15 customisable OKR examples for Process Manager
What are Process Manager 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 Manager 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 Manager 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.
Our customisable Process Manager OKRs examples
You will find in the next section many different Process Manager 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. OKRs to improve resolution of travel time requests
Improve resolution of travel time requests
Achieve 95% customer satisfaction rate on resolved requests
Survey customers post-resolution for satisfaction insight- Regularly review and improve resolution strategies
- Implement a comprehensive customer service training program
- Implement a new resolution system to increase efficiency by 30%
- Identify inefficiencies in the current resolution system
- Develop a streamlined, more efficient process plan
- Implement and monitor the new resolution system
- Reduce average resolution timeframe by 20%
- Provide additional trainings to staff for faster troubleshooting
- Streamline the resolution workflow to eliminate unnecessary steps
- Implement efficient time management techniques into resolution process
2. OKRs to enhance efficiency through digital platform integration and automation
- Enhance efficiency through digital platform integration and automation
- Successfully integrate 5 different digital platforms into the business process
- Identify platforms vital for improving business processes
- Train employees on platform usage
- Create implementation plan for each platform
- Increase process efficiency by 35% through the implemented automation
- Implement and optimize selected automation tools
- Monitor, measure and adjust automation for efficiency
- Review current processes for potential automation opportunities
- Reduce manual errors by 40% using the automated system
- Train staff on proper use and maintenance of automation system
- Implement error detection software in all business operations
- Monitor and evaluate the system’s effectiveness regularly
3. OKRs to implement simplified and automated work processes through expertise
- Implement simplified and automated work processes through expertise
- Create and roll out automated systems for at least 50% of simplified processes by Week 12
- Implement automation for identified processes
- Develop strategic plan and timeline for automation rollout
- Identify which processes can be automated
- Apply expertise to simplify 70% of identified processes by Week 8
- Identify methods for simplification of 70% of processes
- Analyze and document the existing identified processes
- Implement, test, and refine simplified processes by Week 8
- Identify and document 10 existing processes that are prime for simplification by Week 4
- Select 10 complex processes within the operations department
- Document the step-by-step of each process
- Analyze and identify possible simplification areas
4. OKRs to create a unified promo planning process for all Sales
- Create a unified promo planning process for all Sales
- Conduct 3 training sessions to ensure Sales Department understands the new process
- Set up three different training dates
- Follow up for feedback after each session
- Identify key points to cover in training sessions
- Achieve 90% positive feedback on the ease and clarity of the new process
- Regularly ask for and analyze feedback
- Conduct training sessions to fully understand new process
- Implement improvements based on feedback received
- Define and document 100% of the necessary steps for successful promo planning
- Compile steps into a comprehensive document guide
- Identify all steps involved in successful promo planning
- Write clear, concise descriptions for each step
5. OKRs to boost our premium collection rate next quarter
- Boost our premium collection rate next quarter
- Reduce premium payment late instances by 15% by enhancing reminder protocols
- Implement automated email reminders for premium payment due dates
- Introduce a mobile app with push notification reminders
- Set up text message alerts for upcoming payments
- Achieve a 10% increase in premium collections by improving payment processing system
- Research and incorporate more payment options
- Implement more efficient automated systems for payment collection
- Train staff on improved payment processing procedures
- Attain a 5% rise in premium upgrades through targeted promotional campaigns
- Identify demographics most likely to upgrade premium services
- Examine campaign analytics and adjust as necessary
- Develop a targeted promotional campaign for identified demographics
6. OKRs to transform IT into a driving force for digital evolution
- Transform IT into a driving force for digital evolution
- Achieve a 25% improvement in efficiency by digitizing two major business processes
- Evaluate and optimize efficiency post-digitization
- Implement digital systems within these processes
- Identify two major business processes for digitization
- Implement at least 3 new cutting-edge digital tech tools in our workflow
- Conduct training sessions for the team
- Develop implementation strategy for new tools
- Identify suitable digital tech tools for our operations
- Upskill 80% of IT staff with the latest digital transformation methodologies and tools
- Develop comprehensive training programs for IT staff
- Implement and monitor the training program progress regularly
- Identify key digital transformation methodologies and tools necessary for upskilling
7. OKRs to implement automation in the reporting process
- Implement automation in the reporting process
- Achieve 95% accuracy in automated reports and reduce manual effort by 60%
- Implement data quality checks in the reporting process
- Train team on new automated reporting processes
- Automate documentation and validation steps
- Successfully develop and test automation tool for 75% of identified processes
- Identify key processes suitable for automation
- Validate tool through comprehensive testing
- Develop automation tool for chosen processes
- Identify and map 100% of the current manual reporting processes by end of first month
- Inventory all existing manual reporting procedures
- Categorize different manual reporting process types
- Create a comprehensive flowchart of all processes
8. OKRs to improve the overall quality of data across all departments
- Improve the overall quality of data across all departments
- Reduce data inconsistencies by 20% through implementing a standardized data entry process
- Implement uniform guidelines for data entry across all departments
- Perform regular audits to maintain data consistency
- Set up training sessions on standardized data entry procedures
- Increase data accuracy to 99% through rigorous data validation checks
- Routinely monitor and correct data inconsistencies
- Train staff on accurate data input methods
- Implement a robust data validation system
- Double the number of regular data audits to ensure continued data quality
- Identify current data audit frequency and benchmark
- Communicate, implement, and track new audit plan
- Establish new audit schedule with twice frequency
9. OKRs to streamline financial application processes through process orchestration
- Streamline financial application processes through process orchestration
- Decrease average process execution time by 20% compared to previous quarter
- Achieve 100% compliance with regulatory requirements in financial process orchestration
