10 customisable OKR examples for Document Management Team
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.
Building your own Document Management Team OKRs with AI
While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own OKRs.
Our customisable 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!
1. OKRs to implement effective OKR framework for document management
Implement effective OKR framework for document management
Reduce 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
- Train 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
- Decrease 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
2. OKRs to enhance quality in document management processes
- Enhance quality in document management processes
- Reduce 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
- Train 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
- Streamline 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
3. OKRs to improve documentation utilization
- Improve documentation utilization
- Increase 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
- Utilize 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
- Receive 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
- Complete 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
4. OKRs to enhance document management and amplify accuracy
- Enhance document management and amplify accuracy
- Decrease 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
- Improve 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
- Implement 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
5. OKRs to implement AI to streamline documentation search and maintenance process
- Implement AI to streamline documentation search and maintenance process
- Integrate 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
- Reduce 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
- Train 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
6. OKRs to improve efficacy and quality of nurse case management
- Improve efficacy and quality of nurse case management
- Achieve 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
- Implement 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
- Successfully 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
7. OKRs to enhance soft skill proficiency for effective project documentation
- Enhance soft skill proficiency for effective project documentation
- Complete 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
- Obtain 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
- Participate in 3 real-time project documentation exercises
8. OKRs to organize and maintain an efficient personal file
- Organize and maintain an efficient personal file
- Discard 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
- Sort 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
- Implement 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
9. OKRs to successfully optimize a contract operations project
- Successfully optimize a contract operations project
- Implement 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
- Identify 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
- Document 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
10. OKRs to enhance company's knowledge base and documentation
- Enhance company's knowledge base and documentation
- Create 20 comprehensive, user-friendly manuals for all main products by end of quarter
- Develop detailed, user-friendly content for each manual
- Identify main products needing manuals
- Proofread and finalize all 20 product manuals
- Achieve 95% positive feedback from users on the clarity and usefulness of documentation
- Update documents regularly based on received feedback
- Organize feedback sessions to identify potential improvements
- Ensure documentation is comprehensible to all user skill levels
- Train 100% of team on the newly formed knowledge base to ensure consistent usage
- Monitor and evaluate team usage to ensure consistency
- Identify team members needing training on the knowledge base
- Develop a comprehensive training schedule for all team members
Document Management Team OKR best practices to boost success
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.
Tability's audit dashboard will highlight opportunities to improve OKRsTip #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.
Tability's check-ins will save you hours and increase transparencyTip #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 turn your Document Management Team OKRs in a strategy map
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 a proper OKR platform to make things easier.
Tability's Strategy Map makes it easy to see all your org's OKRsIf 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 Document Management Team OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to drive subscription renewal rates to 60%
- OKRs to enhance skill set of existing workforce to address talent scarcity
- OKRs to streamline the process of lab coat requests
- OKRs to increase brand visibility through LinkedIn marketing and advertisements
- OKRs to attain the position of Technical Program Management Director
- OKRs to implement controls within the quality department
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: What is the meaning of OKRs
- Blog posts: ODT Blog
- Success metrics: KPIs examples
What's next? Try Tability's goal-setting AI
You can create an iterate on your OKRs using Tability's unique goal-setting AI.
Watch the demo below, then hop on the platform for a free trial.