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
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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.
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 lead organization's digital transformation initiative
ObjectiveLead organization's digital transformation initiative
KRAchieve a 40% increase in the use of digital tools by staff members
Implement mandatory training on various digital tools for all staff
Regularly measure and communicate the benefits and usage of digital tools
Incorporate digital tools into daily work procedures and protocols
KRTrain 90% of employees on new digital procedures and tools
Identify a trainer specialized in digital procedures and tools
Schedule mandatory training sessions for all employees
Monitor and record employees' training progress regularly
KRSuccessfully migrate 70% of processes to digitized format with zero downtime
Train staff on the newly digitized system
Develop a detailed migration plan to avoid downtime
Identify and prioritize processes for digital conversion
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 advance our company through digital transformation
ObjectiveAdvance our company through digital transformation
KRImplement a new CRM system with 90% staff adoption rate
Develop user-friendly CRM training materials and sessions
Select a CRM system aligned with company needs and employees' skillset
Incorporate feedback loops to measure and boost adoption rate
KRIncrease online sales by 25% utilizing e-commerce platforms
Offer exclusive online promotions and incentives
Implement an aggressive digital marketing campaign on social media
Optimize website for mobile shopping and improve user experience
KRDecrease manual process tasks by 30% through digital automation
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
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
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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 improve software engineering skills through effective time management
OKRs to improve Security Operation Centre Incident Response
OKRs to to expand my understanding of royalties
OKRs to establish a secure environment for our flying training school
OKRs to establish a consistent gym routine
OKRs to improve SOC service level agreement performance by the resolver team