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OKRs template
BY ATLASSIAN

Set ambitious goals with your team and


track how you’ll reach them.

Use template

If you’ve found yourself on this


page, you’re ready to think
through the specifics of how
you’ll reach your goals. But
maybe you’re not sure exactly
how to articulate them or
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4/24/22, 5:22 AM OKRs template | Atlassian

how to hold yourself


accountable. We have a Get it free
template for that. This OKRs
template will guide you
through a popular and proven
method of goal setting and
documentation. You’ll outline
1-3 big objectives, articulate
the results you want to see,
identify owners and
collaborators for each one,
and track your progress.

How to use the OKRs


template

Step 1. Line up your ducks

Whether you’re setting goals


for your company, your
department or a small team,
make sure you know how goal
setting works in general and
how OKRs specifically can
help. It’s also a good idea to
review the OKRs play in the
Atlassian Team Playbook to
learn how to run a goal-
setting session.

Step 2. Gather your notes

To complete this step, you’ll


need to meet with your team
and stakeholders to
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determine your big objectives


and the measurable results Get it free
you want to see, as described
in the Playbook. That’s 95% of
the effort. Now it’s time to
turn those ideas into
commitments and get them
onto a page everyone can
access easily. The OKRs
template provides sections for
all the key information you
need, from the goals and
measures themselves to who
owns them, current status,
and more. Fill out these
sections based on the notes
from discussions with your
team.

Step 3. Take a step back

Transferring your notes into


the template creates another
chance for you to take a look
at your goals and make sure
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they’re on point. Are your key


results clear statements that Get it free
call for distinct and
measurable outcomes? Are
there any other teams or
stakeholders you should reach
out to or get a commitment
from before you publish your
OKRs? Is anything unclear?
Are your goals a reasonable
stretch or will they stretch
you too thin? 

Take the time to double and


triple check all these things.
Your OKRs can and will likely
evolve, but from the start,
you’ll want to make sure you
can confidently sign off on
them right now.

Step 4. Publish and revisit

Alright, @mention everyone


who needs to be in the know
and publish your page. But,
don’t say goodbye to it. OKRs
aren’t “set ‘em and forget
‘em.” You’ll want to monitor
them on a regular basis to
make sure you’re on track and
formerly assess your wins and
challenges every quarter. Did
you meet your key results?
Were you dreaming too big
when you set them? Or, were
they such a piece of cake that
you were done in the first few
weeks? 

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Regroup with your team every


so often to review and, if Get it free
necessary, update your OKRs.
You can do all of this in
Confluence thanks to the
comments, editing, and
publishing functions. This is
especially handy if this is your
first time working with OKRs
framework. Confluence is built
for iteration, so go ahead and
keep things moving along.
Iterate on your OKRs as many
times as your goals change.

Atlassian is an
enterprise software
company that
develops products for
software developers,
project managers,
and content
management.

Collections this template


belongs to    
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