15 customisable OKR examples for Process Management Team

What are Process Management 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 Management 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 Management 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 Process Management Team OKRs examples

You'll find below a list of Objectives and Key Results templates for Process Management 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!

1. OKR to implement automation in the reporting process

  • ObjectiveImplement automation in the reporting process
  • Key ResultAchieve 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
  • Key ResultSuccessfully 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
  • Key ResultIdentify 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

2. OKR to enhance chargeback recovery process efficiency

  • ObjectiveEnhance chargeback recovery process efficiency
  • Key ResultReduce chargeback cases by 20% through advanced fraudulent activity detection
  • TaskRegularly update fraud identification patterns
  • TaskImplement advanced fraud detection software system
  • TaskTrain staff on new fraud detection tactics
  • Key ResultReduce processing time by 15% by optimizing internal workflows and procedures
  • TaskEvaluate the impact of the optimizations
  • TaskIdentify bottlenecks in current workflows and procedures
  • TaskImplement solutions to optimize identified inefficiencies
  • Key ResultIncrease successful recovery rate by 30% employing new tracking methodologies
  • TaskAssess and adjust strategies based on initial recovery results
  • TaskTrain staff on utilizing new tracing techniques effectively
  • TaskImplement new tracking methodologies in the recovery process

3. OKR to improve efficiency and accuracy of Salesforce data migration process

  • ObjectiveImprove efficiency and accuracy of Salesforce data migration process
  • Key ResultEnhance cross-functional collaboration by conducting regular knowledge sharing sessions with relevant teams
  • TaskDevelop agendas focusing on cross-functional topics
  • TaskSchedule weekly knowledge sharing meetings with all necessary teams
  • TaskAssign team leaders to facilitate each session
  • Key ResultIncrease data migration accuracy rate to 95% through rigorous data validation and testing
  • TaskImplement regular data validation procedures
  • TaskEnhance data migration testing techniques
  • TaskRegularly assess and adjust accuracy rates
  • Key ResultReduce data migration time by 20% through the implementation of automation tools and streamlined processes
  • TaskReview current processes to identify inefficiencies and areas for improvement
  • TaskResearch suitable automation tools for the data migration process
  • TaskImplement automation and revise protocols to streamline workflows

4. OKR to streamline and optimize our HR data process

  • ObjectiveStreamline and optimize our HR data process
  • Key ResultTrain 100% of HR team on new data processing procedures and software
  • TaskIdentify suitable training courses for new data processing software
  • TaskMonitor and verify team members' training progress
  • TaskSchedule training sessions for all HR team members
  • Key ResultDecrease time spent on HR data processing by 25%
  • TaskImplement efficient HR automation software
  • TaskStreamline and simplify the data entry process
  • TaskConduct training on effective data management
  • Key ResultImplement a centralized HR data management system by increasing efficiency by 30%
  • TaskIdentify and purchase a suitable centralized HR data management system
  • TaskTrain HR staff to properly utilize and manage the system
  • TaskMonitor and adjust operations to achieve 30% increased efficiency

5. OKR to improve IT Service Management process efficiency and efficacy

  • ObjectiveImprove IT Service Management process efficiency and efficacy
  • Key ResultImplement two new service improvement projects
  • TaskIdentify areas in the service sector that need improvement
  • TaskCommence execution of the project plan steps
  • TaskDevelop detailed project plans for improvements
  • Key ResultAchieve 95% service request satisfaction
  • TaskSolicit and incorporate feedback from service users
  • TaskRegularly train staff to improve quality of customer service
  • TaskImplement a system for tracking and resolving requests efficiently
  • Key ResultReduce system-related incidents by 20%
  • TaskTrain staff on correct system usage
  • TaskImplement regular system maintenance and upgrades
  • TaskEnhance system security measures

