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10 OKR examples for Document Manager

What 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.

Building your own Document Manager OKRs with AI

Using Tability AI to draft complete strategies in seconds

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here.

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.

See it in action in the video below 👇

Using the AI generator, you can:

  • Chat with an AI to draft your goals
  • Ask questions or provide feedback to refine the OKRs
  • Import the suggestion in an editor designed for goal setting
  • Switch back to a goal-tracking view in 1-click

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Using the free OKR generator to get a quick template

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.

Our 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!

1OKRs to enhance quality in document management processes

  • ObjectiveEnhance quality in document management processes
  • KRReduce document-related errors by 30% through implementing quality controls
  • TaskImplement thorough document review procedures for error identification
  • TaskIntroduce an effective quality control system in the workflow
  • TaskConduct regular training sessions for staff on document accuracy
  • KRTrain 90% of staff in new document management practices to ensure standardization
  • TaskMonitor and confirm staff training completion
  • TaskIdentify relevant staff for document management training
  • TaskArrange training sessions on new practices
  • KRStreamline 25% of existing document flows for improved efficiency by end of quarter
  • TaskDevelop and implement strategies to improve identified processes
  • TaskMonitor and evaluate efficiency improvements
  • TaskIdentify and analyze current document flows for inefficiencies
Tability

2OKRs 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
  • TaskImplement document tracking systems across all departments
  • TaskTrain staff on proper document handling procedures
  • TaskConduct regular audits for document compliance
  • KRTrain 90% of staff on new OKR document management system in 8 weeks
  • TaskDevelop a detailed training schedule within one week
  • TaskMonitor and report training progress regularly
  • TaskConduct weekly training sessions for staff
  • KRDecrease document retrieval time by 30% by developing a categorization system
  • TaskDesign a categorization system for file organization
  • TaskTrain staff on utilizing the new system
  • TaskImplement new categorization system in document storage

3OKRs to improve documentation utilization

  • ObjectiveImprove documentation utilization
  • KRIncrease average time spent on reading documentation by 15 minutes per week
  • TaskCreate a user-friendly index for easy navigation within the documentation
  • TaskIncorporate interactive elements such as quizzes to engage readers in the documentation
  • TaskUse visual aids like diagrams and infographics to enhance comprehension of the content
  • TaskProvide concise and relevant examples throughout the documentation to clarify concepts
  • KRUtilize documentation for problem resolution in at least 80% of complex cases
  • TaskEnsure that comprehensive documentation is easily accessible and organized for reference
  • TaskRegularly update and maintain documentation to reflect the latest information and procedures
  • TaskTrain employees on effectively utilizing documentation for problem resolution
  • TaskImplement a system to track and monitor the usage of documentation for problem resolution
  • KRReceive positive feedback on increased documentation utilization from peer or manager
  • TaskSet achievable goals for increasing documentation utilization and track progress
  • TaskShare updated documentation with peers and manager regularly
  • TaskRequest feedback and suggestions on the usefulness and clarity of the documentation
  • TaskEncourage peers to utilize the documentation by highlighting its benefits
  • KRComplete at least 4 online courses related to documentation and knowledge management
  • TaskEnroll in each of the selected courses and complete the required modules and assignments
  • TaskChoose 4 online courses that cover different aspects of documentation and knowledge management
  • TaskTake notes and apply acquired knowledge to improve current documentation and knowledge management practices
  • TaskSearch for online platforms offering courses related to documentation and knowledge management

4OKRs 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
  • TaskConduct user training for new system
  • TaskResearch and identify suitable content editing systems
  • TaskInstall and configure chosen content editing system
  • KRDecrease time spent finding documents by 25% via an upgraded search system
  • TaskImplement an upgraded document search system
  • TaskTrain employees on utilizing new search system
  • TaskMonitor and adjust system as needed
  • KRIncrease documentation accuracy by 30% through improved categorization and indexing
  • TaskTrain staff on proper document indexing techniques
  • TaskImplement a standardized categorization system for all documents
  • TaskConduct regular audits to ensure documentation accuracy

5OKRs 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
  • TaskProcure an AI-driven documentation search system
  • TaskImplement and configure the system
  • TaskTrain, test, and refine AI for 90% accuracy
  • KRReduce the time spent on documentation maintenance by 50% adopting AI
  • TaskImplement chosen AI tool into the workflow
  • TaskResearch AI tools specialized in documentation maintenance
  • TaskTrain staff to use AI software efficiently
  • KRTrain 100% of the team on the usage of AI tool for effective documentation access
  • TaskSchedule training sessions for all team members
  • TaskFollow up to ensure complete understanding
  • TaskSelect appropriate AI tool for documentation access

6OKRs 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
  • TaskAnalyze and prioritize each feature's necessity
  • TaskWrite detailed documentation for each feature
  • TaskList all required features for Cube.js

7OKRs 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
  • TaskSet up three different training dates
  • TaskFollow up for feedback after each session
  • TaskIdentify key points to cover in training sessions
  • KRAchieve 90% positive feedback on the ease and clarity of the new process
  • TaskRegularly ask for and analyze feedback
  • TaskConduct training sessions to fully understand new process
  • TaskImplement improvements based on feedback received
  • KRDefine and document 100% of the necessary steps for successful promo planning
  • TaskCompile steps into a comprehensive document guide
  • TaskIdentify all steps involved in successful promo planning
  • TaskWrite clear, concise descriptions for each step

8OKRs 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
  • TaskDigitally archive important outdated documents securely
  • TaskIdentify all unnecessary or outdated documents
  • TaskUse a shredder to destroy unnecessary papers
  • KRSort and categorize all existing documents into clearly labeled folders
  • TaskReview all existing documents and identify common themes or categories
  • TaskCreate clearly labeled folders corresponding to each category
  • TaskDistribute documents into their respective folders
  • KRImplement a weekly routine to scan, save and file all new incoming documents
  • TaskSave and categorize files accordingly
  • TaskDesignate a specific day weekly for document management
  • TaskScan all new incoming documents
Tability

9OKRs 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
  • TaskResearch and select four relevant industry-standard soft skill courses
  • TaskEnroll in selected courses and gather necessary materials
  • TaskFinish and pass all four courses successfully
  • KRObtain 90% or above in comprehensive project documentation skill test
  • TaskReview existing project documentation thoroughly
  • TaskTake online courses for project documentation skills
  • TaskPractice writing concise, clear project reports
  • KRParticipate in 3 real-time project documentation exercises

10OKRs 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
  • TaskImplement the proposed system modifications
  • TaskDevelop efficiency-enhancing modifications for the system
  • TaskIdentify inefficiencies in the current document auditing system
  • KRConduct audits on 100% of free procurement documents weekly
  • TaskSchedule weekly audits for these documents
  • TaskIdentify all free procurement documents for the week
  • TaskReview and report on audit findings
  • KRDetect and report at least 90% of inaccuracies or discrepancies in audited documents
  • TaskReport detected inaccuracies promptly
  • TaskEstablish a detection method for document inaccuracies
  • TaskAnalyze 100% of audited documents systematically

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.

A strategy map in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

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.