OKR Template
This pre-built template helps you define the steps to take toward achieving quarterly objectives and key results, or OKRs.
Clarify goals
Are your goals simply too vague? Clearly record specific objectives and metrics for success, and determine which tactics and strategies will achieve them in Wrike.
Track progress
Does your team struggle to track progress, leaving no time to course-correct? Set up weekly, monthly, and quarterly check-ins with Wrike to monitor progress and adjust if things go off track.
Align teams
Is it difficult to see how your work affects strategic goals? Start with business objectives, then department, team, and individual goals. Link them together so everyone is aligned.
Yes, the OKR template is a completely free resource available for all Wrike users.
Setting up the OKR template is simple. Enter your email address and start building an OKR project and tasks for individual team members. These OKRs should include measurable and visible goals that can be assessed and reassessed at the end of a month, quarter, or year.
Check in with team members on the progress of their OKRs and use the template to record and update their status. For example, if your team member’s main OKR is to write four 10-page eBooks, then you can make each eBook a subtask. As these eBooks are completed and checked off, a green bar will fill up on the original OKR task, indicating percentage completion.
Use custom fields to track specific objectives or data. For instance, a sales team might use this feature to measure target completion for individual associates. At the end of the quarter, you can generate a report that reveals top-performing team members, sales averages, and ARR generated by individual associates.
Writing OKRs for project management is as simple as following our six-step process:
- 1. Build your team’s OKR template
- 2. Create individual OKRs by setting up a template for each team member to use
- 3. Discuss individual objectives and key results with managers to align goals from the bottom up
- 4. Track and share progress, then make adjustments as needed to hit goals
- 5. Assess performance and report on results
- 6. Review results, celebrate successes, and learn from mistakes for the next project
You can only access this template when you create a new space. You can access the use case templates gallery through the space creation wizard. When you opt to create a new space, the template gallery opens by default.
- Click the “+” button in the upper-right corner of your workspace.
- Select “Space.”
- On the page that opens, hover over the use case you want and click “Preview.” Look for the “OKR” template in the list (use the search bar if needed).
- Now, you can see more information about the use case. Click “Select” to create a space.
Yes, there are.
- To use this template, you need to have at least the Business plan or up. Check our plans here.
- You must have the required permission to create a public space in your account.
- If the template contains account-level custom fields, custom item types, workflows, request forms, or automation, you must have the permission required to create those items.
- This template is only available when the workspace language is set to English.
Check the prerequisites above. If you don’t match one of the prerequisites, talk to your space admin or your account owner. If you match all the prerequisites and you still can’t see the “OKR“ template, feel free to reach out to the Wrike support team.
