Template

OKR check-in template

A short weekly or fortnightly look at the quarter's objectives and key results: how confident you are of hitting each, what is in the way, and what to change.

30 minutesFor A team and its manager, or a leadership teamAgenda room

Change the agenda first

The agenda, with a time for each part

Confidence on each key result10 min
- Out of ten, how sure are you we will hit it, and what changed since last time?
What is in the way8 min
- What is blocking the one with the lowest confidence?
What we focus on next7 min
- What will we do in the next two weeks that moves a key result?
Anything to change5 min
- Is any key result no longer worth chasing?

How the notes read afterwards

A made-up example, so you can see the shape. In a real call each line carries the words that were said and who said them.

Key result. 200 paying customers by March: confidence 6/10 (was 8).

In the way. Trials are up, but only 9% convert; the onboarding emails are broken.

Next two weeks. Fix the emails (Dev); call every trial on day 3 (Sara).

Change. None.

Running it well

Track confidence, not just progress. A key result at 30% with high confidence is healthier than one at 60% that has stalled.
Talk about the lowest-confidence key result first. That is where help is needed.
Do not rewrite key results every check-in. Change one only when the goal itself has changed, and write down why.

Ways to change it

WrittenEach owner posts their confidence and one line on Monday; meet only if something drops below five.

Company levelMonthly, leadership only, top objectives.

When to skip it. In the first week of a quarter, while plans are still being made.

Questions

What is an OKR check-in?

A short, regular meeting where a team reviews its objectives and key results, updates its confidence in hitting each, and addresses what is blocking progress.

How often should OKR check-ins happen?

Weekly or every two weeks during the quarter.

What is the difference between an OKR check-in and OKR planning?

Planning sets the objectives and key results for a quarter; check-ins follow progress against them during the quarter.

What happens in the room

Everybody joins from the link, with no account. The agenda sits beside the call and each item fills in with what was said about it, under the name of the person who said it.

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