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2 OKR examples for Transformation Plan

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What are Transformation Plan 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 Plan 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.

Transformation Plan OKRs examples

You'll find below a list of Objectives and Key Results templates for Transformation Plan. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.

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
  • TaskCreate a clear, visual organization chart
  • TaskResearch the current company's structure and hierarchy
  • TaskFinalize and document the organization chart
  • KRAchieve 90% staff approval for the new organizational structure after presentation
  • TaskImplement suggested improvements to gain acceptance
  • TaskConduct feedback sessions post-presentation to address concerns
  • TaskDevelop comprehensive presentation detailing the new organizational structure
  • KRDevelop a detailed, new organizational structure model within 4 weeks
  • TaskSketch initial organizational layout draft
  • TaskDefine needed roles and their responsibilities
  • TaskEnsure 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
  • TaskDevelop detailed changes for each identified area
  • TaskIdentify ten areas/elements that require improvement
  • TaskValidate, review and finalize the transformation plan
  • KRImplement transformation plan in 3 operational areas and achieve 15% performance improvement
  • TaskMonitor, assess, and adjust strategies for continuous performance enhancement
  • TaskDevelop strategies to achieve 15% performance improvement in those areas
  • TaskIdentify three operational areas for implementation of transformation plan
  • KRIdentify and analyze at least 20 areas of current business operations needing improvement
  • TaskPrioritize areas based on improvement potential
  • TaskIdentify 20 areas in current operations requiring enhancements
  • TaskAnalyze each identified area's performance levels

How to write your own Transformation Plan 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.

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.

AI feedback for OKRs in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

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.

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.

Transformation Plan 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

Focus can only be achieve by limiting the number of competing priorities. It is crucial that you take the time to identify where you need to move the needle, and avoid adding business-as-usual activities to your 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

Having good goals is only half the effort. You'll get significant more value from your OKRs if you commit to a weekly check-in process.

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 Transformation Plan OKRs

Quarterly OKRs should have weekly updates to get all the benefits from the framework. Reviewing progress periodically has several advantages:

Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, once you get comfortable you can graduate to a proper OKRs-tracking tool.

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 Transformation Plan OKR templates

We have more templates to help you draft your team goals and OKRs.

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