Objectives and Key Results Template

A streamlined guide to goal-setting and objective alignment for your company.

The OKR Template helps organizations set and track goals using the Objectives and Key Results methodology, aligning company-wide objectives with team and individual goals.

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How Does the OKR Template Help?

1. Clear Mission and Vision The template starts with helping you define your mission (what the business aims to achieve) and your vision (how the business will accomplish its mission over time). This clarity provides a strong foundation for all your goal-setting activities. 2. Company-Level OKRs for Strategic Focus It then moves on to help you establish annual and quarterly company-level OKRs. These objectives provide the overall direction for the organisation, helping ensure that all efforts are aligned with the company’s top priorities. 3. Team and Individual OKRs for Alignment After company-level OKRs are set, the template supports you in deriving team and individual OKRs. This alignment ensures that every team and individual is working toward achieving the company’s strategic goals, maintaining focus and improving productivity. 4. Keep Objectives Manageable To avoid being overwhelmed, the template encourages limiting team and individual objectives to 3–4 per quarter, ensuring that each goal gets the attention it deserves for quality outcomes.

What is the OKR Template?

The OKR Template is designed to help organisations effectively set and track their business goals using the Objectives and Key Results (OKR) methodology. OKRs are a powerful goal-setting framework that helps align company-wide objectives with team and individual goals, ensuring that all efforts are focused on achieving key outcomes. This template guides you through defining your mission and vision, setting both annual and quarterly objectives, and breaking them down into actionable team and individual OKRs. Whether you're a startup or a large enterprise, this template helps you stay focused, measure progress, and reach your most important business goals.

How to Use This Template in Your Workflow

Step 1: Set your Mission and Vision‍ Begin by outlining the mission of your organisation and its long-term vision. These statements will guide all OKR-setting processes. Step 2: Define Company OKRs‍ Set your company’s ambitious annual objectives. From there, break down these long-term goals into quarterly objectives to create a more actionable and measurable plan. Step 3: Break Down OKRs into Team/Individual Goals‍ Once the company-level OKRs are established, derive team and individual objectives that align with the broader company goals. Ensure that each team member is contributing to the overall objectives. Step 4: Focus on Manageable OKRs Limit your team and individual OKRs to 3–4 objectives per quarter. This helps to maintain focus and ensures quality in goal execution. Step 5: Monitor and Adjust Track progress against the set objectives regularly. Revisit and adjust OKRs as needed to ensure alignment with business priorities.