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10 strategies and tactics for Document Review

What is Document Review strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Crafting the perfect Document Review strategy can feel overwhelming, particularly when you're juggling daily responsibilities. That's why we've put together a collection of examples to spark your inspiration.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Document Review strategy 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 strategies.

Document Review strategy examples

You will find in the next section many different Document Review tactics. We've included action items in our templates to make it as actionable as possible.

Strategies and tactics for implementing AccreditaLab Digital Transformation

  • ⛳️ Strategy 1: Advance Applications to Established Level

    • Deploy a centralized digital management platform for applications
    • Implement automated validation rules for electronic forms
    • Integrate a unified application tracking system
    • Provide training on the use of new management platforms
    • Develop a user-friendly interface for application submissions
    • Establish a helpdesk for technical issues
    • Monitor application processing times and adjust workflows
    • Set clear guidelines for digital application management
    • Regularly update the platform based on user feedback
    • Audit the application system quarterly to ensure integrity

  • ⛳️ Strategy 2: Enhance Scheduling with Advanced Tools

    • Introduce an online scheduling system with notifications
    • Integrate scheduling tools with calendar systems
    • Provide training on new scheduling systems
    • Utilise historical data analytics for optimisation
    • Centralise communication channels for scheduling
    • Develop automated scheduling workflows
    • Monitor error rates and seek to reduce scheduling conflicts
    • Regularly collect feedback to improve tools
    • Upgrade systems to integrate with other digital processes
    • Benchmark scheduling efficacy against industry standards

  • ⛳️ Strategy 3: Improve Decision Processes with Digital Systems

    • Implement an integrated electronic system for decision records
    • Pilot machine learning algorithms for decision support
    • Centralise all decision-making processes in one platform
    • Develop automated workflows for decision-related tasks
    • Conduct training sessions on new systems for staff
    • Use data analytics to support informed decision-making
    • Set clear criteria for assessing decision outcomes
    • Regularly assess decision-making efficiency
    • Adapt systems based on feedback and technological advancements
    • Conduct bi-annual reviews to refine decision processes
digital-transformationoperational-efficiencyit-managerdata-analystsoftware-developmentcustomer-support
Implement these strategies

Strategies and tactics for conducting a document review

  • ⛳️ Strategy 1: Conduct a comprehensive review

    • Gather relevant CRM standards documentation for CEX divisions
    • Read the entire document thoroughly to understand its content and purpose
    • Identify key sections of the document related to the CRM standards
    • Compare these sections against the gathered CRM standards
    • Note any discrepancies or areas lacking detail compared to standards
    • Evaluate if the document covers essential CRM components like customer interaction, complaint management, etc
    • Check for completeness regarding required functionalities like performance reporting and document management
    • Ensure the document adheres to best practices in customer data protection
    • Assess if the document provides measurable objectives for CRM implementation
    • Prepare a summary of findings with recommendations for alignment improvements

  • ⛳️ Strategy 2: Engage stakeholders for feedback

    • Identify key stakeholders involved in CRM and CEX divisions at FSRA
    • Schedule meetings or interviews with these stakeholders to gather feedback
    • Prepare questions focusing on CRM needs and current gaps
    • Document stakeholder feedback on the proposed CRM functionalities
    • Assess whether stakeholder input aligns with industry CRM standards
    • Integrate stakeholder feedback into your review findings
    • Discuss potential improvements to align better with stakeholder needs
    • Consider insights from stakeholders for future CRM enhancements
    • Reflect on feedback to assess if the proposal meets strategic goals
    • Compile a report on how stakeholder consultation influenced your review

  • ⛳️ Strategy 3: Benchmark against industry practices

    • Research current CRM best practices in the financial regulatory sector
    • Identify leading financial regulators using effective CRM systems
    • Explore CRM functionalities commonly employed by these regulators
    • Compare the document’s CRM system proposal against these benchmarks
    • Analyze the document’s approach towards centralized CRM implementation
    • Evaluate inclusion of analytics and reporting capabilities in the document
    • Consider structure and governance mechanisms mentioned against industry examples
    • Assess the proposed customer engagement strategies for best practice alignment
    • Determine if document provides innovative solutions to existing challenges
    • Summarise findings with recommendations on adopting successful industry practices
crmdocument-reviewfinancial-analystcrm-consultantcompliance-teamcustomer-experience-team
Implement these strategies

