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5 OKR examples for Workflow Optimization

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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.

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
  • TaskImplement strategy and continuously review effectiveness
  • TaskIdentify potential challenges within company operations
  • TaskDevelop proactive problem-solving strategy methods
  • KRStreamline workflow processes to cut down on 20% of boss's non-essential tasks
  • TaskImplement new streamlined work protocols
  • TaskIdentify inefficiencies in current workflow processes
  • TaskDevelop delegation strategies for non-essential tasks
  • KRReduce boss's meeting time by 15% through effective scheduling and preparation
  • TaskImplement a strict meeting agenda to maintain focus and efficiency
  • TaskSchedule back-to-back meetings to minimize wasteful downtime
  • TaskLimit 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
  • TaskDesign, develop and test each new feature
  • TaskIncorporate feedback and deploy new features
  • TaskPrioritize the top five user-requested features from feedback
  • KRAchieve at least 90% user satisfaction ratings for all newly developed features
  • TaskImplement user feedback into feature improvements
  • TaskDevelop comprehensive user testing for new features
  • TaskRegularly track and evaluate user satisfaction
  • KRImprove feature implementation rate by 30% through workflow optimizations
  • TaskProvide team training on efficient workflow processes
  • TaskImplement automation for repetitive manual tasks
  • TaskIdentify 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
  • TaskRegularly review and refine verification procedures
  • TaskTrain team on improved data verification processes
  • TaskImplement more stringent data validation checks
  • KRImplement a new comprehensive monitoring system increasing report accuracy by 20%
  • TaskTrain staff on new monitoring system's usage
  • TaskResearch and select an advanced, accurate monitoring system
  • TaskRoll out new system and monitor improvements
  • KRIncrease the number of successfully monitored reports by 25% by optimizing workflows
  • TaskEvaluate current report monitoring process for efficiency gaps
  • TaskTrack success rate and continually adjust protocols
  • TaskDevelop 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
  • TaskIdentify inefficiencies in current project workflows
  • TaskImplement new protocols or technology to boost efficiency
  • TaskProvide training to team on new strategies or tools
  • KRIncrease sales performance by 15% compared to the last quarter
  • TaskCreate attractive incentive and bonus programs for top performers
  • TaskEnhance customer relationship management through personalized marketing initiatives
  • TaskImplement up-sell and cross-sell training for all sales representatives
  • KRLower task completion time by 20% through process optimization techniques
  • TaskIdentify inefficiencies in the current workflow
  • TaskTrain staff on efficient workflow practices
  • TaskImplement effective process optimization techniques

OKRs to streamline workflow for enhanced productivity

  • ObjectiveStreamline workflow for enhanced productivity
  • KRIncrease overall output by 15% through process optimization
  • TaskTrain staff on new optimized procedures
  • TaskImplement lean methods to boost productivity
  • TaskEvaluate current processes for inefficiencies or bottlenecks
  • KRImplement and train staff on at least two productivity-boosting software tools
  • TaskChoose suitable productivity-boosting software tools
  • TaskImplement and monitor usage of new software
  • TaskSet up training sessions for the chosen software tools
  • KRReduce time spent on non-critical tasks by 30%
  • TaskIdentify non-critical tasks and assess their time consumption
  • TaskImplement efficient strategies to expedite non-critical tasks
  • TaskMonitor and adjust task execution to meet the goal

How to write your own Workflow Optimization 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.

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.

How to track your Workflow Optimization OKRs

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

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 Workflow Optimization OKR templates

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

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