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OKR template to streamline both physical and digital personnel file management

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Your OKR template

The given OKR focuses on optimizing both digital and physical personnel file management. The objective underscores the company's commitment to enhance efficiency in how it organizes and handles employees' records. A key approach towards achieving this objective is by training its HR staff on updated filing procedures within the quarter.

To measure the effectiveness of the training sessions, the organization plans to evaluate the staff's comprehension and proficiency after the sessions. This process includes the development of comprehensive training materials and scheduling mandatory training for all HR staff to ensure that they are well-equipped with the necessary knowledge and skills.

Additionally, the organization will carry out regular audits every two weeks of filing accuracy to attain a 95% compliance rate. The accuracy check involves checking selected files bi-weekly, recording the compliance rate after each audit, and compiling a detailed list of physical and digital files for review.

Lastly, the organization intends to implement a new, shared digital filing system by the end of next quarter. This implementation involves training staff on using the selected system, initiating the system and migrating existing files, and researching potential digital filing system options.
  • ObjectiveObjectiveStreamline both physical and digital personnel file management
  • Key ResultKRTrain all HR staff on updated filing procedures within the quarter
  • TaskEvaluate staff comprehension and proficiency post-training
  • TaskDevelop comprehensive training materials for updated filing procedures
  • TaskSchedule mandatory training sessions for all HR staff
  • Key ResultKRConduct bi-weekly audits of filing accuracy to ensure 95% compliance rate
  • TaskBi-weekly, check selected files for accuracy
  • TaskCalculate and record compliance rate after each audit
  • TaskCompile list of physical and digital files for review
  • Key ResultKRImplement a new, shared digital filing system by end of next quarter
  • TaskTrain staff on the selected filing system
  • TaskInitiate system and migrate existing files
  • TaskResearch potential digital filing system options
Use in Tability

How to edit and track OKRs with Tability

You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.

Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Use AI to draft a complete set of OKRs in seconds
  • Connect your OKRs and team goals to your project
  • Automate reporting with integrations and built-in dashboard

Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.

The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.

Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Tability Import Options

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

Once your example is in the plan editor, you will be able to:

  • Edit the objectives, key results, and tasks
  • Click on the target 0 → 100% to set better target
  • Use the tips and the AI to refine your goals

Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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