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OKR Template for Teams

Every team goal in one register, checked against the company's objectives and given one owner, plus quality tests and a tracker for two-week check-ins.

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What you get

Pack of 6 files: 3 documents, 3 spreadsheets

OKR Template for Teams
  • Goal Setting GuideDocument
  • Quality CriteriaDocument
  • Check-in FormatDocument
  • Goal RegisterSpreadsheet
  • Cascade MapSpreadsheet
  • Progress TrackerSpreadsheet

How to write OKRs for your team

OKRs (objectives and key results) are goals with their measures attached. To write them for a team, start from the company's objectives for the quarter and set a few team objectives that serve at least one of them. Give each objective about three key results: numbers or dated milestones that show whether it happened. Then give every key result one named owner, and check progress every few weeks, not just at quarter's end.

One test matters more than the rest. When the quarter ends, two people should be able to grade each key result separately and reach the same score.

Five colleagues talk in a sunlit office beside a wall board of pinned papers, one writing on a tablet
Draft team goals together, with the company's objectives in view. Photo: Sable Flow on Unsplash

Start from the company's objectives

Read the company's objectives before your team drafts anything. Google's re:Work guide suggests committing to organizational objectives first, so teams can set theirs in service of them. It adds that not every company OKR needs to appear in every team's OKRs1, but each team's should connect to at least one. If nobody has written the company's objectives down, start with a strategic plan.

Then check each connection in the goal's own words. A goal maps to an objective only if its wording supports the claim, not because its team usually works in that area. When a goal maps to nothing, don't force it in: mark it unmapped and decide which kind it is.

Three kinds of goal that map to no objective

KindExampleWhat to do
UpkeepDocument the on-call runbookKeep it visible, marked as upkeep. It's real work, just not strategy.
LeftoverA goal carried over from last quarter with no fresh case for itMake a fresh case for it against this quarter's objectives, or drop it.
Scope creepWork the team wanted to do that nobody asked forRaise it with the team's manager before the quarter starts.

Upkeep is still worth tracking, just not as an OKR. What Matters, the OKR site John Doerr co-founded, draws the line this way: OKRs are measures for change, whereas KPIs are measures of health2.

Write a few objectives worth the quarter

Keep the list short. Google's guide recommends three to five objectives, since more can spread a team too thin1. Write each as an end state an outsider could check: "Ship the v3 platform migration," not "Continue platform work." Google warns against objectives like "keep hiring" or "maintain market position," which don't push for anything new.

Then label each objective committed or aspirational. Google's internal OKR playbook, which What Matters reprints with Google's permission, expects a committed OKR to score 1.0 and aspirational OKRs to average 0.73. Mixing them up hurts both ways. A commitment labeled as a stretch may not be taken seriously, and a stretch labeled as a commitment makes the team defensive.

Write key results you can grade

A key result is the evidence that an objective happened. What Matters notes that the pair can be written as one sentence2: "I will (objective) as measured by (key results)."

Describe outcomes, not activities. Google's guide says that if a key result uses words like "consult," "help," "analyze" or "participate," it describes an activity, not its impact1. Its own example swaps "assess customer service satisfaction" for "publish customer service satisfaction levels by March 7th."

Make every number unambiguous and every date real. Google's playbook asks whether "1 million users" means all-time users or seven-day actives. It also warns that if every key result lands on the last day of the quarter, you likely don't have a real plan3.

Aim high, and be specific. Psychologists Edwin Locke and Gary Latham reviewed 35 years of goal-setting research in 2002. They found that specific, difficult goals consistently led to higher performance4 than urging people to do their best. Pick measures the team can actually move, too: a 2017 Gallup report found that only 21% of employees strongly agree their performance metrics are within their control5.

ExampleOne objective, rewrittenAn illustrative example written for this guide, with made-up names and numbers.

Before. Objective: Improve support. Key results: Analyze the ticket backlog. Help the onboarding team. Improve response times.

After. Objective: Cut how long customers wait for help (committed).

KR1: Median first response from 9 hours to under 4 by May 15. Owner: Dana.

KR2: Share of urgent tickets answered within 1 hour from 70% to 95% by June 30. Owner: Sam.

KR3: Satisfaction after a ticket closes from 78% to 85% by June 30. Owner: Dana.

  • Outcomes, not tasks. No line says analyze or help.
  • A start, a target and a date. Each key result says where it begins, where it should end and by when.
  • An early read. KR1 lands mid-quarter, while there's still time to react.

Give each key result one owner

A team can't report on a goal, but a person can. GitLab's public handbook describes the directly responsible individual6, a term it credits to Apple, as the one person ultimately accountable for a project's success or failure. Put one name against every key result. If two people truly share one, split it in two.

Owners should help write their key results. Gallup's report also found that only 30% of employees strongly agree their manager involves them in goal setting5. Those who are involved are 3.6 times more likely to be engaged. You can still assign a goal. Locke and Latham's review reports that an assigned goal works as well as one set together, provided the reason is explained4. Handed down with no reason, it does worse.