- Implement necessary process changes and updates to ensure 100% compliance
- Identify gaps in regulatory compliance and develop corrective action plans
- Continuously monitor and evaluate the effectiveness of the revised financial process orchestration
- Conduct a thorough review of current financial process orchestration practices
- Ensure process orchestration platform uptime of 99.9% for seamless application integration
- Conduct regular disaster recovery tests to ensure seamless application integration in case of failures
- Regularly update and patch the process orchestration platform for improved stability and performance
- Implement a proactive monitoring system to quickly identify and resolve potential issues
- Set up a redundant infrastructure for the process orchestration platform
- Increase cross-application data integration rate to 95% for financial processes
- Conduct a thorough audit to identify barriers to cross-application data integration
- Continuously monitor and refine integration processes to ensure high data integration rate
- Provide comprehensive training to employees on using integrated data systems effectively
- Implement standardized data formats and protocols to streamline data integration processes
10. OKRs to improve accuracy and timeliness in invoice processing
- Improve accuracy and timeliness in invoice processing
- Increase on-time payments by 30%
- Implement automated reminders for upcoming payment due dates
- Offer incentives or discounts for early or on-time payments
- Enhance payment procedures for user simplicity and convenience
- Reduce invoice processing errors by 25%
- Implement invoice automation software to reduce manual entry
- Regularly audit invoices to identify errors
- Train staff on accurate invoice processing methods
- Decrease invoice processing time by 20%
- Train staff in efficient invoice management techniques
- Implement automated invoicing software to speed up processing
- Streamline invoice approval workflow to minimize delays
11. OKRs to streamline vendor management for efficient cost savings and digitalized P2P process
- Streamline vendor management for efficient cost savings and digitalized P2P process
- Reduce vendor costs by 15% through negotiation and strategic sourcing
- Develop and implement strategic sourcing strategies with chosen vendors
- Identify all current vendor contracts and review cost details
- Prioritize vendors for renegotiation based on potential cost savings
- Improve P2P process turnaround time by 30%, leveraging digital tools and automation
- Train staff on efficient use of new automation tools
- Optimize P2P process workflow with AI-powered tooling
- Implement digital systems to automate invoice generation and payment
- Achieve 90% digitalization of P2P processes to enhance operational efficiency
- Implement digital software platforms for P2P interactions
- Monitor and evaluate digitalization progress regularly
- Train staff on digital P2P process management
12. OKRs to implement automation and simplify processes through expertise
- Implement automation and simplify processes through expertise
- Identify and design simplification of 3 key operational processes by quarter end
- Select three key processes for simplification
- Assess current operational processes to identify complexity
- Craft simplification plan for these processes
- Share knowledge through conducting 2 workshops on automation to the team to enhance expertise
- Schedule and conduct the two automation workshops
- Prepare comprehensive and engaging workshop materials
- Determine relevant automation topics to cover in workshops
- Develop and integrate automation into 2 identified processes to increase efficiency by 30%
- Design and develop automation for these processes
- Identify suitable processes which will benefit from automation
- Implement and integrate developed automation
13. OKRs to streamline and optimize the payroll process
- Streamline and optimize the payroll process
- Implement automated payroll software by reducing manual entry by 50%
- Train employees on utilization and benefits of the software
- Select suitable automated payroll software for the company
- Gradually transition from manual entry to automated system
- Decrease processing time by 20% through improved payroll system efficiency
- Identify bottlenecks in the current payroll system
- Train staff on efficient payroll system practices
- Implement automation for repetitive payroll tasks
- Ensure 100% accuracy in payroll calculations and payments each cycle
- Implement double-checking system for payroll calculations
- Train staff on accurate payroll processing
- Regularly update and review payroll software
14. OKRs to standardize all global processes
- Standardize all global processes
- Achieve an 80% consistency score on the execution of standardized processes
- Continuously track and improve your performance
- Regularly practice and execute these processes
- Review and understand the standardized processes thoroughly
- Implement standard operating procedures across 70% of global processes
- Identify key processes that require standard operating procedures
- Develop and disseminate standard operating procedures
- Monitor and evaluate implementation success
- Train 90% of global teams on the standardized processes
- Develop comprehensive training material on standardized processes
- Schedule global virtual training sessions
- Monitor and assess staff comprehension and progress
15. OKRs to implement automation in analytic reporting process
- Implement automation in analytic reporting process
- Achieve 30% reduction in reporting time by final week of the quarter
- Implement automated tools for quicker data processing
- Streamline workflow for more efficient reporting
- Train staff on time management techniques
- Define and document all steps of the current analytic reporting process by week 4
- Identify all steps involved in analytic reporting process
- Complete document outlining process by week 4
- Write a detailed document describing each step
- Determine and integrate suitable automation tool to existing process by week 8
- Research available automation tools that fit the existing process
- Choose a suitable automation tool based on research
- Implement and integrate the chosen tool by week 8
Process Manager 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's audit dashboard will highlight opportunities to improve OKRsTip #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's check-ins will save you hours and increase transparencyTip #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 Process Manager OKRs in a strategy map
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.
Tability's Strategy Map makes it easy to see all your org's OKRsIf 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 Manager OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to craft a compelling and successful business case
- OKRs to efficiently manage and improve IT conference call operations
- OKRs to enhance Data Accuracy and Integrity
- OKRs to establish a strong personal brand for Carnevali's human management and project endeavors
- OKRs to improve efficiency of QA triaging
- OKRs to enhance management of service and admin account life cycles
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: What is the meaning of OKRs
- Blog posts: ODT Blog
- Success metrics: KPIs examples
What's next? Try Tability's goal-setting AI
You can create an iterate on your OKRs using Tability's unique goal-setting AI.
Watch the demo below, then hop on the platform for a free trial.