OKR Tracking Template

Martin Večeřa

Define your goals. Measure the progress. Achieve the goals.

Studies have shown that writing down a specific goal is an important step towards achieving it, and setting a measurable goal is even better. Objectives and key results (OKR) framework is exactly for that. Use this OKR tracking template as a guidance.

How to track OKR – 3 steps to achieve your goals

Every organization, small or big, has to make sure that everybody is on the same track in order to […] Continue Reading

This template combines tracking of key results and objectives, mapping to objectives, and an employee org chart.

Define objectives and key results

Create a list of goals (objectives). For every goal, add key results that are needed to achieve that goal – they must be measurable. Use connected tables for OKR tracking.

okr tracking in connected tables

Create initiatives

Work on tasks (initiatives) that will influence the key results.

key results mapping to initiatives

Track the initiatives

Move towards your goals with the detailed plan in timelines.

okr tracking of initiatives in timelines

Detailed Description

OKR tracking is one of the best frameworks that helps organizations to achieve their goals. The term was popularized by Google’s adoption of them, and has since been used by many companies.

Not familiar with OKRs? It’s simple:

  1. Write down your goal.
    Objectives set a clear direction and are inspiring
    Objectives DO NOT contain a number.
    Example: Turn our website into a lead generation machine.
  2. Assign three key results for a period of time (30-90 days), or measurable objectives that you can track.
    In OKR tracking, Key Results are metrics that measure the success of an Objective, like the number of sales (Get examples for Sales OKRs) or website traffic (Get examples for Marketing OKRs). They are things you influence.
    Key Results are not things you do, like completed projects or launched products.
    Example: Achieve 400 website leads per month.
  3. Work on tasks (i.e. initiatives) that you believe will influence the Key Result.
    Initiatives are projects or other activities that you believe will influence your Key Results.
    Initiatives do not indicate success; success is dependent on the progress of Key Results.
    Example: Create 8 new landing pages.

Studies have shown that committing to a goal up front can improve employee performance. And by creating a venue for your team to commit to specific objectives and measurable results in public.

In this OKR tracking template, everyone can see what the team is working on, increasing employee engagement in the process as well.

Use various filtering to create views for individuals, teams and departments. Use chart perspective to track progress towards your objectives so everyone can easily zoom in on exactly what matters to them.

Try the Template

Try the template right here1).

1) Some of the functions are available only after a registration.

OKR Tracking Template Integrations

Due to Zapier integrations it is possible to connect your project tracking with the tools you already use, like Asana or Slack.

Upon a task mention, the detail can be displayed in a Slack message for instance. Or the whole task can be copied from/to Asana upon a change.

Best suited for

Company size: small, medium, individual teams in large companies and enterprises

Team size: 1-30

Project complexity: tracking of key results and objectives, mapping to objectives, and an employee org chart

Industry: any company driven by goals, or objectives