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Templates · Strategy & leadership

OKRs template

Objectives and measurable key results for a period

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Use it when

A new quarter or half is starting and a team needs a few ambitious objectives with measurable key results it can score later

Who it's for

ExecutiveManagerProduct manager

Part of a kit

Leadership operating rhythm, step 2 of 6. Strategy, OKRs, quarterly plan, decision memos, the board pack and the monthly company update.

Filled example

The template filled in for a made-up company, so you can see what good looks like.

Growth team OKRs, Q4 2026

Owner: Hana Ito (Head of Growth, Tessera) · Date: September 29, 2026 · Period: October 1 to December 31, 2026

At a glance

Weekly activated teams
410
target 500
Trial to paid conversion
9.2%
target 12%
Overall score
0.6

Objective 1

Objective: New teams reach their first "aha" moment in their first session.

Key result Baseline Target Current Confidence
Weekly activated teams (3+ members editing in week one) 300 500 410 🟡
Median time to first shared doc 26 min 8 min 12 min 🟢
Onboarding checklist completion 31% 55% 44% 🟡

Initiatives:

  • Replace the empty home screen with three starter docs per role.
  • Invite-teammates step moved before workspace settings.
  • Weekly activation review with design and product.

Objective 2

Objective: Trials turn into paying workspaces without a sales call.

Key result Baseline Target Current Confidence
Trial to paid conversion 8.1% 12% 9.2% 🔴
Self-serve share of new MRR 58% 70% 63% 🟡

Initiatives:

  • In-product upgrade prompt when a workspace hits its fifth member.
  • Annual plan discount test (15% vs 20%).
  • Pricing page rewrite focused on the team plan.

Scoring guidance

  • 0.0-0.3: little to no progress
  • 0.4-0.6: meaningful progress, fell short
  • 0.7-1.0: hit or exceeded (ambitious targets should land around 0.7)

Check-in log

Date Objective Update
October 14 1 Starter docs shipped to 50% of signups; time to first shared doc down to 15 min in the test arm.
November 4 2 Upgrade prompt live. Conversion moved only 0.4 points; we suspect the prompt fires too late and are testing the third member instead.
November 25 1 Starter docs at 100%. Activated teams at 410; holiday dip expected in December, so we lowered confidence to yellow.

The template

Show the blank template

OKRs

Owner: [your name] · Date: [date] · Period: [quarter]

At a glance

The headline key result for each objective, so anyone can see progress without reading the tables. Update the values at every check-in.

Objective 1 headline KR
0
target 0
Objective 2 headline KR
0
target 0
Overall score
0.0

Objective 1

A qualitative, ambitious statement of direction: the "why," not a number.

Objective:

Key result Baseline Target Current Confidence
🟢/🟡/🔴

Initiatives: The concrete work expected to move these KRs. A KR with no initiative underneath it is a wish.

Objective 2

Objective:

Key result Baseline Target Current Confidence

Initiatives:

Scoring guidance

How to read a 0.7 vs. a 1.0. A 1.0 every time usually means the targets were sandbagged.

  • 0.0-0.3: little to no progress
  • 0.4-0.6: meaningful progress, fell short
  • 0.7-1.0: hit or exceeded (ambitious targets should land around 0.7)

Check-in log

Date Objective Update

Questions

How many objectives should we have?
Two or three, each with two to four key results; more than that and nothing gets focus
What score counts as success?
About 0.7 on ambitious OKRs; a 1.0 every time means the targets were too easy
Is a key result a task?
No, it is a measurable outcome; tasks belong under initiatives

Fill it with your agent

Connect Claude to reph over MCP, then paste this. The draft arrives as suggestions you accept or reject section by section. How to connect Claude.

Find my reph doc "OKRs" with search_docs, then read it with read_doc. Draft objectives and key results from last period's OKR doc, the company strategy doc and the team plan linked in the doc; fill baselines from the dashboards I name and leave unset targets open. File it with suggest_edit, one replace_section op per section (heading line kept) so each can be accepted alone. Ask each open question (key results with no clear metric or owner) with add_comment quoting that section's heading line, then call request_review with a one-line summary.

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