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tability.ioWhat are Process Manager 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.
Creating impactful OKRs can be a daunting task, especially for newcomers. Shifting your focus from projects to outcomes is key to successful planning.
We've tailored a list of OKRs examples for Process Manager 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.
Process Manager OKRs examples
You will find in the next section many different Process Manager 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 enhance comprehension of ITIL processes
ObjectiveEnhance comprehension of ITIL processes
KRApply ITIL methods to three real-world projects to gain practical experience
Apply ITIL methods to identified projects- Evaluate and document ITIL process implementation outcomes
- Identify three real-world projects requiring ITIL methods
- KRComplete two ITIL certification courses to improve theoretical knowledge
- Dedicate regular time to study and complete courses
- Research available ITIL certification courses
- Enroll in two chosen ITIL courses
- KRTeach one ITIL workshop to colleagues to consolidate and share knowledge
- Schedule and invite colleagues to the ITIL workshop
- Prepare slide presentations and handouts for the workshop
- Create a detailed ITIL workshop agenda including all the key topics
OKRs to improve resolution of travel time requests
- ObjectiveImprove resolution of travel time requests
- KRAchieve 95% customer satisfaction rate on resolved requests
- Survey customers post-resolution for satisfaction insight
- Regularly review and improve resolution strategies
- Implement a comprehensive customer service training program
- KRImplement a new resolution system to increase efficiency by 30%
- Identify inefficiencies in the current resolution system
- Develop a streamlined, more efficient process plan
- Implement and monitor the new resolution system
- KRReduce average resolution timeframe by 20%
- Provide additional trainings to staff for faster troubleshooting
- Streamline the resolution workflow to eliminate unnecessary steps
- Implement efficient time management techniques into resolution process
OKRs to enhance efficiency through digital platform integration and automation
- ObjectiveEnhance efficiency through digital platform integration and automation
- KRSuccessfully integrate 5 different digital platforms into the business process
- Identify platforms vital for improving business processes
- Train employees on platform usage
- Create implementation plan for each platform
- KRIncrease process efficiency by 35% through the implemented automation
- Implement and optimize selected automation tools
- Monitor, measure and adjust automation for efficiency
- Review current processes for potential automation opportunities
- KRReduce manual errors by 40% using the automated system
- Train staff on proper use and maintenance of automation system
- Implement error detection software in all business operations
- Monitor and evaluate the system’s effectiveness regularly
OKRs to implement simplified and automated work processes through expertise
- ObjectiveImplement simplified and automated work processes through expertise
- KRCreate and roll out automated systems for at least 50% of simplified processes by Week 12
- Implement automation for identified processes
- Develop strategic plan and timeline for automation rollout
- Identify which processes can be automated
- KRApply expertise to simplify 70% of identified processes by Week 8
- Identify methods for simplification of 70% of processes
- Analyze and document the existing identified processes
- Implement, test, and refine simplified processes by Week 8
- KRIdentify and document 10 existing processes that are prime for simplification by Week 4
- Select 10 complex processes within the operations department
- Document the step-by-step of each process
- Analyze and identify possible simplification areas
OKRs to create a unified promo planning process for all Sales
- ObjectiveCreate a unified promo planning process for all Sales
- KRConduct 3 training sessions to ensure Sales Department understands the new process
- Set up three different training dates
- Follow up for feedback after each session
- Identify key points to cover in training sessions
- KRAchieve 90% positive feedback on the ease and clarity of the new process
- Regularly ask for and analyze feedback
- Conduct training sessions to fully understand new process
- Implement improvements based on feedback received
- KRDefine and document 100% of the necessary steps for successful promo planning
- Compile steps into a comprehensive document guide
- Identify all steps involved in successful promo planning
- Write clear, concise descriptions for each step
OKRs to boost our premium collection rate next quarter
- ObjectiveBoost our premium collection rate next quarter
- KRReduce premium payment late instances by 15% by enhancing reminder protocols
- Implement automated email reminders for premium payment due dates
- Introduce a mobile app with push notification reminders
- Set up text message alerts for upcoming payments
- KRAchieve a 10% increase in premium collections by improving payment processing system
- Research and incorporate more payment options
- Implement more efficient automated systems for payment collection
- Train staff on improved payment processing procedures
- KRAttain a 5% rise in premium upgrades through targeted promotional campaigns
- Identify demographics most likely to upgrade premium services
- Examine campaign analytics and adjust as necessary
- Develop a targeted promotional campaign for identified demographics
OKRs to transform IT into a driving force for digital evolution
- ObjectiveTransform IT into a driving force for digital evolution
