OKR Template
OKR template for xls or Office 365
- simple but powerful worksheet
- use it collaboratively, drive transparency
- OKR dashboard to track progress
- adjust to grow with your skills and needs
- with video manual
OKR template for Google Sheets
- simple but powerful Google OKR tracking
- great to start and to adjust as you grow
- OKR dashboard to track progress
- use it collaboratively and drive transparency
- with video manual
OKR template for PowerPoint
We strongly recommend not to use PowerPoint to track and manage OKRs. Why? The manual effort is huge and we think it is not supporting collaboration and engagement.
OKR goal setting templates vs. software tools
OKRs is mainly a mindset thing and do not necessarily require a special tool or software. Especially for the start, you can use this simple template to define, track and align your OKRs. Many smaller organisations with less than 50 employees or teams are doing fine with Google Sheets or Microsoft Excel/ Office 365. Just give it a try, it´s free. We have also prepared a short video walk through how to use the template and how to use it during your OKR Check-Ins.
OKR examples
Objectives and Key Results examples for Operations, Engineering, HR, Sales, Marketing, Finance, Support
What should I write in my OKRs? How does it look like? Can you give me an example of an OKR set? These are the typical questions at the very beginning of every workshop. Although these are generic examples, you might get a better idea of Objectives and Key Results. In reality, however, it's about your specific situation and your success drivers you want to influence positively. During our trainings and consulting sessions, formulating Objectives and KeyResults is one of the most important learning objectives. Go and download this one-pager below.
MARKETING
O: We deliver our part that the company meets the revenue goal
KR: execute 3 customer acquisition campaigns based on target audience
KR: ensure $10m in pipeline
KR: acquire 300 new customers and 200 qualified leads
KR: distribute updated collateral for 2 specialized segments and our main program
O: Drive launch awareness through PR activities
KR: publish 12 press pieces with min. XXX number of views/ shares, etc.
KR: top-5 industry influencers tweet/ share info about product launch
KR: CEO speaks at top level event
KR: min. 6 A-publications to cover product launch
O: We drive an epic launch for Rocket v3.0
KR: 10,000 page impressions
KR: 4,000 downloads with min. XXX number of active users
KR: training conducted and collateral distributed to 100% of team and customers
KR: product has trademark protection
O: We focus on generating new leads (or signups)
KR: 2 targeted online campaigns deliver 1,000 leads
KR: 3 email marketing campaigns deliver 500 leads
KR: 1,000 leads through direct mail campaigns
KR: website mobile signups through SEO optimization deliver 1,000 inbound leads
FINANCE
O: We improve annual budgeting and business planning against last year
KR: every manager publishes budget requirements on time
KR: 90% of managers access online dashboard min. 3 times a quarter
KR: close the final budget by December 15th
HR
O: We improve internal employee engagement and job satisfaction
KR: 3 monthly all-hands meetings with motivational speakers and "free drinks for the weekend"
KR: management approves 3 data-driven initiatives to improve our work culture
KR: 100% of teams document their OKR updates in their weekly meetings
KR: instant feedback satisfaction score increases by 20%
O: We fill the recruitment gap for engineering
KR: 5 career day seminars conducted
KR: LinkedIn initiative to collect 250 potential new candidates
KR: open career day at the office with at least 50 participants
KR: 50 candidates sourced through the employee incentive program
O: We define our company culture and values
KR: identified top-5 improvement areas for our current values based on min. 100 answers from employees
KR: culture definition is published with input from min. 3 offices
KR: new values presented on intranet and in office environment
KR: 90% of employees consider that the company has clear values
ENGINEERING
O: We ensure that releases are delivered on-time
KR: engineering team contributes 100 story points
KR: Complete data migration project
KR: 90% of code is reviewed within 48 hrs.
KR: identified min. 5 front end improvements by add 100 automated tests
O: We focus on quality for Q2 shipping features
KR: All P0/P1 bugs receive update within 24 hrs until resolved
KR: increase test coverage from 83% to 90%
KR: conduct a security assessment of our codebase using automated tools
KR: reduce user bug reports from X to Y
O: We deliver revised dashboards and analysis for internal data platform
KR: new cohort analysis dashboard is in use
KR: received "good to go" from Sales and Marketing on their dashboard improvements
KR: upsell prediction model in testing phase
KR: Implement test-driven development in 3 new development teams
SUPPORT
O: We prove that the new team is delivering customer success
KR: achieve SLA fulfilment greater than 90%
KR: reduce escalations by 20%
KR: increase NPS score from 20 to 40
KR: reduce ticket reopen rate from X to Y
O: We ensure SLA fulfillment especially around marketing campaign products
KR: achieve a customer satisfaction score greater than 80% for all escalated tickets around promoted products
KR: maintain a customized Q&A list and support action plan for campaign plan
KR: join 3 marketing meetings to eliminate alignment issues with campaign planning
O: Our customers love our support experience
KR: respond to new tickets in less than 5 hours, on average
KR: resolve initial questions in less than 48 hours, on average
KR: maintain customer satisfaction score greater than 87%
SALES
O: We increase our sales power
KR: communicate signed off sales plan
KR: 5 new sales managers are in the onboarding process
KR: launch 2 new regions with focus territories
KR: revised sales compensation commission is in place
O: We generate new territory growth
KR: two new Account Managers signed contract
KR: strategic targeting plan incorporates input from marketing
KR: execution plan with 3 defined focus areas budgeted and ready to roll-out
O: we crack on how to increase recurring revenues
KR: ramp up to monthly recurring revenue of $150k in last month of the quarter
KR: increase the share of monthly subscriptions vs one-time purchase by 50%
KR: increase average subscription size by 15%
KR: reduce churn rate to 08%
Want to share it with your team? Download OKR examples from our OKR Academy page.
About the author
Hannes Albrecht
A true pioneer in OKRs. Keynote speaker for OKRs, goals and result-based leadership. Specialised in enabling C-Levels and Management Teams to use OKRs successfully in order to
execute strategy with radical focus. Experienced Manager with international background in various industries. Based near munich, Germany.
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