Use this template to facilitate an OKR planning session. Identify strategic themes for your project, bring all your stakeholders together, define your OKRs, and build out a framework together so that everyone is aligned and has actionable next steps.
The OKR template helps you:
- Define your objectives
- Get aligned on metrics and define key results
- Build a shared resource that helps track progress over time
- Identify areas of opportunity midstream
How to use the OKR template
This template has built-in tips and instructions to help you run and effective and efficient OKR planning meeting.
Defining your objectives and key results (OKRs) for a project is an important part of effective project management. By clearly articulating what you hope to achieve, you can ensure that everyone involved is working towards the same goals.
Here are a few steps to help you get started:
1. Identify strategic themes with your team
Before you get started, have your team brainstorm key themes tied to your objectives. This will help foster alignment throughout the process of building your OKRs.
2. Define your objectives
Next, identify the overall objective for the project. The template has sections for each participant to brainstorm objectives — these should be actionable, inspirational, and time-bound, but need not have specific metrics associated with them (this will come in the key results section).
3. Brainstorm key results
Once you have your objective, it's time to brainstorm some key results that will help you achieve it. These could be things like increasing website traffic by 20% or reducing production costs by 5%.
4. Build out your OKR framework
Now that you have strategic themes, objectives, and key results defined, it’s time to lay them out in a framework that names leads for each objective, and associates each objective with appropriate key results.
Once you begin to see how it all comes together, have your team define confidence levels for achieving your objectives, and record any debate, questions, or stories in the final section of the template.
Tips for running an OKR template workshop
To get the most out of the Mural OKRs template, you should:
- Have your goals in mind before the meeting, as well as an idea of what the key strategic themes should be, so that you can quickly get aligned and into the define stage of your OKR planning
- Use Mural’s private mode and anonymous voting to avoid groupthink when brainstorming, and gather honest feedback in real-time
- Keep your OKR template up to date to keep track of progress and note any key changes or strategic shifts that may alter your outcomes
💡 Learn more about how to run an effective OKR planning meeting