- KRAchieve a 25% improvement in efficiency by digitizing two major business processes
- Evaluate and optimize efficiency post-digitization
- Implement digital systems within these processes
- Identify two major business processes for digitization
- KRImplement at least 3 new cutting-edge digital tech tools in our workflow
- Conduct training sessions for the team
- Develop implementation strategy for new tools
- Identify suitable digital tech tools for our operations
- KRUpskill 80% of IT staff with the latest digital transformation methodologies and tools
- Develop comprehensive training programs for IT staff
- Implement and monitor the training program progress regularly
- Identify key digital transformation methodologies and tools necessary for upskilling
OKRs to implement automation in the reporting process
- ObjectiveImplement automation in the reporting process
- KRAchieve 95% accuracy in automated reports and reduce manual effort by 60%
- Implement data quality checks in the reporting process
- Train team on new automated reporting processes
- Automate documentation and validation steps
- KRSuccessfully develop and test automation tool for 75% of identified processes
- Identify key processes suitable for automation
- Validate tool through comprehensive testing
- Develop automation tool for chosen processes
- KRIdentify and map 100% of the current manual reporting processes by end of first month
- Inventory all existing manual reporting procedures
- Categorize different manual reporting process types
- Create a comprehensive flowchart of all processes
OKRs to improve the overall quality of data across all departments
- ObjectiveImprove the overall quality of data across all departments
- KRReduce data inconsistencies by 20% through implementing a standardized data entry process
- Implement uniform guidelines for data entry across all departments
- Perform regular audits to maintain data consistency
- Set up training sessions on standardized data entry procedures
- KRIncrease data accuracy to 99% through rigorous data validation checks
- Routinely monitor and correct data inconsistencies
- Train staff on accurate data input methods
- Implement a robust data validation system
- KRDouble the number of regular data audits to ensure continued data quality
- Identify current data audit frequency and benchmark
- Communicate, implement, and track new audit plan
- Establish new audit schedule with twice frequency
OKRs to streamline financial application processes through process orchestration
- ObjectiveStreamline financial application processes through process orchestration
- KRDecrease average process execution time by 20% compared to previous quarter
- KRAchieve 100% compliance with regulatory requirements in financial process orchestration
- Implement necessary process changes and updates to ensure 100% compliance
- Identify gaps in regulatory compliance and develop corrective action plans
- Continuously monitor and evaluate the effectiveness of the revised financial process orchestration
- Conduct a thorough review of current financial process orchestration practices
- KREnsure process orchestration platform uptime of 99.9% for seamless application integration
- Conduct regular disaster recovery tests to ensure seamless application integration in case of failures
- Regularly update and patch the process orchestration platform for improved stability and performance
- Implement a proactive monitoring system to quickly identify and resolve potential issues
- Set up a redundant infrastructure for the process orchestration platform
- KRIncrease cross-application data integration rate to 95% for financial processes
- Conduct a thorough audit to identify barriers to cross-application data integration
- Continuously monitor and refine integration processes to ensure high data integration rate
- Provide comprehensive training to employees on using integrated data systems effectively
- Implement standardized data formats and protocols to streamline data integration processes
How to write your own Process Manager OKRs
1. Get tailored OKRs with an AI
You'll find some examples below, but it's likely that you have very specific needs that won't be covered.
You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.
- 1. Go to Tability's plan editor
- 2. Click on the "Generate goals using AI" button
- 3. Use natural language to describe your goals
Tability will then use your prompt to generate a fully editable OKR template.
Watch the video below to see it in action 👇
Option 2. Optimise existing OKRs with Tability Feedback tool
If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.
- 1. Go to Tability's plan editor
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on "Generate analysis"
Tability's Strategy Map makes it easy to see all your org's OKRsTability 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.
You can then decide to accept the suggestions or dismiss them if you don't agree.
Option 3. Use the free OKR generator
If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.
Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.
Process Manager 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.
How to track your Process Manager OKRs
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 a proper OKR platform to make things easier.
If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.
More Process Manager OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance automation coverage in UPI's T1 and T2 services
- OKRs to develop and strengthen effective team leadership skills
- OKRs to successfully adapt and contribute to the new team and project
- OKRs to enhance my soft skills competency
- OKRs to increase funds raised by the volunteer fundraising group
- OKRs to establish successful strategy execution for value realization