Annual OKR Planning Workbook
A comprehensive multi-sheet Excel workbook for planning, tracking, and reviewing Objectives and Key Results across the full year. Covers company, team, and individual OKRs with built-in scoring and progress dashboards.
What’s inside
- Company, team, and individual OKR sheets
- Quarterly check-in and scoring tracker
- Blank Template + Filled Example
About this download
The Annual OKR Planning Workbook is a complete, multi-sheet Excel system for setting, tracking and scoring Objectives and Key Results across a full fiscal year. Built around the Google/Intel OKR methodology popularised by John Doerr's "Measure What Matters", it gives company, team and individual owners a single place to write ambitious objectives, quantify success with measurable key results, and hold an honest quarterly scoring review.
The workbook includes dedicated sheets for annual company OKRs, departmental and team OKRs, individual contributor OKRs, a quarterly check-in log, a mid-year and end-of-year scoring tracker, an instructions and methodology sheet, and a dashboard that rolls up progress across all levels with conditional formatting and RAG status. Each OKR row captures objective, three to five key results, measurement type (percentage, number, currency, binary), baseline, target, current value, auto-calculated progress, confidence score and commentary, so leaders can see at a glance which bets are on track and which need intervention.
Example OKRs in the filled version illustrate well-written objectives (inspirational, time-bound, qualitative) and well-formed key results (measurable, outcome-focused, not task lists) across functions including product, engineering, marketing, sales, customer success, finance and people operations. The companion "bad OKR vs good OKR" reference sheet helps teams avoid the most common mistakes — confusing activities with outcomes, sandbagging targets and writing too many KRs per objective.
This workbook is used by startup founders running their first formal OKR cycle, scale-up operators preparing for board reviews, COOs and chiefs of staff orchestrating planning across multiple teams, and HR business partners coaching managers on goal setting. It works equally well for SaaS, e-commerce, professional services, non-profits and internal corporate functions.
A recommended rhythm: draft annual OKRs in Q4 of the prior year, cascade to teams in the first two weeks of Q1, hold 15-minute weekly check-ins, score at the end of each quarter (0.0–1.0 per Google's scale, with 0.7 as the "ambitious but achievable" sweet spot), and run a full retrospective at year end.
When your spreadsheet starts to feel heavy, Vizually lets you visualise the same OKRs as a connected roadmap — objectives in the centre, key results radiating out, initiatives and tasks linked below — so alignment is obvious rather than buried inside rows and columns.