# OKRs (Objectives and Key Results) Worksheet

## Overview
OKRs are a goal-setting framework used by teams and individuals to set challenging, ambitious goals with measurable results. Objectives are what you want to achieve, and Key Results are how you'll measure whether you've reached them.

## OKR Planning Information

**Organization/Team:** _________________________________
**OKR Period:** [ ] Q1 [ ] Q2 [ ] Q3 [ ] Q4    Year: _______
**OKR Level:** [ ] Company [ ] Department [ ] Team [ ] Individual
**Prepared By:** _________________________________
**Date:** _____________

## OKR Principles Checklist

Before starting, ensure your OKRs follow these principles:
- [ ] Objectives are qualitative and inspirational
- [ ] Key Results are quantitative and measurable
- [ ] OKRs are ambitious but achievable (70% achievement is success)
- [ ] Limited to 3-5 objectives with 3-5 key results each
- [ ] Aligned with higher-level OKRs
- [ ] Time-bound (typically quarterly)
- [ ] Transparent and public

## Company Mission & Strategy Alignment

**Company Mission:** _________________________________
**Current Strategic Priority:** _________________________________
**How these OKRs support the strategy:** _________________________________

## Objective 1

**Objective:** _________________________________

*Why this matters:* _________________________________

### Key Results:

**KR 1.1:** _________________________________
- Baseline (current state): _____________
- Target: _____________
- Success Metric: _____________
- Owner: _____________
- Confidence Level (0-10): ___

**KR 1.2:** _________________________________
- Baseline (current state): _____________
- Target: _____________
- Success Metric: _____________
- Owner: _____________
- Confidence Level (0-10): ___

**KR 1.3:** _________________________________
- Baseline (current state): _____________
- Target: _____________
- Success Metric: _____________
- Owner: _____________
- Confidence Level (0-10): ___

### Initiatives/Projects to Achieve KRs:
1. _________________________________
2. _________________________________
3. _________________________________
4. _________________________________

### Dependencies:
- [ ] _________________________________
- [ ] _________________________________

### Risks:
- [ ] _________________________________
- [ ] _________________________________

## Objective 2

**Objective:** _________________________________

*Why this matters:* _________________________________

### Key Results:

**KR 2.1:** _________________________________
- Baseline (current state): _____________
- Target: _____________
- Success Metric: _____________
- Owner: _____________
- Confidence Level (0-10): ___

**KR 2.2:** _________________________________
- Baseline (current state): _____________
- Target: _____________
- Success Metric: _____________
- Owner: _____________
- Confidence Level (0-10): ___

**KR 2.3:** _________________________________
- Baseline (current state): _____________
- Target: _____________
- Success Metric: _____________
- Owner: _____________
- Confidence Level (0-10): ___

### Initiatives/Projects to Achieve KRs:
1. _________________________________
2. _________________________________
3. _________________________________
4. _________________________________

### Dependencies:
- [ ] _________________________________
- [ ] _________________________________

### Risks:
- [ ] _________________________________
- [ ] _________________________________

## Objective 3

**Objective:** _________________________________

*Why this matters:* _________________________________

### Key Results:

**KR 3.1:** _________________________________
- Baseline (current state): _____________
- Target: _____________
- Success Metric: _____________
- Owner: _____________
- Confidence Level (0-10): ___

**KR 3.2:** _________________________________
- Baseline (current state): _____________
- Target: _____________
- Success Metric: _____________
- Owner: _____________
- Confidence Level (0-10): ___

**KR 3.3:** _________________________________
- Baseline (current state): _____________
- Target: _____________
- Success Metric: _____________
- Owner: _____________
- Confidence Level (0-10): ___

### Initiatives/Projects to Achieve KRs:
1. _________________________________
2. _________________________________
3. _________________________________
4. _________________________________

### Dependencies:
- [ ] _________________________________
- [ ] _________________________________

### Risks:
- [ ] _________________________________
- [ ] _________________________________

## OKR Alignment Matrix

Show how your OKRs align with higher-level objectives:

| Your Objective | Supports Company/Team Objective | Alignment Strength (H/M/L) |
|----------------|--------------------------------|---------------------------|
| Objective 1 | | |
| Objective 2 | | |
| Objective 3 | | |

