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5 OKR examples for Medical Team

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What are Medical Team 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.

Writing good OKRs can be hard, especially if it's your first time doing it. You'll need to center the focus of your plans around outcomes instead of projects.

We understand that setting OKRs can be challenging, so we have prepared a set of examples tailored for Medical Team. Take a peek at the templates below to find inspiration and kickstart your goal-setting process.

If you want to learn more about the framework, you can read our OKR guide online.

Medical Team OKRs examples

You'll find below a list of Objectives and Key Results templates for Medical Team. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.

Hope you'll find this helpful!

OKRs to successfully patent a new medical device

  • ObjectiveSuccessfully patent a new medical device
  • KRComplete comprehensive patent application, including claims and drawings, by Week 8
  • TaskDraft claims and outline for patent application by Week 3
  • TaskFinalise and submit patent application by Week 8
  • TaskCreate required drawings for application by Week 5
  • KRSubmit patent application to USPTO and receive confirmation of receipt by Week 12
  • TaskPrepare and finalize patent application details
  • TaskSubmit final application to USPTO
  • TaskSecure confirmation of receipt from USPTO
  • KRFinalize device design and conduct proof-of-concept tests by Week 4
  • TaskExecute concept tests and compile results
  • TaskComplete the final adjustments to device design
  • TaskSet up a comprehensive schedule for concept tests

OKRs to improve the accuracy of patient estimations

  • ObjectiveImprove the accuracy of patient estimations
  • KRAchieve 95% positive feedback on estimation accuracy from surveyed patients
  • TaskImplement a comprehensive training program on effort estimation for medical staff
  • TaskEstablish a regular review and feedback mechanism for estimation system
  • TaskEngage patients for feedback on time estimation via surveys
  • KRImplement a new patient estimation system to reduce errors by 30%
  • TaskResearch available patient estimation systems
  • TaskDecide on a system and get staff training
  • TaskImplement and monitor the new system
  • KRTrain all staff members on new estimation techniques and tools within six weeks
  • TaskSchedule training sessions for all staff members
  • TaskIdentify necessary resources for the training
  • TaskMonitor the progress of the training

OKRs to accelerate the sales of the medical aid product line

  • ObjectiveAccelerate the sales of the medical aid product line
  • KRIncrease product line sales by 20% compared to last quarter
  • TaskInitiate incentives for reaching sales targets
  • TaskOrganize sales training to enhance team performance
  • TaskImplement streamlined marketing strategies to boost product visibility
  • KRBoost customer retention rate by 10% through improved after-sales service
  • TaskImplement a more efficient system for handling after-sales inquiries
  • TaskTrain customer service team in advanced relationship-building techniques
  • TaskCreate tailored follow-up communication plans for all customers
  • KRAttract and convert 1000 new customers for medical aid products
  • TaskIntroduce referral incentives for existing customers
  • TaskDevelop targeted advertising campaigns on social media platforms
  • TaskOrganize informative webinars about medical aid products

OKRs to secure FDA approval for the capital equipment medical device

  • ObjectiveSecure FDA approval for the capital equipment medical device
  • KRComplete and submit comprehensive FDA application by week 4
  • TaskThoroughly fill out the FDA application form accurately and comprehensively
  • TaskGather all necessary documentation and information for FDA application
  • TaskSubmit the completed FDA application before the deadline in week 4
  • KRObtain confirmation of FDA approval by end of the quarter
  • TaskRegularly follow-up with FDA regarding application status
  • TaskPrepare and submit all necessary documentation for FDA approval
  • TaskEnsure all response deadlines to FDA inquiries are met
  • KRPass all necessary FDA inspections successfully with zero citations
  • TaskImplement strict internal quality control measures
  • TaskRegularly inspect and document all processes for compliance
  • TaskReview and comprehend all FDA guidelines and expectations

OKRs to file patent for medical device and enhance prototype functionality

  • ObjectiveFile patent for medical device and enhance prototype functionality
  • KRThoroughly research patents in the related field to ensure uniqueness by end of Week 4
  • TaskIdentify relevant fields for patent search
  • TaskAnalyze findings for potential uniqueness conflicts
  • TaskConduct comprehensive patent search through online databases
  • KRImplement three major improvements in the prototype based on testing feedback by Week 12
  • KRComplete drafting a unique and detailed patent application by Week 8
  • TaskFinalize application, including all diagrams and claims
  • TaskWrite a comprehensive description of the invention
  • TaskResearch and analyze existing patents relevant to the invention

How to write your own Medical Team 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.

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.

AI feedback for OKRs in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

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.

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.

Medical Team 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.

How to track your Medical Team OKRs

Your quarterly OKRs should be tracked weekly in order to get all the benefits of the OKRs framework. Reviewing progress periodically has several advantages:

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 Medical Team OKR templates

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

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