--- title: "OKR Template" id: "10490" type: "page" slug: "okr-template" published_at: "2021-08-23T07:23:48+00:00" modified_at: "2026-06-22T14:58:42+00:00" url: "https://okrexperts.com/okr-method/okr-template/" markdown_url: "https://okrexperts.com/okr-method/okr-template.md" excerpt: "[vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” z_index=”” background_color=”#ffffff”][vc_column][vc_empty_space height=”48px”][vc_column_text el_class=”yoast_breadcrumb”][/vc_column_text][vc_empty_space height=”16px”][vc_column_text] Free OKR template – Use the OKR template in 8 steps [/vc_column_text][vc_empty_space][vc_row_inner row_type=”row” type=”full_width” text_align=”left” css_animation=””][vc_column_inner][vc_column_text] Why use an OKR template? [/vc_column_text][vc_empty_space height=”16px”][vc_column_text el_class=”.silbentrennung .red-text”]An OKR template..." --- [#](#) [OKR](https://okrexperts.com/okr-objectives-and-key-results-top-award-winning-okr-consulting/) > [OKR Method](https://okrexperts.com/okr-method/) > **OKR Template** # Free OKR template – Use the OKR template in 8 steps ## Why use an OKR template? An OKR template is intended to help **document OKRs, publish them within the company and thus make them transparent for every employee to view**. As an alternative to an OKR template, there are corresponding OKR software solutions for creating and managing OKRs. It is not always necessary to invest in software straight away. In many cases, a good OKR template is sufficient – at least at the beginning. The more people in the company use Objectives and Key Results, the more important OKR software becomes – primarily for coordination and transparency. Our [OKR](https://okrexperts.com/) experts have created OKR templates in various formats for you. You can use these templates to create and publish your OKR sets quickly and easily. **Inhalt** [verbergen](#) [1 Why use an OKR template?](#Why_use_an_OKR_template) [2 OKR seminar with official certification as OKR Coach / Master](#OKR_seminar_with_official_certification_as_OKR_Coach_Master) [3 Use the OKR template in 8 steps](#Use_the_OKR_template_in_8_steps) [4 OKR Full Service Agency](#OKR_Full_Service_Agency) [5 OKR video courses](#OKR_video_courses) [6 OKR Trainings & Courses](#OKR_Trainings_Courses) [7 How often do I have to update the OKR template?](#How_often_do_I_have_to_update_the_OKR_template) [8 When does OKR software make sense?](#When_does_OKR_software_make_sense) ## OKR seminar with official certification as OKR Coach / Master We, the OKR experts, will be happy to train you to become an OKR Coach / Master: - in presence & remote - Learning & experiencing the OKR method - Best practices, tips & tricks [Inform now](https://okrexperten.de/okr-training/okr-seminar/okr-seminar-okr-coach-master/) [https://okrexperten.de/wp-content/uploads/2021/08/OKR-Template.png](https://okrexperten.de/wp-content/uploads/2021/08/OKR-Template.png) ## Use the OKR template in 8 steps The OKR template is **easy to use** and you can also customize the OKR template **to your needs**. If you are unfamiliar with terms such as score and confidence level – then learn more on our OKR method page – if you want to learn how to create good OKR sets, then learn more on our [OKR examples](https://okrexperts.com/okr-examples/) page. ### **Step 1: Add general information** - Company/department/team: At what level does the OKR set apply? What is the name of the company, department or team? - Person responsible: Who has overall responsibility for the OKR set? Experience has shown that a top-level executive is suitable for this. - Period: For which OKR cycle or period is the OKR set valid? - OKR PO: which OKR Process Owner, Coach or Master accompanies the team or the OKR set? [https://okrexperten.de/wp-content/uploads/2021/08/OKR-Template-1.png](https://okrexperten.de/wp-content/uploads/2021/08/OKR-Template-1.png) ### **Step 2: Enter objective (target)** - Add the objective – examples can be found on the [OKR examples](https://okrexperts.com/okr-examples/) page [https://okrexperten.de/wp-content/uploads/2021/08/OKR-Template-2.png](https://okrexperten.de/wp-content/uploads/2021/08/OKR-Template-2.png) ## OKR Full Service Agency We, the OKR experts, are happy to support you with **OKR implementation & optimization**: - Advice & support - Seminars & Workshops - OKR software selection [Inform now](https://okrexperten.de/okr-angebote/) ### **Step 3: Enter key results** - Add the corresponding key results – between 2 and 4 key results per objective - Make sure that these are measurable and therefore contain a metric (number) and that the metric is a lead indicator. Lag indicators (lagging indicators) and vanity indicators (vanity indicators) should be avoided – more on this on the [OKR examples](https://okrexperts.com/okr-examples/) page. - Responsible person: Who is responsible for the individual key result? [https://okrexperten.de/wp-content/uploads/2021/08/OKR-Template-3.png](https://okrexperten.de/wp-content/uploads/2021/08/OKR-Template-3.png) ### **Step 4: Coordination with other departments/teams** - Ensure consistent company-wide coordination. Which departments and/or teams can support the team in fulfilling the respective key result? [https://okrexperten.de/wp-content/uploads/2021/08/OKR-Template-4.png](https://okrexperten.de/wp-content/uploads/2021/08/OKR-Template-4.png) ## OKR video courses We, the OKR experts, are happy to train you with our popular video training courses: - Learn OKR quickly and easily - Learn anywhere with a laptop, smartphone or tablet – in the office, at home or on the go. - Quiz questions & certificate of participation - Certification as OKR Coach / Master (separate examination fee) [Inform now](https://okrexperten.de/okr-training/okr-schulung/) ### **Step 5: Enter/update score** - How is the target metric currently achieved (0..1)? At the beginning, the