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OKR template to uncover and articulate the 'as-is' process accurately

public-lib · Published 6 months ago

Your OKR template

The OKR aims to uncover and articulate the 'as-is' process accurately. Task details, resources used, and stakeholders are to be documented by week 4. The OKR emphasizes identifying the key tasks and activities forming the process. This objective also includes organizing the gathered information within the fourth week.

The second part of the OKR focuses on creating a presentable, comprehensive report that describes the 'as-is' process accurately. The gather and analyze current process data are prioritized first. Creating the report's structure or outline will be carried out next, which will lead to preparing, finalizing, and presenting the report by the sixth week.

The process and steps that need completion are clearly outlined and broken down to less complex tasks. Stakeholders and resources for each task will have to be identified. Details of each task have to be written down after which all the information collected will be organized by week 4.

This OKR also includes identification of all significant tasks and activities by week 2. All related tasks are to be listed in a checklist. Definition of the process will take place with all tasks scheduled for week 2.
  • ObjectiveObjectiveUncover and articulate the 'as-is' process accurately
  • Key ResultKRDocument details of each task including stakeholders and resources used by week 4
  • TaskIdentify stakeholders and resources for each task
  • TaskWrite down the details of each task
  • TaskOrganize information by week 4
  • Key ResultKRCreate a comprehensive presentable report detailing the 'as-is' process by week 6
  • TaskLastly, prepare and finalize the report by week 6
  • TaskFirst, gather and analyze current process data
  • TaskSecond, create outline for the report structure
  • Key ResultKRIdentify all key tasks and activities forming the process by week 2
  • TaskCreate a checklist of all related tasks
  • TaskDefine the process needing task identification
  • TaskSchedule tasks and activities for week 2
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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