10 OKR Templates for Goal Setting This Year
Are you looking for ways to make this year more productive and successful? Setting goals can be a great way to focus your energy, build motivation, and get closer to achieving great things in the coming months. Make sure that your particular objectives are attainable.
That’s where OKR templates come in! OKR which stands for Objectives & Key Results, is a system that combines ambitious goals with quantitative targets so that every objective comes with measurable results.
In this blog post, we'll review ten of the best OKR templates out there so you can better define your ambitions and track progress on your own terms. Read on to learn more about how these useful tools can help make this year an even bigger success than ever before!
1. ClickUp’s Company OKRs and Goals Template (Editor’s Pick)
ClickUp is an all-in-one productivity app designed for all users to achieve their goals—from solo entrepreneurs to large enterprises. ClickUp offers a dynamic Goals feature to boost your productivity on all fronts and track progress toward completion every step of the way. Stay on track to hit your goals with clear timelines, measurable targets, and automatic progress tracking that's connected directly to your tasks in ClickUp!
Setting and achieving company goals is essential for a thriving business. That's why using an OKR system can be so helpful. The ClickUp Company OKRs and Goals Template is a tool that helps businesses set and achieve their objectives and key results and goals. The templates come with a section for tracking progress toward goals and OKRs, including key performance indicators (KPIs) and metrics. This helps businesses monitor performance and adjust their strategies as needed to stay on track.
Main Elements of this Company OKRs and Goals Template
ClickUp’s Company OKRs and Goals Template includes:
- Create and track objectives quickly
- Prioritize goals for maximum impact
- Align teams around the same objectives
How to Use This Template
Highly effective teams can use the Company OKRs and Goals Template to stay organized and achieve success
First, hit “Get Free Solution” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.
Next, invite your team to your Workspace to start collaborating.
Take advantage of the multiple views to visualize deliverables in different categories.
Finally, have your team add important details to the pre-built Custom Fields, such as goals, project progress, and objectives to get the most complete details of your projects and tasks.
Try the Template
Get started with ClickUp’s Company OKRs and Goals template for free, no credit card required
2. ClickUp OKR Framework Template
ClickUp's OKR Framework Template is designed to help you track and measure progress towards your organizational goals. With its customizable fields, dashboard view, and collaboration tools, it provides all the necessary features to manage OKRs effectively. However, it may lack some advanced features required for larger organizations or more complex goal-setting strategies.
Main Elements of this OKR Framework Template
- Use 5 different custom attributes such as OKR Type, Department, Progress, OKR Point, and Team to save vital information about objectives and easily visualize progress
- Open 4 different views in different ClickUp configurations, such as the Global OKR, Getting Started Guide, OKR Progress Board, and Timeline so that all the information is easy to access and organized
- Easily identify roadblocks before they become critical issues
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Get this OKR Framework Template here
3. ClickUp OKRs Template
The OKR Folder template is a comprehensive planning tool designed to help individuals and teams set and achieve their goals. A Planning Cadence outlines the basic structure for OKR development, and OKR Lists breakdown goals and monitor progress to help teams stay on track throughout the year. The template includes an overview section where businesses can provide background information on the OKR framework, including its purpose and scope. This helps businesses break down their strategic goals into actionable steps and track progress towards achieving them.
Main Elements of this OKRs Template
- Section for reviewing progress, reflecting on successes and challenges, and making adjustments as needed
- Section for developing an action plan based on the insights gained from tracking progress
- Set and document OKRs, which are specific, measurable targets aligned with the business's strategic objectives
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Complete your ClickUp Workspace with the OKRs Template
4. ClickUp Strategic Marketing Plan Template
This strategic marketing plan includes objectives and key results (, a detailed plan to execute those OKRs, and a way to track progress toward those goals and budgets. The can help users create a comprehensive marketing plan to achieve their goals and objectives. The template includes a section where businesses can provide background information on the marketing plan, including its purpose and scope. The template includes a section for analyzing the competition so businesses can make data-driven decisions about how to improve their operations, products, or services to achieve their marketing objectives.
Main Elements of this Strategic Marketing Plan Template
- Section for analyzing the target market, including demographic data, psychographic data, and market trends
- Use the template for developing an action plan based on the insights gained from the analysis and planning stages
- Add marketing strategies that support the achievement of the marketing objectives
Try the Template
Add this Strategic Marketing Plan Template to your ClickUp account
5. ClickUp SMART Goals Template
The ClickUp SMART Goals Template is a template that can help businesses create specific, measurable, achievable, relevant, and time-bound (SMART) goals for their projects. The template includes an overview section where businesses can provide background information on the project, including its purpose and scope. Use this template for setting and documenting SMART goals. It can help users establish clear and achievable goals that align with their overall vision and mission.
