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OKR template to streamline all business processes through automation

public-lib · Published about 2 months ago

Your OKR template

The OKR titled "Streamline all business processes through automation" aims at empowering a major transition within the business infrastructure. The main objective is to enable nearly the entire team to become proficient in the use of new automated systems, with an ambitious goal of training 90% of staff members.

In addition to this, the OKR focuses on improving existing automated systems for enhanced productivity. The aspirational target is to achieve a 30% increase in efficiency in the automated processes. This will involve optimizing current systems, identifying further processes that can be automated, and tracking the effectiveness of automation consistently.

The final key outcome to achieve this OKR is the application of automation to half of the current manual systems. Detailed analyses will identify which systems are best suited for this, followed by staff training on the new systems, and the procurement or development of the necessary automation software and tools.

Overall, this OKR is a powerful initiative to harness the potential of automation to transform and streamline all business processes for stronger operational efficiency and productivity.
  • ObjectiveObjectiveStreamline all business processes through automation
  • Key ResultKRTrain 90% of the team for the transition to automated systems
  • TaskEstablish and distribute training schedules
  • TaskIdentify suitable training resources or experts
  • TaskMonitor and evaluate training progress
  • Key ResultKRAchieve 30% increased efficiency in automated processes
  • TaskOptimize current automated systems for improved efficiency
  • TaskIdentify processes that can be automated to increase productivity
  • TaskTrack and measure automation effectiveness consistently
  • Key ResultKRImplement automation in 50% of existing manual systems
  • TaskIdentify systems suitable for automation through thorough analyses
  • TaskTrain staff on using the newly implemented automated systems
  • TaskAcquire or develop necessary automation software and tools
Use in Tability

How to edit and track OKRs with Tability

You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.

Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Use AI to draft a complete set of OKRs in seconds
  • Connect your OKRs and team goals to your project
  • Automate reporting with integrations and built-in dashboard

Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.

The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.

Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Tability Import Options

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

Once your example is in the plan editor, you will be able to:

  • Edit the objectives, key results, and tasks
  • Click on the target 0 → 100% to set better target
  • Use the tips and the AI to refine your goals

Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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