Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Streamlining 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.
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 Streamlining 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 Streamlining 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.
Streamlining OKRs examples
You'll find below a list of Objectives and Key Results templates for Streamlining. 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 posting on multiple users' pages
ObjectiveStreamline the process of posting on multiple users' pages
KRReduce the average time taken to post on 50 users' pages by 35%
Automate posting process using social media management tools- Train team in fast, effective posting techniques
- Prepare content in advance for scheduled posts
- KRImplement a new automated posting system tested by 90% of all users
- Identify a compatible automated posting system for implementation
- Train 90% of users in using the new system
- Conduct system testing with selected users to gauge effectiveness
- KREnsure 98% of posted content matches the individual user's page criteria perfectly
- Train team on user's page criteria
- Develop a rigorous content verification system
- Implement regular content audits
OKRs to achieve 100% productivity in financial statement preparation
- ObjectiveAchieve 100% productivity in financial statement preparation
- KRIncrease financial statement preparation speed by 20% without errors
- Implement automated accounting software for faster data processing
- Streamline and simplify the financial reporting process
- Conduct regular training on accurate and quick data entry
- KRImplement an effective workflow to process all financial reports within schedule
- Implement regular check-ins to monitor progress
- Establish clear deadlines for all financial report processes
- Assign specific tasks to designated team members
- KRAttain absolute accuracy in 95% of prepared financial statements, as assessed by audits
- Establish comprehensive training for finance team
- Implement strict quality control in financial reporting
- Conduct regular internal audits for immediate correction
OKRs to boost revenue and streamline implementation process
- ObjectiveBoost revenue and streamline implementation process
- KRReduce the implementation process steps by 50% to expedite timelines
- Evaluate and adjust new shortened process regularly
- Implement ways to combine similar steps
- Identify non-essential steps in the current process
- KRImprove team productivity by 40% to ensure faster implementation within 4 weeks
- Implement daily stand-up meetings to coordinate tasks efficiently
- Provide team member training on time management strategies
- Promote a streamlined workflow using project management tools
- KRIncrease monthly sales by 75% to contribute towards 300% revenue growth
- Introduce new incentives for high-performing salespeople
- Develop and launch new product lines
- Implement aggressive marketing strategies
OKRs to streamline operations for cost efficiency
- ObjectiveStreamline operations for cost efficiency
- KRDecrease energy consumption by 20% via sustainability initiatives
- Install energy-efficient lighting and appliances throughout the facility
- Enforce strict conservation policies for water and electricity usage
- Implement a company-wide recycling program
- KRReduce supply chain costs by 15% through vendor renegotiation
- Identify areas of overspending in the current supply chain
- Research vendors with more competitive pricing
- Initiate renegotiation discussions with current suppliers
- KRImplement automation processes, lowering labor costs by 10%
- Evaluate and adjust based on savings analysis
- Implement automation software or technology
- Identify repetitive tasks suitable for automation
OKRs to streamline the process of lab coat requests
- ObjectiveStreamline the process of lab coat requests
- KRReduce time to fulfill requests from 1 week to 3 days
- Streamline the request processing system for efficiency
- Train staff in swift order fulfillment procedures
- Implement automated fulfillment systems where possible
- KRImplement digital request platform improving efficiency by 30%
- Research leading digital request platforms in the current market
- Monitor and adjust platform usage to ensure efficiency gains
- Train staff on utilizing this new platform effectively
- KRAchieve a 90% satisfaction rate on the lab coats requests process survey
- Request regular feedback to improve services
- Implement a streamlined process for lab coat requests
- Conduct regular training for staff handling requests
OKRs to streamline HR processes through automation
- ObjectiveStreamline HR processes through automation
- KRReduce turnaround time for HR tasks by implementing automated workflow systems
- Research and select an appropriate automated workflow system for HR tasks
- Train HR team to utilize new automated workflow systems
- Track and measure task turn-around time improvements
- KRIncrease employee self-service options to improve efficiency and user experience
- Develop tutorial materials for navigating self-service options
- Conduct periodic user experience surveys to gather feedback
- Implement a comprehensive digital HR platform for employee inquiries
- KRImplement automated onboarding system to reduce manual data entry
- Purchase and install chosen onboarding software
- Train staff on system functionality and utilization
- Research best automated onboarding systems on market
OKRs to streamline human resources tasks including payroll and work permits
- ObjectiveStreamline human resources tasks including payroll and work permits
- KRDigitize 90% of human resources documents using automation software
- Convert 90% of HR documents using automation software
- Train HR staff to use digitization automation software
- Select appropriate software for automating document digitization
- KRAchieve a 100% success rate in obtaining work permits for necessary employees
- Prepare accurate and complete application packages
- Track permit application progress timely
- Ensure eligibility requirements are met by all employees
- KRCut payroll process time by 30% with new software integration
- Train staff on new software utilization
- Implement and monitor software efficiency regularly
- Identify and procure suitable payroll processing software
OKRs to streamline workflows and optimize lead generators
- ObjectiveStreamline workflows and optimize lead generators
- KRCut off non-performing lead generators by 50%
- Evaluate potential impact of discontinuation
- Implement cessation of non-performing lead generators
- Identify lowest performing 50% of lead generators
- KRIdentify top 3 effective workflows within 2 weeks
- Document top 3 selected workflows for future reference
- Review current workflows for effectiveness and efficiency
- Rank workflows based on performance metrics
- KRBoost conversion rate by 20% using these workflows
- Optimize landing pages for improved user experience
- Leverage personalized email marketing workflows
- Implement A/B testing to determine effective CTAs
Streamlining 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 Streamlining OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to increase installs from Atlassian Marketplace
- OKRs to upgrade and streamline physical security operations
- OKRs to enhance cybersecurity maturity in the organization
- OKRs to improve financial planning and performance accountability for the company
- OKRs to achieve full contract coverage
- OKRs to attain an 'A' grade for the grading period