Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Financial Controller 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.
Crafting effective OKRs can be challenging, particularly for beginners. Emphasizing outcomes rather than projects should be the core of your planning.
We've tailored a list of OKRs examples for Financial Controller to help you. You can look at any of the templates below to get some inspiration for your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
The best tools for writing perfect Financial Controller OKRs
Here are 2 tools that can help you draft your OKRs in no time.
Tability AI: to generate OKRs based on a prompt
Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
Watch the video below to see it in action 👇
Tability Feedback: to improve existing OKRs
You can use Tability's AI feedback to improve your OKRs if you already have existing goals.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
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Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.
Financial Controller OKRs examples
You will find in the next section many different Financial Controller Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).
Hope you'll find this helpful!
OKRs to prepare a perfect and precise financial statement
ObjectivePrepare a perfect and precise financial statement
KRImplement a double-verification system for transaction recording by the end of the quarter
Identify suitable double-verification technology options
Roll out double-verification system
Develop implementation and training plan
KRAchieve 100% on-time internal financial reporting with no errors for three consecutive months
Automate reports using reliable financial software
Train staff on accurate and timely data input
Implement a rigorous financial data review process
KREnsure 0% discrepancies in monthly intra-department financial audits throughout the quarter
Implement stringent checks on each financial transaction
Regularly review internal audit processes
Provide comprehensive training on accurate reporting
OKRs to ensure completion of all account schedules and bank reconciliations
ObjectiveEnsure completion of all account schedules and bank reconciliations
KRSuccessfully complete and document all minor accounts' reconciliation by week 6
Reconcile discrepancies found in all reviewed accounts
Review all minor accounts for outstanding discrepancies
Document results of reconciliation for all accounts
KRImplement a new system to track bi-weekly progress of bank reconciliations
Train staff on using the new system
Identify suitable software for tracking reconciliation progress
Initiate regular bi-weekly update meetings
KRInitiate and finish 100% reconciliation of 10 major accounts within first 4 weeks
Begin reconciling the discrepancies for each account
Identify the 10 major accounts requiring reconciliation
Complete reconciliation process for all accounts
OKRs to ensure readiness for Series A investment
ObjectiveEnsure readiness for Series A investment
KRAttract and negotiate term sheets with at least three potential Series A investors
Prepare and provide investment presentations and term sheets
Organize and conduct negotiations with potential investors
Research and build relationships with prospective Series A investors
KRDevelop and finalize investment pitch deck highlighting business model and growth strategy
Review, refine, and finalize investment pitch deck
Outline business model and growth strategy in detail
Draft original content for pitch deck
KRSecure financial audit report showcasing positive EBITDA and revenue growth
Prepare clear report highlighting EBITDA and revenue growth
Arrange for an external, unbiased financial audit
Compile all relevant financial documents and data
OKRs to successfully transition majority of vendors to ACH payments
ObjectiveSuccessfully transition majority of vendors to ACH payments
KRIdentify and prioritize upper 50% of vendors for ACH conversion by week 3
Compile a list of all vendors currently in payment rotation
Allocate priority for ACH conversion to top 50% vendors
Categorize vendors based on payment volume
KRAchieve a 50% conversion rate amongst identified vendors by week 6
Develop a compelling presentation for vendor benefits
Schedule and conduct effective vendor meetings
Follow up regularly with targeted vendors
KRVerify and establish ACH payment method for an additional 30% of vendors by week 9
Contact vendors to gather ACH setup information
Identify vendors not set up with ACH payments
Input vendor information to establish ACH
OKRs to lower unvalued inventory by 10%
ObjectiveLower unvalued inventory by 10%
KRImplement disposal or revaluation strategy for 50% of identified items
Evaluate current market value for selected items
Identify potential buyers or recyclers for 50% of identified items
Initiate negotiations or disposal process
KRIdentify top 20% of unvalued items within two weeks
Rank items based on set criteria
Establish criteria for determining item value
Assess inventory for potential unvalued items
KRAchieve 5% reduction in unvalued inventory every month
Increase sales promotions to eliminate unvalued inventory
Conduct regular audits to identify obsolete inventory
Implement a better management system for stock levels
OKRs to implement regulatory compliance changes effectively
ObjectiveImplement regulatory compliance changes effectively
KRComplete implementation of all required changes on time
Monitor progress regularly, adjust plan as needed
Prioritize necessary changes based on importance and difficulty
Develop a detailed, daily work schedule
KRStay within 10% below the allocated budget
Maintain regular communication regarding spending with your team
Implement cost-saving measures where feasible
Review all expenditures weekly to monitor cash flow
KRReduce non-compliance incidents by 50%
Implement comprehensive compliance training for all staff members
Proactively monitor and audit compliance activities
Regularly review and update compliance policies
Financial Controller OKR best practices
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
The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the 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.
Tip #2: Commit to weekly OKR check-ins
Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.
Being able to see trends for your key results will also keep yourself honest.
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.
Save hours with automated OKR dashboards
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Quarterly OKRs should have weekly updates to get all the benefits from the framework. 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 Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More Financial Controller OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to develop a comprehensive public engagement strategy
OKRs to improve proficiency in manual and automation testing
OKRs to conduct comprehensive competitive analysis with SEMrush
OKRs to strengthen network security through enhanced logging capabilities
OKRs to successfully complete final school quarter for graduation
OKRs to successfully pass the development certification exam