6. OKR to streamline and automate IT infrastructure processes

  • ObjectiveStreamline and automate IT infrastructure processes
  • Key ResultImplement automation in 70% of server management tasks to enhance efficiency
  • TaskTrain the team on implementing automation processes
  • TaskIdentify the predominant server management tasks for automation
  • TaskResearch and select suitable automation tools
  • Key ResultDeploy desktop automation to reduce manual tasks in IT support by 50%
  • TaskPurchase and install necessary automation software
  • TaskIdentify repetitive, manual tasks in IT support for automation
  • TaskTrain IT support staff in automation usage
  • Key ResultDevelop an automated solution to resolve 60% of common network issues
  • TaskTest and implement the automation solution
  • TaskIdentify common network issues and their frequency
  • TaskDesign a prototype for automated issue resolution

7. OKR 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

8. OKR to enhance maturity and adoption of lean/scaled Agile delivery practices

  • ObjectiveEnhance maturity and adoption of lean/scaled Agile delivery practices
  • Key ResultConfirm 85% staff satisfaction with the transition to Agile practices via survey
  • TaskAnalyze the received feedback for satisfaction rate
  • TaskDevelop a clear and concise survey measuring Agile practice satisfaction
  • TaskDistribute the survey to all staff members
  • Key ResultAchieve 25% productivity increase through lean/Agile methodologies implementation
  • TaskIdentify areas for process optimization using lean/Agile methodologies
  • TaskMonitor and adjust strategies for continuous productivity improvement
  • TaskImplement selected lean/Agile practices in those identified areas
  • Key ResultImplement lean/scaled Agile training for 90% of delivery team members
  • TaskTrack team members’ progress post-training
  • TaskSchedule training for 90% of the team members
  • TaskIdentify appropriate Agile training program for delivery team

9. OKR to streamline vendor management for efficient cost savings and digitalized P2P process

  • ObjectiveStreamline vendor management for efficient cost savings and digitalized P2P process
  • Key ResultReduce vendor costs by 15% through negotiation and strategic sourcing
  • TaskDevelop and implement strategic sourcing strategies with chosen vendors
  • TaskIdentify all current vendor contracts and review cost details
  • TaskPrioritize vendors for renegotiation based on potential cost savings
  • Key ResultImprove P2P process turnaround time by 30%, leveraging digital tools and automation
  • TaskTrain staff on efficient use of new automation tools
  • TaskOptimize P2P process workflow with AI-powered tooling
  • TaskImplement digital systems to automate invoice generation and payment
  • Key ResultAchieve 90% digitalization of P2P processes to enhance operational efficiency
  • TaskImplement digital software platforms for P2P interactions
  • TaskMonitor and evaluate digitalization progress regularly
  • TaskTrain staff on digital P2P process management

10. OKR to improve invoice processing and payment efficiency

  • ObjectiveImprove invoice processing and payment efficiency
  • Key ResultIncrease on-time payments by 30%
  • TaskOffer incentives for early or on-time payments
  • TaskImplement reminders for due payments through email or texts
  • TaskImprove payment platforms for easier transactions
  • Key ResultReduce invoice processing errors by 20%
  • TaskRegularly review and audit processed invoices
  • TaskTrain staff thoroughly on proper invoice processing
  • TaskImplement a reliable automated invoice processing system
  • Key ResultReduce average invoice processing time by 15%
  • TaskRegularly review and improve invoicing processes
  • TaskTrain staff on efficient invoice handling procedures
  • TaskImplement automated invoice processing software

11. OKR to achieve operational excellence across all business areas

  • ObjectiveAchieve operational excellence across all business areas
  • Key ResultImprove process output by accelerating workflow speed by 20%
  • TaskImplement automated systems to streamline operations
  • TaskAnalyze current workflow to identify bottlenecks and delays
  • TaskTrain staff on efficiency improving strategies
  • Key ResultEnhance employee productivity by providing training, aiming for 90% completion
  • TaskMonitor and report the training completion rate continuously
  • TaskConduct regular training sessions for all levels of employees
  • TaskIdentify necessary training programs for different job roles
  • Key ResultIncrease efficiency by reducing operational errors by 15%
  • TaskIntroduce automated systems for high-error processes
  • TaskContinually review and improve current procedures
  • TaskImplement training programs focusing on reducing operational mistakes

