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tability.ioWhat are Document Manager 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 Document Manager 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.
Document Manager OKRs examples
We've added many examples of Document Manager Objectives and Key Results, but we did not stop there. Understanding the difference between OKRs and projects is important, so we also added examples of strategic initiatives that relate to the OKRs.
Hope you'll find this helpful!
OKRs to enhance quality in document management processes
ObjectiveEnhance quality in document management processes
KRReduce document-related errors by 30% through implementing quality controls
Implement thorough document review procedures for error identification- Introduce an effective quality control system in the workflow
- Conduct regular training sessions for staff on document accuracy
- KRTrain 90% of staff in new document management practices to ensure standardization
- Monitor and confirm staff training completion
- Identify relevant staff for document management training
- Arrange training sessions on new practices
- KRStreamline 25% of existing document flows for improved efficiency by end of quarter
- Develop and implement strategies to improve identified processes
- Monitor and evaluate efficiency improvements
- Identify and analyze current document flows for inefficiencies
OKRs to implement effective OKR framework for document management
- ObjectiveImplement effective OKR framework for document management
- KRReduce document loss incidents by 40% operating under the new OKR framework
- Implement document tracking systems across all departments
- Train staff on proper document handling procedures
- Conduct regular audits for document compliance
- KRTrain 90% of staff on new OKR document management system in 8 weeks
- Develop a detailed training schedule within one week
- Monitor and report training progress regularly
- Conduct weekly training sessions for staff
- KRDecrease document retrieval time by 30% by developing a categorization system
- Design a categorization system for file organization
- Train staff on utilizing the new system
- Implement new categorization system in document storage
OKRs to improve documentation utilization
- ObjectiveImprove documentation utilization
- KRIncrease average time spent on reading documentation by 15 minutes per week
- Create a user-friendly index for easy navigation within the documentation
- Incorporate interactive elements such as quizzes to engage readers in the documentation
- Use visual aids like diagrams and infographics to enhance comprehension of the content
- Provide concise and relevant examples throughout the documentation to clarify concepts
- KRUtilize documentation for problem resolution in at least 80% of complex cases
- Ensure that comprehensive documentation is easily accessible and organized for reference
- Regularly update and maintain documentation to reflect the latest information and procedures
- Train employees on effectively utilizing documentation for problem resolution
- Implement a system to track and monitor the usage of documentation for problem resolution
- KRReceive positive feedback on increased documentation utilization from peer or manager
- Set achievable goals for increasing documentation utilization and track progress
- Share updated documentation with peers and manager regularly
- Request feedback and suggestions on the usefulness and clarity of the documentation
- Encourage peers to utilize the documentation by highlighting its benefits
- KRComplete at least 4 online courses related to documentation and knowledge management
- Enroll in each of the selected courses and complete the required modules and assignments
- Choose 4 online courses that cover different aspects of documentation and knowledge management
- Take notes and apply acquired knowledge to improve current documentation and knowledge management practices
- Search for online platforms offering courses related to documentation and knowledge management
OKRs to streamline and enhance documentation retrieval and maintenance process
- ObjectiveStreamline and enhance documentation retrieval and maintenance process
- KRImplement a reliable and user-friendly content editing system for easier maintenance
- Conduct user training for new system
- Research and identify suitable content editing systems
- Install and configure chosen content editing system
- KRDecrease time spent finding documents by 25% via an upgraded search system
- Implement an upgraded document search system
- Train employees on utilizing new search system
- Monitor and adjust system as needed
- KRIncrease documentation accuracy by 30% through improved categorization and indexing
- Train staff on proper document indexing techniques
- Implement a standardized categorization system for all documents
- Conduct regular audits to ensure documentation accuracy
OKRs to implement AI to streamline documentation search and maintenance process
- ObjectiveImplement AI to streamline documentation search and maintenance process
- KRIntegrate an AI-driven documentation search system with 90% accuracy within next quarter
- Procure an AI-driven documentation search system
- Implement and configure the system
- Train, test, and refine AI for 90% accuracy
- KRReduce the time spent on documentation maintenance by 50% adopting AI
- Implement chosen AI tool into the workflow
- Research AI tools specialized in documentation maintenance
- Train staff to use AI software efficiently
- KRTrain 100% of the team on the usage of AI tool for effective documentation access
- Schedule training sessions for all team members
- Follow up to ensure complete understanding
