OKR Template

Simplify your strategic planning 

When business, team, and individual goals aren’t outlined effectively, your entire organization can have difficulty moving all work forward. 

Does your company experience these issues? 

• Connecting individual work to company goals
• Effectively aligning with the business on strategic planning
• Monitoring progress throughout project life cycles

Eliminate these obstacles with Wrike’s OKR template 

• Connect specific work with high-level company objectives
• Improve project and task execution 
• Keep track of individual, team, and company progress regularly

Companies often run into problems in strategic planning, such as setting unattainable targets, not making objectives clear to all stakeholders, executing work that doesn’t align to goals, or failing to track progress until the project has already derailed. Keeping OKRs organized and visible can be difficult, and teams often lack the structure for regularly monitoring progress against those OKRs. Wrike’s OKR template will help you create, organize, and monitor individual, team, and company goals. 

Step 1: Build your OKR project

Hold an OKR planning session with your team to determine OKRs. Create new tasks in real time, add key details, and assign accountability for them. Organize them in a shared folder and create subtasks as necessary. 

Create a public Space so all team members and stakeholders can have visibility into OKRs. Each team member can then consider their own contributions toward achieving team OKRs to further the company’s goals. 

Step 2: Track your progress 

This template comes with several Custom Item Types, which will help you get a jump-start on documenting and monitoring your progress. 

These include:

•  Objectives and Key Results, which aid with clear documentation of your OKRs
• Action Items, which you’ll use to assign tasks to team members
• Deliverables, which will support OKRs for documentation

Step 3: Report OKR results

At the end of the quarter or year, it’s important to share OKR results to make adjustments for the next period. As you hit goals and mark subtasks as complete, the green progress bar will fill up, giving you a quick visual of how far you’ve come and how far you have yet to go. 

Make Wrike work for you

Wrike can support your OKR planning, but did you know it could also help you streamline other parts of your work, from organizing meeting notes to employee time tracking? 

Our powerful features include: 

• Shared Kanban boards
• Versatile Gantt charts
• Dynamic request forms

Whether you work for a small organization or a large company, Wrike can be tailored to suit the way you work. You can easily design a workspace that suits your project or team.