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LeadershipPlanning

OKR planning and grading session

120 minutes 7 blocks Free template

Grade last cycle's OKRs, draft new top-level OKRs, plan the cascade and set the date to lock them.

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Opens in the builder. No sign-up to try it; 14 days free to run it live.

By the end of this meetingLast cycle's OKRs are graded and the leadership team has draft top-level OKRs and a plan to cascade and lock them.

120 min · 7 blocks, drawn to scale Fits exactly
  1. Grade last cycle's OKRs, 15 minutes 15
  2. Reflect: what did this cycle teach us?, 20 minutesDiscuss 20
  3. Candidate objectives, 20 minutesBrainstorm 20
  4. Shape top-level OKRs and how teams will cascade them, 30 minutesDiscuss 30
  5. Confidence per key result, 5 minutes 5
  6. Agree draft top-level OKRs and the lock date, 20 minutesDecide 20
  7. Owners and tracking cadence, 10 minutes 10
0306090120 min
  1. +0′Grade last cycle's OKRsTip: Use 0.0 to 1.0 or red, yellow, green, and keep scoring consistent.15 minInfo
  2. +15′Reflect: what did this cycle teach us?20 minDiscuss
  3. +35′Candidate objectivesWhat objective should we commit to next cycle?20 minBrainstorm
  4. +55′Shape top-level OKRs and how teams will cascade them30 minDiscuss
  5. +85′Confidence per key resultHow confident are you we can hit this key result?5 minVote
  6. +90′Agree draft top-level OKRs and the lock dateTip: Lock only after teams have cascaded and laddered their OKRs.20 minDecide
  7. +110′Owners and tracking cadence10 minWrap-up

Why it works

Built so the okr planning and grading session ends on time, with everyone in it.

  • Updates stay short

    15 minutes of updates with a visible clock. In a video call the speaker is spotlighted and the room is muted, so nobody talks over them.

  • Discussion with a clock

    50 minutes of open floor with a countdown everyone can see, and a talk-balance meter so the loudest voice doesn't take all of it.

  • Ideas from every phone

    Everyone types at once and ideas land on the shared screen together. The quiet person's idea gets the same space as everyone else's.

  • A vote the whole room sees

    One tap each on a phone, live bars on the screen. A tick shows who has voted, never what they chose.

  • It ends in a decision

    Capture the decision and its owner with one click while it's said. It lands in the summary, word for word.

  • Wraps up on time

    Decisions and actions are read back, the summary is already written, and a finish on time earns the confetti.

How to run it

  1. 1Grade and reflect on the last cycle before writing anything new.
  2. 2Draft and share top-level OKRs within a few days of grading.
  3. 3Give teams time to cascade and ladder their OKRs, then lock them and resolve alignment conflicts.
  4. 4Keep the whole transition to three weeks or less.
  5. 5Plan one cycle at a time instead of pre-planning all four quarters of a year-long goal.
  6. 6Track the OKRs at regular team meetings.

Questions about the okr planning and grading session

How do you grade OKRs?
Score each one from 0.0 to 1.0, or with red, yellow and green, then reflect on what the cycle taught you.
How long does OKR planning take?
whatmatters.com describes the full transition between cycles as taking at most three weeks: grading in week 1, sharing and cascading in week 2, locking in week 3. A single meeting's length isn't stated; this template uses 120 minutes.
Should we plan all four quarters at once?
No. Pre-planning every quarter of a year-long goal means missing what each cycle teaches.

Built from

The structure, timings and tips on this page come from these sources.

  • whatmatters.com

Run it with your team

  • A countdown for every block on the shared screen
  • A video call that changes with each block
  • Check-ins and votes from every phone, no app
  • Decisions and actions in a scored summary

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