score is usually 0.0 (zero). - The OKR traffic light helps with the final evaluation in the OKR Review Meeting. More details on the [OKR method](https://okrexperts.com/okr-method/) page [https://okrexperten.de/wp-content/uploads/2021/08/OKR-Template-5.png](https://okrexperten.de/wp-content/uploads/2021/08/OKR-Template-5.png) ### **Step 6: Enter/update the confidence level** - The confidence level indicates in percent how high the confidence is that 70% of the target will be achieved at the end of the OKR cycle (“70% is the new 100%”) [https://okrexperten.de/wp-content/uploads/2021/08/OKR-Template-6.png](https://okrexperten.de/wp-content/uploads/2021/08/OKR-Template-6.png) ### **Step 7: 3P’s – Progress, Plan, Problems** - Record progress and problems on the way to your goal, as well as what your next steps are. [https://okrexperten.de/wp-content/uploads/2021/08/OKR-Template-7.png](https://okrexperten.de/wp-content/uploads/2021/08/OKR-Template-7.png) ### **Step 8: Learnings** - What have you learned on the way to your goal? [https://okrexperten.de/wp-content/uploads/2021/08/OKR-Template-8.png](https://okrexperten.de/wp-content/uploads/2021/08/OKR-Template-8.png) As [OKR full-service agency](https://okrexperts.com/okr-offers/) we support you in the **introduction** and **optimization** of **OKR** – with consulting & support, **OKR seminars** & workshops and in the **selection of OKR software**. Erno Marius Obogeanu-Hempel and our [other OKR experts](https://okrexperten.de/ueber-uns/) [Arrange a free initial consultation](https://okrexperten.de/kontakt/) [OKR introduction](https://okrexperts.com/okr-method/okr-introduction/) [OKR optimization](https://okrexperts.com/okr-method/okr-health-check/) – Health Check [OKR-Training](https://okrexperts.com/okr-training-seminars-further-education-and-training/) & [OKR-Seminars](https://okrexperts.com/okr-training-seminars-further-education-and-training/okr-seminar-offers/) [OKR workshops](https://okrexperts.com/okr-workshops/) [OKR experts](https://okrexperts.com/okr-training-seminars-further-education-and-training/okr-certification-training-to-become-an-okr-coach-master/) [OKR books](https://okrexperts.com/okr-book/) [OKR lectures](https://okrexperts.com/okr-lecture/) To the [overview of all OKR offers](https://okrexperts.com/okr-offers/) To the [OKR experts](https://okrexperten.de/) homepage Or give us a call: [+49 89 21 52 95 2 – 99](tel:+4989215295299) [+43 720 02 21 68](tel:+43720022168) [+41 71 58 80 36 4](tel:+41715880364) As [OKR full-service agency](https://okrexperts.com/okr-offers/) we support you in the **introduction** and **optimization** of **OKR** – with consulting & support, **OKR seminars** & workshops and in the **selection of OKR software**. Erno Marius Obogeanu-Hempel and our [other OKR experts](https://okrexperten.de/ueber-uns/) [To our offers](https://okrexperten.de/okr-angebote/) [Arrange an initial consultation](https://okrexperten.de/kontakt/) [+49 89 21 52 952 - 99](tel:+4989215295299) [+43 720 02 21 68](tel:+43720022168) [+41 71 58 80 36 4](tel:+41715880364) **The OKR template in a tried-and-true Excel format.** A service provided by digitalwinners **we create digital winners** ### **OKR template for free download** Request the OKR template now and get more exciting information about Objectives and Key Results. Download the template now and subscribe to the free OKR newsletter at the same time. You can unsubscribe at any time. For more information, please see our [Privacy Policy](https://okrexperts.com/privacy-policy/) . ## OKR Trainings & Courses We, the OKR experts, are happy to train you with our modern training formats: - Seminars in presence & remote - Open training courses & in-house seminars - Workshops & video courses [To the OKR Training](https://okrexperten.de/okr-training/) ## How often do I have to update the OKR template? Update your OKR template **at least once a week** for the OKR Weekly. With the Excel template, you can simply copy the worksheet and document your progress week by week – in an Excel file. For PDF and Word, you can name the files according to the calendar week, e.g. 2021-KW27.pdf or 2021-KW27.docx and thus document the progress week by week. With the HTML template and Confluence template, you can copy the table on a page one below the other each week – or create a subpage for each week if you want to document the progress from week to week. >> You might also be interested in: [OKR Cheat Sheet](https://okrexperts.com/okr-cheat-sheet/) ## When does OKR software make sense? The more people in the company use OKR, the more important OKR software becomes – primarily for the coordination process, complete transparency and enormous time savings. OKR software is already **helpful with 5 to 20 employees, it becomes important with 100 to 200 employees and critical with 1,000 employees or more**. Aspects such as data security and protection also play a role, which can only be guaranteed to a limited extent with templates or files. OKR software is also helpful for the ritualization of meetings – also for the automatic updating of key result metrics via existing IT systems that can be integrated into the OKR software, such as Salesforce, Hubspot, SAP, Atlassian JIRA, HR systems, etc. We will be happy to advise you on choosing the right OKR software for your company. If you would like to find out more, simply arrange a [free initial consultation](https://okrexperts.com/okr-experts-appointments/) . [Our offers](https://okrexperts.com/okr-offers/) [Arrange a free initial consultation](https://okrexperten.de/kontakt/) [Our offers](https://okrexperts.com/okr-offers/) [Free initial consultation](https://okrexperten.de/kontakt/) Wir unterstützen Sie bei der **OKR-Einführung**, beim **OKR-Training** und in der **Optimierung** der Anwendung von OKR in Ihrem Unternehmen. 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