Free template, copy and use

Free okr planning meeting template

OKR planning sets a few objectives and measurable key results for the quarter. This template starts from last quarter's results and ends with owners and a check-in rhythm.

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Paste it into Google Docs, Word, Notion or an email. Replace the [brackets].

OKR planning meeting template

Planning

Team: [team] | Quarter: [quarter] | Date: [date]

Last quarter

[Objective] | Score: [0.0 to 1.0] | Lesson: [ ]

Objective 1

[Qualitative goal]

KR 1: [metric] from [baseline] to [target] | Owner: [name]

KR 2: [metric] from [baseline] to [target] | Owner: [name]

Objective 2

[Qualitative goal]

KR 1: [metric] from [baseline] to [target] | Owner: [name]

Not doing this quarter

[Work we're explicitly not prioritising]

Check-ins

Weekly confidence check: [day] | Mid-quarter review: [date]

How to use this template

  • Keep it to two or three objectives.
  • Write key results as outcomes with numbers, not tasks.
  • List what you won't do, so priorities are clear.

Skip the typing

Acta records your Zoom, Google Meet and Teams meetings, with or without a bot, and writes the notes for you: a summary, decisions, next steps and action items with owners, next to the transcript. Free for 15 days.

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Frequently asked questions

Related:

What is an OKR?

An objective (what you want to achieve) with two to four key results that measure whether you got there.

How many OKRs should a team have?

Two or three objectives, each with two to four key results.

Is this okr planning meeting template free?

Yes. Copy it into Google Docs, Word, Notion or an email and use it as often as you like. No sign-up needed.

Can AI fill in the okr planning meeting for me?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, with or without a bot, or in person with the mobile app, and writes the notes, decisions and action items with owners afterwards. Anything the meeting didn't cover is left out, not made up.