The #1 Free OKRs Template

OKRs Guide

OKRs are the core to execution for some of the most innovative and fastest growing companies - including Google, Linkedin, and Intel to name a few.

STRATEGY

Use OKRs by SWOTanalysis to accomplish just about anything. As John F. Kennedy set the example - "Send a man to the moon and return him to earth safely by the end of the decade."

Vision/Goal

What is your high-level goal. Where are we going? What do we want?

Objectives

What do we need to do next to achieve our hihg-level vision/goal. The objectives "O" are aspirational in nature. They get us out of bed each day.

Key Results

How will be know we were successful? The key results "KRs" are outcome based. They are the definitions of success for the objective. They define what success looks like and let us know if we are making progress.

HOW TO

Create your OKRs online

START WITH A SWOT ANALYSIS

Perform a SWOT Analysis with your team to understand the current state of your team or business vs your long-term goal. This will help you identify key priorities going forward.

CHOOSE A CADENCE

We recommend a Quarterly cadence. As part of your annual planning feel free to also create Annual and 5YR OKRS. For each plan set a clear vision for what you want to accomplish at the highest level The create objectives that help you determine what you need to do next to achieve your vision.

SET YOUR OBJECTIVES

Start by determining what you and your team need to do next in order to achieve your longterm vision or goal. Then brainstorm the key results for each objective. Essentially how will you measure success. You should ideally have 3-5 objectives with 3-4 key results each.

WEEKLY REVIEW & SCORING UPDATES

Have the owners of each key result make sure to update their results and color based sentiment forecast. The result scores should be based on what has been accomplished to date. The sentiment forecast should be based on how the owner feels about their ability to achieve the key results. Red = blocked, Yellow = behind or at-risk, Green = on track.

CONCLUSION

At the end of each quarter add a conclusion to your OKRs. What did you learn? What went well? What didn't go so well? What can we do better going forward?

ADDITIONAL USE CASES

Create a Checklists to define the criteria or set of actions required to achieve your desired outcome

Create a Project Plans to get your whole team onto a single screen with a scoreable project plan

Create a V2MOMs by Marc Benioff, the CEO of Salesforce, to set annual goals. Define your Vision, Values, Methods, Obstacles, and Measures.

Create a scoreable Playbooks to get everyone aligned. Define owners, score progress, and access from any mobile device.

Create SMART Goals to set annual SMART Goals. Specific, Measurable, Attainable, Relevant, and Timebound.

Leverage OKR goals to achieve remarkable outcomes

SINGLE PAGE DESIGN

We leverage a compact design language to make sure that the entire OKR fits to a single screen. We believe that simple, crisp, and easy to understand OKRs are the key to team success

MOBILE FRIENDLY

Traditional OKR spreadsheets are difficult to access from mobile devices or TVs and become out of sight and out of mind.

SENTIMENT FORECAST

Let your team input how they feel about each key result in addition to the real-time results. This enables them to forecast success or call out blockers.

TEAM POWERED

Determine where you are going, how you will get there and what you need to do next to progress your vision.

The #1 OKRs Template

Online OKR tool, templates, and planning platform to help you design and deliver on your strategy.

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OKRs Strategy