15 customisable OKR examples for Automation Team

What are Automation Team 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 Team 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 Team 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 customisable Automation Team OKRs examples

You will find in the next section many different Automation Team 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!

1OKRs to optimize usage of our grant management system

  • ObjectiveOptimize usage of our grant management system
  • Key ResultIncrease grant management success rate by implementing systematic follow-up techniques, by 20%
  • TaskImplement regular tracking reports on each grant's status
  • TaskTrain staff on new follow-up and management techniques
  • TaskDevelop a systematic follow-up strategy for each grant
  • Key ResultImprove grant administration by reducing errors through process automation by 25%
  • TaskIdentify repetitive tasks suitable for process automation
  • TaskMonitor and measure automation's effectiveness regularly
  • TaskImplement automation tools to reduce manual work
  • Key ResultAchieve a 30% increase in planning efficiency by simplifying grant application processes
  • TaskProvide clear and accessible guidance resources
  • TaskImplement a streamlined online grant application system
  • TaskSimplify application forms and instructions

2OKRs to increase test automation percentage to 80%

  • ObjectiveIncrease test automation percentage to 80%
  • Key ResultImplement 60% of test automation by the end of the first month
  • TaskDevelop script for selected automated tests
  • TaskIdentify key tests suitable for automation
  • TaskImplement and validate the automated tests
  • Key ResultFinalize and establish 80% test automation by the end of the objective's period
  • TaskIdentify key functionalities requiring automated testing
  • TaskDevelop and implement desired automated tests
  • TaskReview and troubleshoot test results regularly
  • Key ResultImprove test coverage with automation to 70% by end of the second month
  • TaskDevelop and implement automated testing strategies
  • TaskConsistently review and adjust strategies to reach 70% coverage
  • TaskIdentify crucial areas lacking sufficient test coverage

3OKRs 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

4OKRs to streamline and Automate UPI Backend Operations

  • ObjectiveStreamline and Automate UPI Backend Operations
  • Key ResultEnsure 99.9% uptime for UPI backend systems via automated monitoring and maintenance
  • TaskImplement automated monitoring systems for real-time performance tracking
  • TaskSchedule regular maintenance of UPI backend systems
  • TaskDevelop automated failover protocols to minimize downtime
  • Key ResultIncrease backend processing speed by 30% through automation enhancements
  • TaskDevelop automation scripts to enhance these areas
  • TaskIdentify inefficient areas in the current backend process
  • TaskTest, implement, and monitor improvement in speed
  • Key ResultReduce backend error rates by 25% with improved automation and debugging
  • TaskDevelop automated testing for identification of backend errors
  • TaskImplement improved error tracking software
  • TaskConduct regular debugging sessions to reduce errors

5OKRs 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

6OKRs 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

7OKRs to increase quality assurance effectiveness and efficiency

  • ObjectiveIncrease quality assurance effectiveness and efficiency
  • Key ResultImplement automation in 70% of QA testing processes
  • TaskTrain QA team in automation tool use
  • TaskIdentify the QA testing processes that can be automated
  • TaskResearch and acquire suitable automation tools
  • Key ResultDecrease false positive reports by 30%
  • TaskTrain staff on identifying and handling false positives
  • TaskEnhance data quality and accuracy checks
  • TaskImplement stricter parameters in reporting algorithms
  • Key ResultIncrease the QA test pass rate to 95%
  • TaskEnhance the bug detection and reporting system
  • TaskDevelop a comprehensive training program for QA testers
  • TaskImplement rigorous test case reviews before execution

8OKRs to accelerate process efficiency by achieving 80% test automation

  • ObjectiveAccelerate process efficiency by achieving 80% test automation
  • Key ResultDevelop and implement two new automation tools
  • TaskResearch potential automation tools relevant to business needs
  • TaskTrain team on tool usage and proceed with implementation
  • TaskBuild and beta test two selected automation tools
  • Key ResultIncrease current test automation coverage by 20%
  • TaskDevelop and implement additional automation tests
  • TaskMonitor and evaluate progress regularly
  • TaskIdentify areas where test automation is currently lacking
  • Key ResultReduce manual testing time by 30%
  • TaskTrain staff in efficient, effective testing strategies
  • TaskImplement automated testing tools for repeated tasks
  • TaskPrioritize test cases based on importance

9OKRs to enhance quality assurance abilities and efficiency within team members

  • ObjectiveEnhance quality assurance abilities and efficiency within team members
  • Key ResultIncrease the test case automation coverage from 60% to 75% within the quarter
  • TaskIdentify areas lacking sufficient automation coverage
  • TaskDevelop new automated tests for identified areas
  • TaskRegularly track and optimize test coverage
  • Key ResultTrain junior team members on two new testing tools by end of quarter
  • TaskSelect two new testing tools for training purposes
  • TaskConduct hands-on training on the selected tools
  • TaskSchedule training sessions with junior team members
  • Key ResultAchieve a reduction of 10% in identified post-release bugs by improving testing methods
  • TaskConduct peer review of test cases before execution
  • TaskImplement a comprehensive automated testing framework
  • TaskTrain team in advanced testing techniques

