Use this template to facilitate an OKR planning session. Identify strategic themes for your project, bring all your stakeholders together, define your OKRs, and build out a framework together so that everyone is aligned and has actionable next steps.
Defining your objectives and key results (OKRs) for a project is an important part of effective project management. By clearly articulating what you hope to achieve, you can ensure that everyone involved is working towards the same goals. Here are a few steps to help you get started:
First, identify the overall objective for the project. This could be something like increasing sales by 10% or launching a new product.
Once you have your objective, it's time to brainstorm some key results that will help you achieve it. These could be things like increasing website traffic by 20% or reducing production costs by 5%.
Once you have a list of potential key results, it's time to prioritize them. What are the most important ones that will have the biggest impact on the overall objective?
Finally, it's time to start setting targets for each key result. This will help you track progress and ensure that you are on track to achieve your objectives.
By taking the time to define your OKRs at the start of a project, you can ensure that everyone is aware of the goals and that everyone is working towards them. This will help you to achieve better results and deliver a successful project.
This template has built in tips and instructions to help you run and effective and efficient OKR planning meeting.
Before you meet, it’s important to have your goals in mind. What are the strategic themes that apply to those goals? It can be helpful to frame the discussion, and give more context to the meeting, with a short video explanation that attendees can watch asynchronously to prepare.
Next, gather a cross-functional team to your OKR planning meeting. Having broad representation will help ensure buy-in, transparency, and engagement, and creates an elevated sense of ownership for each stakeholder.
Then, it’s time to define your objectives and the results you are looking to attain — use sticky notes to record your team’s ideas across each theme, and, once you’re done brainstorming, leverage these ideas to build out your formal OKR framework.
Steps to facilitate your OKR planning meeting:
Add ideas, action items, and more as a sticky note or text box — then change the colors and cluster to identify patterns and new solutions.
Search and filter by color, last edited by, and more to unlock patterns and enhance visual collaboration.
Build quick and easy visualizations of flows, maps, processes, hierarchies, journeys, and more.
There’s no barriers to collaboration with unlimited workspace members on the Free plan.
Gain consensus and reach alignment quickly, either in real time or asynchronously.
Avoid groupthink and get authentic feedback by allowing collaborators to add content privately.
