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OKR Spreadsheet by Perdoo

This spreadsheet allows teams to manage objectives and key results (OKRs) using an OKR framework. It contains instructions on setting objectives and key results at the company and team level to align goals. Key results are metrics that show progress towards objectives, while initiatives are tasks that can influence key results. The spreadsheet automatically calculates progress percentages and is meant for smaller teams, while larger teams may need OKR management software.

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bondionji
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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108 views7 pages

OKR Spreadsheet by Perdoo

This spreadsheet allows teams to manage objectives and key results (OKRs) using an OKR framework. It contains instructions on setting objectives and key results at the company and team level to align goals. Key results are metrics that show progress towards objectives, while initiatives are tasks that can influence key results. The spreadsheet automatically calculates progress percentages and is meant for smaller teams, while larger teams may need OKR management software.

Uploaded by

bondionji
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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OKR SPREADSHEET This spreadsheet allows small teams to manage set, track, and align their goals usi

spreadsheet, if you have a Google account, login and make a copy, if you don't hav
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 belo
Description
What is OKR? OKR (Objectives & Key Results) is a goal management framework
invented by Intel and later popularized by Google.

What are Objectives? An Objective defines your goal. It should set a clear direction to a
point in the future. eg: 'Create an online store that sells
everything'

What are Key Results? Key Results are metrics with a target and are indicators that show
you how you're progressing towards your Objective. Think of
them like waypoints on a GPS device leading you to your
destination.

What are Initiatives? Initiatives are the things you need to do to influence your Key
Results and are things you directly control. These can be things
like "run an advertising campaign" or "update a hiring process".
Anything task-based that you think will influence your Key Results
can be tracked as an Initiative.
How often should I set Most companies set their OKRs on a strategic annual cadence and
goals? tactical quarterly cadence. Other cadences are possible,
depending on how fast things move in your organization.

Should everyone set OKRs? We recommend OKRs are set on a company and a team level.
Setting OKRs on an individual level is possible but not
recommended to most organizations. However, every employee
can and should work on Initiatives that support team OKRs.
Learn more about
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
t, track, and align their goals using the OKR framework. To use this
nd make a copy, if you don't have a Google account you can download
s, 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 small
team. If you're a team with 25+ employees, it gets increasingly
complex to manage OKRs in spreadsheets. In this case, why not
request a Demo of Perdoo?
An Objective contains a name and a percentage. The Objective
percentage represents an aggregate completion of associated
Key Results and is updated automatically when you update Key
Results.
Key Results include a name which must include a metric type and
a target, and a percentage which indicates progress towards the
target. They should be metrics you can influence, but don't have
direct control over. Make sure to set ambitious targets. Achieving
70% to 80% is the goal of each Key result. Update your Key Result
percentages on a regular basis as you work towards your
Objective.
Initiatives include a name and a percentage. Just like Key Results,
these should be updated regularly. Unlike Key Results,
completing an Initiative does not the increase the percentage of
an Objective since Initiatives are simply tasks, not indicators of
success.
The current timeframe (e.g. Q2 2017) is defined at the top of the
Company OKRs tab. When moving to the next timeframe, OKRs
that last longer than a quarter can simply be copied and pasted
to the next quarter's OKR spreadsheet.

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

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%
Category
40%
20%

59%
33%

0%
o?
0%

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

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