6 customisable OKR examples for Documentation Management

What are Documentation Management 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 Management 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 Management 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 Management OKRs examples

You will find in the next section many different Documentation Management 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!

1OKRs to improve documentation utilization

  • ObjectiveImprove documentation utilization
  • Key ResultIncrease average time spent on reading documentation by 15 minutes per week
  • TaskCreate a user-friendly index for easy navigation within the documentation
  • TaskIncorporate interactive elements such as quizzes to engage readers in the documentation
  • TaskUse visual aids like diagrams and infographics to enhance comprehension of the content
  • TaskProvide concise and relevant examples throughout the documentation to clarify concepts
  • Key ResultUtilize documentation for problem resolution in at least 80% of complex cases
  • TaskEnsure that comprehensive documentation is easily accessible and organized for reference
  • TaskRegularly update and maintain documentation to reflect the latest information and procedures
  • TaskTrain employees on effectively utilizing documentation for problem resolution
  • TaskImplement a system to track and monitor the usage of documentation for problem resolution
  • Key ResultReceive positive feedback on increased documentation utilization from peer or manager
  • TaskSet achievable goals for increasing documentation utilization and track progress
  • TaskShare updated documentation with peers and manager regularly
  • TaskRequest feedback and suggestions on the usefulness and clarity of the documentation
  • TaskEncourage peers to utilize the documentation by highlighting its benefits
  • Key ResultComplete at least 4 online courses related to documentation and knowledge management
  • TaskEnroll in each of the selected courses and complete the required modules and assignments
  • TaskChoose 4 online courses that cover different aspects of documentation and knowledge management
  • TaskTake notes and apply acquired knowledge to improve current documentation and knowledge management practices
  • TaskSearch for online platforms offering courses related to documentation and knowledge management

2OKRs to implement AI to streamline documentation search and maintenance process

  • ObjectiveImplement AI to streamline documentation search and maintenance process
  • Key ResultIntegrate an AI-driven documentation search system with 90% accuracy within next quarter
  • TaskProcure an AI-driven documentation search system
  • TaskImplement and configure the system
  • TaskTrain, test, and refine AI for 90% accuracy
  • Key ResultReduce the time spent on documentation maintenance by 50% adopting AI
  • TaskImplement chosen AI tool into the workflow
  • TaskResearch AI tools specialized in documentation maintenance
  • TaskTrain staff to use AI software efficiently
  • Key ResultTrain 100% of the team on the usage of AI tool for effective documentation access
  • TaskSchedule training sessions for all team members
  • TaskFollow up to ensure complete understanding
  • TaskSelect appropriate AI tool for documentation access

3OKRs to improve efficacy and quality of nurse case management

  • ObjectiveImprove efficacy and quality of nurse case management
  • Key ResultAchieve 15% increase in satisfaction rates from patient feedback surveys
  • TaskImplement staff training on communication and patient engagement skills
  • TaskRegularly monitor patient feedback and make necessary adjustments
  • TaskEnhance the patient’s experience and care services
  • Key ResultImplement 2 new tracking protocols for patient case progression by end of quarter
  • TaskDevelop detailed implementation plans for selected protocols
  • TaskIdentify and research two new tracking protocols for patient case progression
  • TaskTrain staff on new protocols and put into practice
  • Key ResultSuccessfully complete 100% of case management documentation with zero errors
  • TaskReview all documentation guidelines and requirements regularly
  • TaskUse digital tools for quicker, more accurate documentation
  • TaskPrioritize error checking and proofreading all documents

4OKRs to enhance soft skill proficiency for effective project documentation

  • ObjectiveEnhance soft skill proficiency for effective project documentation
  • Key ResultComplete 4 industry-standard soft skill enhancement courses
  • TaskResearch and select four relevant industry-standard soft skill courses
  • TaskEnroll in selected courses and gather necessary materials
  • TaskFinish and pass all four courses successfully
  • Key ResultObtain 90% or above in comprehensive project documentation skill test
  • TaskReview existing project documentation thoroughly
  • TaskTake online courses for project documentation skills
  • TaskPractice writing concise, clear project reports
  • Key ResultParticipate in 3 real-time project documentation exercises

5OKRs to successfully optimize a contract operations project

  • ObjectiveSuccessfully optimize a contract operations project
  • Key ResultImplement optimizations in top-priority area and achieve 20% efficiency increase
  • TaskMonitor and ensure 20% efficiency increase
  • TaskDevelop and implement efficiency improvement strategies
  • TaskIdentify top-priority area requiring optimization
  • Key ResultIdentify and prioritize 5 potential areas for improvement by end of Week 3
  • TaskRank the areas based on urgency and potential impact
  • TaskIdentify 5 areas in need of improvement within the operations
  • TaskAnalyze the importance and impact of each area
  • Key ResultDocument the optimization process with insights to guide future projects
  • TaskCreate a guide based on insights for future projects
  • TaskAnalyze and record insights gained from the optimization
  • TaskDocument all steps taken during process optimization

6OKRs to enhance company's knowledge base and documentation

  • ObjectiveEnhance company's knowledge base and documentation
  • Key ResultCreate 20 comprehensive, user-friendly manuals for all main products by end of quarter
  • TaskDevelop detailed, user-friendly content for each manual
  • TaskIdentify main products needing manuals
  • TaskProofread and finalize all 20 product manuals
  • Key ResultAchieve 95% positive feedback from users on the clarity and usefulness of documentation
  • TaskUpdate documents regularly based on received feedback
  • TaskOrganize feedback sessions to identify potential improvements
  • TaskEnsure documentation is comprehensible to all user skill levels
  • Key ResultTrain 100% of team on the newly formed knowledge base to ensure consistent usage
  • TaskMonitor and evaluate team usage to ensure consistency
  • TaskIdentify team members needing training on the knowledge base
  • TaskDevelop a comprehensive training schedule for all team members

Documentation Management 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 Insights DashboardTability'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 Insights DashboardTability'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 Management 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

We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using a proper OKR-tracking tool for it.

A strategy map in TabilityTability'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.

More Documentation Management OKR templates

We have more templates to help you draft your team goals and OKRs.

OKRs resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.

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.

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