OKR Planning Template
Facilitate OKR Planning sessions and keep your team aligned towards your organization’s goals.
Trusted by 65M+ users and leading companies
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.
Flyer Maker Template
Works best for:
Design, Marketing
Whether it’s a client party or a nonprofit fundraiser, your event needs one key thing to be a smashing success: people to show up. That’s why promoting it is such an important part of the planning—and creating and sending a flyer is the first step. These single-page files will grab your guests’ attention and give them the key details, such as the time, date, and location (and if it’s a fundraiser, who/what the funds will benefit). This template will let you lay out text and customize a flyer design.
What's on Your Radar Template
Works best for:
Business Management, Operations, Strategic Planning
Do you or your team feel overburdened by tasks? Having trouble focusing on particular problems? What’s on Your Radar is a thought exercise in which you plot ideas according to their importance or relevance. Designers and teams use what’s on your radar to ensure that their ideas are within the scope of a given project. They also rely on the method to assess whether a given solution is likely to solve the problem at hand. But even if you’re not a designer, the method can help assign priorities and ground your ideas in reality.
Product Management - Product Flow
Works best for:
Product Management, Planning
Product Management - Product Flow template enables product managers to visualize and streamline product development processes. By mapping out key stages, tasks, and dependencies, this template enhances workflow transparency and coordination. With features for identifying bottlenecks and optimizing resource allocation, it empowers teams to improve efficiency and accelerate product delivery. This template serves as a valuable tool for ensuring smooth product development and launch processes, ultimately driving better outcomes.
Service Blueprint Template
Works best for:
Desk Research, Operations, Market Research
The Service Blueprint template is a visual tool for designing and optimizing service experiences. It provides a structured framework for mapping customer journeys, identifying touchpoints, and aligning internal processes. This template enables teams to visualize the entire service ecosystem, uncover pain points, and innovate solutions to enhance customer satisfaction. By promoting customer-centricity and collaboration, the Service Blueprint empowers organizations to deliver exceptional service experiences and drive sustainable growth.
Simple Project Plan Template
Works best for:
Project Management, Strategic Planning, Project Planning
A simple project is a North Star for your team, helping them answer any big questions about the project. The project plan should describe the nature of the plan, why you’re doing it, how you’ll make it happen, how you’ll carry out each step of the process, and how long each step is projected to take. If you’re a project manager or team lead, use this template to start a simple project plan, which can then be adapted to suit internal team projects or external client partner projects.
Business Pitch Template
Works best for:
Business Pitch
The Business Pitch Template uses visual aids to enhance your pitch, making it more impactful and easier to understand. This gives your pitch an edge, leaving a lasting impression and greatly improving your ability to convey your ideas persuasively.