OKR SPREADSHEET
have a Google account, login and make a copy, if you don't have a Google accoun
by Perdoo
What is OKR?
What are Objectives?
What are Key Results?
What are Initiatives?
How often should I set goals?
Should everyone set OKRs?
Learn more about Objectives &
Key Results
Get started with OKR
This spreadsheet allows small teams to manage set, track, and align their goals u
contains instructions, definitions of essential terms and links to OKR resources. "C
found using the tabs below.
Description
OKR (Objectives & Key Results) is a goal management framework invented
by Intel and later popularized by Google.
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'
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.
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.
Most companies set their OKRs on a strategic annual cadence and tactical
quarterly cadence. Other cadences are possible, depending on how fast
things move in your organization.
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.
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
Request a demo with Perdoo
Learn more about Perdoo
d align their goals using the OKR framework. To use this spreadsheet, if you
ve a Google account you can download this as an Excel file. This sheet
o OKR resources. "Company OKRs", "Team OKRs", and "Employees" can be

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%
our company here

IN 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%
our Category
40%
20%

59%
33%

0%
e to?
0%

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