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OKR template to improve the efficiency and accuracy in account maintenance

public-lib · Published about 1 month ago

The OKR sets the goal to enhance efficiency and precision in account maintenance tasks. This will be visibly improved by introducing an automated system for 70% of transactions, hence increasing the role of technology in account management. An integral approach to eliminating errors, involving precise tracking, cross-checking, and internal audits is planned.

The objective also features a focus on training factors: employees will be guided on how this automation process works. The chosen transactions for transition to the automated system will also be identified. Furthermore, appropriate software for completing these tasks is to be selected and purchased.

The urge to reduce accounting errors by 20% is another critical highlight, which will be brought about through meticulous tracking and cross-checking methods. Accounting software will be used for exact measurements and calculations. Plus, peer reviews and internal audits will be implemented to ensure accurateness in the end results.

Lastly, raising the professional knowledge base by completing two extra accounting courses is included in this OKR. Enrollment in selected accounting courses is planned, and consistent attendance until completion is imperative. Additionally, researching other potential course options will be considered to amplify accounting skills.
  • ObjectiveObjectiveImprove the efficiency and accuracy in account maintenance
  • Key ResultKRIntroduce an automated system for 70% of transactions to boost productivity
  • TaskTrain staff in using the automated system
  • TaskIdentify transactions suitable for automation
  • TaskSelect and purchase suitable automation software
  • Key ResultKRReduce accounting errors by 20% through meticulous tracking and cross-checking
  • TaskUse accounting software for precise tracking and calculations
  • TaskEstablish process for peer review before finalizing reports
  • TaskImplement regular internal audits to identify patterns of errors
  • Key ResultKRImprove professional knowledge by completing two accounting additional courses
  • TaskEnroll in two selected accounting courses
  • TaskRegularly attend and complete courses
  • TaskResearch course options related to accounting enhancement
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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