necessary data and data sources for automation
- Develop a system for automatic data collection
- KRDesign a standardized report template by end of first month
- Finalize and implement the new report template
- Research existing report templates for inspiration
- Sketch draft designs of the report template
- KRDeliver the finalised and error-free report within the third month
- Finalize the report, ensuring it’s free of errors
- Submit the completed error-free report in a timely manner
- Conduct a final review of the report for accuracy
OKRs to enhance data analytics and automate reporting procedures
- ObjectiveEnhance data analytics and automate reporting procedures
- KRTrain staff on using new analytics and automated reporting systems with 90% proficiency
- Perform proficiency tests and provide feedback
- Conduct workshops to enhance staff understanding
- Design comprehensive training modules on new systems
- KRImplement an analytics tool to track data from all departments accurately
- Identify a suitable analytics tool that integrates with existing department software
- Regularly review and update tracking parameters to ensure accuracy
- Train department heads in using and interpreting analytics data
- KRDevelop an automated reporting system, reducing manual report generation by 60%
- Research and implement efficient automated reporting software
- Identify current manual reporting processes and flaws
- Train staff on the functioning and use of the new system
OKRs to enhance efficiency of month end reporting process
- ObjectiveEnhance efficiency of month end reporting process
- KRAutomate 30% of manual reporting tasks
- Implement and test automated tasks
- Choose appropriate reporting automation software
- Identify repeatable and time-consuming manual reporting tasks
- KRIncrease report accuracy by eliminating all data discrepancies
- Develop a standardized data input procedure
- Train staff on data accuracy best practices
- Implement regular data auditing processes
- KRReduce average report generation time by 25%
- Implement automation software to expedite tasks
- Train staff to efficiently utilize reporting tools
- Review and streamline the current report generation process
Report Generation 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
OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full 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 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 Report Generation OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to implement a superior client-centric service system
- OKRs to implement new functionality in our product offering
- OKRs to broaden funding base for non-profit organization
- OKRs to improve efficiency and effectiveness in QA and training workflows
- OKRs to enhance the customer advocacy program
- OKRs to enhance triggering and conversion rates through effective marketing strategies