OKR template to enhance audit support with invoice documentation provision
Your OKR template
The first key outcome is to reduce audit queries by 30% by providing in-depth and straightforward documentation. This outcome includes initiatives such as compiling all necessary documents accurately, creating a transparent system for auditing processes, and ensuring regular reviews for document accuracy.
The second key outcome is to create an effective system to automatically archive supporting documents for easy retrieval. Projected completion is 100%, with initiatives such as implementing an automatic archiving software system, performing tests for easy document retrieval, and identifying necessary documents for archiving.
The final objective is to achieve 100% invoice documentation for all financial transactions for the quarter. This objective involves conducting regular checks to verify full invoice documentation, implementing a policy mandating invoice documentation for all transactions, and training staff on the importance of invoice documentation.
ObjectiveEnhance audit support with invoice documentation provision
KRReduce audit queries by 30% through a more comprehensive and straightforward presentation of documentation
Compile all necessary documents clearly and accurately- Create a straightforward system for auditing processes
- Conduct regular reviews to ensure document accuracy
- KREstablish a system to automatically archive supporting docs for easy retrieval
- Implement an automatic archiving software system
- Test and adjust for easy document retrieval
- Identify crucial types of supporting documents to archive
- KREnsure 100% invoice documentation for all financial transactions of the quarter
- Perform regular checks to verify full invoice documentation
- Implement a mandatory invoice documentation policy for all transactions
- Train staff on the importance and process of invoice documentation
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.
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.
Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!
Now, just click on Import from text and let the magic happen.
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.
From there you will have access to all the features that will help you and your team save hours with OKR reporting.
- 10+ built-in dashboards to visualise progress on your goals
- Weekly reminders, data connectors, and smart notifications
- 9 views to map OKRs to strategic projects
- Strategy map to align teams at scale