Objectives and Key Results Template

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

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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 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.

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.

Frequently asked questions

What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to duplicate other workflows and systems that you want to use.

How to duplicate a template?

After your purchase, you will receive a template link. Open the link, then click on duplicate on the top right corner, then choose the workspace you'd like to duplicate into. If you're logged out or don't have a Notion account, you'll be prompted to sign in or create one first.

Do I need to pay for Notion to use a template?

No. You will just need a free account plan in Notion to use a template.

What are OKRs and how do they benefit organisations?

OKRs (Objectives and Key Results) are a goal-setting framework that helps organisations align their business objectives with measurable outcomes. By using OKRs, companies can focus their efforts on key priorities, track progress, and ensure that teams are working toward the same strategic goals.

How can this template help improve goal alignment within my company?

This template guides you in setting company-level objectives that align with team and individual goals. It ensures that everyone in the organisation is working towards the same key outcomes, promoting transparency and focus.

Why is it important to limit team and individual OKRs to 3-4 per quarter?

Focusing on 3-4 OKRs per quarter helps teams avoid being overwhelmed and ensures that each objective receives the attention it needs. This approach prioritises quality over quantity, leading to more impactful results.

How does tracking and adjusting OKRs regularly impact business success?

Regularly tracking and adjusting OKRs allows companies to stay agile and ensure they’re moving in the right direction. By making adjustments, businesses can respond to changes in the market, internal challenges, or shifting priorities, maintaining alignment with key goals.

Why are company mission and vision important in setting OKRs?

The company’s mission and vision provide the foundation for all OKR-setting activities. A clear mission and vision help ensure that all objectives are strategically aligned and contribute to the long-term success of the organisation.

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