2 Workload Management OKR examples with initiatives

Write perfect OKRs with Tability AI – try it free with 5k credits

Use Tability to generate OKRs and initiatives in seconds.

What are Workload Management 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.

How you write your OKRs can make a huge difference on the impact that your team will have at the end of the quarter. But, it's not always easy to write a quarterly plan that focuses on outcomes instead of projects.

We have curated a selection of OKR examples specifically for Workload Management to assist you. Feel free to explore the templates below for inspiration in setting your own goals.

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

Workload Management OKRs examples

You'll find below a list of Objectives and Key Results templates for Workload Management. 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 enhance inpatient coordination and manage workload effectively

ObjectiveEnhance inpatient coordination and manage workload effectively
KRImprove staff satisfaction regarding workload by at least 30% by enhancing workflow protocols
Conduct survey to assess current staff workload satisfaction
Identify workflow inefficiencies through observation
Implement new protocols to streamline workflows
KRImplement an efficient time-management system to streamline inpatient coordination processes
Train staff in the newly implemented system
Identify inefficiencies in current inpatient coordination processes
Rearrange processes using modern time-management techniques
KRReduce the weekly workload per staff by 20% without compromising patient care
Implement efficient work schedule and assign roles evenly
Invest in automation for administrative tasks
Conduct regular training to enhance staff productivity

Use template

OKRs to implement transparency in project allocation for balanced workload per person

ObjectiveImplement transparency in project allocation for balanced workload per person
KRIdentify and implement workload balancing strategies for all team members by week 9
Evaluate current workload distribution among team members
Implement chosen strategies by week 9
Identify effective workload balancing strategies
KRAchieve a 15% decrease in overload complaints through surveys by the end of quarter
Distribute regular surveys to gauge progress
Implement strategies to reduce workload
Evaluate existing data on overload complaints
KRDesign a project-tracking dashboard for instant visibility into team's workload by week 6
Identify key data points needed for tracking workload
Develop and test dashboard functionalities
Sketch dashboard layout and design elements

workload-balancing project-tracking-dashboard project-manager hr-manager project-management-team human-resources-team

Use template

How to write your own Workload Management OKRs

1. Get tailored OKRs with an AI

You'll find some examples below, but it's likely that you have very specific needs that won't be covered.

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.

Watch the video below to see it in action 👇

Option 2. Optimise existing OKRs with Tability Feedback tool

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 OKRs

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.

You can then decide to accept the suggestions or dismiss them if you don't agree.

Option 3. Use the free OKR generator

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.

Workload Management 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

Focus can only be achieve by limiting the number of competing priorities. It is crucial that you take the time to identify where you need to move the needle, and avoid adding business-as-usual activities to your 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

Having good goals is only half the effort. You'll get significant more value from your OKRs if you commit to a weekly check-in process.

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 Workload Management 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

We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using a proper OKR-tracking tool for it.

If 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 Workload Management OKR templates

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

2 OKR examples for Workload Management