Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Workload Manager 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 Workload Manager 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 Workload Manager 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.
Workload Manager OKRs examples
You'll find below a list of Objectives and Key Results templates for Workload Manager. 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 enhance inpatient coordination and manage workload effectively
ObjectiveEnhance inpatient coordination and manage workload effectively
KRImprove staff satisfaction regarding workload by at least 30% by enhancing workflow protocols
Conduct survey to assess current staff workload satisfaction
Identify workflow inefficiencies through observation
Implement new protocols to streamline workflows
KRImplement an efficient time-management system to streamline inpatient coordination processes
Train staff in the newly implemented system
Identify inefficiencies in current inpatient coordination processes
Rearrange processes using modern time-management techniques
KRReduce the weekly workload per staff by 20% without compromising patient care
Implement efficient work schedule and assign roles evenly
Invest in automation for administrative tasks
Conduct regular training to enhance staff productivity
OKRs to implement transparency in project allocation for balanced workload per person
ObjectiveImplement transparency in project allocation for balanced workload per person
KRIdentify and implement workload balancing strategies for all team members by week 9
Evaluate current workload distribution among team members
Implement chosen strategies by week 9
Identify effective workload balancing strategies
KRAchieve a 15% decrease in overload complaints through surveys by the end of quarter
Distribute regular surveys to gauge progress
Implement strategies to reduce workload
Evaluate existing data on overload complaints
KRDesign a project-tracking dashboard for instant visibility into team's workload by week 6
Identify key data points needed for tracking workload
Develop and test dashboard functionalities
Sketch dashboard layout and design elements
OKRs to increase team responsibility for workload management
ObjectiveIncrease team responsibility for workload management
KREnsure each team member completes 100% of their assignments within assigned hours
Regularly monitor team members' workload
Implement strict deadlines for each assignment
Conduct daily updates on task completion
KRDecrease overdue tasks by 50% through shared accountability
Implement regular accountability meetings
Set up a shared task tracking system
Identify individuals responsible for overdue tasks
KRAchieve 80% on-time delivery rate for individual tasks
Establish efficient task delegation among team members
Improve task execution through training and tools
Implement strict deadlines and track progress regularly
Workload Manager 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.
Save hours with automated OKR dashboards
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OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full 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 Workload Manager OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to achieve full productivity as a General Accountant
OKRs to accelerate release cycles
OKRs to prepare a perfect and precise financial statement
OKRs to enhance quality in document management processes
OKRs to create efficient service quality monitoring tools
OKRs to validate AI's fit for automating HR processes