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Free template

Free Quarterly OKR Planning Template (Set, Align, Track, Review)

Run a complete OKR cycle, not just a kickoff meeting. This quarterly OKR template schedules the whole 90 days: drafting company objectives, workshopping key results, cascading to teams, weekly check-ins, a mid-quarter review, and end-of-quarter scoring. Eight tasks across four phases keep the cadence honest from week 1 to week 13.

No credit card. Opens as a real project on the Free plan.

What’s inside

The full plan is below, every task with its description, duration, and priority. Open the template and all of it is scheduled from today, ready to edit.

8

Scheduled tasks

4

Phases

1

Milestone

~13

Weeks end to end

The plan, phase by phase

Set goals2 tasks

Draft company-level objectives

3-5 objectives tied to annual strategy. Exec review required.

5 daysHigh

Workshop key results with leadership

Measurable, time-bound, target values. Discard vanity metrics.

4 daysHigh

Align teams3 tasks

Cascade to team OKRs

Each team drafts OKRs that ladder up to company objectives.

10 daysHigh

Run cross-team alignment review

Surface conflicts, duplicated work, missing dependencies.

3 daysMedium

Publish + communicate final OKRs

All-hands readout, written doc, Slack + intranet.

3 daysMedium

Track2 tasks

Weekly KR check-ins with owners

15-min per owner. Update confidence score + blocker list.

60 daysMedium

Mid-quarter review + pivots

Assess confidence, drop or reshape KRs that won't land.

3 daysHigh

Review1 task

End-of-quarter scoring + retrospective

Score each KR 0.0-1.0, learnings, input into next-quarter draft.

4 daysHigh

Milestones

Milestones land on the timeline automatically and show as diamonds on the Gantt chart, so the dates that matter stay visible.

Mid-quarter review

Day 44 of the plan

Frequently asked

Is this OKR template for company or team OKRs?

Both. The plan starts at the company level (drafting objectives, workshopping key results with leadership) and includes a dedicated cascade task where each team drafts OKRs that ladder up to the company set, followed by a cross-team alignment review. Smaller teams can skip the cascade and run the same cycle at one level.

How do I track key results in Onplana?

Alongside the project plan, Onplana has a built-in Goals and OKRs feature where each objective holds measurable key results with target values, progress updates, and trend sparklines. The template keeps the cadence honest, weekly check-ins, a mid-quarter review milestone at day 44, and end-of-quarter scoring, while the Goals view shows the numbers.

Can I reuse the template every quarter?

Yes. Create a fresh project from the template at the start of each quarter; dates schedule automatically from the day you create it, so the mid-quarter review and end-of-quarter scoring land in the right weeks without manual setup. Your previous quarter stays intact as a record of what you scored and learned.

Start with the plan already built

Open the OKR Quarterly Planning template free and your phases, tasks, and milestones are scheduled before the kickoff meeting. No credit card, no time limit.