OKR Template
Establish Measurable Objectives
You can easily plan and review your objectives and results with our editable OKR, goal-setting, and brainstorming templates.
- Pre-made OKR templates to get you quickly started
- Synchronous editing with real-time cursor tracking
- Embed, share, and export OKRs across multiple platforms
- Pre-made OKR templates to get you quickly started
- Synchronous editing with real-time cursor tracking
- Embed, share, and export OKRs across multiple platforms
Effortlessly Visualize Data
Professionally-designed table chart templates for a variety of scenarios for you to quickly get started.
Powerful and versatile table with precision control and advanced customizability to easily insert and revise data.
Easy to use drag-drop tools and Plus Create to add shapes into the canvas and reposition them precisely with grids and guides.
Configurable color themes and advanced text formatting to quickly customize tables and highlight data patterns for easier analysis.
An extensive shape library with specialized shapes and icons that help you visualize any type of data.
Connect with Multiple Participants to Share and Discuss Their OKRs
Video conferencing baked into the platform to feel like you are in the same room.
Real-time cursors for any number of participants. Collaborate with teams and clients on a shared canvas.
Comment with context, have discussions and follow-ups on the same canvas. Async!
Full version history to keep track of key points during each iteration of your data entry. Branch out from an earlier version if needed at any time.
Organize Information and Analyze OKRs for Growth
Infinite canvas enables scaling up to 1000’s of items in a single view for better analysis.
Frames within the canvas to generate presentable pages like layouts for presentations.
Folder structure helps to keep all the workspaces in order for fast discovery.
Workspace status to identify drafts, work in progress, approved and archived workspaces.
Streamline OKR Management Across the Company
In-built project management tools to manage ownership, tasks, and revisions.
Multiple integrations to streamline external data within the canvas.
Embed and export to internal apps, intranets and sites for secure sharing and to share with external stakeholders through PDF, PNG and JPEG formats.
Context-aware shapes to switch between multiple use cases.
What Is OKR?
OKR is an acronym that stands for Objectives and Key Results. It’s a goal-setting and management tool that helps companies implement their strategies effectively. Objectives refer to the company goals to be achieved in the future and the key results are the metrics used to measure progress made towards the objectives.
How to Set OKRs with Creately?
- Prior to the session, introduce the OKR scoring system to the team. It’s a sliding scale between 0-10 indicating whether you missed hitting your goal, came close to it, or achieved your target for the key result.
- Identify the key objectives. Ideas can be generated through a group brainstorming session. You can use Creately as a whiteboard to collaborate on collecting ideas and grouping them based on similarities (i.e. using an affinity diagram).
- The next step is to identify the Key Results. These are the measurable outcomes that will help indicate that you have reached your target objectives. Once identified, assign each key result an owner.
- Go through the identified objectives and key results and determine whether they are ambitious enough and whether they are too many or too few. Based on your team’s capacity and confidence, you can increase your target. Otherwise, you can keep it as it is.
- If the involvement of another team is required to meet the set objectives and key results, make sure to loop them in by sharing your OKRs.
- While you should score your OKRs at regular intervals to identify blockers early on, at the end of the quarter, give each key result a final score. You can conduct a retrospective meeting to discuss the results and how you should proceed in the future.