OKR Planning Checklist
Make an OKR planning checklist: look back at last period, draft objectives and key results, align with other teams, then check in and score.
- Free
- No sign-up to try
- Works as you type
6 stages, 19 steps
1. Look back
- Score last period's key results
- Note what helped and what got in the way
- Review the company or department goals for the coming period
2. Objectives
- Draft three objectives at most
- Write each objective as a qualitative outcome, not a task
- Check each objective supports a higher-level goal
3. Key results
- Write two to four key results for each objective
- Make each key result a number with a baseline and a target
- Check each one measures an outcome, not an activity
- Name an owner for each key result
4. Align and commit
- Share the draft with teams you depend on
- Agree the dependencies and who delivers what
- Finalise and publish the OKRs where everyone can see them
5. Check-ins
- Set a regular check-in, weekly or every two weeks
- Update each key result's progress and confidence
- Agree actions for key results that are off track
6. Score and reflect
- Score each key result at the end of the period
- Discuss what drove the results
- Carry the lessons into the next period's planning
Free, no sign-up to try. Your checklist becomes a Room you can edit, publish and share.
How it works
How the OKR Planning Checklist works
- 1
Pick the stages
Keep the stages you need and name an owner for each.
- 2
Add your own steps
Add steps specific to your team or product.
- 3
Share the checklist
Create a Room everyone ticks off together from one link.
Worked example
What it makes
1. Look back
Start from what happened last period.
- Score last period's key results
- Note what helped and what got in the way
- Review the company or department goals for the coming period
2. Objectives
A few clear, motivating objectives.
- Draft three objectives at most
- Write each objective as a qualitative outcome, not a task
- Check each objective supports a higher-level goal
3. Key results
Measurable results that show each objective was met.
- Write two to four key results for each objective
- Make each key result a number with a baseline and a target
- Check each one measures an outcome, not an activity
- Name an owner for each key result
4. Align and commit
Other teams know, and dependencies are agreed.
- Share the draft with teams you depend on
- Agree the dependencies and who delivers what
- Finalise and publish the OKRs where everyone can see them
5. Check-ins
Track progress often enough to change course.
- Set a regular check-in, weekly or every two weeks
- Update each key result's progress and confidence
- Agree actions for key results that are off track
6. Score and reflect
Learn from the period before planning the next one.
- Score each key result at the end of the period
- Discuss what drove the results
- Carry the lessons into the next period's planning
Who it's for
Who uses it
Team leads
Run OKR planning each quarter without starting from scratch.
Founders
Set company OKRs with a clear process.
OKR champions
Help teams write outcomes, not task lists.
Good to know
What to consider
- This is a step-by-step checklist for setting and running OKRs; record the OKRs themselves where your company tracks goals.
- Fewer objectives work better: three is a sensible maximum per team.
Questions
About the OKR Planning Checklist
Does it track key result progress?
No. It covers the process: drafting, aligning, check-ins and scoring. Track the numbers in your goals tool or a spreadsheet.
Where do the steps come from?
From a step library written and reviewed by people, not generated per visitor. Pick the stages you need, name an owner for each and add your own steps.
Make your checklist now
Free, no sign-up to try. It becomes a Room you can edit, publish and share.
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