Quarterly OKRs/Goals Planning Meeting Template


Templates for Quarterly OKRs/Goals Planning Meetings! Setting and achieving objectives and key results (OKRs) as a business or team leader is critical for success. However, tracking progress and ensuring that you're on track to achieve your goals can be difficult without a clear roadmap for setting and reviewing your OKRs. This is where a Quarterly OKRs/Goals Planning Meeting can come in handy. Using the OKR framework, this provides a structured approach to holding a meeting that aligns your team's efforts towards achieving common goals. The template includes elements such as reviewing the previous quarter's OKRs, establishing new OKRs for the upcoming quarter, assigning ownership and action items, and defining a timeline for achieving the OKRs.


OKR, OKR Goal Planning

Last Quarter Review

  • Review OKR performance
  • Where did we succeed?
  • Where did we fall short?

Learnings from last Quarter

  • Positive learnings
  • Negative learnings
  • How to incorporate learnings to the next periods

Top Priorities for upcoming Quarter


OKR suggestions for upcoming Quarter

What you can do with OKRify ?
  • Set meeting agenda collaborative with your team
  • Assign action items
  • Collaborate with meeting notes, comments, etc
  • Set goals and track with OKRs & KPIs