- Select appropriate AI tool for documentation access
OKRs to successful migration of sales reports from Metabase to Cube.js
- ObjectiveSuccessful migration of sales reports from Metabase to Cube.js
- KRComplete migration and validate data integrity for all reports by week 10
- KRConvert 50% of longitudinal sales reports to Cube.js by week 6
- KRIdentify and document all features needed in Cube.js by the second week
- Analyze and prioritize each feature's necessity
- Write detailed documentation for each feature
- List all required features for Cube.js
OKRs to create a unified promo planning process for all Sales
- ObjectiveCreate a unified promo planning process for all Sales
- KRConduct 3 training sessions to ensure Sales Department understands the new process
- Set up three different training dates
- Follow up for feedback after each session
- Identify key points to cover in training sessions
- KRAchieve 90% positive feedback on the ease and clarity of the new process
- Regularly ask for and analyze feedback
- Conduct training sessions to fully understand new process
- Implement improvements based on feedback received
- KRDefine and document 100% of the necessary steps for successful promo planning
- Compile steps into a comprehensive document guide
- Identify all steps involved in successful promo planning
- Write clear, concise descriptions for each step
OKRs to organize and maintain an efficient personal file
- ObjectiveOrganize and maintain an efficient personal file
- KRDiscard or securely archive all unnecessary or outdated documents from the file
- Digitally archive important outdated documents securely
- Identify all unnecessary or outdated documents
- Use a shredder to destroy unnecessary papers
- KRSort and categorize all existing documents into clearly labeled folders
- Review all existing documents and identify common themes or categories
- Create clearly labeled folders corresponding to each category
- Distribute documents into their respective folders
- KRImplement a weekly routine to scan, save and file all new incoming documents
- Save and categorize files accordingly
- Designate a specific day weekly for document management
- Scan all new incoming documents
OKRs to enhance soft skill proficiency for effective project documentation
- ObjectiveEnhance soft skill proficiency for effective project documentation
- KRComplete 4 industry-standard soft skill enhancement courses
- Research and select four relevant industry-standard soft skill courses
- Enroll in selected courses and gather necessary materials
- Finish and pass all four courses successfully
- KRObtain 90% or above in comprehensive project documentation skill test
- Review existing project documentation thoroughly
- Take online courses for project documentation skills
- Practice writing concise, clear project reports
- KRParticipate in 3 real-time project documentation exercises
OKRs to improve procurement documentation through thorough auditing
- ObjectiveImprove procurement documentation through thorough auditing
- KRPropose and implement 3 efficiency-enhancing modifications to the document auditing system
- Implement the proposed system modifications
- Develop efficiency-enhancing modifications for the system
- Identify inefficiencies in the current document auditing system
- KRConduct audits on 100% of free procurement documents weekly
- Schedule weekly audits for these documents
- Identify all free procurement documents for the week
- Review and report on audit findings
- KRDetect and report at least 90% of inaccuracies or discrepancies in audited documents
- Report detected inaccuracies promptly
- Establish a detection method for document inaccuracies
- Analyze 100% of audited documents systematically
How to write your own Document Manager OKRs
1. Get tailored OKRs with an AI
You'll find some examples below, but it's likely that you have very specific needs that won't be covered.
You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.
- 1. Go to Tability's plan editor
- 2. Click on the "Generate goals using AI" button
- 3. Use natural language to describe your goals
Tability will then use your prompt to generate a fully editable OKR template.
Watch the video below to see it in action 👇
Option 2. Optimise existing OKRs with Tability Feedback tool
If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.
- 1. Go to Tability's plan editor
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on "Generate analysis"
Tability's Strategy Map makes it easy to see all your org's OKRsTability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.
You can then decide to accept the suggestions or dismiss them if you don't agree.
Option 3. Use the free OKR generator
If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.
Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.
Document Manager OKR best practices
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
Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.
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.
Tip #2: Commit to weekly OKR check-ins
Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.
Being able to see trends for your key results will also keep yourself honest.
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 track your Document Manager OKRs
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.
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 Document Manager OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance processes to support accurate and timely compliance reporting
- OKRs to cut down outstanding ticket backlog substantially
- OKRs to craft an inspiring shared company mission, vision, and core values
- OKRs to enhance workflow efficiency and productivity
- OKRs to enhance Data Quality
- OKRs to improve customer support quality