Go from big ideas to measurable action steps with this OKRs template.
Measurable and actionable goals, like OKRs (or Objectives and Key Results), keep your whole team aligned and focused on how their individual puzzle pieces fit into the larger picture.
Yet OKRs often live in a document housed somewhere in the digital abyss, set up once and never looked at again — but what if you could house your OKRs right where your work and conversations actually happen?
With this OKRs template, you’ll be able to set and track OKRs across your entire company or team and connect everyone’s day-to-day tasks to company-wide objectives.
- Craft multiple OKRs and house them all in one central location for at-a-glance progress updates
- Streamline prioritization across your company by linking relevant tasks directly to key results, so you’re able to say ‘no’ or ‘not right now’ to misaligned projects
- Make sure every team has access to the right OKRs by assigning cross-team goals to multiple lists as needed
What are OKRs?
OKRs, or Objectives and Key Results, is a goal-setting methodology which helps teams set specific goals focused on measurable, actionable results. OKRs can also be used by individuals for personal goals.
Every OKR goal follows a specific formula: a main objective followed by three to five key results. The objective is what your team wants to achieve, while the key results are measurable benchmarks of how you’ll achieve the goal.
There are three different types of OKRs:
- Committed OKRs: Goals you’re 100% committed to achieving — think of them like ‘must-accomplish’ targets
- Aspirational OKRs: Long-term and more visionary stretch goals you hope to achieve, but aren’t required to accomplish quickly
- Learning OKRs: Education-focused goals with key results tied to learning something new through research, courses, documentation, and more
What are the benefits of OKRs?
OKRs facilitate more clarity and alignment for your team, transparency on the big picture, and better collaboration on projects. But OKRs are an actual goal-setting methodology, so they offer more specific benefits, including focus and tracking.
At the company level, OKRs help you set a clear vision and direction, which empowers everyone, eliminates distractions, and ensures you’re investing time where you should. As a leader, tracking progress on measurable key results helps you re-strategize earlier when things aren’t working the way you hoped.
For teams and individuals, you’re able to stay focused and accelerate progress. Since the bigger main goal is broken down into milestones of desired results, you’ll have a benchmark to evaluate if you’re on track, and adjust along the way. You’ll be able to focus energy on what’s a true priority, and more importantly, be able to say no to projects and eliminate distractions.
Who is this OKRs template for?
This OKRs template is meant for all teams, including design & UX, engineering, marketing, product management, and more to set and achieve actionable goals. As you set up your OKRs within the template, you’ll be able to add them to multiple lists specific to different teams so everyone knows exactly what they’re responsible for.
How do I choose and implement OKRs more effectively?
In order for OKRs to be effective and generate results, you need to choose the right objectives and key results and define how every team’s work fits into each OKR. Height’s OKRs template allows you to set, manage, and update your OKRs right within your project management tool, which means your team will actively use the framework and provide updates as they make progress on goals. Tracking your OKRs in Height lets you centralize visibility for all of your teams, and even better, helps you link your granular tasks to the big picture.
Here are the three steps to effectively set and implement OKRs with this template:
- Standardize the goal-setting process.
The way you set goals should be clear and simple — so that your team will actually enjoy collaborating to outline and implement those goals. An OKRs template allows you to standardize the process and fill in all of the information you need without having to manually dig up the requirements or create yet another new document. This OKRs template includes all the custom attributes you need, like status, deadline, and type, to help you make the most of your goal-setting. You can visually track progress with a percentage completed field for each OKR.
- Connect your individual tasks to big-picture goals.
The main benefit of any goal is that it’s the destination — and with OKRs, the measurable key results are like the roadmap directions you’ll take to accomplish the big goal. With Height, you can link tasks together with just one click so there’s always a connection between the granular and the big-picture.
- Collaborate on key results and house all updates in one central location.
Goals aren’t meant to be stagnant — don’t just set them and forget them. The best part of this OKRs template is how interactive and collaborative the goals are. House brainstorming conversations, progress updates, and questions all right within the task for each objective and key result. This gives you a written record of decisions and context, as well as a place to house notes during meetings about goals and progress.
How do I get started with the OKRs template?
Getting started is easy — all you have to do is click “Try in Height”. If you don’t have a Height account yet, you’ll be prompted to create your free account (it’ll only take a minute or two).