The OKR planning meeting is where a quarter of focus gets decided. It turns broad strategy into a small set of objectives and the measurable key results that prove progress. Done well, this meeting replaces a dozen scattered priorities with three or four that everyone can name.
Run this template at the start of every quarter, ideally one to two weeks before the new quarter begins so owners can start clean. Use it whenever you are introducing OKRs for the first time, resetting after a strategy shift, or aligning multiple teams around shared outcomes.
Keep the room to the leadership team plus the team leads who will own objectives. Five to twelve people is the sweet spot. Larger groups slow scoring and dilute ownership, so cascade detailed team OKRs in follow-up sessions rather than the main planning meeting.
Open by reconnecting to mission and the annual plan, then score last quarter honestly before drafting anything new. Draft objectives first as plain-language statements of intent, then attach key results that are numeric and unambiguous. Assign one owner per objective, surface dependencies, and close with a confidence vote so the team commits with eyes open rather than nodding along.
Ready to put this into practice? Run it in OrgTP and keep your objectives, key results, and owners visible every week.
120 minutes total · 6 sections
Stop copying agendas into a doc every week. OrgTP runs your meetings live — scorecard, rocks, issues, and to-dos all in one place, with your AI agents in the room.