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OKR Worksheet

Source: ElegantHack

  1. What is your company mission?
    • You should already have a mission.
    • Take the time to set a company mission
  2. What is the theme for the year going to be, the one big objective you (as a company) would like to accomplish?
  3. What are three metrics that would tell you that you had indeed succeeded in that objective ?
  4. Check: - Is the Objective inspirational and challenging? - Are these tough KRs? - Do you have only a 50/50 chance of making each KR? - Will it really take a year to do this?
    - Does it tie together everyone’s efforts?
  5. What is one big objective toward your company mission that would take the company 3 months to do, and you are only 50% confident you could do?
    • Gather ideas for this from team.
    • Successful OKRS are set together, not handed down.
  6. What are three metrics that would tell you that you had indeed succeeded?
  7. Check:
    • Is the Objective inspirational and challenging?
    • Are these tough KRs?
    • Do you have only a 50/50 chance of making each KR?
    • Will it really take an entire quarter to do this?
      -Does it tie together everyone’s efforts?

For each group/function, i.e. marketing, engineering, product, design

  1. What Objective and three Key Results will you set to support the company OKR?
  2. Check:
    • Are these things you can do without support of other groups?
    • Are your results actually results, or are they tasks you do to get results?
      • e.g. Launch a pricing page vs launch a pricing page that has 12% conversion to contact.
    • CEO: do you really believe these will take a full quarter and each KR has only a 50/50 chance of success?
  3. What Objective and three Key Results will you PERSONALLY set to support the company OKR this quarter?
    • e.g learn new skills, hire great people, show results in your pet project
  4. What big projects are needed to make this happen?
    • It becomes the roadmap.
    • They are tasks
    • List as many as you wish
    • You can reorder them as often as needed through the quarter to hit the OKRs
    • OKRs don’t change (strategy) but projects and priorities do (tactics). Validation
  5. What steps are taken to make projects happen (priorities) this week!
    • will be shared and set weekly in a planning meeting and in email
      • P1:
      • P1:
      • P1:
      • P2:
      • P2:
      • P3: