Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Process Planner 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 Planner 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 Process Planner 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

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.
Process Planner OKRs examples
You will find in the next section many different Process Planner 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 strategic thinking and adapt to changes effectively
ObjectiveEnhance strategic thinking and adapt to changes effectively
KRComplete a minimum of 3 industry-related strategic thinking workshops
Register for the selected three workshops
Attend and participate in the workshops
Research available strategic thinking workshops in the industry
KRImplement at least 2 process changes based on strategic analysis in work routine
Integrate and monitor the new processes in work routine
Identify areas of improvement from strategic analysis report
Develop an implementation plan for two process changes
KRMeasure and improve adaptability score by 20% using a reputable assessment tool
Evaluate current adaptability score accurately
Select a reputable tool to measure adaptability score
Implement adjustments to improve score by 20%
OKRs to significantly improve organizational efficiency through AI and process automation
ObjectiveSignificantly improve organizational efficiency through AI and process automation
KRImplement AI in at least two crucial operational areas to increase productivity by 20%
Research and select suitable AI tools or solutions
Plan and execute AI integration procedures
Identify two operational areas with potential for AI implementation
KRTrain 70% of the team on AI tools and automation for effective utilization
Arrange AI tools and automation training sessions
Monitor and evaluate training progress and productivity
Identify team members for AI and automation training
KRAutomate 30% of existing routine manual processes to save time
Identify 30% most time-consuming routine manual processes
Implement and test selected automation solutions
Research automation tools for identified processes
OKRs to streamline activation timelines for Cancer Center studies
ObjectiveStreamline activation timelines for Cancer Center studies
KRDecrease average study setup phase time by 20%
Implement efficiency tools to save time
Train staff on time management techniques
Review and streamline the existing study setup process
KRImplement a standardized activation process for 80% of studies
Monitor and adjust process to reach 80% goal
Train team on implementation of standardized process
Develop a uniform activation protocol for studies
KRReduce the time to first patient enrollment by 15%
Streamline pre-screening process for fast patient eligibility
Enhance advertising to attract more potential patient participants
Implement online enrollment for ease of access
OKRs to make business travel process fully digital
ObjectiveMake business travel process fully digital
KRIdentify and list all paper-dependent tasks in business travel by end of week 1
Survey team members about paper-dependent tasks in business travel
Research common paper-dependent tasks in corporate travel
Compile list of identified paper-dependent travel tasks by end of week 1
KRDesign and implement a digital solution for identified tasks within week 5
Identify specific tasks requiring digital solution during week 5
Sketch out a basic design for the digital solution
Begin implementing the devised digital solution
KRAchieve 95% employee adoption of the new digital process in trial phase
Offer incentives for early adopters in trial phase
Conduct informative training sessions on new digital process
Seek feedback and troubleshoot issues quickly
Process Planner 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 Process Planner OKR dashboards

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 Process Planner OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to improve UI/UX of our mobile app for enhanced user satisfaction
OKRs to increase project engagement for delivery excellence
OKRs to enhance release quality and ensure punctuality
OKRs to double weekly cocoa purchases from December harvest
OKRs to enhance proficiency in construction related principles with academic coursework
OKRs to develop robust metrics for social media content assessment