2 customisable OKR examples for Digitization

What are Digitization 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.

OKRs are quickly gaining popularity as a goal-setting framework. But, it's not always easy to know how to write your goals, especially if it's your first time using OKRs.

We've tailored a list of OKRs examples for Digitization to help you. You can look at any of the templates below to get some inspiration for your own goals.

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

Building your own Digitization 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 Digitization OKRs examples

You will find in the next section many different Digitization 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!

1. OKR to bolster Finance Department's role in Corporate Social Responsibility (CSR) drives

  • ObjectiveBolster Finance Department's role in Corporate Social Responsibility (CSR) drives
  • Key ResultImplement a department-led CSR training program for 90% staff participation
  • TaskSchedule and execute department-wide training sessions
  • TaskDevelop engaging, comprehensive training materials
  • TaskIdentify department leaders to oversee the CSR training program
  • Key ResultReduce paper usage in the finance department by 30% through digitization
  • TaskImplement a digital document management system
  • TaskTrain staff on digital record-keeping methods
  • TaskReplace paper invoices with e-billing systems
  • Key ResultAllocate 15% of department fund towards supporting local charity organizations
  • TaskDistribute calculated amount among local charities
  • TaskDetermine total amount of department fund
  • TaskCalculate 15% of the total fund

2. OKR to ensure compliance and adaptability of Finance department for long-term success

  • ObjectiveEnsure compliance and adaptability of Finance department for long-term success
  • Key ResultIdentify and prioritize areas for automation and digitization within the Finance department
  • Key ResultImplement updated financial policies and procedures to meet regulatory requirements
  • TaskRevise and update financial policies and procedures to align with regulatory standards
  • TaskConduct a comprehensive review of existing financial policies and procedures
  • TaskIdentify gaps between existing policies and regulatory requirements
  • TaskCommunicate and train employees on the updated financial policies and procedures
  • Key ResultTrain all Finance department staff on new compliance protocols and best practices
  • TaskSchedule a training session for all Finance department staff
  • TaskConduct role-playing exercises to practice implementing the best practices
  • TaskAssess the knowledge and understanding of staff through a post-training evaluation
  • TaskDevelop training materials and resources for the new compliance protocols
  • Key ResultDevelop a roadmap for integrating emerging technologies to future-proof Finance operations

Best practices for managing your Digitization 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 Digitization OKRs

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 Digitization 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 👀

Tability is a unique goal-tracking platform built to save hours at work and help teams stay on top of their goals.

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