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OKR Annual Planning Template

OKR 180 min Annually Leadership team and key contributors (6-15 people)

OKR annual planning sets the company-level objectives and key results that anchor the entire year. It is broader and more ambitious than a quarterly set: annual OKRs define what winning the year means, and every quarter cascades from that frame rather than starting from a blank page.

When to use it

Run this once a year, late in the current year or at the very start of the new one, so the company enters the year aligned. It pairs with quarterly OKR planning: the annual session sets direction and yearly key results, and each quarter executes and refines a portion of it.

Who attends

Include the leadership team and key contributors who will own company-level objectives, six to fifteen people. The group must be senior enough to commit the organization and small enough to make real decisions. Detailed team and individual OKRs are cascaded afterward, not crowded into this room.

How to run it

Begin with an honest review of last year OKRs, scoring the outcomes so lessons carry forward. Reconnect with strategy, then draft a small set of ambitious annual objectives and attach measurable yearly key results owned at the leadership level. Sketch how those break into quarterly themes so teams have something concrete to cascade from. Close by assigning executive owners and locking the review rhythm. An annual OKR set with no operating cadence quietly dissolves long before the year ends.

Facilitator tips

  • Score last year before drafting this year, so lessons transfer.
  • Keep annual objectives few and genuinely ambitious.
  • Write yearly key results as numbers owned at leadership level.
  • Leave a quarterly frame so teams can cascade cleanly.

Common mistakes

  • Setting annual objectives with no path down to quarters.
  • Writing yearly key results that are tasks, not measures.
  • Skipping the prior-year review and repeating the same misses.
  • Locking the set with no review rhythm to keep it alive.

Frame the whole year with clear objectives. Run it in OrgTP and connect annual OKRs to quarterly themes and weekly execution.

Agenda

180 minutes total · 6 sections

  1. Year in review 25 min
    Review last year annual OKRs, score the outcomes, and pull the lessons that should shape this year goals.
  2. Strategy and direction 30 min
    Reconnect with vision and the strategic direction so annual objectives serve the bigger picture, not just the year.
  3. Draft annual objectives 40 min
    Set a small number of ambitious company-level objectives that define what winning the year looks like.
  4. Define annual key results 45 min
    Attach measurable yearly key results to each objective, confirming each is quantifiable and owned at the leadership level.
  5. Plan the quarterly frame 25 min
    Sketch how the annual OKRs break into quarterly themes so teams have a frame to cascade from.
  6. Owners, rhythm, and commit 15 min
    Assign an executive owner to each objective, confirm the review rhythm for the year, and commit the set.

Run this meeting live in OrgTP

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