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OKR template to enhance productivity and proactivity as a VA and document specialist

public-lib · Published 8 months ago

Your OKR template

The OKR is focused on enhancing productivity and proactivity as a Virtual Assistant (VA) and document specialist. The first objective is to become proficient in two new software that aid in document creation and management. Initiatives for this include engaging in online tutorials and training for chosen software, deciding on the software to use, and practising regular use of learnt software tools.

The second objective is to complete tasks 10% faster than usual without sacrificing work quality. The initiatives driving this aim involve the utilization of productivity tools for better time management, taking rejuvenating breaks to maintain focus, and prioritizing work based on urgency and importance.

The last objective is to be proactive in three projects requiring comprehensive documentation without being prompted. Initiatives include the creation of comprehensive documents for these projects, their completion and submission without being prompted, and the identification of three projects that require thorough documentation.

These OKR aims to increase efficiency, enhance software understanding, foster proactivity, and create thorough documentation without being told.
  • ObjectiveObjectiveEnhance productivity and proactivity as a VA and document specialist
  • Key ResultKRBecome proficient in two new software that aid in document creation and management
  • TaskEngage in online tutorials and training for selected software
  • TaskResearch and select two software for document creation and management
  • TaskPractice regular usage and application of learnt software tools
  • Key ResultKRComplete tasks 10% faster without compromising the quality of work
  • TaskUtilize productivity tools for better time management
  • TaskUtilize breaks to rejuvenate and maintain focus
  • TaskPrioritize work according to urgency and importance
  • Key ResultKRTake initiative in three projects requiring comprehensive documentation without being prompted
  • TaskStart drafting comprehensive documents for those projects
  • TaskComplete and submit those documents unprompted
  • TaskIdentify three projects lacking thorough documentation
Use in Tability

How to edit and track OKRs with Tability

You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.

Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Use AI to draft a complete set of OKRs in seconds
  • Connect your OKRs and team goals to your project
  • Automate reporting with integrations and built-in dashboard

Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.

The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.

Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Tability Import Options

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

Once your example is in the plan editor, you will be able to:

  • Edit the objectives, key results, and tasks
  • Click on the target 0 → 100% to set better target
  • Use the tips and the AI to refine your goals

Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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