Participants:
2-10
11-25
25+
Prep Time:
30 min
Time to Run:
1-3 hours

Objectives and Key Results Template

Define OKRs with your team

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About the objectives and key results (OKR) template

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.

Why you should use an OKR framework

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:

1. Set your objectives

First, identify the overall objective for the project. This could be something like increasing sales by 10% or launching a new product.

2. Brainstorm key results

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%.

3. Prioritize your findings

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?

4. Set actionable goals to achieve key results

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.

How to use the objectives and key results template

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:

  1. Identify strategic themes on the road to your goals
  2. Bring together a diverse group of stakeholders
  3. Define the objectives for each theme
  4. Define the key results for each theme
  5. Estimate the status for each theme (e.g., how confident are we that we can accomplish this goal? Where are we in terms of progress?)
  6. Gather team feedback across each theme to provide context and inform later decision making

How to create a Objectives and Key Results Template

Make brainstorming and building OKRs faster, easier, and more collaborative with MURAL

Features that facilitate better brainstorming, filtering, and organization

Sticky Notes & Text

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.

Find & Filter

Search and filter by color, last edited by, and more to unlock patterns and enhance visual collaboration.

Mapping and Diagramming

Build quick and easy visualizations of flows, maps, processes, hierarchies, journeys, and more.

Easy Sharing

There’s no barriers to collaboration with unlimited workspace members on the Free plan.

Anonymous Voting

Gain consensus and reach alignment quickly, either in real time or asynchronously.

Private Mode

Avoid groupthink and get authentic feedback by allowing collaborators to add content privately.

Frequently Asked Questions

What is meant by OKR planning?

When should you hold an OKR planning meeting?