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OKR template to make business travel process fully digital

This operations OKR template is a strong starting point for teams that need better alignment, clearer priorities, and more disciplined goal tracking.

Use it to turn a business priority into a measurable objective, then review progress weekly so your team can adjust execution before the quarter gets away from you.

Your OKR template

The OKR aims to thoroughly digitize the business travel process. The inaugural objective is to spot and catalogue all paper-reliant chores associated with business travel by week’s end. This involves studying team members' experiences, researching common corporate travel tasks, and collating a comprehensive list within the stipulated timeline.

The second objective is centered on creating a digital solution for these identified tasks within week 5. The approach involves adding the discovery of tasks needing digital resolutions to the work plan for week 5, sketching a rudimentary design for the digital alternative, and then initiating implementation.

The final goal focuses on reaching a massive employee adoption rate (95%) for the new digital process during the trial phase. To achieve this, it is suggested to encourage early adopters with incentives, conduct informational training sessions on the new process, and proactively collect feedback while troubleshooting any issues that might arise.

This digitalization is expected to smoothen out the business travel process, curtail unnecessary paper dependency, and improve the user adoption rate leading to wider acceptance and usage of the new system.
  • ObjectiveObjectiveMake business travel process fully digital
  • Key ResultKRIdentify and list all paper-dependent tasks in business travel by end of week 1
  • TaskSurvey team members about paper-dependent tasks in business travel
  • TaskResearch common paper-dependent tasks in corporate travel
  • TaskCompile list of identified paper-dependent travel tasks by end of week 1
  • Key ResultKRDesign and implement a digital solution for identified tasks within week 5
  • TaskIdentify specific tasks requiring digital solution during week 5
  • TaskSketch out a basic design for the digital solution
  • TaskBegin implementing the devised digital solution
  • Key ResultKRAchieve 95% employee adoption of the new digital process in trial phase
  • TaskOffer incentives for early adopters in trial phase
  • TaskConduct informative training sessions on new digital process
  • TaskSeek feedback and troubleshoot issues quickly
Use in Tability

Tability: the best OKR software for results-driven teams

OKRs should be tracked weekly to be effective, and Tability is the perfect tool for that.

Tability is the best OKR software that embraces modern principles to help teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Get an OKR agent that can review existing OKRs, suggest improvements, and monitor execution
  • Connect your OKRs and team goals to Jira, ClickUp, Linear, Asana, and more
  • Automate reporting with integrations and built-in dashboard

You can import OKRs in seconds with the magic importer, and start executing your goals in no time.

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.

Related OKRs examples

You can also explore more templates for Operations, Engineering to find examples that match your team's goals.

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