4 customisable OKR examples for Process Streamlining

What are Process Streamlining 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 Streamlining 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 Streamlining 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 Streamlining OKRs examples

You'll find below a list of Objectives and Key Results templates for Process Streamlining. 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 streamline HR processes through automation

  • ObjectiveStreamline HR processes through automation
  • Key ResultReduce turnaround time for HR tasks by implementing automated workflow systems
  • TaskResearch and select an appropriate automated workflow system for HR tasks
  • TaskTrain HR team to utilize new automated workflow systems
  • TaskTrack and measure task turn-around time improvements
  • Key ResultIncrease employee self-service options to improve efficiency and user experience
  • TaskDevelop tutorial materials for navigating self-service options
  • TaskConduct periodic user experience surveys to gather feedback
  • TaskImplement a comprehensive digital HR platform for employee inquiries
  • Key ResultImplement automated onboarding system to reduce manual data entry
  • TaskPurchase and install chosen onboarding software
  • TaskTrain staff on system functionality and utilization
  • TaskResearch best automated onboarding systems on market

2. OKR to streamline the process of posting on multiple users' pages

  • ObjectiveStreamline the process of posting on multiple users' pages
  • Key ResultReduce the average time taken to post on 50 users' pages by 35%
  • TaskAutomate posting process using social media management tools
  • TaskTrain team in fast, effective posting techniques
  • TaskPrepare content in advance for scheduled posts
  • Key ResultImplement a new automated posting system tested by 90% of all users
  • TaskIdentify a compatible automated posting system for implementation
  • TaskTrain 90% of users in using the new system
  • TaskConduct system testing with selected users to gauge effectiveness
  • Key ResultEnsure 98% of posted content matches the individual user's page criteria perfectly
  • TaskTrain team on user's page criteria
  • TaskDevelop a rigorous content verification system
  • TaskImplement regular content audits

3. OKR to streamline the process of lab coat requests

  • ObjectiveStreamline the process of lab coat requests
  • Key ResultReduce time to fulfill requests from 1 week to 3 days
  • TaskStreamline the request processing system for efficiency
  • TaskTrain staff in swift order fulfillment procedures
  • TaskImplement automated fulfillment systems where possible
  • Key ResultImplement digital request platform improving efficiency by 30%
  • TaskResearch leading digital request platforms in the current market
  • TaskMonitor and adjust platform usage to ensure efficiency gains
  • TaskTrain staff on utilizing this new platform effectively
  • Key ResultAchieve a 90% satisfaction rate on the lab coats requests process survey
  • TaskRequest regular feedback to improve services
  • TaskImplement a streamlined process for lab coat requests
  • TaskConduct regular training for staff handling requests

4. OKR to achieve 100% productivity in financial statement preparation

  • ObjectiveAchieve 100% productivity in financial statement preparation
  • Key ResultIncrease financial statement preparation speed by 20% without errors
  • TaskImplement automated accounting software for faster data processing
  • TaskStreamline and simplify the financial reporting process
  • TaskConduct regular training on accurate and quick data entry
  • Key ResultImplement an effective workflow to process all financial reports within schedule
  • TaskImplement regular check-ins to monitor progress
  • TaskEstablish clear deadlines for all financial report processes
  • TaskAssign specific tasks to designated team members
  • Key ResultAttain absolute accuracy in 95% of prepared financial statements, as assessed by audits
  • TaskEstablish comprehensive training for finance team
  • TaskImplement strict quality control in financial reporting
  • TaskConduct regular internal audits for immediate correction

Best practices for managing your Process Streamlining 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 πŸ‘‡

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 Streamlining 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

Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, once you get comfortable you can graduate to a proper OKRs-tracking tool.

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 Streamlining 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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