2 Streamlined Reporting OKR examples with initiatives

Turn your spreadsheets into OKR dashboards with Tability

Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.

What are Streamlined Reporting 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.

Crafting effective OKRs can be challenging, particularly for beginners. Emphasizing outcomes rather than projects should be the core of your planning.

We have a collection of OKRs examples for Streamlined Reporting to give you some inspiration. You can use any of the templates below as a starting point for your OKRs.

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

The best tools for writing perfect Streamlined Reporting 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.

Streamlined Reporting OKRs examples

You'll find below a list of Objectives and Key Results templates for Streamlined Reporting. 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 increase efficiency within the digital marketing agency

ObjectiveIncrease efficiency within the digital marketing agency
KRIncrease team productivity by implementing a new project management software
Regularly review team performance and provide feedback to improve productivity and efficiency
Research and select the most suitable project management software for the team
Provide thorough training sessions for all team members on using the new software
Set up clear guidelines and templates to ensure consistent use of the software
KRStreamline reporting processes to save a minimum of 10 hours per week
KRReduce average turnaround time for client deliverables by 20%
Implement efficient project management tools and software to enhance workflow efficiency
Identify bottlenecks in the current delivery process and address them promptly
Conduct regular training sessions to enhance team productivity and time management skills
Streamline communication channels to minimize delays during project execution
KRImprove communication by reducing internal email threads by at least 30%

Use template

OKRs to develop streamlined reports and dashboard to reduce necessary staffing

ObjectiveDevelop streamlined reports and dashboard to reduce necessary staffing
KRAchieve a 20% reduction in headcount through improved process efficiency by end of quarter
KRBuild a comprehensive dashboard to track and measure 5 key process indicators
Design and implement a comprehensive dashboard
Continually update and assess dashboard metrics
Identify top 5 key process indicators to track
KRDesign and implement 4 automated reports to eliminate manual data collection
Implement and test the automated reports
Identify key metrics and data for automated reports
Design report structures using an automation tool

process-efficiency automated-reporting process-improvement-specialist data-analyst process-improvement-team data-analysis-team

Use template

Streamlined Reporting 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

The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the OKRs.

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

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.

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

Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, you can move to 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 Streamlined Reporting OKR templates

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

2 OKR examples for Streamlined Reporting