# OKR Monthly Review Template

Purpose: Step back from weekly tracking to assess trajectory across objectives, surface themes, make focus decisions, and set priorities for the month ahead.

- Duration: 60 minutes
- Cadence: Monthly
- Participants: Objective owners and leadership (5-12 people)

## Agenda

- [ ] Month in numbers vs planned curve (15 min)
- [ ] Themes and patterns (15 min)
- [ ] Decisions and adjustments (20 min)
- [ ] Cross-team signals (7 min)
- [ ] Focus for next month (3 min)

## Facilitator tips

- Look at the month-long trend, not one week.
- Rise from metrics to themes before deciding.
- Make this the place for resourcing calls.
- Capture cross-team signals.

## Notes

Trajectory by objective:

Themes:

Decisions and adjustments:

Next-month focus and owners:

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Free template from OrgTP. Adapt or run it live at orgtp.com/templates/okr-monthly-review