Coming up with OKRs can feel like rocket science. But it doesn’t have to be that way.
Every company is unique, and so will be their OKRs. We believe that developing your OKRs should be straightforward, simple, and customizable. This can either be a consultant guiding you through the process or done yourself, with our OKR Planning Template in Miro.
This remote workshop template can be used on both company and team level. You will find some inspiring input, such as additional checklists and exercises to support you in creating laser-focused OKRs. Find out what’s included and how to use this OKR planning template step by step further below.
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.
- Workshop preparation checklist and agenda
- Mission statement exercise
- Ice-breaker game ideas
- Exercises to brainstorm and select OKRs
- Checklists to define and formulate OKRs
- OKR tree overview canvas
- Further resources
How to use the Miro OKR planning template
1.Get the free template.
Open the template in Miro. You will need to register for Miro to get editable access to the board. Non-team members don’t need to sign up, but they will only be able to edit the board (e.g., putting post-its as part of the exercises) once you have upgraded your team account to premium. Read more about access permissions in the next step.
2. Sharing the Miro OKR Planning Workshop
Once you have entered the Miro panel, there are multiple ways to share the Miro board with your team. You can either invite participants via entering their email addresses or share the generated board link with them.
Alternatively, everyone who had previously been added as a team member in the admin settings can automatically access the board. To give edit rights to everyone, set the access settings to “edit.”
3. Preparing the session
Preparation is half the game. Find more information about OKRs and OKR planning on the first canvas on the board, or in the note in the top right corner.
Next, adjust the date, timezone, and hours of the OKR Planning Workshop. Make sure to communicate this information as soon as possible to your team. If needed, adapt the agenda steps according to your needs. However, an OKR planning session is designed to take a minimum of three to four hours to provide enough time for deep discussions.
4. Mission statement exercise (optional)
OKRs work significantly better if you are clear and confident about your company’s mission. The mission statement reflects on the WHY of your values and beliefs.
If you already have a mission statement in place that you feel fully aligned with, you can skip this step. Otherwise, feel free to check the second break-out box next to the first canvas, which includes an exercise to help you define it.
5. Introduction and warm-up
Setting the stage is essential to creating the necessary safe space for deep conversations. The intro is the first official part of your OKR Planning session. Start as soon as everybody is present and has read and understood the instructions. Keep this in mind for all the following workshop steps.
Approximately 30-45 minutes should be enough to do a round of intros and play a short ice-breaker game. To warm up and get familiar with the group of people, meet on the white space on the intro canvas. First, every participant chooses a post-it color, then adds a picture and the name. The idea is to keep the same post-it color throughout the entire workshop to associate ideas and answers. Below is the “game room.” Use this space for icebreaker games and get inspired by some examples in the break-out box. To express yourself, use the tools from the Miro toolbox on the left.
6. Brainstorming and formulating Objectives
With brainstorming and selecting your objectives, you are starting the main part of your Workshop. Setting your Objectives should take at least an hour.
Use the left space on the canvas for brainstorming and narrowing down ideas. You will already find some examples in the space, to get inspired. Next, the selection exercise “Will do / Won’t do,” which is explained in the break-out box on the right, will help you identify the most critical objectives. The last step is to translate your selected goal items into up to five aspiringly formulated Objectives, according to the blue Checklist on the right.
7. Brainstorming and defining Key Results
With the Objectives, you have set the foundation for your Key Results in the previous step. The process of coming up with your Key Results is similar. Plan at least one and a half hours for the third and last central part of your OKR Planning Workshop.
Again, use the space on the left to brainstorm and select ideas for your metrics, then narrow them down. The selected metrics are essential to be able to measure the achievement of your Objectives. Cross-check the items with the Key Result Checklist in the break-out box.
Now, based on the examples, formulate your 1-5 Key Results per Objective. There is no need to focus on the values at first, but make sure you compose the Key Result S.M.A.R.T. (= specific, measurable, achievable, relevant, and time-bound). Lastly, discuss and decide together which values should be added to the Key Results.
8. Filling in the OKRs tree overview
The final step is filling your OKR overview. If there is still some time left, discuss and add some initiatives and tasks to the overview. Next, share the completed overview with your team in your digital collaboration space or even as a printed poster in your physical office space. If need be, transfer them directly into your OKR tracking template or OKR software.