## Resource Requirements

### People
- Role needed: _____________ Time commitment: _____%
- Role needed: _____________ Time commitment: _____%
- Role needed: _____________ Time commitment: _____%

### Budget
- Total budget needed: $_____________
- Breakdown:
  - _________________________________ $_____________
  - _________________________________ $_____________
  - _________________________________ $_____________

### Tools/Systems
- [ ] _________________________________
- [ ] _________________________________
- [ ] _________________________________

## Weekly Check-in Template

**Week of:** _____________

### Objective 1 Progress
- KR 1.1: Current: _____ (___% of target)
- KR 1.2: Current: _____ (___% of target)
- KR 1.3: Current: _____ (___% of target)
- Status: [ ] On Track [ ] At Risk [ ] Off Track
- Key Win: _________________________________
- Key Challenge: _________________________________

### Objective 2 Progress
- KR 2.1: Current: _____ (___% of target)
- KR 2.2: Current: _____ (___% of target)
- KR 2.3: Current: _____ (___% of target)
- Status: [ ] On Track [ ] At Risk [ ] Off Track
- Key Win: _________________________________
- Key Challenge: _________________________________

### Objective 3 Progress
- KR 3.1: Current: _____ (___% of target)
- KR 3.2: Current: _____ (___% of target)
- KR 3.3: Current: _____ (___% of target)
- Status: [ ] On Track [ ] At Risk [ ] Off Track
- Key Win: _________________________________
- Key Challenge: _________________________________

## Mid-Period Review (Week 6-7)

**Review Date:** _____________

### Performance Summary
| Objective | Average KR Progress | Confidence | Action Needed |
|-----------|-------------------|------------|---------------|
| 1 | ___% | ___/10 | |
| 2 | ___% | ___/10 | |
| 3 | ___% | ___/10 | |

### Adjustments Needed
- [ ] _________________________________
- [ ] _________________________________
- [ ] _________________________________

## End-of-Period Scoring

**Scoring Scale:**
- 0.0-0.3 = Failed to make real progress
- 0.4-0.6 = Made progress but fell short
- 0.7-0.9 = Delivered results
- 1.0 = Exceptional, exceeded expectations

### Final Scores

**Objective 1:** _________________________________
- KR 1.1: Score: ___ Achievement: _____%
- KR 1.2: Score: ___ Achievement: _____%
- KR 1.3: Score: ___ Achievement: _____%
- **Overall Score:** ___

**Objective 2:** _________________________________
- KR 2.1: Score: ___ Achievement: _____%
- KR 2.2: Score: ___ Achievement: _____%
- KR 2.3: Score: ___ Achievement: _____%
- **Overall Score:** ___

**Objective 3:** _________________________________
- KR 3.1: Score: ___ Achievement: _____%
- KR 3.2: Score: ___ Achievement: _____%
- KR 3.3: Score: ___ Achievement: _____%
- **Overall Score:** ___

## Retrospective

### What Worked Well
1. _________________________________
2. _________________________________
3. _________________________________

### What Didn't Work
1. _________________________________
2. _________________________________
3. _________________________________

### Key Learnings
1. _________________________________
2. _________________________________
3. _________________________________

### Recommendations for Next Period
1. _________________________________
2. _________________________________
3. _________________________________

## Example OKRs

**Objective:** Delight our customers with an exceptional support experience

**Key Results:**
1. Increase Net Promoter Score from 42 to 50
2. Reduce average ticket response time from 24 hours to 8 hours
3. Achieve 95% customer satisfaction rating (up from 87%)
4. Launch self-service portal with 30% ticket deflection rate

**Initiatives:**
- Implement new ticketing system
- Hire and train 3 support specialists
- Create knowledge base with 100+ articles
- Establish 24/7 chat support

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*OKRs Set:* _____________
*Mid-Period Review:* _____________
*Final Review:* _____________
*Approved By:* _____________