Strategies and tactics for fundraising for the African Astronomical Society

  • ⛳️ Strategy 1: Develop a robust online presence

    • Create an engaging and informative website with a donation page
    • Utilise social media platforms to raise awareness and encourage donations
    • Implement a regular blog update schedule featuring society achievements and stories
    • Launch monthly fundraising campaigns via email newsletters
    • Collaborate with influencers in the astronomy community to promote fundraising efforts
    • Implement a 'donor wall' on the website to acknowledge contributions
    • Provide downloadable resource materials to showcase the society's impact
    • Engage followers with live webinars or virtual events featuring society members
    • Utilise Search Engine Optimisation (SEO) strategies to increase website traffic
    • Share testimonials from beneficiaries to create emotional connection with donors

  • ⛳️ Strategy 2: Engage with corporate sponsors and partners

    • Identify potential corporate sponsors interested in astronomy or education
    • Develop sponsorship packages with clear benefits tailored to different levels of partnership
    • Reach out to companies with a compelling sponsorship proposal
    • Organise networking events or luncheons with potential corporate partners
    • Offer companies co-branding opportunities in society events or materials
    • Schedule regular check-ins and updates for existing partners to maintain engagement
    • Showcase corporate sponsors prominently in society communications and events
    • Propose matched donation programmes to encourage corporate giving
    • Build a sponsorship committee within the society to manage relationships
    • Regularly review and update the sponsorship strategy based on feedback and results

  • ⛳️ Strategy 3: Mobilise community-based fundraising initiatives

    • Organise local astronomy-themed events and workshops to raise funds and awareness
    • Launch a membership drive targeting schools, universities, and local clubs
    • Create a crowdfunding campaign with specific funding goals
    • Engage community leaders and influencers to advocate for society support
    • Establish volunteer fundraising teams within various communities
    • Develop materials and tools for supporters to raise funds in their communities
    • Host competitions or challenges that encourage community participation
    • Utilise local media to highlight fundraising events and success stories
    • Build partnerships with local NGOs for shared community initiatives
    • Evaluate the success of initiatives quarterly and refine approaches as needed
online-presencecorporate-sponsorsfundraisermarketing-managerweb-development-teamcommunity-outreach-team
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Strategies and tactics for enhancing efficiency and transparency in property tax and valuation

  • ⛳️ Strategy 1: Conduct a comprehensive departmental review

    • Form a review committee within each department composed of experienced staff
    • Gather all relevant documents, processes, and past performance reports for assessment
    • Engage with stakeholders, including municipalities and tax professionals, to gather feedback
    • Identify inefficiencies in current processes that lead to delays or errors
    • Assess the current IT systems for functionality and effectiveness
    • Review current valuation methods for accuracy and consistency
    • Identify opportunities for harmonising valuation standards with international best practices
    • Analyze the impact of current tax policies on revenue generation and compliance
    • Compile a report summarising findings and recommendations
    • Present findings to departmental leadership for approval and further strategic planning

  • ⛳️ Strategy 2: Implement technology upgrades and digital transformation

    • Identify key areas where technology enhancement could improve efficiency
    • Secure funding and partnerships for technological upgrades
    • Develop or acquire a streamlined digital valuation and tax collection system
    • Implement electronic document management to reduce paperwork and improve access
    • Conduct training sessions for staff on new systems and technologies
    • Ensure systems are compliant with data privacy and security standards
    • Set up a digital portal for taxpayers to access their records and make payments
    • Establish a helpdesk to support staff and taxpayers with technology issues
    • Regularly review system performance and make necessary adjustments
    • Measure the impact of technological changes on department performance and taxpayer satisfaction

  • ⛳️ Strategy 3: Enhance stakeholder engagement and communication

    • Develop a communication strategy to regularly update stakeholders on changes and progress
    • Hold regular forums with municipalities to discuss challenges and solutions
    • Create educational materials for taxpayers to understand property taxes and valuations
    • Establish clear guidelines and support channels for dispute resolutions
    • Engage with media to communicate key messages and enhance public understanding
    • Use social media platforms to interact with the public and gather feedback
    • Set up a feedback mechanism to capture insights from taxpayers
    • Collaborate with educational institutions to provide training and workshops
    • Regularly review stakeholder feedback and incorporate relevant suggestions
    • Measure the effectiveness of communication strategies through surveys and performance indicators
property-taxtransparencytax-professionalsdepartmental-leadershipproperty-tax-departmentimmovable-property-valuation-department
Implement these strategies

