13 customisable OKR examples for Document Manager
What are Document 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.
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 Manager 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 Manager 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 Manager OKRs examples
We've added many examples of Document Manager Objectives and Key Results, but we did not stop there. Understanding the difference between OKRs and projects is important, so we also added examples of strategic initiatives that relate to the OKRs.
Hope you'll find this helpful!
1. 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
2. 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
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 streamline and enhance documentation retrieval and maintenance process
- Streamline and enhance documentation retrieval and maintenance process
- Implement a reliable and user-friendly content editing system for easier maintenance
- Conduct user training for new system
- Research and identify suitable content editing systems
- Install and configure chosen content editing system
- Decrease time spent finding documents by 25% via an upgraded search system
- Implement an upgraded document search system
- Train employees on utilizing new search system
- Monitor and adjust system as needed
- Increase documentation accuracy by 30% through improved categorization and indexing
- Train staff on proper document indexing techniques
- Implement a standardized categorization system for all documents
- Conduct regular audits to ensure documentation accuracy
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 successful migration of sales reports from Metabase to Cube.js
- Successful migration of sales reports from Metabase to Cube.js
- Complete migration and validate data integrity for all reports by week 10
- Convert 50% of longitudinal sales reports to Cube.js by week 6
- Identify and document all features needed in Cube.js by the second week
- Analyze and prioritize each feature's necessity
- Write detailed documentation for each feature
- List all required features for Cube.js
7. OKRs to create a unified promo planning process for all Sales
- Create a unified promo planning process for all Sales
- Conduct 3 training sessions to ensure Sales Department understands the new process
- Set up three different training dates
- Follow up for feedback after each session
- Identify key points to cover in training sessions
- Achieve 90% positive feedback on the ease and clarity of the new process
- Regularly ask for and analyze feedback
- Conduct training sessions to fully understand new process
- Implement improvements based on feedback received
- Define and document 100% of the necessary steps for successful promo planning
- Compile steps into a comprehensive document guide
- Identify all steps involved in successful promo planning
- Write clear, concise descriptions for each step
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 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
10. OKRs to improve procurement documentation through thorough auditing
- Improve procurement documentation through thorough auditing
- Propose and implement 3 efficiency-enhancing modifications to the document auditing system
- Implement the proposed system modifications
- Develop efficiency-enhancing modifications for the system
- Identify inefficiencies in the current document auditing system
- Conduct audits on 100% of free procurement documents weekly
- Schedule weekly audits for these documents
- Identify all free procurement documents for the week
- Review and report on audit findings
- Detect and report at least 90% of inaccuracies or discrepancies in audited documents
- Report detected inaccuracies promptly
- Establish a detection method for document inaccuracies
- Analyze 100% of audited documents systematically
11. 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
12. 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
13. OKRs to enhance knowledge base of system, project, process for improved solution delivery
- Enhance knowledge base of system, project, process for improved solution delivery
- Document and standardize 3 main processes to reduce solution delivery time by 20%
- Document these processes in a standard format
- Implement changes uniformly across teams
- Identify 3 main processes for solution delivery enhancement
- Complete 100% of scheduled training sessions on company systems and projects
- Allocate adequate time to attend each training
- Review company schedule for all upcoming training sessions
- Follow through by attending every training session
- Implement 2 major improvements to current systems based on acquired knowledge
- Develop an action plan for implementing these improvements
- Identify two main improvements needed in current systems
- Execute the planned improvements to existing systems
Document Manager 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
Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.
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
Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.
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 Manager 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 Manager OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to streamline the process of generating quarterly reports
- OKRs to improve knowledge of ozonation process
- OKRs to enhance resolution efficacy of the resolver team
- OKRs to expand our base of regular donors
- OKRs to build a robust Advisory Board with ten industry-leading experts
- OKRs to boost overall sales productivity
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.