OKR Planning Template
Facilitate OKR Planning sessions and keep your team aligned towards your organization’s goals.
About the OKR Planning Template
The OKR Planning template helps you run OKR sessions smoothly, with guidance on how to lead each part of the OKR planning process with clear instructions and pre-filled fields that you can edit as you see fit. When you need to align on Objectives and Key Results, leading OKR Planning sessions are a must. With this template, you can get your team aligned and focused on your business objectives and results with actionable items.
What is the OKR Planning Template?
The OKR Planning template is a mix of six templates that together help you lead OKR Planning sessions. This template provides you with a framework that guides you and your team through the whole OKR planning process -- before, during, and after your OKR planning meeting.
The OKR planning template contains six frames:
Icebreaker for the whole team
Overview of OKR-setting goals and topics
List of questions and answers
Brainstorming
Breakout group discussions
Action plan / next steps
Who is the OKR Planning Template for?
Meeting facilitators and team leads can use this OKR Planning template to prepare for and run OKR sessions with their teams. Meeting participants can also refer to this template pack to prep for an OKR planning meeting.
How to use the OKR Planning Template
The OKR Planning template is a framework containing six templates so you can lead a planning session smoothly and efficiently. Follow the steps below to run an OKR Planning meeting using this template:
Icebreaker for the whole team: Get the creative juices flowing and begin the session with an Icebreaker. On this template, the Love Bomb Icebreaker can make your team feel connected and appreciative of one another's strengths.
Goals and topics: At this stage, outline the meeting’s agenda and present any relevant information that you think you and your team will need for the session (for example, the company’s metrics, statistics, or an inspirational quote).
Questions and answers: After the OKR session’s brief introduction, allow the participants to ask questions and raise concerns. Be an active listener and understand your team’s worries, as this will be very important for the rest of the session to run smoothly.
Brainstorming session: Here is where the fun begins! Brainstorm with your team what areas you should focus on for the next period. Use the voting feature and allow everyone to have an active voice and engage in the discussion.
Co-create OKRs in breakout rooms: At this point, create breakout rooms and allow your team to discuss the topics from the brainstorming. After the discussion, they can come up with some possible key results and actionable points for reaching the company’s objectives.
Next steps and OKR planning: Define the objectives set by each group and clearly describe the risks and actions needed to achieve them.
Lastly, before celebrating the end of your OKR planning process, as a good practice for meeting facilitators, schedule a follow-up session to ensure everyone is aligned.
Miro helps you keep everything you need in one shared space, making it easy for you and your team to follow up and consult the OKR documentation even after your OKR planning meeting.
Why should you use an OKR planning template?
Collaborative planning: Enable real-time collaboration among team members. Multiple users can work on the OKR planning template simultaneously, fostering a collaborative environment for planning and goal-setting.
Flexibility and customization: Miro's flexibility allows teams to customize OKR templates based on their needs and organizational structure. This adaptability ensures that the template aligns with the team's unique goals.
Single source of truth: The OKR planning template serves as a centralized hub for all relevant information related to objectives and key results. This reduces confusion and ensures everyone is aligned with the same goals.
Efficient tracking: Track progress easily. Teams can update key results, mark achievements, and visualize progress towards objectives in real-time.
Iterative Planning: Miro supports a feedback-driven approach to OKR planning. Team members can provide comments, suggestions, and feedback directly on the template, fostering continuous improvement and iteration.
How do you run an OKR planning meeting using this template pack?
You can use the OKR Planning template to help you organize your OKR Planning process from end-to-end, allowing you to define your team’s and company’s OKRs successfully. When you facilitate an OKR session, take into consideration how knowledgeable your audience is. Do they need more instructions? References? Do they have questions and concerns? As a meeting facilitator, try to be an active listener and tackle your team’s difficulties. Use Ice Breakers and Brainstorm sessions to invite everyone to engage and be involved throughout the process, allow discussions with Breakout rooms, and collect everyone’s actionable points for reaching the desired results.
Can I modify an OKR Planning Template to suit my organization's needs?
Yes, many OKR planning templates are customizable, allowing you to tailor them to your organization's specific goals, timelines, and criteria.
How can I ensure that an OKR planning template stays effective?
You should regularly review and update the OKR planning template as business priorities evolve. Make sure that your objectives are aligned with broader organizational goals.
Get started with this template right now.
Fishbone RCA
Works best for:
Problem solving, Strategy
Use the Fishbone RCA template to conduct a thorough root cause analysis (RCA) for any problem. This template helps you break down complex issues into manageable categories, enabling you to identify the underlying causes. It's an effective tool for improving processes, solving problems, and preventing future issues.
Timeline Template
Works best for:
Project Management, Flowcharts, Project Planning
A timeline displays a chronological order of important dates, and scheduled events. Timelines help product managers, project managers, and team members tell visual stories about progress and obstacles. Timelines enable teams to see at a glance what happened before, what progress is happening now, and what needs tackling in the future. Projects or products with specific purpose or deliverables should be based on a timeline to be successful. Use the timeline as a shared reference for start dates, end dates, and milestones.
Project - Timeline & Key Infos
Works best for:
Agile, Project Management
The Project - Timeline & Key Infos template provides a visual framework for planning and tracking project timelines, milestones, and key information. It enables teams to align on project objectives, allocate resources, and monitor progress effectively. With customizable timelines and informative dashboards, this template empowers project managers and stakeholders to stay organized and informed throughout the project lifecycle, ensuring successful delivery within scope, time, and budget constraints.
Timelining
Works best for:
Planning, Timeline
Timelining is a versatile template designed for creating detailed project timelines. It allows you to outline tasks, milestones, and deadlines, helping you manage projects efficiently. Whether for business or personal use, this template ensures you stay organized and on schedule.
Daily Schedule Template
Works best for:
Planning, Project Management
The Daily Schedule Template is a vital tool for managing daily routines efficiently. It helps plan and organize tasks, appointments, and priorities with great precision. Its adaptability allows users to allocate time efficiently, adjust schedules as per changing priorities, and navigate the day with ease. With this template, individuals can integrate daily activities with their broader goals, contributing meaningfully to their overall success.
Product Strategy - Understand the "Why"
Works best for:
Product Management, Planning
The Product Strategy Understand the Why template emphasizes the importance of aligning product strategies with business objectives. By defining the "why" behind product initiatives, setting clear goals, and prioritizing initiatives, this template ensures strategic alignment and focus. With sections for articulating vision, setting objectives, and defining success criteria, it provides clarity and direction for product teams. This template serves as a strategic guide for product managers to develop and execute product strategies that drive business growth and customer value.