Strategies and tactics for launching the Training Academy

  • ⛳️ Strategy 1: Develop a comprehensive profile

    • Compile a detailed professional bio
    • List credentials, certifications, and awards
    • Document training expertise areas
    • Collect and include testimonials and case studies
    • Design a professional logo and brand identity
    • Arrange a professional photoshoot
    • Publish the portfolio on the training institute's website
    • Create printed materials with the portfolio
    • Update the portfolio on social media profiles
    • Maintain the portfolio by regularly adding new testimonials and achievements

  • ⛳️ Strategy 2: Enhance online presence and engagement

    • Develop a dedicated webpage on the training institute’s website
    • Publish content regularly including articles, blog posts, and case studies
    • Optimize the website for SEO
    • Enhance LinkedIn profile and engage regularly
    • Create and manage Instagram and Facebook accounts
    • Launch a YouTube channel with training videos and webinars
    • Use targeted ads on social media
    • Implement Google Ads for increased reach
    • Gather and publish customer reviews online
    • Monitor and engage with audience feedback on social media

  • ⛳️ Strategy 3: Expand networking and build strategic partnerships

    • Schedule speaking engagements at industry events and conferences
    • Organize workshops and webinars
    • Collaborate with brands and organisations in Saudi Arabia
    • Join relevant industry associations
    • Reach out to HR professionals for potential collaborations
    • Attend industry seminars and networking events
    • Develop joint ventures with complementary training providers
    • Establish partnerships with universities and colleges
    • Engage in community events to increase visibility
    • Form alliances with international training institutes
marketingengagementtrainerhr-professionalsmarketing-teamcontent-creation-team
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Strategies and tactics for implementing Active Directory Management Strategy

  • ⛳️ Strategy 1: Optimise access control and governance

    • Assign ad ownership to IT security or infrastructure teams
    • Implement role-based access control using AD security groups
    • Eliminate direct assignment of permissions to user accounts
    • Enforce privileged access management using dedicated administrative accounts
    • Use just-in-time access provisioning tools like Microsoft PIM or Delinea
    • Audit all current AD accounts and permissions regularly
    • Migrate from direct assignments to RBAC-based controls
    • Monitor for unauthorized privileged access and lateral movements
    • Use security groups to improve governance and eliminate account sprawl
    • Regularly review privileged accounts and permissions

  • ⛳️ Strategy 2: Standardise organisational structure and policy management

    • Design a logical OU hierarchy based on geography, department, or function
    • Maintain and update the OU hierarchy regularly to match organisational changes
    • Use OUs for delegating administrative privileges through delegated permissions
    • Apply GPOs to specific OUs to minimise policy conflicts
    • Deploy baseline security GPOs based on CIS Benchmarks or Microsoft baselines
    • Utilise the Group Policy Central Store for consistent GPO deployment
    • Track changes to GPOs using auditing and change management
    • Conduct regular cleanup of legacy OUs and standardise structure
    • Establish change control protocols for GPOs
    • Review GPOs against baseline configurations frequently

  • ⛳️ Strategy 3: Enhance identity lifecycle management and security integration

    • Automate user provisioning and deprovisioning through HR system integrations
    • Disable user accounts immediately upon termination and archive as necessary
    • Maintain documented joiners-movers-leavers workflows
    • Regularly review active accounts against HR rosters
    • Use Azure AD Connect for synchronising on-prem AD with Microsoft Entra ID
    • Apply conditional access policies to cloud-only and synchronised accounts
    • Implement MFA and location/device-based access controls for enhanced security
    • Audit and harden Azure AD Connect server configuration
    • Deploy Microsoft Defender for Identity for anomaly detection
    • Conduct regular reviews and updates of identity lifecycle procedures
access-controlidentity-managementit-security-professionalsystems-administratorit-security-teaminfrastructure-team
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Strategies and tactics for developing a Strategic Plan for Evangelicals of Body Church and Ministries

  • ⛳️ Strategy 1: Enhance leadership and governance

    • Conduct leadership training workshops for church council and committee members
    • Develop and implement operational policy documents to guide governance
    • Establish a monitoring and evaluation framework for church activities
    • Organise annual general meetings to review performance and plan ahead
    • Facilitate exchange visits and excursions for leadership development
    • Implement a feedback mechanism for congregants to contribute to governance
    • Strengthen internal communication channels for better information flow
    • Create a conflict resolution desk to address disputes effectively
    • Mobilise resources for leadership and governance activities
    • Evaluate and refine governance structures annually based on feedback

  • ⛳️ Strategy 2: Strengthen member engagement and participation

    • Organise regular fellowship events to build community among members
    • Facilitate skills development workshops for various ministries
    • Encourage member involvement in strategic plan implementation
    • Develop initiatives to increase youth and family involvement
    • Implement a mentorship programme for new and existing members
    • Conduct surveys to gather member feedback on church activities
    • Organise outreach programmes to increase community involvement
    • Recognise and celebrate volunteers' contributions in church services
    • Create platforms for members to propose and lead new initiatives
    • Regularly evaluate member engagement strategies and adjust as needed

  • ⛳️ Strategy 3: Expand and improve church infrastructure

    • Develop a comprehensive infrastructural plan for the church
    • Mobilise funds for infrastructural projects through fundraising and donations
    • Begin construction of new church facilities, including a skills centre
    • Upgrade existing facilities to accommodate more congregants
    • Incorporate sustainable energy solutions in infrastructural projects
    • Establish a maintenance plan for church buildings and assets
    • Engage with local authorities for necessary approvals and support
    • Enhance the aesthetic appeal of church grounds with landscaping projects
    • Set up a committee to oversee infrastructural projects and ensure progress
    • Review and update the infrastructural plan annually to meet evolving needs
governanceengagementchurch-leadervolunteer-coordinatorleadership-teaminfrastructure-committee
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Strategies and tactics for creating a Strategic Plan for Evangelicals of the Body of Christ Church and Ministries

  • ⛳️ Strategy 1: Develop robust leadership and governance structure

    • Conduct leadership training sessions for church council and departmental heads annually
    • Implement a mentorship program for emerging leaders within the congregation
    • Establish clear operational policies and procedures for governance and accountability
    • Hold regular strategic review meetings with church council and stakeholders
    • Develop a succession plan for key leadership roles to ensure continuity
    • Facilitate leadership retreats to promote team building and strategic thinking
    • Enhance internal communication systems for better coordination and information sharing
    • Engage in partnerships with other churches for leadership exchange programmes
    • Establish an internal audit committee to oversee financial management and integrity
    • Create a committee to focus on the diversity and inclusivity within church leadership

  • ⛳️ Strategy 2: Implement community engagement and development programmes

    • Organize biannual community service projects to foster good relationships
    • Establish a youth mentorship programme to aid their growth and participation
    • Collaborate with local NGOs and government bodies for community health initiatives
    • Host workshops focusing on skills development and entrepreneurship for members
    • Develop a community garden project to promote sustainability and self-reliance
    • Conduct educational support programmes for children and youth in the community
    • Organize peacebuilding activities to address local conflicts and advocate for justice
    • Create a support network for vulnerable community members including those affected by HIV/AIDS
    • Establish a resource centre offering educational and spiritual resources
    • Launch a community awareness campaign on social issues like drug abuse and early marriages

  • ⛳️ Strategy 3: Enhance spiritual growth and religious education within the congregation

    • Establish a comprehensive Sunday school programme with trained teachers
    • Organize quarterly spiritual retreats and workshops for all congregants
    • Increase the frequency of bible study sessions and prayer meetings
    • Launch a mentorship scheme linking new members with experienced church members
    • Develop a digital platform for sharing sermons and religious resources
    • Encourage active participation in church by involving congregants in service roles
    • Celebrate church milestones with inclusive ceremonies and special services
    • Promote the development of musical talents through choir and music group formations
    • Provide pastoral care and counseling services for spiritual and personal development
    • Foster a culture of openness and spiritual dialogue through discussion groups and forums
strategic-planninggovernancechurch-council-memberleadership-mentorleadership-training-teamcommunity-development-team
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Strategies and tactics for implementing a Customer Service Strategy

