# OKR Planning Template

## Planning Info

| Field | Value |
|-------|-------|
| **Quarter** | [Q1/Q2/Q3/Q4 YYYY] |
| **Team** | [Team Name] |
| **Owner** | [Name] |
| **Status** | Planning / Active / Complete |
| **Tracking Cadence** | Weekly check-in, Monthly review |

---

## Company Objective

**[Company-level objective this product work supports]**

_Example: "Become the market leader in our category by delivering exceptional customer value"_

---

## Product Objective 1: [Objective Title]

_[Qualitative, inspirational statement. What does success look like?]_

### Key Results

| # | Key Result | Baseline | Target | Current | Status |
|---|-----------|----------|--------|---------|--------|
| 1.1 | [Measurable outcome] | [Current value] | [Target value] | [Progress] | On Track / At Risk / Off Track |
| 1.2 | [Measurable outcome] | [Current value] | [Target value] | [Progress] | On Track / At Risk / Off Track |
| 1.3 | [Measurable outcome] | [Current value] | [Target value] | [Progress] | On Track / At Risk / Off Track |

### Initiatives

| Initiative | Key Result | Owner | Status | Effort |
|-----------|-----------|-------|--------|--------|
| [Feature/project name] | KR 1.1 | [Name] | Not Started / In Progress / Complete | [T-shirt size] |
| [Feature/project name] | KR 1.2 | [Name] | Not Started / In Progress / Complete | [T-shirt size] |

---

## Product Objective 2: [Objective Title]

_[Qualitative, inspirational statement]_

### Key Results

| # | Key Result | Baseline | Target | Current | Status |
|---|-----------|----------|--------|---------|--------|
| 2.1 | [Measurable outcome] | [Current value] | [Target value] | [Progress] | On Track / At Risk / Off Track |
| 2.2 | [Measurable outcome] | [Current value] | [Target value] | [Progress] | On Track / At Risk / Off Track |
| 2.3 | [Measurable outcome] | [Current value] | [Target value] | [Progress] | On Track / At Risk / Off Track |
| 2.4 | [Measurable outcome] | [Current value] | [Target value] | [Progress] | On Track / At Risk / Off Track |

### Initiatives

| Initiative | Key Result | Owner | Status | Effort |
|-----------|-----------|-------|--------|--------|
| [Feature/project name] | KR 2.1 | [Name] | Not Started / In Progress / Complete | [T-shirt size] |
| [Feature/project name] | KR 2.2 | [Name] | Not Started / In Progress / Complete | [T-shirt size] |

---

## Product Objective 3: [Objective Title]

_[Qualitative, inspirational statement]_

### Key Results

| # | Key Result | Baseline | Target | Current | Status |
|---|-----------|----------|--------|---------|--------|
| 3.1 | [Measurable outcome] | [Current value] | [Target value] | [Progress] | On Track / At Risk / Off Track |
| 3.2 | [Measurable outcome] | [Current value] | [Target value] | [Progress] | On Track / At Risk / Off Track |
| 3.3 | [Measurable outcome] | [Current value] | [Target value] | [Progress] | On Track / At Risk / Off Track |

### Initiatives

| Initiative | Key Result | Owner | Status | Effort |
|-----------|-----------|-------|--------|--------|
| [Feature/project name] | KR 3.1 | [Name] | Not Started / In Progress / Complete | [T-shirt size] |

---

## Tracking

### Weekly Check-In Format
- **Confidence level** (1-10) for each key result
- **Blockers** identified and escalated
- **Adjustments** to initiatives if needed

### Monthly Review Format
- **Progress update** on all key results with data
- **Initiative status** review
- **Risk assessment** and mitigation updates
- **Stakeholder communication** summary

### End-of-Quarter Scoring
Score each key result 0.0 - 1.0:
- **1.0:** Fully achieved
- **0.7:** Strong progress, nearly there (ideal target)
- **0.4:** Meaningful progress but missed target
- **0.0:** No progress

_Note: Consistently scoring 1.0 means OKRs are not ambitious enough. Target 0.6-0.7 average._
