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tability.ioWhat are Transition 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 Transition 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.
Transition OKRs examples
You'll find below a list of Objectives and Key Results templates for Transition. 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 ensure successful integration or transition of Yolanda
ObjectiveEnsure successful integration or transition of Yolanda
KREvaluate and report potential risks and benefits of the transition by the deadline
Compile findings into comprehensive report- Conduct a thorough risk-benefit analysis of the transition
- Submit report by designated deadline
- KRAchieve 90% completion of Yolanda's integration checklist within set timeframe
- Allocate sufficient resources and personnel
- Prioritize tasks on Yolanda's integration checklist
- Monitor progress and adjust strategies if needed
- KRMeasure and improve Yolanda's operations efficiency by 20%
- Implement efficiency improvement strategies
- Assess Yolanda's current operations for efficiency and productivity
- Develop ways to enhance operations by at least 20%
OKRs to optimize cloud transition expenses
- ObjectiveOptimize cloud transition expenses
- KRImplement a cost-monitoring dashboard to track cloud expenses
- Train team on using the new dashboard
- Choose a suitable cost-monitoring dashboard software
- Identify key metrics to monitor for cloud expenses
- KRReduce current on-premises infrastructure costs by 20%
- Consolidate redundant hardware and systems to streamline operations
- Negotiate better pricing contracts with vendors
- Implement energy-saving measures for physical infrastructure
- KRAchieve 30% cost savings from the cloud transition
- Identify redundant applications prior to cloud migration
- Optimize cloud storage usage to reduce wastage
- Utilize automated scaling for cloud resources
OKRs to successfully transition majority of vendors to ACH payments
- ObjectiveSuccessfully transition majority of vendors to ACH payments
- KRIdentify and prioritize upper 50% of vendors for ACH conversion by week 3
- Compile a list of all vendors currently in payment rotation
- Allocate priority for ACH conversion to top 50% vendors
- Categorize vendors based on payment volume
- KRAchieve a 50% conversion rate amongst identified vendors by week 6
- Develop a compelling presentation for vendor benefits
- Schedule and conduct effective vendor meetings
- Follow up regularly with targeted vendors
- KRVerify and establish ACH payment method for an additional 30% of vendors by week 9
- Contact vendors to gather ACH setup information
- Identify vendors not set up with ACH payments
- Input vendor information to establish ACH
OKRs to ensure efficient transition from SAP ECC to SAP S/4
- ObjectiveEnsure efficient transition from SAP ECC to SAP S/4
- KRFormulate a detailed transition plan involving all stakeholders by end of month two
- Outline steps and targets for the comprehensive transition plan
- Arrange meetings to discuss and finalize the plan
- Identify all relevant stakeholders involved in the transition
- KRComplete an audit of current SAP ECC system and processes by end of month one
- Schedule a comprehensive audit for all SAP ECC processes
- Identify key personnel who will conduct the SAP ECC audit
- Review and consolidate audit findings for final report
- KRStart training all users on SAP S/4 functionalities and differences by end of month three
- Schedule and conduct training sessions
- Develop comprehensive user training materials
- Identify key SAP S/4 functionalities and differences
OKRs to successfully transition the PMMA-Smile connection to BAPIQ mesh URL
- ObjectiveSuccessfully transition the PMMA-Smile connection to BAPIQ mesh URL
- KRIdentify and resolve 100% of technical issues during migration by week 6
- Develop a comprehensive migration plan with technical checkpoints
- Immediately address and fix identified issues
- Regularly monitor system performance during migration
- KRComplete training of personnel on new system operations within 8 weeks
- Monitor progress and provide additional support as needed
- Schedule and initiate system training sessions for all personnel
- Certify all personnel as trained within 8 weeks
- KRAchieve zero downtime during final switchover to the BAPIQ mesh URL
- Prepare rollback strategy in case of failure
- Test connection and performance of new BAPIQ mesh URL
- Oversee smooth final switchover with IT team
OKRs to successfully transition core homepage components to new CMS
- ObjectiveSuccessfully transition core homepage components to new CMS
- KRComplete audit of current homepage components by week 2
- Analyze usage and functionality of each component
- Prepare a comprehensive audit report by the end of week 2
- Identify all components of the current homepage
- KRDevelop and test new CMS integration for all eligible components by week 6
- Design and develop the new CMS integration
- Identify all components eligible for CMS integration
- Perform thorough testing by week 6
- KRFinish migration and resolve all identified bugs before week 10
- Identify and document all existing bugs
