Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
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.
The best tools for writing perfect Documentation Process OKRs
Here are 2 tools that can help you draft your OKRs in no time.
Tability AI: to generate OKRs based on a prompt
Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
Watch the video below to see it in action 👇
Tability Feedback: to improve existing OKRs
You can use Tability's AI feedback to improve your OKRs if you already have existing goals.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
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Tability 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.
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!
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 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 implement client service and review process
ObjectiveImplement client service and review process
KRTrain all customer service representatives on the implemented process
Develop a comprehensive training program on the implemented process
Monitor and assess representatives' understanding and application of the process
Schedule training sessions for all customer service representatives
KRAchieve 95% satisfaction rate in client service reviews
Create initiatives to promptly resolve client issues
Regularly monitor and analyze customer feedback
Implement comprehensive customer service training for all staff
KRDevelop client service and review process documentation by next month
Draft, review and finalize documentation
Gather necessary information and detail service procedures
Determine needed documents for client service and review process
OKRs to enhance knowledge base of system, project, process for improved solution delivery
ObjectiveEnhance knowledge base of system, project, process for improved solution delivery
KRDocument and standardize 3 main processes to reduce solution delivery time by 20%
Document these processes in a standard format
Implement changes uniformly across teams
Identify 3 main processes for solution delivery enhancement
KRComplete 100% of scheduled training sessions on company systems and projects
Allocate adequate time to attend each training
Review company schedule for all upcoming training sessions
Follow through by attending every training session
KRImplement 2 major improvements to current systems based on acquired knowledge
Develop an action plan for implementing these improvements
Identify two main improvements needed in current systems
Execute the planned improvements to existing systems
Documentation Process 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
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.
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.
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.
Save hours with automated OKR dashboards
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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 Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More Documentation Process OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to complete the Financial Statement promptly
OKRs to successfully launch the payment splitting product
OKRs to efficiently communicate standard pricing to all stakeholders
OKRs to enhance log analysis for reduced risk and improved security compliance
OKRs to reduce the count of major incidents significantly
OKRs to enhance precision and productivity of tax and accounting operations