5 best OKR tracking templates in 2023

Table of contents

First of all, what are OKRs?

OKRs, which stands for Objectives and Key Results, is a framework for setting and tracking performance goals. It involves setting specific, measurable, and time-bound objectives that align with an organization's overall strategy, and then defining key results that will indicate whether or not those objectives have been met. The OKR framework is designed to help teams and organizations stay focused, aligned, and accountable, and can be applied at all levels of the company, from individual employees to management.

Benefits of using an Objective and Key Results template

Whether you’re new to OKRs or have done them before, it’s always helpful to start with a template. The hardest part about OKRs is usually the goal-setting phase, where you’re brainstorming and writing the goals for your next quarter. Templates can give you a sense of how to write good measurable OKRs (or SMART goals), get examples of proper OKR formatting, as well as show you other success metrics you can track that maybe you haven’t thought of yet.

The following are the best free OKR templates and example resources out there – and who doesn’t love free stuff?

Tability: AI-powered goal-tracking to scale OKRs

Where to try it: Tability

If tracking your OKRs sounds like a chore, that’s because it truly is. Without proper tooling, there’s a lot of manual work that goes into keeping the momentum up in your OKRs. Creating a progress report every week, sending reminders every week, locating and updating your numbers every week, doing maths (yuck) – it’s all a lot.

Tability, is the first AI-powered OKR tracking platform built for teams. You can get started in seconds and get automated dashboards and reports to track OKRs.

Tracking your OKRs in a sheet or ppt will work fine for many, but most of the time, you’ll reach your limitations with them. The beauty of Tability is that not only is it easy to get started, it’s also built to guide you through the process. It will come in handy to facilitate your OKR rollout as it can help your team learn best practices and improve their processes.

Key benefits

  • Many automations to save time during goal-setting and goal-tracking.
  • Can show you how OKRs cascade and align at a glance.
  • Goal-setting AI to help you draft OKRs rapidly.
  • Support strategic initiatives to map outcomes to outputs.
  • Automatically sends weekly check-ins reminders.
  • Standardised OKR dashboards across your org.
  • Generate progress charts for every KR, and keeps historical data.
  • Filter goals by confidence status, owner, teams, tags, etc.
  • A built in presentation mode, that turns your OKRs into a powerpoint-like presentations
  • Includes a free plan

Try it today

A free Google Sheets OKR tracking template by Michael Williams

For some, it’s best to start off with a no-frills, basic OKR tracking template. This OKR template for Google Sheets from Michael Williams gives you just that, with this OKRs tracking template that will get you familiar with the OKR methodology. If this is your first time using OKRs, this is a great place to start.

This OKR template will give you a place to track company-level and team-level objectives and a way to track progress with by inputting percentages and status colors in your excel or Google sheets.

Key benefits

  • Templates can be used right away, just create a copy in Google Sheets
  • Most people are familiar with Google Sheets
  • Track projects as well as your OKRs
  • Good for fundamentals and learning the OKR framework

Cons

  • Can quickly become complex to maintain at scale
  • No templates or examples to help you set good OKRs
  • No progress charts to visualise OKR trends
  • Filtering options are limited
  • No reminders: you will need to remember to update this regularly
  • Allows team-level OKRs but no way to attach owners as part of the template
  • No historical data so it’s hard to see where you were in previous check-ins
  • You have to do calculate percentage of progress yourself
  • Overall, a lot of work to maintain an update progress on OKRs at scale
  • No integrations

Try it today

How to easily track OKRs in Google Sheets Martijn Burgman

One of the most common ways OKRs are tracked is in a spreadsheet, especially at the beginner level. Though there’s a bit of heavy lifting to get started, it’s likely that this is a tool you already use with your business, and can be a very effective way to get your goals down on paper. Luckily, there are a lot of templates out there including this one by Martijn Burgman, that help you with formatting, help with calculations and even brings in some visual elements.