10OKRs to implement system automation for enhanced efficiency

  • ObjectiveImplement system automation for enhanced efficiency
  • Key ResultIdentify 100% of the system components requiring automation by thorough efficiency analysis
  • TaskDocument components needing automation
  • TaskConduct an initial sweep of system components
  • TaskAnalyze component efficiency for automation potential
  • Key ResultAutomate at least 50% of identified components contributing to system inefficiencies
  • TaskDevelop automation scripts for identified components
  • TaskImplement and test automation scripts
  • TaskIdentify components causing inefficiencies in the system
  • Key ResultSuccessfully design process enhancement blueprints for identified areas within the project scope
  • TaskDraft initial blueprint for process enhancement
  • TaskIdentify areas within project scope for enhancement
  • TaskReview and finalize design blueprint

11OKRs to increase automation and drive continuous improvement

  • ObjectiveIncrease automation and drive continuous improvement
  • Key ResultConduct 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 ResultImplement 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 ResultReduce 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

12OKRs to boost chargeback losses recovery through revitalized process

  • ObjectiveBoost chargeback losses recovery through revitalized process
  • Key ResultIncrease recovery rate to x% from previous performance baseline
  • TaskImplement new strategies for the recovery process
  • TaskMonitor and adjust actions based on feedback
  • TaskTrain personnel to improve recovery techniques
  • Key ResultImplement automated tracking to identify and rectify process inefficiencies by z%
  • TaskImplement automation software to track these processes
  • TaskIdentify processes suitable for automated tracking
  • TaskAnalyze tracking data to identify and rectify inefficiencies
  • Key ResultTrain team on new recovery strategies to improve success rate by y%
  • TaskSchedule training sessions for team members
  • TaskMonitor and evaluate team's performance post-training
  • TaskIdentify relevant recovery strategies for training purposes

13OKRs to significantly reduce total work hours without compromising productivity

  • ObjectiveSignificantly reduce total work hours without compromising productivity
  • Key ResultIncrease team productivity by 20% through effective training programs
  • TaskContinually refine training programs based on feedback and results
  • TaskDevelop comprehensive and engaging training programs for team members
  • TaskMeasure team productivity levels before and after training implementation
  • Key ResultDecrease overtime work by 50% through efficient task allocation and time management
  • TaskConduct staff training on effective time management
  • TaskImplement productivity software to optimize task allocation
  • TaskRegularly review and adjust team workload balance
  • Key ResultImplement automation tools to streamline 30% of manual tasks
  • TaskIdentify tasks that can be efficiently automated
  • TaskSelect ideal automation tools for targeted tasks
  • TaskTrain employees on using these automation tools

14OKRs to reduce manual tasks through automation and process improvement

  • ObjectiveReduce manual tasks through automation and process improvement
  • Key ResultImplement automation in 2 core business processes to reduce manual input by 50%
  • TaskSelect effective automation tools for these processes
  • TaskMonitor and implement the automation project
  • TaskIdentify 2 core business processes suitable for automation
  • Key ResultTrain 70% of team members on new automation tools, boosting productivity by 20%
  • TaskIdentify necessary automation tools for increased productivity
  • TaskImplement training for 70% of team members
  • TaskDevelop comprehensive training program on these tools
  • Key ResultDecrease manual error rate by 30% with improved checks and balances
  • TaskEstablish a regular error-checking schedule
  • TaskImplement thorough training on protocols and procedures
  • TaskIntroduce advanced error-detection software tools

15OKRs to enhance the accounting, financial, and tax processes architecture

  • ObjectiveEnhance the accounting, financial, and tax processes architecture
  • Key ResultImplement a new accounting system, improving data accuracy by 30%
  • TaskImplement regular data accuracy checks
  • TaskTrain staff on new software operations
  • TaskResearch and choose an advanced accounting system
  • Key ResultDecrease tax-related errors by 20% through updated software integration
  • TaskTrain staff effectively on new software usage
  • TaskResearch and identify advanced tax software solutions
  • TaskImplement selected software into company systems
  • Key ResultIncrease process automation by 25% reducing manual efforts in financial tasks
  • TaskTrain all finance team members on new automated systems
  • TaskReview and adjust automation protocols regularly for efficiency
  • TaskImplement advanced accounting software for streamlined financial operations

Automation Team OKR best practices to boost success

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 weekly OKR 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.

How to turn your Automation Team OKRs in a strategy map

The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. 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

Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKR platform to make things easier.

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 Team 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.

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