Google Sheets OKR Tracking Template

Oct. 5, 2021
5 min read
Google Sheets OKR Tracking Template
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Looking for a way to track all of your OKRs in one place? Look no further.

This Google Sheets OKR template is as intuitive as it gets, simple to maintain, and easily accessible. Guide your teams towards excellent execution and learn how tracking the progress of your OKRs can have a tremendous impact on your daily work.

The best part? Our Google Sheets OKR tracking template can be used by every company or team of any size or shape. And it’s free!

However, before you start tracking OKRs in a template or software, make sure you have done your homework. Conduct a thorough planning session to uncover the most business-critical Objectives and Key Results.

Refresher: Objectives & Key Results

OKRs (Objectives and Key Results) are a collaborative way of setting and managing goals to create more transparency, alignment, focus, and ownership among teams. Objectives are inspiring goals that contribute to the business’s long-term success, while Key Results represent the outcome-driven checkpoints in achieving those goals.

The method has become popular through companies such as Google, LinkedIn, Spotify, or Slack, and is supporting companies of all sizes and shapes in selecting what they should focus on.

Read more about OKRs in our OKR guide.

What’s included

We built this Google Sheets OKR template all-in-one, which means that you can track progress and review your OKRs in one place. Furthermore, you’ll get:

  • Tips on how to make OKRs your primary success factor
  • Team check-in guide
  • Progress overview dashboard
  • Integrated time progress tracker
  • One company and five team OKR tracking sheets
  • OKR examples

How to use the Google Sheets OKR template

1. Get the free template

Copy Google Sheets OKR tracking template

Open the tracking template in Google Sheets. To edit it, copy it to your company or team’s Google Drive. A Google account is therefore needed to use this template. If you do not have one, feel free to download the template as an Excel file.

Tip: We strongly recommend choosing one or more persons to be accountable for the OKR process in your company, especially as soon as the team grows.

2. Sharing the Google Sheets OKR tracking template

Share Google Sheets OKR tracking template

OKRs only work collaboratively. To share it with all team members involved, click on the green button that says “Share” in the top-right corner.

Then, add the contact information and make sure that the permission is set to “edit” so that everyone can adjust the information in the sheet. If you want more control over the template, share the document by selecting the permission “view.”

3. Getting started

Getting started with Google Sheets OKR tracking template

As soon as you open the file, the first “Getting Started” tab will guide you through the features of the OKR tracking template and where to find them. Also, it will tell you where to put which information. Furthermore, you can find helpful resources and links around OKRs here.

4. OKR dashboard overview

Google Sheets OKR tracking template dashboard overview

The second tab is the dashboard and works as your compass to navigate through the overall progress.

Tip: The dashboard tab is automatically populated by the company and team sheets. For example, when the Marketing team has updated one of the key results as complete on their team tab (i.e., setting progress to 100%), the progress bar of the Marketing box on the dashboard will also increase.

5. Check-ins

Google Sheets OKR tracking template check-ins

To integrate OKRs into your daily work, regular progress reviews are crucial. It is the regularity that makes the OKR method successful in the long term. Thus, the OKR Check-in tab contains a guide for you and your team to transform weekly check-ins into a habit.

Tip: Sometimes, OKRs have to be adjusted slightly at the beginning of a new cycle, making regular check-ins crucial.

6. Adding cycle information

Google Sheets OKR tracking template cycle information

Before you add your Objectives and Key Results, the active cycle needs to be adjusted at the top of each OKR sheet. From here, the sheets will automatically calculate the remaining time of the cycle and synchronize the dashboard.

7. Setting company and team OKRs

Google Sheets OKR tracking template team and company sheets

Most commonly, OKRs are set top-down first, then bottom-up, which means that the leadership level defines the company OKRs first, followed by teams (or departments). If your OKRs are already defined, first add the team names at the top of each sheet, then fill in your Objectives and Key Results.

For inspiration, you can find examples for company and team OKRs in the sheet tabs 5 and 7, which are indicated with “EXAMPLE.”

8. Adding supporting information

Google Sheets OKR tracking template owners

To update start and target values, adjust the information in columns H and I. To calculate the progress of your Key Results, adjust the current value in cell J. Overall progress will be displayed at the top of each team sheet, and in the dashboard. Update the current value at least once a week.

Optionally, you can fill in additional information for your OKRs, such as:

  • Metric: What is the metric or unit of the respective Key Result?
  • Confidence Level: How confident are you that you will reach the Key Result at the end of the OKR cycle?
  • Owner: Who owns the Key Result?
Tip: It is recommended to have no more than 5 Objectives with 1-5 Key Results each. If you exceed this limit, you run the risk of trying to do too many things at once. Set aspirational goals, but don’t aim too high when you get started with OKRs and/or when you are a small team.

8. Final check

  • Are all teams included?
  • Are the Objectives big and aspirational?
  • Do the KRs feel ambitious yet achievable?
  • Are the KRs easy to measure and actual results, not tasks, projects, or simply KPIs?
  • Do the objectives reach the right level of motivational discomfort (50% – 70% confidence)?
  • Is the dashboard displaying every piece of information correctly and in the right time frame?
  • Is a proper check-in routine already in place?