Finance OKRs

Writing good OKRs can be hard, especially if it's your first time doing it. You'll need to center the focus of your plans around outcomes instead of projects.

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

Examples of OKRs for Finance

The examples have Finance Objectives and Key Results, but they may also include the tasks that can help you get there.

You'll find 4 OKRs examples for Finance below, and some extra tips to write better quarterly plans at the end.

OKRs to financial asset management

  • ObjectiveImprove the value and efficiency of our financial asset management processes
  • Key ResultIncrease overall financial performance by 80%\
  • Key ResultIncrease the value of our financial assets by 25%
  • Key ResultReduce the time spent on financial asset management tasks by 50%
  • Key ResultImprove the organization's ability to make informed financial decisions by 95%

OKRs to improve the accuracy and efficiency of our tax and accounting processes

  • ObjectiveImprove the accuracy and efficiency of our tax and accounting processes
  • Key ResultReduce errors in tax and accounting processes by 5%
  • Key ResultIncrease accuracy of tax and accounting tasks by 5%
  • Key ResultImprove customer satisfaction with tax and accounting services by A%
  • Key ResultIncrease speed of tax and accounting tasks by 12%

OKRs to improve Financial Planning and Analysis Processes

  • ObjectiveImprove our FP&A processes
  • Key ResultReduce the time spent on manual data entry by 50%
  • Key ResultImprove accuracy of financial projections by 25%
  • Key ResultIncrease the use of data driven decision making by 20%

OKRs to improve payroll processing

  • ObjectiveImprove the accuracy and timeliness of payroll processing
  • Key ResultReduce the number of errors in payroll calculations by 10%
  • Key ResultIncrease employee satisfaction with the payroll process by 20%
  • Key ResultIncrease the number of employees paid on time by 15%

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How to track your OKRs?

It's important to establish a cadence of check-ins for your Finance OKRs.

Your quarterly OKRs should be tracked weekly in order to get all the benefits of the OKRs framework.

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

OKRs resources

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

Try Tability for your OKRs