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OKR template to increase automation and drive continuous improvement

public-lib · Published 7 months ago

This OKR aims at escalating the automation rate and prompting nonstop enhancement. This involves conducting team meetings every two weeks to determine and initiate improvement scopes. An improvement plan involves identifying opportunities during these meetings and scheduling them routinely.

A second fundamental aspect of this OKR is the implementation of automation tools. This is aimed at automating at least three manual processes within the department. This involves researching and picking suitable automation tools and determining three manual processes that may be suited for automation, followed by implementation and testing.

The objective to reduce the average response time by 20% through process improvements signifies the third key corner of this OKR. This strategy includes regular monitoring and analysis of the response time data, streamlining the response process via the automation tools and instilling efficiency training for the customer service team.

Overall, this OKR sets the stage for continual improvements by capitalizing on automation efficiency. Scheduled meetings serve as a mechanism to identify opportunity areas and brainstorm automation possibilities. Simultaneously, the dipped response time signifies the impact created by these strategic moves.
  • ObjectiveObjectiveIncrease automation and drive continuous improvement
  • Key ResultKRConduct bi-weekly team meetings to identify and implement improvement opportunities
  • TaskImplement the identified improvement opportunities
  • TaskSchedule bi-weekly team meetings
  • TaskIdentify improvement opportunities during meetings
  • Key ResultKRImplement automation tools for at least 3 manual processes in the department
  • TaskResearch and select appropriate automation tools
  • TaskIdentify 3 manual processes suitable for automation
  • TaskImplement and test selected automation tools
  • Key ResultKRReduce average response time by 20% through process improvements
  • TaskRegularly monitor and analyze response time data
  • TaskStreamline the response process via automation
  • TaskImplement efficiency training for the customer service team
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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