Check in every two weeks

Goals need feedback to work. In the studies Locke and Latham reviewed, goals plus feedback were more effective than goals alone4. The template runs a 13-week quarter with a check-in every two weeks, six in all. Google's guide calls a mid-quarter check-in1 helpful for every level of OKR before final grading.

Each check-in answers three questions, in a line apiece:

  1. Where the measure stands

    The actual number, or how close the milestone is. "On track" is a conclusion, not a fact.

  2. What changed

    What moved since the last check-in. If nothing did, say so.

  3. What it needs

    One sentence on what has to happen for it to land on time.

Log a check-in even when nothing has moved. From the outside, a goal with no check-ins looks the same whether it's quietly on track or quietly abandoned. A regular one-on-one meeting with each owner is a natural place to collect updates.

Grade your OKRs, and keep pay separate

At the end of the quarter, score each key result from 0.0 to 1.0 and average them for the objective, as Google does. Its guide puts the sweet spot at 60% to 70%1 and treats low grades as data for writing the next quarter's OKRs. If someone scores 1.0 every time, their goals aren't ambitious enough. Committed OKRs are the exception: Google's playbook expects them to score 1.0, and a lower score needs an explanation.

Don't turn the scores into ratings or pay. Google's guide says OKRs are not synonymous with performance evaluation1, and What Matters notes that, unlike the management by objectives they grew from, OKRs are divorced from compensation2. If a 0.7 costs someone a raise, they'll stop writing ambitious goals. In a performance review, treat OKRs as a record of what someone worked on, and settle pay separately, against salary bands.

Before the quarter starts

  • Every goal names the company objective it serves, or is marked unmapped
  • Each objective fits on one line and describes an end state
  • Each key result has a number or a dated milestone, and no activity words
  • Hitting every key result would fully achieve its objective
  • Every key result has one named owner
  • Each objective is labeled committed or aspirational
  • Every check-in date for the quarter is on the calendar

To check a whole company's goals in one pass, choose Edit with AI at the top of this page. River reads your objectives and every team's goals, then names each goal that connects to none of them.

How to use this template

The files work on their own. Read the Goal Setting Guide and Quality Criteria first, list every team goal in the Goal Register, then fill in the Cascade Map's counts. Choose Edit with AI and River asks for your company's objectives for this cycle and every team's goals, as a spreadsheet, a doc per team or pasted text.

River builds the Goal Register and Cascade Map, checking each goal's wording against the objectives. A goal that serves none is marked unmapped and named in River's report, never forced into a match or deleted. River flags goals with no real measure or no single owner, saying what's missing instead of rewriting them. Send check-in updates as they come, and River logs them and shows which goals have gone quiet.

  1. Download it or open it in River

    Download the three Word documents and three CSV sheets free, or choose Edit with AI to open the template in River.

  2. Map goals to company objectives

    List every goal in the Goal Register and record the objective its wording supports, or mark it unmapped. River can map them all for you.

  3. Test each goal's measure and owner

    Use the Quality Criteria: every goal needs a number, a dated milestone or a clear yes-or-no outcome, and one named person.

  4. Log check-ins every two weeks

    Record each owner's update in the Progress Tracker, including "no change," so goals that have gone quiet stand out by mid-quarter.

What's in the template

Where the goals actually wentCascade Map and Progress Tracker are read together. A goal can look fine on its own sheet and still be the one nobody is watching.
OKR Template for Teams
RiverGoal Register

Goal Register

Illustrative excerpt from a 24-row register. Marloe Logistics, fictional warehouse software company, Q1 cycle, 6 teams.

TeamOwnerGoalCompany ObjectiveCheck-ins (of 6)
Data PlatformReza FallonShip the v3 data pipeline migration to productionShip the v3 platform migration3
Data PlatformReza FallonDocument the on-call runbook for the new pipelineUNMAPPED0
AnalyticsMarta WicklundRefresh the weekly metrics deck templateUNMAPPED0
Customer SuccessDelphine OseiReduce 90-day churn in the mid-market segmentGrow net revenue retention3
Customer SuccessDelphine OseiRebuild the onboarding call scriptUNMAPPED0
SalesGrant OchoaCut sales cycle length by two weeksUNMAPPED1
MarketingYasmin FarahGrow qualified pipeline from referrals by 20 percentUNMAPPED0
People OpsColm BrattonCut year-one regretted attrition to under 8 percentReduce regretted attrition2

24 goals total, 6 owners, one row per goal. The Company Objective column is filled from the goal's own wording, never from which team submitted it.

RiverCascade Map

Cascade Map

One row per stated company objective, plus the unmapped total. This sheet is the headline number.

