OKR Planning Workshop Template

Try this template

Get started with Whimsical for free

Try this template

Get started with Whimsical for free

About this template

With this OKR Workshop Template, you can use a time-tested five-step process to develop OKRs in real-time with your team, no matter where they are located.

Anyone can set big, audacious goals for their company to work towards; that's the easy part. It's much harder to clearly articulate and measure how your company, with its various teams and stakeholders, will achieve those goals.

OKRs, or Objectives and Key Results, are a time-tested approach that you can use to connect those big goals to specific and measurable outcomes.

As a quick reminder, Objectives should break down the main goal you hope to work towards. Key Results are the metrics you will use to track progress toward that goal. Usually, companies outline a handful of OKRs they want to tackle each year or quarter.

Clearly defining OKRs for your company and teams can be an effective way to ensure you focus on the most valuable work and assess whether it has the anticipated effect. In this OKR Workshop Template, we've built an effective five-step process to develop OKRs collaboratively, whether in a live workshop or asynchronously, with stakeholders contributing individually no matter where they are located.

  1. Step 1: Brainstorm objectives
  2. Step 2: Vote on your top three objective ideas
  3. Step 3: Define objective details & purpose
  4. Step 4: Brainstorm key results
  5. Step 5: Formalize your OKRs
For each step, we clearly state exactly what your team should focus on and a few prompts to help you drive the brainstorm forward.

While collaborating with your team, you can quickly brainstorm objectives with sticky notes, vote on new ideas in real-time, and outline the various key results.

After drafting each of the Objectives and Key Results, you can also use our OKR Tracking Board Template to transform those notes and ideas into an organized visual dashboard. start sharing those OKRs with the rest of the team.

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