Main Elements of this SMART Goals Template
- Sections for setting goals that are challenging yet achievable given the available resources and constraints
- Use to track and set deadlines and establishing a timeline for achieving the goals
- Ensure that progress is made within a reasonable timeframe and that the project stays on track
Try the Template
Try this SMART Goals Template with ClickUp for free
6. ClickUp SMART Goal Action Plan Template
The ClickUp SMART Goal Action Plan Template is a tool that helps businesses create a specific, measurable, achievable, relevant, and time-bound action plan to achieve their goals. Create SMART goals that align with the business's overall strategic objectives and outline the specific steps required to achieve each goal. This helps businesses break down their goals into actionable tasks that can be assigned to team members and tracked for progress. With this template, businesses can ensure that they have the necessary resources to execute the action plan effectively.
Main Elements of this SMART Goal Action Plan Template
- Includes sections for establishing a timeline for each goal and task
- Includes sections for reviewing progress, reflecting on successes and challenges, and making adjustments as needed
- Use template for tracking progress towards each goal and task, including metrics and KPIs
Try the Template
Get this free SMART Goal Action Plan Template with ClickUp
7. ClickUp Goals Signals Measures Template
Use this Doc template to set goals that will help you stay focused on the most important initiatives, identify signals that show you are headed in the right direction, and decide on measures that act as quantifiable key performance indicators of your project success. The ClickUp Goals Signals Measures Template is a tool that helps businesses create a framework for setting and measuring goals. The template can be used to establish clear and achievable goals that align with their overall vision and mission. Defining clear signals and measures to track progress towards goals will help businesses understand whether they are on track to achieving their desired outcomes.
Main Elements of this Goals Signals Measures Template
- Sections for defining signals, which are key indicators that show whether progress is being made towards achieving a goal
- Track progress towards goals and measures, including KPIs and other metrics
- Make data-driven decisions about how to improve their operations, products, or services to achieve their goals
Try the Template
Try this ClickUp Goals Signals Measures Template here
8. ClickUp Daily Goal Template
Use the ClickUp Daily Goal Template to list down and provide background information on the goals, including their purpose and importance. Set specific goals for the day with the help of this ClickUp Template. It helps individuals or businesses establish clear and achievable goals that align with their overall vision and mission. The template includes sections for prioritizing goals in order of importance. This helps individuals or businesses focus on high-priority tasks and ensure that they are completed first.
Main Elements of this Daily Goal Template
- Sections for tracking the status of each task and goal
- Monitor progress and adjust their strategies as needed to stay on track
- Use template for allocating time to each task based on its priority and complexity
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Achieve Daily Goals with this ClickUp template
9. OKR Google Sheets Template
The OKR) Google Sheets Template can be used by teams or organizations to create an effective goal-setting framework to achieve their objectives. Businesses can use this template to create background information on their OKR process and purpose. The template includes sections for setting and documenting specific objectives that align with the business's overall strategic goals. This helps businesses establish clear and achievable objectives that drive the organization's success. By defining clear objectives, key results, and initiatives, and tracking progress towards achieving them, businesses can ensure that their efforts are focused on high-priority initiatives and achieve success in their respective markets.
Main Elements of this OKR Google Sheets Template
- Define key results or specific metrics that will be used to measure progress towards achieving objectives
- Use the template to track progress towards KPIs and other metrics
- Monitor performance and adjust their strategies as needed to stay on track.
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10. Simple OKR Template
The Simple OKR Template is a simple yet flexible template for tracking and achieving your team OKRs. Establish clear and achievable objectives that drive the organization's success. Teams can use this template to track progress towards objectives and key results, including KPIs and other metrics. This helps businesses monitor performance and adjust their strategies as needed to stay on track.
Main Elements of this Simple OKR Template
- Track performance and adjust strategies as needed to stay on track.
- Review progress, reflecting on successes and challenges, and making adjustments as needed
- Define key results and specific metrics that will be used to measure progress towards achieving objectives
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How to Best Use Your OKR Templates
Before setting objectives and key results, it's important to have a clear understanding of what you're trying to achieve.
Define your mission, vision, and values to ensure that your objectives align with your overall strategic goals.
Key results should be specific and measurable metrics that demonstrate progress towards achieving your objectives. Ensure that your key results are aligned with your business goals and are realistic.
Once you have defined your objectives and key results, break down each objective into actionable steps or initiatives. This will help you identify the specific tasks required to achieve each objective and assign them to team members.
It's essential to track progress towards achieving your objectives and key results. Use KPIs and other metrics to measure progress and adjust your strategies as needed to stay on track.
Always review progress towards your objectives and reflect on successes and challenges. Use this feedback to continuously improve your processes and strategies.
By setting specific and measurable objectives, defining key results, breaking down objectives into actionable steps, tracking progress, and reviewing and reflecting on progress, businesses can ensure that their efforts are focused on high-priority initiatives and achieve success in their respective markets.
Find OKR Templates and More with ClickUp
ClickUp provides various templates and tools to analyze data and track progress effectively. With hundreds of collaborative and powerful features, ClickUp provides an intuitive experience to manage projects, align the team, and work together, all in one place.
Utilize ClickUp's features such as task management, checklists, or custom fields to track the progress of each OKR. Get access to these features and functions for free with a ClickUp account. Sign-up today and start defining your OKRs!
