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This spreadsheet allows small teams to manage set, track, and align their goals us

OKR SPREADSHEET spreadsheet, if you have a Google account, login and make a copy, if you don't ha
this as an Excel file. This sheet contains instructions, definitions of essential terms
by Perdoo "Company OKRs", "Team OKRs", and "Employees" can be found using the tabs bel
Description
What is OKR? OKR (Objectives & Key Results) is a goal management
What are Objectives? An Objective defines your goal. It should set a clear
What are Key Results? Key Results are metrics with a target and are indicators that
What are Initiatives? Initiatives are the things you need to do to influence your
How often should I set Most companies set their OKRs on a strategic annual
Should everyone set We recommend OKRs are set on a company and a team

Objectives & Key Results Guide: Set goals with OKRs by Google Re:work
How to write great OKRs by Henrik-Jan van der Pol
Lean Performance Library by Felipe Castro
Objectives & Key Results by Paul Niven & Ben Lamorte
The Future of Work Blog by Perdoo
Radical Focus by Christina Wodke
Get started with OKR Request a demo with Perdoo
Learn more about Perdoo
et, track, and align their goals using the OKR framework. To use this
and make a copy, if you don't have a Google account you can download
ns, definitions of essential terms and links to OKR resources.
can be found using the tabs below.
How it works in this spreadsheet
This spreadsheet offers a simple way to manage OKRs in a
An Objective contains a name and a percentage. The
Key Results include a name which must include a metric
Initiatives include a name and a percentage. Just like Key
The current timeframe (e.g. Q2 2017) is defined at the top

How to write great OKRs

Free OKR eBook


COMPANY NAME
Slogan Add the slogan, mission, vision, or ultimate goal for your company here

Objective EXAMPLE: BECOME THE MOST-LOVED PRODUCT IN OUR CATEGORY


Key Result Example: NPS score at 9.5
Key Result Example: Retention rate at 90%
Key Result
Key Result
Initiative Example: Create FAQ
Initiative Example: Build in-app live chat
Initiative
Initiative
Initiative

Objective ADD A COMPANY OBJECTIVE


Key Result Add at least 1 Key Result
Key Result
Key Result
Initiative Add at least 1 Initiative
Initiative
Initiative
Initiative
Initiative

Objective ADD A COMPANY OBJECTIVE


Key Result Add at least 1 Key Result
Key Result
Key Result
Initiative Add at least 1 Initiative
Initiative
Initiative
Initiative
Initiative
Timeframe Progress
Q4 2018 10%
company here

N OUR CATEGORY 30%


40%
20%

59%
33%

0%
0%

0%
0%
TEAM NAME

Objective ADD A TEAM OBJECTIVE


Aligned to: Example: Become the most loved product in our Category
Key Result NPS score at 9.5
Key Result Retention rate at 90%
Key Result
Key Result
Initiative Create FAQ
Initiative Build in-app live chat
Initiative
Initiative
Initiative

Objective ADD A TEAM OBJECTIVE


Aligned to: Which higher-level Objective does it contribute to?
Key Result Add at least 1 Key Result
Key Result
Key Result
Initiative Add at least 1 Initiative
Initiative
Initiative
Initiative
Initiative

Objective ADD A TEAM OBJECTIVE


Aligned to: Which higher-level Objective does it contribute to?
Key Result Add at least 1 Key Result
Key Result
Key Result
Initiative Add at least 1 Initiative
Initiative
Initiative
Initiative
Initiative
Timeframe Progress
Q2 2017 10%

30%
n our Category
40%
20%

59%
33%

0%
ute to?
0%

0%
ute to?
0%
First name Last name Email Phone Manager Group 1 Group 2

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