OKR Templates
Trouble finding the right OKR templates? We've gathered and created a few different templates for popular tools that you can get right here.
Notion OKR Template
Notion is a great tool for tracking your OKRs. Here I’ll show you the template I use to create, track and update my OKRs.
Google Sheets OKR Template
Google Sheets is a great tool for many things. Managing your OKRs is one of them. Here I’ll show you the template you can use to manage and run your OKRs.
Why you need a OKR template
If you've begun using OKRs then you've probably stumbled across the thought:
"How do I structure our OKRs the best way?".
Don't worry, you're not alone! There are a million ways to organize OKRs. Allow us to introduce some we find useful.
Finding a template for your OKR tool
Rather than finding a new tool to organize your OKRs in, you should stick to tools you already use on a daily basis and figure out how to store your OKRs there.
Are you using Notion to handle your projects, documents, etc.? Great, then create a new Notion space to store your OKRs in.
Are you more fond of regular spreadsheets? Great! Then head over to our Google Sheets template that can also be downloaded and used for Excel people.
What makes a great template to track OKRs?
Here are a few things we recommend your template have:
Customizability - you should never settle for a rigid system that doesn't fit your needs and can't be customized.
Scalability - make sure your templates can scale with your team or company. OKRs need to be easy to use, otherwise, the team won't feel motivated to engage with them.
Overview - it should be easy for team leads and executives to quickly get a feel for how your OKR efforts are moving along. This means that progress should be easy to assess without having to dig into each individual OKR.
Make the template your own
The OKR (Objectives & Key Results) framework is used in many different ways. Some use OKRs on an individual level while others focus on team OKRs.
What's great about OKR templates that utilize spreadsheet-like tools is that they're very easy to personalize and modify.
If you choose one of the tools built specifically for OKRs, you may find that they're too focused on one aspect of OKRs that you might not be using.
So... which one do you pick?
In summary, here's what's important for your OKR template:
Use existing tools - don't make team members learn a new tool if they don't have to. They'll find existing tools much easier to get going with.
Customize to your own need - make sure your OKR setup is usable for how you structure OKRs in terms of cadence, responsibilities, and tracking.
Ensure a great overview - it should be easy for leaders and managers to assess how things are going without having to ask each team member.
We hope this helped you figure out how to choose which OKR template to move forward with or which OKR tool to choose!