5 customisable OKR examples for Documentation Process

What are Documentation Process OKRs?

The OKR acronym stands for Objectives and Key Results. It's a goal-setting framework that was introduced at Intel by Andy Grove in the 70s, and it became popular after John Doerr introduced it to Google in the 90s. OKRs helps teams has a shared language to set ambitious goals and track progress towards them.

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 Process 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 Process 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 Process OKRs examples

You will find in the next section many different Documentation Process 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 streamline and enhance documentation retrieval and maintenance process

  • ObjectiveStreamline and enhance documentation retrieval and maintenance process
  • Key ResultImplement a reliable and user-friendly content editing system for easier maintenance
  • TaskConduct user training for new system
  • TaskResearch and identify suitable content editing systems
  • TaskInstall and configure chosen content editing system
  • Key ResultDecrease time spent finding documents by 25% via an upgraded search system
  • TaskImplement an upgraded document search system
  • TaskTrain employees on utilizing new search system
  • TaskMonitor and adjust system as needed
  • Key ResultIncrease documentation accuracy by 30% through improved categorization and indexing
  • TaskTrain staff on proper document indexing techniques
  • TaskImplement a standardized categorization system for all documents
  • TaskConduct regular audits to ensure documentation accuracy

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 create a unified promo planning process for all Sales

  • ObjectiveCreate a unified promo planning process for all Sales
  • Key ResultConduct 3 training sessions to ensure Sales Department understands the new process
  • TaskSet up three different training dates
  • TaskFollow up for feedback after each session
  • TaskIdentify key points to cover in training sessions
  • Key ResultAchieve 90% positive feedback on the ease and clarity of the new process
  • TaskRegularly ask for and analyze feedback
  • TaskConduct training sessions to fully understand new process
  • TaskImplement improvements based on feedback received
  • Key ResultDefine and document 100% of the necessary steps for successful promo planning
  • TaskCompile steps into a comprehensive document guide
  • TaskIdentify all steps involved in successful promo planning
  • TaskWrite clear, concise descriptions for each step

4OKRs to implement client service and review process

  • ObjectiveImplement client service and review process
  • Key ResultTrain all customer service representatives on the implemented process
  • TaskDevelop a comprehensive training program on the implemented process
  • TaskMonitor and assess representatives' understanding and application of the process
  • TaskSchedule training sessions for all customer service representatives
  • Key ResultAchieve 95% satisfaction rate in client service reviews
  • TaskCreate initiatives to promptly resolve client issues
  • TaskRegularly monitor and analyze customer feedback
  • TaskImplement comprehensive customer service training for all staff
  • Key ResultDevelop client service and review process documentation by next month
  • TaskDraft, review and finalize documentation
  • TaskGather necessary information and detail service procedures
  • TaskDetermine needed documents for client service and review process

5OKRs to enhance knowledge base of system, project, process for improved solution delivery

  • ObjectiveEnhance knowledge base of system, project, process for improved solution delivery
  • Key ResultDocument and standardize 3 main processes to reduce solution delivery time by 20%
  • TaskDocument these processes in a standard format
  • TaskImplement changes uniformly across teams
  • TaskIdentify 3 main processes for solution delivery enhancement
  • Key ResultComplete 100% of scheduled training sessions on company systems and projects
  • TaskAllocate adequate time to attend each training
  • TaskReview company schedule for all upcoming training sessions
  • TaskFollow through by attending every training session
  • Key ResultImplement 2 major improvements to current systems based on acquired knowledge
  • TaskDevelop an action plan for implementing these improvements
  • TaskIdentify two main improvements needed in current systems
  • TaskExecute the planned improvements to existing systems

Documentation Process 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 Process OKRs in a strategy map

OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full benefits from the framework. 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.

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 Process 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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