12. OKR to streamline financial application processes through process orchestration

  • ObjectiveStreamline financial application processes through process orchestration
  • Key ResultDecrease average process execution time by 20% compared to previous quarter
  • Key ResultAchieve 100% compliance with regulatory requirements in financial process orchestration
  • TaskImplement necessary process changes and updates to ensure 100% compliance
  • TaskIdentify gaps in regulatory compliance and develop corrective action plans
  • TaskContinuously monitor and evaluate the effectiveness of the revised financial process orchestration
  • TaskConduct a thorough review of current financial process orchestration practices
  • Key ResultEnsure process orchestration platform uptime of 99.9% for seamless application integration
  • TaskConduct regular disaster recovery tests to ensure seamless application integration in case of failures
  • TaskRegularly update and patch the process orchestration platform for improved stability and performance
  • TaskImplement a proactive monitoring system to quickly identify and resolve potential issues
  • TaskSet up a redundant infrastructure for the process orchestration platform
  • Key ResultIncrease cross-application data integration rate to 95% for financial processes
  • TaskConduct a thorough audit to identify barriers to cross-application data integration
  • TaskContinuously monitor and refine integration processes to ensure high data integration rate
  • TaskProvide comprehensive training to employees on using integrated data systems effectively
  • TaskImplement standardized data formats and protocols to streamline data integration processes

13. OKR to establish Conditions for Fast Decision-Making Processes

  • ObjectiveEstablish Conditions for Fast Decision-Making Processes
  • Key ResultImplement a decision-making framework in at least 3 departments
  • TaskIdentify 3 departments for framework installation
  • TaskDevelop a suitable decision-making framework
  • TaskTrain department heads on the new framework
  • Key ResultDecrease average decision-making time by 20%
  • TaskImplement streamlined decision-making procedures
  • TaskConduct training sessions on efficient decision making
  • TaskAdopt computerized decision support systems
  • Key ResultTrain 75% of team leaders on the new decision-making framework
  • TaskIdentify team leaders needing training on the new framework
  • TaskConduct and monitor training to ensure 75% participation
  • TaskDevelop a flexible schedule for training sessions

14. OKR to increase cost management efficiency for people and operations

  • ObjectiveIncrease cost management efficiency for people and operations
  • Key ResultImplement cost tracking system to monitor and analyze spend across departments
  • TaskTrain department heads in cost tracking system usage
  • TaskLaunch system and begin monitoring departmental expenses
  • TaskSelect cost tracking software suitable for our business needs
  • Key ResultTrain managers on cost management best practices to mitigate overspending
  • TaskFollow-up on training effectiveness and changes
  • TaskIdentify experts to guide practice implementation
  • TaskArrange cost management training seminars for managers
  • Key ResultReduce operational costs by 10% through process optimization and automation
  • TaskConduct a thorough assessment of current operational processes
  • TaskImplement process optimization and automation strategies
  • TaskIdentify inefficiencies and areas for automation

15. OKR to enhance the architecture of accounting, financial, and tax processes

  • ObjectiveEnhance the architecture of accounting, financial, and tax processes
  • Key ResultAchieve at least a 15% increased in efficacy in financial reporting
  • TaskProvide thorough training for staff on financial reporting
  • TaskStandardize reporting templates and process
  • TaskImplement advanced financial management software
  • Key ResultImplement a new, streamlined accounting system capable of reducing process time by 30%
  • TaskTrain staff on the new accounting system
  • TaskIdentify inefficiencies in the current accounting system
  • TaskProcure or design a streamlined accounting software
  • Key ResultSuccessfully complete 100% of financial and tax process updates without disrupting business operations
  • TaskTest updates during low-impact business hours
  • TaskRegularly review existing financial and tax processes
  • TaskDevelop and implement necessary process updates

Best practices for managing your Process Management Team 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

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.

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

Tip #2: Commit to the weekly 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.

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 Process Management 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 Management 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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