Company ObjectiveTeam Goals MappedShare of All Goals
Grow net revenue retention416.7%
Ship the v3 platform migration520.8%
Improve support response time416.7%
Expand into two new verticals312.5%
Reduce regretted attrition28.3%
UNMAPPED (no company objective claimed)625.0%
Total24100.0%

25 percent of this quarter's goals connect to nothing the company said it wants. That number is the one leadership sees before the check-in data, not after.

RiverProgress Tracker

Progress Tracker

Status at week 6 of 13. Read against the Cascade Map: 5 of the 6 unmapped goals below logged zero check-ins.

TeamGoalCheck-ins (of 3 by week 6)Status at week 6
Data PlatformDocument the on-call runbook for the new pipeline0No check-in logged
AnalyticsRefresh the weekly metrics deck template0No check-in logged
Customer SuccessRebuild the onboarding call script0No check-in logged
SalesCut sales cycle length by two weeks1At risk
MarketingGrow qualified pipeline from referrals by 20 percent0No check-in logged
People OpsCut year-one regretted attrition to under 8 percent2On track
People OpsRefresh the employee handbook table of contents0No check-in logged

15 of 24 goals logged at least one check-in by week 6, 9 logged none. Of those 9, 5 were unmapped goals and 4 were goals that do serve a stated objective, so the orphan rate (83%) runs well above the mapped-goal rate (22%).

  • Goal Setting GuideWhat every goal needs: a measure, one owner, and an honest link to an objective, or a plain "none."
  • Quality CriteriaTwo pass-or-fail tests for every goal, a real measure and one named owner, with examples of each.
  • Check-in FormatThe three lines every check-in needs, and a two-week rhythm across a 13-week cycle.
  • Goal Register sheetOne row per goal: team, owner, the goal as written, its company objective and check-ins logged.
  • Cascade Map sheetHow many goals serve each company objective, how many serve none, and each share of the total.
  • Progress Tracker sheetCheck-ins logged and status for every goal, so goals nobody has reported on show up mid-quarter.

Common questions

What is the difference between an objective and a key result?

An objective says what you want to achieve, and a key result proves whether you did. "Launch in Canada" is an objective. "Sign 40 paying Canadian customers by September 30" is a key result, because anyone can check it. Each objective usually gets about three key results, each with one owner.

What is the difference between OKRs and KPIs?

KPIs measure the health of work you already do, like uptime or monthly churn, and you watch them continuously. OKRs describe the change you want this quarter. A KPI becomes a key result when you set out to move it: "cut monthly churn from 3% to 2% by June 30."

How many OKRs should a team have?

Three to five objectives at most, each with about three key results. Google's re:Work guide recommends that range. Its checklist for team priorities also asks whether a team has more than three, so for a single team, three or fewer is a safer target. Leave routine upkeep off the list unless it's a top priority this quarter.

How often should you check in on OKRs?

Every two weeks is a good default for a quarterly cycle: often enough to catch a slipping key result while there's still time to act. This template schedules six check-ins across a 13-week quarter. At the very least, hold one at mid-quarter, which Google's guide says can help people see where they stand before final grades.

Should OKRs be tied to performance reviews or bonuses?

Not directly. Google's guide says OKRs aren't a full measure of anyone's performance, though they can summarize what a person worked on. Paying on scores also clashes with the 60% to 70% target for stretch goals, because it rewards whoever writes the safest ones. Review people in a separate process that reads their OKRs as evidence.

Is this OKR template free?

Yes. Download the three Word documents and three CSV sheets with no signup. The sheets come filled with a made-up company's quarter, 24 goals across six teams, so you can see how they work before you clear them. Edit with AI opens the same files in a free River workspace.

What does Edit with AI do?

It opens the template in a free River workspace and asks for your company's objectives and every team's goals, in whatever form you have them. River fills the Goal Register and Cascade Map, names every goal that serves no objective, and flags missing measures and owners. Send check-in updates as they come, and it logs each one by date.

Sources

  1. Google re:Work. “Set goals with OKRs.” rework.withgoogle.com (opens in a new tab)

  2. What Matters. “What is an OKR? OKR Meaning, Definition & Examples.” whatmatters.com (opens in a new tab)

  3. What Matters. “Google's OKR Playbook.” whatmatters.com (opens in a new tab)

  4. American Psychologist. “Building a Practically Useful Theory of Goal Setting and Task Motivation: A 35-Year Odyssey.” doi.org (opens in a new tab)

  5. Gallup. “Re-Engineering Performance Management.” gallup.com (opens in a new tab)

  6. The GitLab Handbook. “Directly Responsible Individuals (DRI).” handbook.gitlab.com (opens in a new tab)

Written by

Chandler Supple

Co-founder & CEO, River

Chandler has spent the last six years working in AI, building tools for millions of users and Fortune 100 companies. In 2025, he co-founded River to build a new kind of operating system for AI agents.

Reviewed by

Brian Joseff, Co-founder, River