OKR Quarterly Plan

# OKR Plan — Q[N] [YEAR]

**Owner:** [CEO / function lead]
**Plan written:** [DATE]
**Review cadence:** Last Friday of each month
**Score date:** [DATE — last week of quarter]

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## Theme for the quarter

One sentence. The bet you're making this quarter that defines what success looks like.

> Example: "Turn the new mid-market motion into the dominant revenue source — proving it generates >40% of new MRR by quarter-end."

## Objectives (1-3 max)

Ambitious, qualitative, time-bound. Each Objective is something the team can rally around. Not a list of features — a desired state of the world.

### Objective 1: [Objective in one sentence]

**Why this matters:** [1-2 sentences. The reasoning that justifies the investment.]

**Key Results** (3-5 measurable outcomes):

| # | Key Result | Baseline | Target | Score at Q-end |
|---|---|---|---|---|
| 1 | [Specific, measurable outcome] | [Current number] | [Target number] | [0.0-1.0] |
| 2 | [Same] | | | |
| 3 | [Same] | | | |

### Objective 2: [If you have a second]

[Same structure as Objective 1.]

### Objective 3: [If you have a third — maximum]

[Same structure.]

## Anti-OKRs — what we're NOT doing this quarter

List 2-3 things you're explicitly deferring. Forces sharper prioritisation and protects the team from scope creep.

- [Thing 1 we're not doing — and the reason]
- [Thing 2 — and the reason]

## Monthly check-in template

Each month, the OKR owner updates this in the leadership meeting:

| Key Result | Last month | This month | On track / At risk / Off track | Notes |
|---|---|---|---|---|
| | | | | |

**Decisions for the month:** What changes based on what we just reviewed?

## Quarter-end scoring

Each Key Result scored 0.0-1.0:
- **0.0-0.3** = Missed badly. Worth a post-mortem.
- **0.4-0.6** = Decent progress, didn't fully hit. Normal for ambitious OKRs.
- **0.7-0.8** = Strong outcome. The target zone for well-set OKRs.
- **0.9-1.0** = Hit or exceeded. Either great execution OR the Key Results were too easy — pick one before next quarter.

## Lessons forward

Write 3-5 sentences answering: what did we learn this quarter that changes how we plan next quarter?

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**Discipline reminder:** The monthly check-in is non-negotiable. OKRs without a review cadence become a write-once doc that nobody references. The 30 minutes a month is the entire point.