Simple OKR Template
Download Blank and Sample Versions of a Simple OKR Template for
Excel
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Microsoft Word
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Adobe PDF
| Google Docs | Google Sheets
When to Use This Template: This template is ideal for teams that need a straightforward way to set and track objectives without extra features. Smaller teams, independent professionals, and individuals who manage personal projects can take advantage of this template’s clean, minimal layout.
Notable Template Features: This template includes fields to track objective and key results with generous space for updates. It also includes a clean grid that emphasizes the essentials while remaining easy to adapt.
Learn how to write OKRs in our step-by-step guide, complete with expert tips and practical examples to help you craft objectives and key results that deliver measurable outcomes.
OKR Tracking Template
Download an OKR Tracking Template for
Excel
| Google Sheets
When to Use This Template: This template is designed for teams that need a continuous view of their goals. It allows you to monitor progress over weeks, months, or entire quarters, and it works well for tracking collaborative goals where more than one owner contributes to the same key results.
Notable Template Features: This template includes fields to note objective, key results, task owner, due date, and task status, along with optional progress percentage tracking. The template also includes conditional formatting to flag items that fall behind schedule.
Spark ideas and refine measurable goals by exploring free OKR examples across industries and business functions.
OKR Framework Template
Download an OKR Framework Template for
Microsoft Word
|
PowerPoint
| Google Slides
When to Use This Template: This OKR framework template is designed for teams with a consistent approach to goal-setting. It provides a repeatable structure for teams to connect objectives to larger organizational strategies.
Notable Template Features: This template includes fields to list objective, key results, initiatives, and measurement criteria to ensure every goal is clear, actionable, and measurable. This makes it easier to align efforts, track progress, and achieve outcomes with confidence. The template also includes example entries to help ensure objectives are both measurable and actionable.
Learn more in our comprehensive OKR guide, which covers fundamentals, best practices, and strategic alignment tips.
OKR Dashboard Reporting Template
Download an OKR Dashboard Reporting Template for
Excel
|
PowerPoint
| Google Slides
When to Use This Template: Teams can use this OKR dashboard reporting template to provide leadership or stakeholders with a quick, visual update on performance. The template is designed to create engaging, presentation-ready quarterly reviews and executive summaries.
Notable Template Features: This template combines typical fields for objective, key results, KPI summaries, and progress percentage with visual elements such as a pie chart, bar graphs, and progress bars. It also includes filters so that you can focus on results by team, priority, or time frame, which will help you quickly spot wins, risks, and trends.
OKR Goal-Setting Template
Download an OKR Goal-Setting Template for
Microsoft Word
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Adobe PDF
| Google Docs
When to Use This Template: Use this OKR goal-setting template at the start of a planning cycle, when you need to set clear, actionable objectives and proposed key results. It works well for annual, quarterly, or project-based goal setting where you need to align your goals with top priorities.
Notable Template Features: This template includes dedicated fields to note objective, proposed key results, priority level, and strategic alignment, giving teams a structured way to define success. The Owner field ties each objective to a responsible party, and Target Date provides a concrete deadline for delivery.
OKR Planning Template
Download an OKR Planning Template for
Excel
|
PowerPoint
| Google Sheets
When to Use This Template: Use this template to outline OKRs before launching a quarter or major project, so you have a roadmap for execution. It’s especially useful when balancing multiple priorities across teams or initiatives.
Notable Template Features: This template includes sections to list objectives, key results, owner, timeline, and needed resources, so you can link each goal to the support required to achieve it. Built-in color indicators make it easy to see which goals are on track, at risk, or behind schedule.
OKR Presentation Template
Download an OKR Presentation Template for
PowerPoint
| Google Slides
When to Use This Template: Designed for presenting objectives and progress updates to stakeholders, executives, or teams, this OKR presentation template turns OKR data into a clear visual narrative. It’s a great tool for quarterly reviews, strategy sessions, or all-hands meetings.
Notable Template Features: This template offers pre-formatted slides to list objective, key results, progress charts, and milestone tracking. It also includes optional slides to create a team overview and list next steps, keeping the focus on ownership and follow-up actions.
OKR Scorecard Template
Download an OKR Scorecard Template for
Excel
| Google Sheets
When to Use This Template: Use this OKR scorecard template to evaluate OKRs using numeric scores, such as during performance reviews or structured assessments. It provides a consistent way to measure and compare results.
Notable Template Features: This template contains fields to list objective, key results, target and actual scores, and the score percentage. This makes it easy to see where the team is meeting or missing goals. The template also allows you to weight options so that high-priority results have a greater influence on the overall score.
Learn proven methods for monitoring progress with these OKR scoring tips, and find tools and templates designed to help you track results effectively.
Company Quarterly OKR Template
Download a Company Quarterly OKR Template for
Excel
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Microsoft Word
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PowerPoint
| Google Slides
When to Use This Template: This template is built for organizations that conduct quarterly goal reviews, to help teams stay aligned on short-term objectives that contribute to annual targets. This tool is applicable across departments or divisions.
Notable Template Features: This template includes fields to list objective, quarter, key results, task owner, and task status for tracking progress. It also includes a Summary section to capture key wins, lessons learned, and areas needing improvement each quarter.
Personal OKR Template
Download a Personal OKR Template for
Excel
| Google Sheets
When to Use This Template: This template is best suited for individuals who manage personal growth, career development, or lifestyle goals. It’s structured for individuals (i.e., for non-team contexts), and it works equally well for short- or long-term planning.
Notable Template Features: This template offers fields to note personal objective, key results, status or progress, and reflections, as well as optional start and end date columns to give each goal a clear time frame.
Startup OKR Template
Download a Startup OKR Template for
Excel
| Google Sheets
When to Use This Template: Startups aiming for rapid growth or early market traction can use this startup OKR template to keep lean teams focused on ambitious, high-impact goals. The template is built for fast-paced environments where agility is key.
Notable Template Features: This startup-specific template includes fields to note objective, key results, task owner, milestones, and funding/revenue targets, so you can align business outcomes with financial performance. The streamlined format keeps priorities clear but doesn’t overload viewers with unnecessary detail.
HR OKR Template
Download an HR OKR Template Template for
Excel
| Google Sheets
When to Use This Template: HR teams can use this template to track objectives related to hiring, retention, training, and engagement. Doing so will help ensure that people-focused initiatives support company-wide strategy.
Notable Template Features: This template contains fields to track HR objectives, key results, metrics, task owner, and initiatives. This structure helps teams plan and monitor HR programs, as well as gain visibility into progress and potential challenges.
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