5 customisable OKR examples for Medical Team

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.

Building your own Medical Team OKRs with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own OKRs.

Our customisable 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!

1. OKRs to successfully patent a new medical device

Successfully patent a new medical device
Complete comprehensive patent application, including claims and drawings, by Week 8
Draft claims and outline for patent application by Week 3
Finalise and submit patent application by Week 8
Create required drawings for application by Week 5
Submit patent application to USPTO and receive confirmation of receipt by Week 12
Prepare and finalize patent application details
Submit final application to USPTO
Secure confirmation of receipt from USPTO
Finalize device design and conduct proof-of-concept tests by Week 4
Execute concept tests and compile results
Complete the final adjustments to device design
Set up a comprehensive schedule for concept tests

Implement this OKR

2. OKRs to improve the accuracy of patient estimations

Improve the accuracy of patient estimations
Achieve 95% positive feedback on estimation accuracy from surveyed patients
Implement a comprehensive training program on effort estimation for medical staff
Establish a regular review and feedback mechanism for estimation system
Engage patients for feedback on time estimation via surveys
Implement a new patient estimation system to reduce errors by 30%
Research available patient estimation systems
Decide on a system and get staff training
Implement and monitor the new system
Train all staff members on new estimation techniques and tools within six weeks
Schedule training sessions for all staff members
Identify necessary resources for the training
Monitor the progress of the training

patient-estimation staff-training medical-staff training-coordinator medical-team training-team

Implement this OKR

3. OKRs to accelerate the sales of the medical aid product line

Accelerate the sales of the medical aid product line
Increase product line sales by 20% compared to last quarter
Initiate incentives for reaching sales targets
Organize sales training to enhance team performance
Implement streamlined marketing strategies to boost product visibility
Boost customer retention rate by 10% through improved after-sales service
Implement a more efficient system for handling after-sales inquiries
Train customer service team in advanced relationship-building techniques
Create tailored follow-up communication plans for all customers
Attract and convert 1000 new customers for medical aid products
Introduce referral incentives for existing customers
Develop targeted advertising campaigns on social media platforms
Organize informative webinars about medical aid products

accelerating-sales medical-aid-products sales-manager customer-service-manager sales-team customer-service-team

Implement this OKR

4. OKRs to secure FDA approval for the capital equipment medical device

Secure FDA approval for the capital equipment medical device
Complete and submit comprehensive FDA application by week 4
Thoroughly fill out the FDA application form accurately and comprehensively
Gather all necessary documentation and information for FDA application
Submit the completed FDA application before the deadline in week 4
Obtain confirmation of FDA approval by end of the quarter
Regularly follow-up with FDA regarding application status
Prepare and submit all necessary documentation for FDA approval
Ensure all response deadlines to FDA inquiries are met
Pass all necessary FDA inspections successfully with zero citations
Implement strict internal quality control measures
Regularly inspect and document all processes for compliance
Review and comprehend all FDA guidelines and expectations

fda-approval medical-device regulatory-affairs-specialist quality-control-associate regulatory-affairs-team quality-control-team

Implement this OKR

5. OKRs to file patent for medical device and enhance prototype functionality

File patent for medical device and enhance prototype functionality
Thoroughly research patents in the related field to ensure uniqueness by end of Week 4
Identify relevant fields for patent search
Analyze findings for potential uniqueness conflicts
Conduct comprehensive patent search through online databases
Implement three major improvements in the prototype based on testing feedback by Week 12
Complete drafting a unique and detailed patent application by Week 8
Finalize application, including all diagrams and claims
Write a comprehensive description of the invention
Research and analyze existing patents relevant to the invention

patent-filing prototype-enhancement patent-researcher product-developer patent-analytics-team product-development-team

Implement this OKR

Medical Team OKR best practices to boost success

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.

Tability's audit dashboard will highlight opportunities to improve OKRs

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.

Tability's check-ins will save you hours and increase transparency

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 turn your Medical Team OKRs in a strategy map

Your quarterly OKRs should be tracked weekly in order to get all the benefits of the OKRs 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 a proper OKR platform to make things easier.

Tability'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 Medical Team OKR templates

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

OKRs resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.

To learn: What is the meaning of OKRs
Blog posts: ODT Blog
Success metrics: KPIs examples

What's next? Try Tability's goal-setting AI

You can create an iterate on your OKRs using Tability's unique goal-setting AI.

Watch the demo below, then hop on the platform for a free trial.

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