Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Transformation 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.
How you write your OKRs can make a huge difference on the impact that your team will have at the end of the quarter. But, it's not always easy to write a quarterly plan that focuses on outcomes instead of projects.
We've tailored a list of OKRs examples for Transformation 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 Transformation 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.
Transformation OKRs examples
We've added many examples of Transformation Objectives and Key Results, but we did not stop there. Understanding the difference between OKRs and projects is important, so we also added examples of strategic initiatives that relate to the OKRs.
Hope you'll find this helpful!
OKRs to establish successful transformation plan for organizational structure
ObjectiveEstablish successful transformation plan for organizational structure
KRIdentify and document current organization chart by end of Week 1
Create a clear, visual organization chart- Research the current company's structure and hierarchy
- Finalize and document the organization chart
- KRAchieve 90% staff approval for the new organizational structure after presentation
- Implement suggested improvements to gain acceptance
- Conduct feedback sessions post-presentation to address concerns
- Develop comprehensive presentation detailing the new organizational structure
- KRDevelop a detailed, new organizational structure model within 4 weeks
- Sketch initial organizational layout draft
- Define needed roles and their responsibilities
- Ensure managerial approvals on the draft
OKRs to develop an effective transformation plan to enhance business operations
- ObjectiveDevelop an effective transformation plan to enhance business operations
- KRDesign and finalize a detailed transformation plan involving at least 10 improvements
- Develop detailed changes for each identified area
- Identify ten areas/elements that require improvement
- Validate, review and finalize the transformation plan
- KRImplement transformation plan in 3 operational areas and achieve 15% performance improvement
- Monitor, assess, and adjust strategies for continuous performance enhancement
- Develop strategies to achieve 15% performance improvement in those areas
- Identify three operational areas for implementation of transformation plan
- KRIdentify and analyze at least 20 areas of current business operations needing improvement
- Prioritize areas based on improvement potential
- Identify 20 areas in current operations requiring enhancements
- Analyze each identified area's performance levels
OKRs to accelerate company's digital transformation journey
- ObjectiveAccelerate company's digital transformation journey
- KRImplement new digital tools in 2 core operational departments enhancing efficiency by 30%
- Monitor and evaluate efficiency improvement after implementation
- Provide relevant training for department members on the new tools
- Identify suitable digital tools to improve operations efficiency
- KRTrain 80% of staff members on digital skills and new digital tools usage
- Identify necessary digital skills for each staff role
- Develop or procure suitable digital training programs
- Schedule and implement training for all staff
- KRAchieve 20% reduction in paper-dependency through digitization of major processes
- Implement digital tools for identified processes
- Identify major paper-based processes for potential digitization
- Monitor and adjust digital adoption rates
OKRs to drive digital transformation to optimize operations and customer experience
- ObjectiveDrive digital transformation to optimize operations and customer experience
- KRTrain 70% of staff on new digital solutions for more efficient operations
- Evaluate post-training effectiveness and understanding
- Schedule training sessions for staff members
- Identify essential digital solutions for training
- KRIncrease customer satisfaction rate by 40% through enhanced digital interfaces
- Streamline digital purchase processes for ease of use
- Implement intuitive and user-friendly features on website
- Improve online customer service response times
- KRImplement two new technological solutions to improve productivity by 30%
- Train staff on using new technologies efficiently
- Research new technological solutions for inefficiencies
- Identify current inefficiencies in the work process
OKRs to successfully implement Agile Transformation for improved delivery efficiency
- ObjectiveSuccessfully implement Agile Transformation for improved delivery efficiency
- KRComplete training of teams on Agile principles and practices for 100% adoption
- Monitor and evaluate teams' understanding and application of Agile practices
- Implement follow-up training sessions to ensure 100% adoption
- Schedule training sessions on Agile principles for all teams
- KRIncrease the percentage of on-time delivery by 30%
- Streamline and upgrade the delivery process
- Implement stricter tracking and deadlines for delivery
- Improve communication between logistics and suppliers
- KRReduce the product's time-to-market by 25%
- Enhance project management efficiencies and cross-functional collaborations
- Improve supplier relationships to ensure faster delivery of materials
- Streamline the production process and eliminate unnecessary steps
OKRs to achieve Agile transformation for enhanced project delivery
- ObjectiveAchieve Agile transformation for enhanced project delivery
- KRImplement Agile processes in at least two projects and achieve 80% success rate
- Measure success rate and make necessary adjustments
- Train project teams in Agile methodologies and principles
- Identify two projects suitable for Agile implementation
- KRTrain 90% of the project management team in Agile methodologies
- Ensure team members attend and complete training
- Organize Agile methodology training sessions
- Identify current project management team members lacking Agile training
- KRReduce the project delivery timeline by 20% while maintaining quality metrics
- Increase team's efficiency through skill enhancement training
- Implement effective project management strategies
- Utilize advanced project tracking tools
OKRs to accelerate service transformation through innovation and benchmarking
- ObjectiveAccelerate service transformation through innovation and benchmarking
- KRAchieve a 15% reduction in service processing time via technological enhancements
- Train staff to effectively utilize technology for efficiency
- Implement automation software for routine service tasks
- Upgrade outdated processing systems with faster technology
- KRImplement three benchmarked best practices in service delivery
- Analyze their best service delivery practices thoroughly
- Incorporate these strategies into our existing service delivery model
- Identify top-performing companies in service delivery for benchmarking
- KRIncrease operational efficiency by 25% through process innovation
- Review and streamline current operational processes
- Implement new technologies to automate routine tasks
- Invest in staff process innovation training
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 effective Agile PMO transformation
- ObjectiveImplement effective Agile PMO transformation
- KRDecrease project overhead costs by 30% using Agile frameworks
- Implement Agile methodologies across all project management teams
- Streamline workflows to optimize resource allocation
- Undertake continuous Agile framework training and improvements
- KRAchieve 25% increase in Project Delivery Efficiency using Agile practices
- Train team members on Agile practices and principles
- Implement Agile methodologies in project management processes
- Continuously monitor and improve the Agile implementation process
- KRTrain 80% of PMO team members on Agile methodologies and tools
- Monitor and measure training completion rates
- Identify the PMO team members requiring Agile training
- Schedule Agile methodology and tools training sessions
OKRs to improve control oversight for "Mc transformation"
- ObjectiveImprove control oversight for "Mc transformation"
- KRTrain team on updated control processes to ensure compliance
- Review and discuss the changes and updates in control processes
- Organize a training session on the updated control processes
- Monitor and evaluate team members' understanding and application of new processes
- KRImplement new control procedures to enhance oversight efficiency
- Identify weaknesses in current control procedures and areas for improvement
- Develop new, more efficient oversight procedures and protocols
- Train staff on new control procedures and ensure correct implementation
- KRConduct monthly audits on transformation progress to identify control gaps
- Analyze recent transformation progress reports
- Identify and document any control gaps found
- Develop plans to address control gaps
Transformation 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
Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.
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
Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.
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
The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. 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 Transformation OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to boost self-assuredness and belief in personal abilities
- OKRs to enhance efficiency in administrative roles
- OKRs to boost campaign conversion rates via predictive analytics usage
- OKRs to boost capabilities in efficient time management
- OKRs to ensure information security solution meets large customer requirements
- OKRs to boost efficiency, unify team, and grow account base