Discover Tability: the AI platform that turns OKRs into resultsLearn more →

OKR template to achieve full productivity as a General Accountant

public-lib · Published 5 months ago

Your OKR template

This OKR set aims to improve the efficacy of a General Accountant's role. It's divided into three main objectives: reducing accounting errors, scoring well on internal knowledge assessments, and increasing the speed of invoice processing.

First, the OKR seeks to reduce weekly accounting errors by 50%. The plan to accomplish this involves implementing double-checking procedures for all tasks, providing additional software training, and immediately addressing and correcting identified accounting errors.

The second objective is to achieve a score of at least 90% on internal accounting knowledge assessments. To reach this goal, the accountant will regularly study the company's internal accounting policies, practice with past tests for improvement, and seek clarifications on any not understood accounting concepts.

Finally, the OKR aims to increase the speed of invoice processing by 30%. This can be achieved by training staff in efficient invoice processing techniques, streamlining the approval process, and implementing automation software for invoice management.
  • ObjectiveObjectiveAchieve full productivity as a General Accountant
  • Key ResultKRReduce weekly accounting errors by 50%
  • TaskImplement thorough double-checking procedures for all accounting tasks
  • TaskProvide additional training on accounting software usage
  • TaskInstantly address and correct identified accounting errors
  • Key ResultKRScore at least 90% on internal accounting knowledge assessments
  • TaskStudy company's internal accounting policies daily
  • TaskPractice with past assessment tests for improvement
  • TaskSeek clarifications for any accounting concepts not understood
  • Key ResultKRIncrease speed of invoice processing by 30%
  • TaskTrain staff in efficient invoice processing techniques
  • TaskStreamline invoice approval process
  • TaskImplement automation software for quick invoice management
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.

Related OKRs examples

Table of contents