Get started with Karbon

It looks like our demo booking platform didn't load properly. If you're running an adblocker, please disable it and refresh the page. If you're still having trouble, please contact us.

Workflow Templates

Operating Mechanisms Template

Download your free Operating Mechanisms template to personalize and use in your bookkeeping or accounting firm.

Sign In to Add to Karbon

Download Operating Mechanisms Template

Added and downloaded 391 times

Operations

Created by Karbon

A preview of the templateOperating MechanismsCompany Objectives & Goals (Leadership)ARR = $XMCompletedRNPS = XXCompletedLChurn = Net negativeCompletedHARPC = $XXKCompletedTNew new MRR = $XXKCompletedPPipeline value = $XXkReady To StartDue TodayVTeam: Product / Service Delivery#1: ...Ready To StartDue TodayN

About this template

This is the Karbon best practice process for managing firm-wide objectives (and key results).

The Objectives & Key Results (OKR) process starts on the first day of the quarter and repeats quarterly.

Daily standups, weekly reviews, monthly reviews and quarterly OKRs are incorporated in this work template:

  • Quarterly OKRs must be added/ completed in the task list by the Friday of the first week of the quarter. Place under the appropriate department.
  • Daily standups are added directly to the Timeline every day with each person commenting after the first entry.
  • Weekly reviews are added to the Timeline by EOD each Friday. It is to be a look-back as well as a look-forward.
  • Monthly reviews are added as comments to your associated OKRs to update your progress on the key activities.
  • The final quarterly OKR review is to be added as a comment to your associated OKRS. Provide your score from 0 to 1 and, with the score, what you need to carry-over to next quarter and/or lessons learned.

Share this

How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
Sign In to Add to Karbon

Alternatively, you can

Download Operating Mechanisms Template

.

Karbon Practice Management

A preview of the templateOperating MechanismsCompany Objectives & Goals (Leadership)ARR = $XMCompletedMNPS = XXCompletedQChurn = Net negativeCompletedRARPC = $XXKCompletedSNew new MRR = $XXKCompletedXPipeline value = $XXkReady To StartDue TodayMTeam: Product / Service Delivery#1: ...Ready To StartDue TodayB

Not currently a Karbon customer?

Discover Karbon

How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

Practice Management
Built for Growth

Get the most out of workflow templates by applying them in Karbon for automation, app integrations, and team collaboration.

Discover Karbon
A work template dashboard in Karbon displaying a client onboarding checklist.