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OKR template to bolster Finance Department's role in Corporate Social Responsibility (CSR) drives

public-lib · Published 7 months ago

Your OKR template

This OKR is centered on strengthening the role of the Finance Department in driving Corporate Social Responsibility (CSR) objectives in the organization. The KR’s defined include implementing a CSR training program, reducing paper usage, and allocating department funds to support local charities.

The first key result is the execution of a department-led CSR training program with an ambitious target of 90% staff participation. The initiatives to achieve this include scheduling and running department-wide training sessions, developing comprehensive training materials, and identifying department leaders to manage this program.

In a bid to reduce the environmental impact, the second key result focuses on reducing paper usage in the department by 30% through digitization. This is to be achieved through the implementation of a digital document management system, training staff on digital record-keeping methods, and replacing paper invoices with e-billing.

The last key result is allocating 15% of the department’s fund for supporting local charity organizations, demonstrating the department's commitment to community service. They plan to determine the total amount of the department fund, calculate 15% of this, and distribute the amount among local charities.
  • ObjectiveObjectiveBolster Finance Department's role in Corporate Social Responsibility (CSR) drives
  • Key ResultKRImplement a department-led CSR training program for 90% staff participation
  • TaskSchedule and execute department-wide training sessions
  • TaskDevelop engaging, comprehensive training materials
  • TaskIdentify department leaders to oversee the CSR training program
  • Key ResultKRReduce paper usage in the finance department by 30% through digitization
  • TaskImplement a digital document management system
  • TaskTrain staff on digital record-keeping methods
  • TaskReplace paper invoices with e-billing systems
  • Key ResultKRAllocate 15% of department fund towards supporting local charity organizations
  • TaskDistribute calculated amount among local charities
  • TaskDetermine total amount of department fund
  • TaskCalculate 15% of the total fund
Use in Tability

How to edit and track OKRs with Tability

You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.

Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Use AI to draft a complete set of OKRs in seconds
  • Connect your OKRs and team goals to your project
  • Automate reporting with integrations and built-in dashboard

Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.

The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.

Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Tability Import Options

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

Once your example is in the plan editor, you will be able to:

  • Edit the objectives, key results, and tasks
  • Click on the target 0 → 100% to set better target
  • Use the tips and the AI to refine your goals

Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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