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Goal Setting Template

Free OKR Template

An OKR template gives you a structured format to write Objectives (what you want to achieve) and Key Results (how you will measure progress). Whether you are running a startup, managing a team, or tracking personal goals, this goal setting template keeps everyone aligned on what matters and shows whether you are actually moving forward.

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  • Microsoft Word
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What an OKR Template Is and Who Uses It

OKR stands for Objectives and Key Results. The framework was developed at Intel in the 1970s and became widely used after Google adopted it in its earliest years. The core idea is simple: you write a short, inspiring objective that describes where you want to go, and then you define two to five measurable key results that prove you got there. A good OKR template makes this process repeatable across quarterly cycles.

Objectives are qualitative and motivating. They answer the question: what do we want to accomplish? Key results are quantitative and time-bound. They answer: how will we know we succeeded? This split between ambition and measurement is what makes OKRs more useful than a plain goals template or a to-do list. Anyone with a goal that needs to be tracked across a team, a project, or a personal growth plan can benefit from this goal setting template.

  • Startup founders aligning early team members on quarterly priorities
  • Managers connecting individual contributor work to company-wide strategy
  • Product teams tracking feature adoption, retention, or revenue targets
  • Individuals using OKRs for personal development or career goals
  • Nonprofits and schools measuring program outcomes and mission progress

What to Include in Your OKR Template

A well-structured OKR template covers more than just the objective text and three key results. The header should identify the owner, the team, and the cycle period so anyone reading the document knows the context. Each key result needs a baseline (where you are starting), a target (where you need to land), and a due date. Without a baseline, you cannot measure real movement, only final state.

Many teams also add a confidence score or status indicator next to each key result: on track, at risk, or off track. Reviewing these weekly or biweekly turns your OKR template into a live goal tracker rather than a document that gets filled in at the start of the quarter and forgotten. If you use a KPI template or balanced scorecard template alongside your OKRs, the key results in this template often map directly to the metrics tracked in those other documents.

  • Period label: Q1 2025, H1 2025, or a named sprint so the cycle is clear
  • Owner name: the person accountable for progress, not a committee
  • Objective statement: one sentence, inspiring, no metrics in the objective itself
  • Key results: 2 to 5 per objective, each with a numeric target and a due date
  • Baseline value: the starting number so progress can be calculated honestly
  • Status indicator: on track, at risk, or off track reviewed each week
  • End-of-cycle score: typically 0.0 to 1.0 per key result, averaged for the objective

How to Write and Use OKRs Step by Step

Writing OKRs for the first time is harder than it looks. Most people write objectives that are actually tasks ('launch the new website') or key results that are binary checklists instead of measurable outcomes. The template below gives you the structure; these steps give you the thinking process to fill it in well.

For teams using a balanced scorecard template or a KPI template alongside OKRs, a common approach is to let the scorecard drive annual targets and use OKRs to set the quarterly focus areas that ladder up to those annual numbers. Goal tracker templates work as the daily or weekly check-in layer below the quarterly OKR document.

  1. Decide on the cycle length: quarterly is the most common, but six-week sprints and annual OKRs both work for specific contexts
  2. Start with the company or team mission statement if you have one, then ask what the single most important thing to accomplish this cycle is
  3. Write the objective in one sentence: inspiring, directional, and achievable within the period without being trivially easy
  4. Write 2 to 5 key results per objective. Each must be measurable: include a number, a metric name, and a deadline
  5. Record the baseline for each key result before the cycle starts so you are measuring real change, not just final state
  6. Share the OKR document with everyone involved and schedule a weekly or biweekly review to update status indicators
  7. Score each key result at the end of the cycle on a 0 to 1 scale: 0.7 is typically considered a strong result, not a failure
  8. Run a brief retrospective before writing the next cycle's OKRs to identify what should carry forward or change

OKR Template Examples and Variations

The same OKR template structure applies across very different contexts. A sales team might write an objective like 'Become the go-to vendor for mid-market accounts in the northeast' with key results tied to pipeline value, conversion rate, and new logos. A software team might write 'Ship a checkout experience customers love' with key results measuring task completion rate, drop-off rate, and support ticket volume.

For personal use, the goals template format works identically. Someone focused on fitness might write 'Build consistent exercise habits' with key results tracking weekly workouts, resting heart rate improvement, and a target race finish time. A value proposition template is often developed alongside OKRs to ensure the team's objectives reflect something genuinely meaningful to customers, not just internal operational metrics.

  • Company-level OKRs: 3 to 5 objectives set by leadership for the full quarter
  • Team OKRs: 2 to 4 objectives that ladder up to one or more company objectives
  • Individual OKRs: 1 to 3 objectives tied to the team OKRs plus personal development
  • Scorecard variation: replace the 0 to 1 scale with a RAG (red, amber, green) status for non-numeric outcomes
  • Mission statement variation: add a one-sentence mission statement at the top to anchor every objective to a longer-term purpose

OKR Mistakes to Avoid

The most common OKR mistake is writing key results that are actually tasks or outputs rather than outcomes. 'Launch the new onboarding flow' is a task. 'Increase 30-day activation rate from 40% to 60%' is a key result. The difference matters because a task can be completed without actually achieving the goal, while a measurable outcome forces honest assessment of whether the work actually moved the needle.

