OKR Planning
Turn a quarterly priority into a clear objective, measurable key results, and a realistic delivery plan.
Inside the board
Example: customer onboarding
Objective and why it matters
Help new customers reach their first useful result.
Key results: baseline → target
Seven-day activation: 35% → 50% by quarter end. Source: product analytics.
Initiatives to test
Test a shorter setup flow with one new-customer cohort.
Dependencies and risks
Verify event definitions before starting the experiment.
Owners and next steps
Product owner verifies the baseline. First review: next Friday.
Run the workshop
An objective describes the change you want. Key results define the evidence that it happened. Use this workshop to agree on both before choosing the work to try.
Read the guide60-minute agenda
Agree on the objective
Choose the outcome and explain why it matters this quarter.
Define measurable key results
Record a baseline, target, deadline, source, and owner for each result.
Confirm the plan
Review initiatives, dependencies, capacity, and the next check-in date.