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10 OKR examples for Process Automation Team

What are Process 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've tailored a list of OKRs examples for Process Automation Team 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 Process Automation Team OKRs with AI

How to create great OKRs for any scenario in seconds

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here.

You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.

  • 1. Go to Tability's plan editor
  • 2. Click on the "Generate goals using AI" button
  • 3. Use natural language to describe your goals

Tability will then use your prompt to generate a fully editable OKR template.

How to improve existing OKRs with AI feedback

If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.

  • 1. Go to Tability's plan editor
  • 2. Add your existing OKRs (you can import them from a spreadsheet)
  • 3. Click on "Generate analysis"
AI feedback for OKRs in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.

You can then decide to accept the suggestions or dismiss them if you don't agree.

Using the free OKR generator to get a quick template

If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.

Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.

Our Process Automation Team OKRs examples

You'll find below a list of Objectives and Key Results templates for Process Automation Team. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.

Hope you'll find this helpful!

1OKRs to optimize usage of our grant management system

  • ObjectiveOptimize usage of our grant management system
  • KRIncrease 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
  • KRImprove 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
  • KRAchieve 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
Tability

2OKRs to boost chargeback losses recovery through revitalized process

  • ObjectiveBoost chargeback losses recovery through revitalized process
  • KRIncrease 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
  • KRImplement 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
  • KRTrain 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

3OKRs to implement automation in the reporting process

  • ObjectiveImplement automation in the reporting process
  • KRAchieve 95% accuracy in automated reports and reduce manual effort by 60%
  • TaskImplement data quality checks in the reporting process
  • TaskTrain team on new automated reporting processes
  • TaskAutomate documentation and validation steps
  • KRSuccessfully develop and test automation tool for 75% of identified processes
  • TaskIdentify key processes suitable for automation
  • TaskValidate tool through comprehensive testing
  • TaskDevelop automation tool for chosen processes
  • KRIdentify and map 100% of the current manual reporting processes by end of first month
  • TaskInventory all existing manual reporting procedures
  • TaskCategorize different manual reporting process types
  • TaskCreate a comprehensive flowchart of all processes

4OKRs to implement automation in analytic reporting process

  • ObjectiveImplement automation in analytic reporting process
  • KRAchieve 30% reduction in reporting time by final week of the quarter
  • TaskImplement automated tools for quicker data processing
  • TaskStreamline workflow for more efficient reporting
  • TaskTrain staff on time management techniques
  • KRDefine and document all steps of the current analytic reporting process by week 4
  • TaskIdentify all steps involved in analytic reporting process
  • TaskComplete document outlining process by week 4
  • TaskWrite a detailed document describing each step
  • KRDetermine and integrate suitable automation tool to existing process by week 8
  • TaskResearch available automation tools that fit the existing process
  • TaskChoose a suitable automation tool based on research
  • TaskImplement and integrate the chosen tool by week 8

5OKRs to implement automation and simplify processes through expertise

  • ObjectiveImplement automation and simplify processes through expertise
  • KRIdentify and design simplification of 3 key operational processes by quarter end
  • TaskSelect three key processes for simplification
  • TaskAssess current operational processes to identify complexity
  • TaskCraft simplification plan for these processes
  • KRShare knowledge through conducting 2 workshops on automation to the team to enhance expertise
  • TaskSchedule and conduct the two automation workshops
  • TaskPrepare comprehensive and engaging workshop materials
  • TaskDetermine relevant automation topics to cover in workshops
  • KRDevelop and integrate automation into 2 identified processes to increase efficiency by 30%
  • TaskDesign and develop automation for these processes
  • TaskIdentify suitable processes which will benefit from automation
  • TaskImplement and integrate developed automation

6OKRs to enhance efficiency through digital platform integration and automation

  • ObjectiveEnhance efficiency through digital platform integration and automation
  • KRSuccessfully integrate 5 different digital platforms into the business process
  • TaskIdentify platforms vital for improving business processes
  • TaskTrain employees on platform usage
  • TaskCreate implementation plan for each platform
  • KRIncrease process efficiency by 35% through the implemented automation
  • TaskImplement and optimize selected automation tools
  • TaskMonitor, measure and adjust automation for efficiency
  • TaskReview current processes for potential automation opportunities
  • KRReduce manual errors by 40% using the automated system
  • TaskTrain staff on proper use and maintenance of automation system
  • TaskImplement error detection software in all business operations
  • TaskMonitor and evaluate the system’s effectiveness regularly

7OKRs to enhance operational efficiency across all workflows

  • ObjectiveEnhance operational efficiency across all workflows
  • KRReduce 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
  • KRReduce 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
  • KRImplement 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

8OKRs to implement simplified and automated work processes through expertise

  • ObjectiveImplement simplified and automated work processes through expertise
  • KRCreate and roll out automated systems for at least 50% of simplified processes by Week 12
  • TaskImplement automation for identified processes
  • TaskDevelop strategic plan and timeline for automation rollout
  • TaskIdentify which processes can be automated
  • KRApply expertise to simplify 70% of identified processes by Week 8
  • TaskIdentify methods for simplification of 70% of processes
  • TaskAnalyze and document the existing identified processes
  • TaskImplement, test, and refine simplified processes by Week 8
  • KRIdentify and document 10 existing processes that are prime for simplification by Week 4
  • TaskSelect 10 complex processes within the operations department
  • TaskDocument the step-by-step of each process
  • TaskAnalyze and identify possible simplification areas
Tability

9OKRs to accelerate process efficiency by achieving 80% test automation

  • ObjectiveAccelerate process efficiency by achieving 80% test automation
  • KRDevelop 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
  • KRIncrease 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
  • KRReduce 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

10OKRs to enhance Automation Capabilities

  • ObjectiveEnhance Automation Capabilities
  • KRDecrease 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
  • KRReduce manual errors by 15% through improved automation techniques
  • KRIncrease the percentage of automated processes by 20%
  • KRAchieve 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

Process Automation Team OKR best practices

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

Focus can only be achieve by limiting the number of competing priorities. It is crucial that you take the time to identify where you need to move the needle, and avoid adding business-as-usual activities to your 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.

Tip #2: Commit to weekly OKR check-ins

Having good goals is only half the effort. You'll get significant more value from your OKRs if you commit to a weekly check-in process.

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

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 track your Process Automation Team 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

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 Process Automation Team OKR templates

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