3 customisable OKR examples for Workflow Automation

What are Workflow Automation 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.

How you write your OKRs can make a huge difference on the impact that your team will have at the end of the quarter. But, it's not always easy to write a quarterly plan that focuses on outcomes instead of projects.

We have curated a selection of OKR examples specifically for Workflow Automation to assist you. Feel free to explore the templates below for inspiration in setting your own goals.

If you want to learn more about the framework, you can read our OKR guide online.

Building your own Workflow Automation 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 Workflow Automation OKRs examples

You'll find below a list of Objectives and Key Results templates for Workflow Automation. 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 elevate overall operational efficiency

  • ObjectiveElevate overall operational efficiency
  • Key ResultCut process time by 15% through workflow automation
  • TaskIdentify repetitive, manual tasks suitable for automation
  • TaskTrain staff on using the automation tools
  • TaskImplement workflow automation software in identified areas
  • Key ResultReduce operational errors by 10% via implementing Six-Sigma principles
  • TaskIntegrate Six-Sigma practices into daily operational procedures
  • TaskTrain staff in the principles and tools of Six-Sigma methodology
  • TaskIdentify areas of operational inefficiency using Six-Sigma's DMAIC method
  • Key ResultIncrease productivity by 20% through employee skill enhancement programs
  • TaskImplement an incentive program for continuous learning achievements
  • TaskDevelop comprehensive training modules for employee skill enhancement
  • TaskRegularly monitor and evaluate individual progress in skill development

2OKRs to enhance operational efficiency in workflows

  • ObjectiveEnhance operational efficiency in workflows
  • Key ResultTrain 80% of the team on new efficiency-focused strategies and tools
  • TaskOrganize training sessions for team members
  • TaskFollow up on the progress and understanding of trained team members
  • TaskIdentify appropriate efficiency-focused strategies and tools for training
  • Key ResultCut down on unnecessary tasks by 15% through process reevaluation
  • TaskIdentify and list all current tasks
  • TaskEvaluate necessity and efficiency of each task
  • TaskImplement changes to reduce unnecessary tasks
  • Key ResultReduce process cycle times by 10% using automation tools
  • TaskContinuously monitor and optimize automated processes
  • TaskImplement appropriate automation tools
  • TaskIdentify processes that can be efficiently automated

3OKRs to enhance operational efficiency across all workflows

  • ObjectiveEnhance operational efficiency across all workflows
  • Key ResultReduce 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
  • Key ResultReduce 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
  • Key ResultImplement 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

Workflow Automation 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

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 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.

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.

How to turn your Workflow Automation OKRs in a strategy map

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

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 Workflow Automation 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.

Create more examples in our app

You can use Tability to create OKRs with AI – and keep yourself accountable 👀

Tability is a unique goal-tracking platform built to save hours at work and help teams stay on top of their goals.

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