Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Workflow Optimization 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 have curated a selection of OKR examples specifically for Workflow Optimization to assist you. Feel free to explore the templates below for inspiration in setting 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 Workflow Optimization 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.
Workflow Optimization OKRs examples
You will find in the next section many different Workflow Optimization 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 enable efficient daily functioning for my boss
ObjectiveEnable efficient daily functioning for my boss
KRMitigate 90% of potential challenges by developing a proactive problem-solving strategy
Implement strategy and continuously review effectiveness- Identify potential challenges within company operations
- Develop proactive problem-solving strategy methods
- KRStreamline workflow processes to cut down on 20% of boss's non-essential tasks
- Implement new streamlined work protocols
- Identify inefficiencies in current workflow processes
- Develop delegation strategies for non-essential tasks
- KRReduce boss's meeting time by 15% through effective scheduling and preparation
- Implement a strict meeting agenda to maintain focus and efficiency
- Schedule back-to-back meetings to minimize wasteful downtime
- Limit unnecessary attendees for more succinct discussion
OKRs to amplify our product's feature set
- ObjectiveAmplify our product's feature set
- KRDevelop and deploy five new user-requested features by the end of the period
- Design, develop and test each new feature
- Incorporate feedback and deploy new features
- Prioritize the top five user-requested features from feedback
- KRAchieve at least 90% user satisfaction ratings for all newly developed features
- Implement user feedback into feature improvements
- Develop comprehensive user testing for new features
- Regularly track and evaluate user satisfaction
- KRImprove feature implementation rate by 30% through workflow optimizations
- Provide team training on efficient workflow processes
- Implement automation for repetitive manual tasks
- Identify and eliminate unproductive tasks from the workflow
OKRs to enhance efficiency and effectiveness of report monitoring
- ObjectiveEnhance efficiency and effectiveness of report monitoring
- KRReduce errors in monitored reports by 15% with strengthened data verification processes
- Regularly review and refine verification procedures
- Train team on improved data verification processes
- Implement more stringent data validation checks
- KRImplement a new comprehensive monitoring system increasing report accuracy by 20%
- Train staff on new monitoring system's usage
- Research and select an advanced, accurate monitoring system
- Roll out new system and monitor improvements
- KRIncrease the number of successfully monitored reports by 25% by optimizing workflows
- Evaluate current report monitoring process for efficiency gaps
- Track success rate and continually adjust protocols
- Develop and implement improved workflow strategies
OKRs to enhance team competitiveness holistically
- ObjectiveEnhance team competitiveness holistically
- KRImplement a 10% improvement in team productivity within the quarter
- Identify inefficiencies in current project workflows
- Implement new protocols or technology to boost efficiency
- Provide training to team on new strategies or tools
- KRIncrease sales performance by 15% compared to the last quarter
- Create attractive incentive and bonus programs for top performers
- Enhance customer relationship management through personalized marketing initiatives
- Implement up-sell and cross-sell training for all sales representatives
- KRLower task completion time by 20% through process optimization techniques
- Identify inefficiencies in the current workflow
- Train staff on efficient workflow practices
- Implement effective process optimization techniques
OKRs to streamline workflow for enhanced productivity
- ObjectiveStreamline workflow for enhanced productivity
- KRIncrease overall output by 15% through process optimization
- Train staff on new optimized procedures
- Implement lean methods to boost productivity
- Evaluate current processes for inefficiencies or bottlenecks
- KRImplement and train staff on at least two productivity-boosting software tools
- Choose suitable productivity-boosting software tools
- Implement and monitor usage of new software
- Set up training sessions for the chosen software tools
- KRReduce time spent on non-critical tasks by 30%
- Identify non-critical tasks and assess their time consumption
- Implement efficient strategies to expedite non-critical tasks
- Monitor and adjust task execution to meet the goal
Workflow Optimization 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 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 Workflow Optimization OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance customer service experience for VIP clients
- OKRs to enhance the IT support and network efficiency
- OKRs to ensure timely completion of all designated projects
- OKRs to enhance knowledge and skills in unit test learning process
- OKRs to elevate the quality of customer service
- OKRs to foster an atmosphere of transparency and trust