In this post, he also does quite an extensive starter guide to tracking OKRs, which is great if you’re trying OKRs out for the first time.

Key benefits

  • Most people
  • No need to get a new tool so it’s easy to share or give access to your whole team
  • Extremely flexible and customizable to your workflow
  • Formatting done for you, just enter your goals

Cons

  • No OKR examples are given, so you’ll need to go elsewhere for inspiration or metrics suggestions
  • Can quickly become expensive to manage at scale
  • No progress charts to visualise OKR trends
  • Can't filters goals by status, owners, or progress
  • No way to visualise dependencies or how goals cascade.
  • No reminders: you will need to remember to update this regularly
  • No way to attach owners as part of the template
  • No reporting and limited reporting capabilities
  • No integrations

Try this template

Free OKR Templates for Excel and Google Sheets by How-to-OKR.com

This detailed OKR template is great for those who want to use Excel to track their OKRs. Much like the others above, this template will help you track your Objectives and Key Results with progress percentages, and color statuses. What this OKR Excel sheet also allows you to track is confidence levels and trends on your Key Results. This means that, even though you can’t check previous scores or progress, you can show whether it’s trending up from before or down. If you’re a team that updates your OKRs weekly, this is essential.

This template also gives you a few columns to write in actionable notes or blockers, to keep your teammates informed on what's happening beyond the progress value. Comments and analysis of this sort, can be really important to communicate the whole story of your work to the team. More than 75% of teams worldwide are either remote or remote-hybrid these days, and having that context on paper, allows for teams to be on the same page asynchronously.

Key benefits

  • Really in-depth template that has a lot of very actionable features
  • Availabe in Excel format
  • Use it right away, just download from their site
  • Made by reputable OKR coaches at How-to-OKR

Cons

  • With the extensive detail this template allows, there’s also a lot of manual input. No automations could make this a tall task for individual contributors
  • No automations or integrations available

Try this template

OKR Template for Powerpoint (PPT) by Powerslides

Now Excel and Google Sheets are usually the go-to for tracking OKRs, however some people like to work more visually, and prefer Powerpoint instead. Like the OKR methodology, the best way to do it is the way that makes sense to you.

If you’re a CEO or on the leadership team, tracking your OKRs in Powerpoint could possibly save some time. You’re likely presenting OKRs often to an all-staff or leadership meeting, and having it already in it’s final, presentable state, can be a massive time save. Why track it somewhere else when it’s going to end up in your Powerpoint anyway?

Of course, there will be features you aren’t going to get with Powerpoint vs Excel or Google Sheets. Calculations can be tedious done manually and updating and formatting a design file like Powerpoint can sometimes be tricky. Not every template is going to fit the text or images that you may want displayed.

That said, we probably don’t really recommend using Powerpoint as a way to track, but certainly a great way to present. For someone who prefers to work more visually, a combo of a Excel template to track, and a Powerpoint template to present, may be a prefect combo. They are all free after all 😉

Key benefits

  • Great visual way of displaying and presenting your Objectives and Key Results
  • Makes it easy to go from tracking to showing off in your meeting
  • Can also export to PDF easily for quick sharing

Cons

  • Tracking can be tedious with a free flowing format like Powerpoint
  • No way to do calculations or formulas
  • No reminders, meaning that you'll have to send check-ins nudges to the team yourself
  • No way to filter data and isolate OKRs at risk
  • Lack of integrations and automations
  • Collaborative options are limited

Try this template

Conclusion

That’s our list! Those are some free OKR tracking templates for Excel, Google Sheets and Powerpoint. Once you’ve got your free template set up, browse through this free OKR template library to get some inspiration for OKRs you can track in your Google Sheet or Powerpoint. There’s hundreds of free OKR examples that you can copy and paste into your OKRs.

If you have any questions about tracking OKRs or other general OKR questions, feel free to reach out to us at [email protected]!

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Bryan Schuldt

Co-Founder, Tability

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