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The first pages of the OKR Planning Document template

OKR Planning Document

Document template for Google Docs and Word

Make a copy in Google Docs
Type
Document
Price
Free
Pages
6 · US Letter
Style
Bold
Difficulty
Beginner
Updated
October 30, 2026

Every page (6)

Overview

OKRs fail when key results are tasks, targets are quietly rewritten and nobody scores until the quarter is over. This template keeps the plan honest: a title block with the quarter and status, a team directory, a scorecard with baseline, target, trend and status, initiatives with owners and dates, and a RACI that settles who decides what.

The sample is a mid-quarter check-in for a fictional company, Brindlewick Services, with four objectives, eight scored key results, a company average of 0.65 last quarter and six initiatives. Replace the objectives with at most five of your own, give every key result a baseline, target and one owner, and score before you comment.

Useful for

  • A COO planning four company objectives for the quarter and sharing them with team leads
  • A team lead running fortnightly check-ins with confidence ratings against measured key results
  • A leadership team reviewing which initiatives and owners sit behind each objective

What's included

  • Title block with quarter, version and status, plus the rules for running and scoring the quarter
  • Team directory with objective leads and the steering group
  • Key result scorecard with tiles, baselines, targets, trends and green, amber or red status
  • Initiatives checklist with owners and due dates, plus a month Gantt of the same work
  • RACI matrix for setting, checking in, scoring and approving
  • A make-it-yours guide with five steps for adapting the plan

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace the sample objectives with at most five of yours, each written as an outcome you could picture.

  3. 3

    Give every key result a baseline, a target and one owner, then fill in the scorecard and initiatives.

  4. 4

    Update the team directory and the RACI roles, and delete the alignment column if you run team-only OKRs.

  5. 5

    Delete the guide page, then share the document with your team.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Is this OKR planning template free?

Yes. Make a copy in Google Docs at no cost and edit the objectives, scorecards and owners in your own Drive.

Are the company, people and figures real?

No. Brindlewick Services, its people and every figure are fictional sample content. Replace them with your own details before sharing.

How many objectives and key results should I write?

Three to five objectives per team and three or four key results for each. More than that spreads focus too thin, and a score of 0.7 is a good result for a stretch goal.

  • #okr
  • #okr-template
  • #quarterly-planning
  • #key-results
  • #goal-setting
  • #okr-scorecard
  • #google-docs-template

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