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OKR template to implement automation in the reporting process

public-lib · Published 6 months ago

Your OKR template

The OKR aims to automate the reporting process for greater accuracy and reduced manual labor. The goal is to achieve 95% accuracy in automated reports and minimize manual efforts by 60%. To realize this, plans to implement data quality checks in the process, train the team, and automate documentation and validation stages have been outlined.

The OKR also seeks to successfully develop and test an automation tool for mitigating 75% of the identified processes. This involves identifying key processes that would benefit from automation, validating the tool through robust testing, and finalizing the automation tool for selected processes.

Another essential part of this OKR is to thoroughly comprehend and map all current manual reporting processes, which are expected to be done within the first month. This requires documenting all existing manual reporting methods, categorizing different manual reporting process types, and creating a visual aid like a comprehensive flowchart for all procedures.

Overall, the OKR seeks to revolutionize the reporting process by embracing automation. It promises increased accuracy, reduced manual work, enhanced understanding of existing processes, and development and implementation of an automation tool.
  • ObjectiveObjectiveImplement automation in the reporting process
  • Key ResultKRAchieve 95% accuracy in automated reports and reduce manual effort by 60%
  • TaskImplement data quality checks in the reporting process
  • TaskTrain team on new automated reporting processes
  • TaskAutomate documentation and validation steps
  • Key ResultKRSuccessfully develop and test automation tool for 75% of identified processes
  • TaskIdentify key processes suitable for automation
  • TaskValidate tool through comprehensive testing
  • TaskDevelop automation tool for chosen processes
  • Key ResultKRIdentify and map 100% of the current manual reporting processes by end of first month
  • TaskInventory all existing manual reporting procedures
  • TaskCategorize different manual reporting process types
  • TaskCreate a comprehensive flowchart of all processes
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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