6 OKR examples for Automation Specialist

What are Automation Specialist OKRs?

The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.

Creating impactful OKRs can be a daunting task, especially for newcomers. Shifting your focus from projects to outcomes is key to successful planning.

We have curated a selection of OKR examples specifically for Automation Specialist to assist you. Feel free to explore the templates below for inspiration in setting your own goals.

If you want to learn more about the framework, you can read our OKR guide online.

Building your own Automation Specialist OKRs with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own OKRs.

Feel free to explore our tools:

Our Automation Specialist OKRs examples

You will find in the next section many different Automation Specialist Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).

Hope you'll find this helpful!

OKRs to enhance automation coverage in UPI's T1 and T2 services

  • ObjectiveEnhance automation coverage in UPI's T1 and T2 services
  • Key ResultDecrease deployment time for T1 and T2 services by 40% using automation
  • TaskContinually review and enhance automation techniques for efficiency
  • TaskImplement automated tools for streamlining T1 and T2 service deployment
  • TaskTrain staff to leverage automation in the deployment process
  • Key ResultAchieve 95% deployment stability for automated T1 and T2 services
  • TaskDevelop robust automation scripts for T1 and T2 services deployment
  • TaskDevelop contingency plans for failed deployments
  • TaskImplement rigorous pre-deployment testing to ensure stability
  • Key ResultExpand backend automation to cover 70% of T1 services by the end of the quarter
  • TaskDevelop an automation strategy and timeline
  • TaskImplement and test automation processes
  • TaskIdentify T1 services suitable for backend automation

OKRs to enhance Automation Capabilities

  • ObjectiveEnhance Automation Capabilities
  • Key ResultDecrease average processing time by 30% using enhanced automation tools
  • TaskResearch and explore available enhanced automation tools suitable for our organization's needs
  • TaskImplement chosen automation tools and train relevant staff members on their usage
  • TaskIdentify and analyze current manual processes to identify areas for automation
  • TaskMonitor and evaluate the impact of automation tools on processing time and make necessary adjustments
  • Key ResultReduce manual errors by 15% through improved automation techniques
  • Key ResultIncrease the percentage of automated processes by 20%
  • Key ResultAchieve a customer satisfaction score of 90% by delivering superior automated services
  • TaskConduct regular customer surveys to collect feedback and identify areas for improvement
  • TaskRegularly analyze customer satisfaction data to identify trends and proactively make necessary adjustments
  • TaskEnhance user interface to improve usability and simplify interaction with automated services
  • TaskImplement customer feedback loop to promptly address any issues and ensure continuous service enhancement

OKRs to enhance the new hire pre-onboarding experience

  • ObjectiveEnhance the new hire pre-onboarding experience
  • Key ResultImplement digital automation for at least 50% of pre onboarding process
  • TaskDevelop and deploy the automation processes
  • TaskSelect appropriate digital automation tool or platform
  • TaskIdentify which pre-onboarding processes are automatable
  • Key ResultDecrease time to complete pre-onboarding tasks by 25%
  • TaskImplement an interactive onboarding checklist for new hires
  • TaskAutomate paperwork with digital forms and signatures
  • TaskStreamline pre-onboarding process by eliminating redundant steps
  • Key ResultIncrease new hire satisfaction rate post-pre onboarding to 90%
  • TaskSchedule regular check-ins with recent hires
  • TaskEnhance onboarding process based on feedback
  • TaskImplement mentorship program for all incoming hires

OKRs to enhance operational efficiency across all workflows

  • ObjectiveEnhance operational efficiency across all workflows
  • Key ResultReduce task redundancy by identifying and eliminating 20% of duplicate tasks
  • TaskImplement plan to remove 20% of these duplicates
  • TaskIdentify duplicate tasks in existing workflow
  • TaskAnalyze impact of eliminating identified duplicates
  • Key ResultReduce processing time by 15% for key operational activities
  • TaskImplement efficient technologies to streamline operational processes
  • TaskTrain staff on time management skills and faster work methods
  • TaskIdentify and eliminate unneeded steps in current procedures
  • Key ResultImplement two new process automation tools to minimize manual intervention
  • TaskResearch and select two process automation tools suitable for our needs
  • TaskTrain staff on how to utilize these new tools
  • TaskPurchase and install the selected automation tools

OKRs to enhance efficiency of chargeback recovery process

  • ObjectiveEnhance efficiency of chargeback recovery process
  • Key ResultReduce chargeback dispute resolution time by at least 20%
  • TaskStreamline internal communication processes
  • TaskConduct regular training for resolution team
  • TaskImplement automated dispute management software
  • Key ResultIncrease the percentage of successful chargeback recoveries by 30%
  • TaskOptimize communication with customers during disputes
  • TaskImplement rigorous dispute management procedures and policies
  • TaskTrain staff on efficient chargeback handling strategies
  • Key ResultImplement a new chargeback automation system reducing manual tasks by 50%
  • TaskResearch and select a suitable chargeback automation system
  • TaskCoordinate system installation and configure settings
  • TaskTrain staff on new system usage and procedures

OKRs to achieve substantial operational cost reduction

  • ObjectiveAchieve substantial operational cost reduction
  • Key ResultImplement automation in 3 high-cost operational activities to improve efficiency
  • TaskImplement and monitor the automation processes
  • TaskDesign suitable automation strategies for each operation
  • TaskIdentify 3 high-cost operations prone to automation
  • Key ResultReduce operational expenses by 15% through process optimization and waste reduction
  • TaskIdentify and eliminate inefficient operational processes
  • TaskTrain staff on optimized workflow processes
  • TaskImplement waste reduction measures across all departments
  • Key ResultReduce third-party vendor costs by renegotiating contracts and exploring alternative suppliers
  • TaskResearch and evaluate alternative suppliers
  • TaskDevelop and implement cost-effective contracts with new vendors
  • TaskInitiate negotiations for current vendor contracts

Best practices for managing your Automation Specialist OKRs

Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Here are a couple of best practices extracted from our OKR implementation guide 👇

Tip #1: Limit the number of key results

The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the OKRs.

We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.

Tability Insights DashboardTability's audit dashboard will highlight opportunities to improve OKRs

Tip #2: Commit to the weekly check-ins

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.

Being able to see trends for your key results will also keep yourself honest.

Tability Insights DashboardTability's check-ins will save you hours and increase transparency

Tip #3: No more than 2 yellow statuses in a row

Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.

As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.

Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.

Best way to track your Automation Specialist OKRs

Quarterly OKRs should have weekly updates to get all the benefits from the framework. Reviewing progress periodically has several advantages:

  • It brings the goals back to the top of the mind
  • It will highlight poorly set OKRs
  • It will surface execution risks
  • It improves transparency and accountability

Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, once you get comfortable you can graduate to a proper OKRs-tracking tool.

A strategy map in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.

More Automation Specialist OKR templates

We have more templates to help you draft your team goals and OKRs.

OKRs resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.

Create more examples in our app

You can use Tability to create OKRs with AI – and keep yourself accountable 👀

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