🎯 OKR Goal Setting

The OKR (Objectives and Key Results) Goal Setting template is a structured format for conducting a quarterly review of objectives and setting new goals for the upcoming quarter.

Team Meetings
Executive Meetings

Tips for Effectively Using This Template

An OKR (Objectives and Key Results) goal-setting meeting is a structured and collaborative process in which an organization sets specific, measurable objectives and identifies the key results needed to achieve those objectives.

During an OKR goal-setting meeting, participants usually follow a set of steps to establish goals and measure progress towards them. These steps may include:

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OKR Review

Where did we succeed last quarter? Where did we fall short?

the team reflects on the previous quarter and evaluates the success of the objectives set during that time. This includes identifying where the team succeeded and where they fell short in achieving their goals.


What are 3 things you want to accomplish this quarter?

Identifies three specific and measurable objectives the team wants to achieve during the upcoming quarter. These objectives should be ambitious and directly contribute to the overall goals of the organization.

Key results

How will we measure progress towards that goal? What will be some measurable outcomes?

The team identifies the measurable outcomes that will demonstrate progress towards the objectives. Key results should be specific, quantifiable, and clearly defined.


How can I help? What resources / tools do you need to achieve your goals?

Identify the resources and tools the team will need to achieve their objectives. This can include additional staff, budget, training, or access to specific tools or software.

Action Items

Outline the specific actions that need to be taken to achieve the objectives. This includes assigning responsibility to specific team members, setting deadlines, and identifying any dependencies or risks that need to be managed.

Overall, the OKR Goal Setting template provides a structured approach to setting and achieving goals that align with the overall goals of the organization. By clearly defining objectives and key results, the team can track progress and make necessary adjustments to ensure success. The template also promotes clear communication and accountability, ensuring that everyone is working together towards a common goal.