2 customisable OKR examples for Documentation Compliance

What are Documentation Compliance 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 Documentation Compliance 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 Documentation Compliance 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 Documentation Compliance OKRs examples

You will find in the next section many different Documentation Compliance 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 streamline policy and clinical documentation variations

Streamline policy and clinical documentation variations
Conduct thorough audits on 80% of existing policy and clinical documentation
Create strategic plan for selecting policies to audit
Start the documentation auditing process
Train auditing team on documentation appraisal
Implement upgrades or improvements in 70% of identified discrepancy areas
Develop plan for implementing necessary upgrades
Prioritize identified discrepancies based on impact
Execute improvements in selected discrepancy areas
Increase compliance in documentation alignment by 50% through targeted staff training
Develop focused training programs on documentation compliance
Provide feedback and ongoing support for improved alignment
Implement regular compliance checks on staff documentation

Implement this OKR

2. OKRs to achieve complete precision in delivering print instructions

Achieve complete precision in delivering print instructions
Create clear, concise instruction templates by the end of Week 1
Draft succinct, unambiguous explanations
Review and refine drafted templates
Identify necessary steps for every operation
Consistently apply instructions to 100% of print tasks in month 1
Review print instructions thoroughly before each project
Certify all print tasks against provided instructions
Implement a checks and balances system for compliance
Gather and implement 90% of feedback to enhance instruction clarity by week 7
Collect student feedback on instruction clarity by week 3
Revise and implement changes to instructions by week 7
Identify common issues and potential improvements by week 5

print-instruction-precision feedback-implementation instruction-developer compliance-checker documentation-team quality-assurance-team

Implement this OKR

Documentation Compliance 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 OKRs

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.

Tability's check-ins will save you hours and increase transparency

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.

How to turn your Documentation Compliance 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 OKRs

If 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.

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.

Start a free trial →Learn more about Tability