- Complete all remaining aspects of the migration
- Resolve all identified bugs efficiently
OKRs to increase Maternity to Pediatrics patient transition rate
- ObjectiveIncrease Maternity to Pediatrics patient transition rate
- KRElevate the successful conversion rate by 25% through personalized post-maternity follow-ups
- Identify client needs during post-maternity period
- Track and enhance conversion rate
- Develop personalized follow-up communication
- KRAttain a 95% satisfaction rate from post-maternity patients through improved pediatric care
- Implement comprehensive post-maternity care training for pediatric staff
- Regularly survey patients for feedback on pediatric care
- Initiate quarterly reviews to improve service quality
- KRReduce dropout numbers by 15% by enhancing communication during ward transfers
- Implement a standardized handoff protocol for ward transfers
- Monitor and evaluate implemented strategies regularly
- Train staff on effective communication techniques
OKRs to successfully transition all on-demand courses to the new LMS platform
- ObjectiveSuccessfully transition all on-demand courses to the new LMS platform
- KREnsure that all on-demand courses are fully functional and accessible on the new LMS
- Review all on-demand courses and identify any functionality or accessibility issues on the new LMS
- Conduct accessibility testing to ensure all on-demand courses are accessible to all users
- Provide necessary training and support to instructors to ensure smooth transition on the new LMS
- Update and fix any identified issues to ensure all on-demand courses are fully functional
- KRTrain and support instructors and course administrators to effectively use the new LMS
- Provide comprehensive training sessions on how to navigate and utilize the new LMS
- Offer ongoing technical support and troubleshooting assistance for instructors and course administrators
- Facilitate regular feedback sessions to gather insights and address any challenges faced by users
- Develop user-friendly documentation and guides to help instructors and course administrators optimize the LMS
- KRAchieve a satisfaction rate of at least 90% from users with the new LMS experience
- Conduct user feedback surveys to gather insights on satisfaction with the new LMS experience
- Analyze user feedback and identify key pain points to address for improvement
- Regularly monitor and track satisfaction rates to ensure continuous improvement of the LMS experience
- Implement necessary updates and enhancements based on user feedback to enhance satisfaction
- KRMigrate and validate content from existing courses onto the new LMS
OKRs to successfully transition to platform x with an upgraded redemption flow
- ObjectiveSuccessfully transition to platform x with an upgraded redemption flow
- KREnsure the enhanced redemption flow's successful implementation and error-free operation
- Monitor system regularly to identify and fix errors
- Review and approve enhanced redemption flow design
- Conduct rigorous testing prior to implementation
- KRDeliver a 15% increase in user satisfaction with the new redemption flow
- Conduct user testing to identify pain points in the current redemption flow
- Monitor feedback and make necessary adjustments post-implementation
- Implement changes based on user feedback and industry best practices
- KRComplete the migration of the current system to platform x
- Install and configure platform x
- Transfer data and test functionalities
- Identify key functionalities in the current system
OKRs to successful transition from Service Delivery Manager to Product Manager
- ObjectiveSuccessful transition from Service Delivery Manager to Product Manager
- KRDevelop and present a new product idea or actionable improvement to the team
- Conduct thorough market research and analyze potential customer needs
- Prepare and deliver a persuasive presentation to the team
- Develop a comprehensive product concept or improvement proposal
- KRGain foundational knowledge completing a Product Management certification by quarter-end
- Schedule study sessions to complete coursework
- Enroll in chosen Product Management course
- Research suitable Product Management certification programs
- KRShadow experienced product managers and attend at least 20 hours of PM meetings
- Schedule time blocks to observe PM meetings
- Attend minimum 20 hours of PM meetings
- Identify experienced product managers to shadow
How to write your own Transition 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.
Transition 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 Transition OKRs
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 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 Transition OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to establish a secure software development lifecycle (SDLC)
- OKRs to attain product market fit for our offering
- OKRs to boost Socotra Creative Centre's handcraft production and market reach
- OKRs to increase engagement with 5 new 'non-Everyday' producers
- OKRs to improve development team productivity
- OKRs to enhance the efficiency and effectiveness of billing and collection process