  • ⛳️ Strategy 1: Reinforce Existing Processes and Standards

    • Reconfirm 24-hour response standard across all service channels
    • Refresh standard operating procedures (SOPs) for top issues quarterly
    • Standardise communication templates for WhatsApp, Email, and Instagram
    • Improve accuracy in escalation tracking and categorisation
    • Establish weekly cross-functional synchronization meetings with Logistics
    • Begin tagging Voice of Customer (VoC) data for insights
    • Launch a standardised training program for new and existing staff
    • Share regular customer service insights updates with Marketing and Operations
    • Strengthen internal compliance for issue follow-up procedures
    • Utilise dashboards to track and review issue resolution metrics

  • ⛳️ Strategy 2: Expand and Automate Self-Service Options

    • Launch a Help Center with region-specific frequently asked questions (FAQs)
    • Integrate self-service links into WhatsApp, email signatures, and order emails
    • Develop automated replies for common queries on WhatsApp
    • Introduce QR codes on packaging directing to support resources
    • Implement a self-service triage system for customer queries
    • Standardise delivery timeline communications per region
    • Enhance order visibility with tracking tools for customers
    • Expand Help Center content to include product care and courier information
    • Introduce automated flows for processing tracking and returns
    • Measure usage rates and effectiveness of self-service tools quarterly

  • ⛳️ Strategy 3: Strengthen Cross-Functional Collaboration and Insight Sharing

    • Maintain clear roles between Customer Service, Logistics, and Marketing
    • Establish monthly meetings to map courier delays and warehouse patterns
    • Share VoC reports and insights with Marketing and Product teams regularly
    • Coordinate with Marketing for proactive customer communication
    • Compile detailed weekly and monthly customer insights summaries
    • Enhance collaboration with Product on VoC data to inform enhancements
    • Sync with Marketing prior to each product launch for aligned messaging
    • Develop joint dashboards to track operational and customer experience metrics
    • Create a shared calendar for expected updates and communication
    • Ensure predictable service quality across all touchpoints and teams
customer-serviceinternational-expansioncustomer-service-representativelogistics-coordinatormarketing-teamoperations-team
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Strategies and tactics for developing a Comprehensive Strategic Plan for Marketing and Communications

  • ⛳️ Strategy 1: Strengthen brand recognition and awareness

    • Conduct a brand audit to identify strengths and areas for improvement
    • Create a unified branding guideline to be distributed across all departments
    • Organise a series of brand-focused workshops for FNU staff
    • Develop a consistent messaging strategy highlighting FNU's dual roles
    • Engage professional designers to update FNU's visual identity
    • Leverage successful alumni stories in marketing materials and campaigns
    • Launch a digital campaign featuring student testimonials and experiences
    • Collaborate with influencers and media for broader reach
    • Use targeted social media ads to reach potential students
    • Monitor brand perception through regular surveys and social listening

  • ⛳️ Strategy 2: Enhance stakeholder engagement and partnerships

    • Map out key stakeholders and create a targeted engagement plan
    • Develop an alumni relations strategy that includes networking events
    • Launch a newsletter for staff, students, and alumni to foster connection
    • Establish partnerships with local and international businesses
    • Organise industry panels and talks at FNU to increase visibility
    • Promote collaborative research initiatives with partner institutions
    • Host bi-annual stakeholder forums to discuss university progress
    • Develop student ambassador programs to engage current and prospective students
    • Launch campaigns highlighting student achievements in local communities
    • Implement stakeholder feedback mechanisms to improve relationships

  • ⛳️ Strategy 3: Drive a digital transformation and innovation in marketing

    • Adopt advanced digital marketing tools and platforms
    • Create a dedicated content team for social media management
    • Introduce monthly podcasts focusing on trends and experiences at FNU
    • Enhance the FNU website with a user-friendly experience
    • Run SEO and content marketing campaigns to increase organic reach
    • Engage in targeted email marketing for different audience segments
    • Invest in analytics tools to assess digital campaign performance
    • Produce engaging video content showcasing the university's offerings
    • Use virtual reality for interactive virtual tours of campus facilities
    • Launch digital education initiatives to support online learning goals
brand-recognitiondigital-transformationmarketing-managercommunications-specialistpublic-relationsdigital-marketing
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How to track your Document Review strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

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

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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