A second frequent problem is setting too many objectives. Most teams try to track five to seven objectives simultaneously and end up with none of them getting enough focus. Three objectives with three key results each is typically the right ceiling for a team OKR cycle. Everything above that dilutes attention rather than broadening it.

  • Write outcomes as key results, not tasks or deliverables
  • Limit objectives to 3 per team per cycle to maintain focus
  • Always include a baseline number so progress is measurable from day one
  • Review OKRs weekly, not just at the start and end of the cycle
  • Score honestly at cycle end: 0.7 out of 1.0 is considered strong, not a failure
  • Separate health metrics (things you must maintain) from OKRs (things you want to improve)

Copy-and-paste template

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OKR TEMPLATE

Team / Name: [YOUR NAME OR TEAM NAME]

Period: [Q1 2025 / ANNUAL / SPRINT NAME]

Owner: [RESPONSIBLE PERSON]

 

OBJECTIVE 1

Objective: [Write a qualitative, ambitious, inspiring goal]

 

Key Result 1.1: [Measurable outcome] from [BASELINE] to [TARGET] by [DATE]

Key Result 1.2: [Measurable outcome] from [BASELINE] to [TARGET] by [DATE]

Key Result 1.3: [Measurable outcome] from [BASELINE] to [TARGET] by [DATE]

 

Objective 1 Progress: [0-100%] | Status: [ON TRACK / AT RISK / OFF TRACK]

 

OBJECTIVE 2

Objective: [Write a qualitative, ambitious, inspiring goal]

 

Key Result 2.1: [Measurable outcome] from [BASELINE] to [TARGET] by [DATE]

Key Result 2.2: [Measurable outcome] from [BASELINE] to [TARGET] by [DATE]

Key Result 2.3: [Measurable outcome] from [BASELINE] to [TARGET] by [DATE]

 

Objective 2 Progress: [0-100%] | Status: [ON TRACK / AT RISK / OFF TRACK]

 

OBJECTIVE 3

Objective: [Write a qualitative, ambitious, inspiring goal]

 

Key Result 3.1: [Measurable outcome] from [BASELINE] to [TARGET] by [DATE]

Key Result 3.2: [Measurable outcome] from [BASELINE] to [TARGET] by [DATE]

Key Result 3.3: [Measurable outcome] from [BASELINE] to [TARGET] by [DATE]

 

Objective 3 Progress: [0-100%] | Status: [ON TRACK / AT RISK / OFF TRACK]

 

OVERALL PERIOD SCORE: [AVERAGE OF ALL OBJECTIVES]

Notes / Blockers: [ANYTHING THE TEAM SHOULD KNOW]

Frequently asked questions

Is this OKR template free?
Yes. Copy the template from this page into Google Docs, Google Sheets, Word, or any other document tool. No account or download required.
What is the difference between an OKR and a KPI?
KPIs (key performance indicators) are ongoing metrics you track continuously to monitor the health of the business, like monthly revenue or churn rate. OKRs are time-bound goal-setting frameworks that focus on what you want to change or improve this quarter. KPIs tell you whether things are working; OKRs tell you what you are trying to make better. Many teams use a KPI template for their ongoing dashboards and an OKR template for their quarterly planning.
How many key results should each objective have?
Two to five key results per objective is the standard range. Three is the most common. Fewer than two makes the objective hard to measure from different angles; more than five creates too much tracking overhead and usually signals that the objective itself is too broad.
Can I use this OKR template for personal goals?
Yes. The structure works identically for personal goal setting. Write an inspiring personal objective, then define two or three measurable outcomes with specific numbers and dates. Many people use a goal tracker template for their daily or weekly habits alongside a quarterly OKR document for bigger goals.
How often should OKRs be reviewed?
Weekly or biweekly check-ins are standard. The OKR document should be updated at each review with current key result values and a fresh status indicator. End-of-cycle scoring usually happens in the final week of the period, followed by a brief retrospective before the next cycle's OKRs are written.
What does a good OKR score look like?
Most OKR practitioners use a 0.0 to 1.0 scale per key result, where 1.0 means the target was fully achieved. A score of 0.7 is typically considered excellent. If a team consistently scores 1.0, their targets were probably too conservative. If they consistently score below 0.4, targets need to be recalibrated or execution support needs to improve.
What is the difference between an OKR template and a balanced scorecard template?
A balanced scorecard template organizes strategy across four perspectives: financial, customer, internal processes, and learning and growth, usually for annual or multi-year planning. An OKR template focuses on a shorter cycle (typically quarterly) and is more agile, allowing teams to shift focus cycle by cycle. Many organizations use both: the scorecard sets the long-term direction and the OKRs drive quarterly execution.

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Works with
  • Google Docs
  • Google Sheets
  • Microsoft Word
  • Microsoft Excel
  • Canva