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.
Work Breakdown Structure Template
Works best for:
Project Management, Mapping, Workflows
A work breakdown is a project management tool that lays out everything you must accomplish to complete a project. It organizes these tasks into multiple levels and displays each element graphically. Creating a work breakdown is a deliverable-based approach, meaning you’ll end up with a detailed project plan of the deliverables you must create to finish the job. Create a Work Breakdown Structure when you need to deconstruct your team's work into smaller, well-defined elements to make it more manageable.
Lean Coffee Template
Works best for:
Agile Methodology, Product Management, Meetings
What makes a great meeting (other than donuts)? It’s appreciating everyone’s skills, resources, and time by making the very best use of them. That’s what the Lean Coffee approach is designed to do. Great for team brainstorms and retrospectives, Lean Coffee breaks the meeting into three basic stages: what to discuss, what’s being discussed, and what’s been discussed. This template makes it easy for you to collect sticky notes and to update the columns as you go from topic to topic.
Ecomap Template
Works best for:
Strategy & Planning, Diagramming
The Ecomap Template illustrates the multifaceted relationships and environmental interactions encircling an individual or entity. Determine crucial patterns and dynamics by providing a clear and comprehensive visualization of how different systems intertwine and influence each other.
Value Chain Analysis Template
Works best for:
Leadership, Strategic Planning, Workflows
First coined by Harvard Business School professor Michael Porter, the value chain analysis helps your team evaluate your business activities so you can find ways to improve your competitive advantage. A value chain is a set of activities that a company performs in order to deliver a valuable product from start to finish. The analysis itself allows your team to visualize all the business activities involved in creating the product—and helps you identify inefficiencies, bottlenecks, and miscommunication within the process.
A3 Report Template
Works best for:
Product, Strategy and Planning
The A3 report template is a carefully designed tool that provides teams with a structured and visual methodology to tackle challenges. It divides the problem-solving process into background, current context, data analysis, and implementation plans, ensuring a comprehensive approach to each issue. One of the major advantages of this template is its "Data Analysis" section, which enables teams to delve deeply into concrete insights and trends. This data-driven approach ensures that all recommendations and actions are based on real, tangible evidence rather than just intuition, leading to more effective and strategic decision-making.
Product Ownership Evolution Model (POEM)
Works best for:
Product Management, Planning
The Product Ownership Evolution Model (POEM) template guides product teams through the evolution of product ownership roles and responsibilities. By illustrating the transition from individual ownership to shared ownership, this template fosters collaboration and accountability. With sections for defining roles, establishing workflows, and setting expectations, it facilitates smooth transitions and enhances team effectiveness. This template serves as a roadmap for optimizing product ownership practices and driving continuous improvement.