Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Document Management Team 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.
OKRs are quickly gaining popularity as a goal-setting framework. But, it's not always easy to know how to write your goals, especially if it's your first time using OKRs.
We've tailored a list of OKRs examples for Document Management Team to help you. You can look at any of the templates below to get some inspiration for 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 Document Management Team 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.
Document Management Team OKRs examples
You will find in the next section many different Document Management Team 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 implement effective OKR framework for document management
ObjectiveImplement effective OKR framework for document management
KRReduce document loss incidents by 40% operating under the new OKR framework
Implement document tracking systems across all departments- Train staff on proper document handling procedures
- Conduct regular audits for document compliance
- KRTrain 90% of staff on new OKR document management system in 8 weeks
- Develop a detailed training schedule within one week
- Monitor and report training progress regularly
- Conduct weekly training sessions for staff
- KRDecrease document retrieval time by 30% by developing a categorization system
- Design a categorization system for file organization
- Train staff on utilizing the new system
- Implement new categorization system in document storage
OKRs to enhance efficiency and productivity within the legal team
- ObjectiveEnhance efficiency and productivity within the legal team
- KRDecrease legal document retrieval time by instituting efficient filing system by 30%
- Establish a consistent filing schedule
- Train staff on efficient document filing methods
- Implement a comprehensive digital organizing system
- KRFacilitate team training sessions to increase competency in data management by 20%
- Identify key skills for improved data management competency
- Develop comprehensive team training sessions
- Monitor and evaluate progression and improvements
- KRImplement a new legal case management software to reduce process time by 25%
- Train team on the new software usage
- Identify suitable legal case management software
- Monitor and assess efficiency improvements
OKRs to enhance quality in document management processes
- ObjectiveEnhance quality in document management processes
- KRReduce document-related errors by 30% through implementing quality controls
- Implement thorough document review procedures for error identification
- Introduce an effective quality control system in the workflow
- Conduct regular training sessions for staff on document accuracy
- KRTrain 90% of staff in new document management practices to ensure standardization
- Monitor and confirm staff training completion
- Identify relevant staff for document management training
- Arrange training sessions on new practices
- KRStreamline 25% of existing document flows for improved efficiency by end of quarter
- Develop and implement strategies to improve identified processes
- Monitor and evaluate efficiency improvements
- Identify and analyze current document flows for inefficiencies
OKRs to improve documentation utilization
- ObjectiveImprove documentation utilization
- KRIncrease average time spent on reading documentation by 15 minutes per week
- Create a user-friendly index for easy navigation within the documentation
- Incorporate interactive elements such as quizzes to engage readers in the documentation
- Use visual aids like diagrams and infographics to enhance comprehension of the content
- Provide concise and relevant examples throughout the documentation to clarify concepts
- KRUtilize documentation for problem resolution in at least 80% of complex cases
- Ensure that comprehensive documentation is easily accessible and organized for reference
- Regularly update and maintain documentation to reflect the latest information and procedures
- Train employees on effectively utilizing documentation for problem resolution
- Implement a system to track and monitor the usage of documentation for problem resolution
- KRReceive positive feedback on increased documentation utilization from peer or manager
- Set achievable goals for increasing documentation utilization and track progress
- Share updated documentation with peers and manager regularly
- Request feedback and suggestions on the usefulness and clarity of the documentation
- Encourage peers to utilize the documentation by highlighting its benefits
- KRComplete at least 4 online courses related to documentation and knowledge management
- Enroll in each of the selected courses and complete the required modules and assignments
- Choose 4 online courses that cover different aspects of documentation and knowledge management
- Take notes and apply acquired knowledge to improve current documentation and knowledge management practices
- Search for online platforms offering courses related to documentation and knowledge management
OKRs to enhance document management and amplify accuracy
- ObjectiveEnhance document management and amplify accuracy
- KRDecrease document processing errors by 15% through staff training
- Develop comprehensive training program addressing these errors
- Identify common errors in current document processing methods
- Implement regular staff training sessions
- KRImprove document retrieval time by 20% through upgrading indexing system
- Identify existing deficiencies in the current indexing system
- Implement and test the new indexing system
- Source advanced indexing system technologies for an upgrade
- KRImplement automated document sorting system to reduce misplaced files by 25%
- Research and select suitable automated document sorting system
- Train employees on how to use the system efficiently
- Install and configure chosen sorting system
OKRs to implement AI to streamline documentation search and maintenance process
- ObjectiveImplement AI to streamline documentation search and maintenance process
- KRIntegrate an AI-driven documentation search system with 90% accuracy within next quarter
- Procure an AI-driven documentation search system
- Implement and configure the system
- Train, test, and refine AI for 90% accuracy
- KRReduce the time spent on documentation maintenance by 50% adopting AI
- Implement chosen AI tool into the workflow
- Research AI tools specialized in documentation maintenance
- Train staff to use AI software efficiently
- KRTrain 100% of the team on the usage of AI tool for effective documentation access
- Schedule training sessions for all team members
- Follow up to ensure complete understanding
- Select appropriate AI tool for documentation access
OKRs to improve efficacy and quality of nurse case management
- ObjectiveImprove efficacy and quality of nurse case management
- KRAchieve 15% increase in satisfaction rates from patient feedback surveys
- Implement staff training on communication and patient engagement skills
- Regularly monitor patient feedback and make necessary adjustments
- Enhance the patient’s experience and care services
- KRImplement 2 new tracking protocols for patient case progression by end of quarter
- Develop detailed implementation plans for selected protocols
- Identify and research two new tracking protocols for patient case progression
- Train staff on new protocols and put into practice
- KRSuccessfully complete 100% of case management documentation with zero errors
- Review all documentation guidelines and requirements regularly
- Use digital tools for quicker, more accurate documentation
- Prioritize error checking and proofreading all documents
OKRs to enhance soft skill proficiency for effective project documentation
- ObjectiveEnhance soft skill proficiency for effective project documentation
- KRComplete 4 industry-standard soft skill enhancement courses
- Research and select four relevant industry-standard soft skill courses
- Enroll in selected courses and gather necessary materials
- Finish and pass all four courses successfully
- KRObtain 90% or above in comprehensive project documentation skill test
- Review existing project documentation thoroughly
- Take online courses for project documentation skills
- Practice writing concise, clear project reports
- KRParticipate in 3 real-time project documentation exercises
OKRs to organize and maintain an efficient personal file
- ObjectiveOrganize and maintain an efficient personal file
- KRDiscard or securely archive all unnecessary or outdated documents from the file
- Digitally archive important outdated documents securely
- Identify all unnecessary or outdated documents
- Use a shredder to destroy unnecessary papers
- KRSort and categorize all existing documents into clearly labeled folders
- Review all existing documents and identify common themes or categories
- Create clearly labeled folders corresponding to each category
- Distribute documents into their respective folders
- KRImplement a weekly routine to scan, save and file all new incoming documents
- Save and categorize files accordingly
- Designate a specific day weekly for document management
- Scan all new incoming documents
OKRs to successfully optimize a contract operations project
- ObjectiveSuccessfully optimize a contract operations project
- KRImplement optimizations in top-priority area and achieve 20% efficiency increase
- Monitor and ensure 20% efficiency increase
- Develop and implement efficiency improvement strategies
- Identify top-priority area requiring optimization
- KRIdentify and prioritize 5 potential areas for improvement by end of Week 3
- Rank the areas based on urgency and potential impact
- Identify 5 areas in need of improvement within the operations
- Analyze the importance and impact of each area
- KRDocument the optimization process with insights to guide future projects
- Create a guide based on insights for future projects
- Analyze and record insights gained from the optimization
- Document all steps taken during process optimization
Document Management Team 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
The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. 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 Document Management Team OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance our data leak protection solution's market competitiveness
- OKRs to enhance quality control to bolster cash flow
- OKRs to enhance safety consciousness in American Pest's company culture
- OKRs to successfully manage strategic partnership
- OKRs to maximize the growth and retention of customer membership
- OKRs to enhance visual uniformity throughout multiple platforms