Free Quarterly OKR Planning Template
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 quarter is below, all 8 tasks across Set goals, Align teams, Track, and Review, each with its description, duration, and priority. Open the template and the cadence is scheduled from today, ready to align to your quarter's start.
8
Scheduled tasks
4
Phases
1
Milestone
~13
Weeks end to end
How to run the quarter with this plan
OKRs almost never fail at the kickoff. They fail six weeks later, when the objectives are still pinned somewhere but nobody has looked at the confidence scores since the launch all-hands. This plan is built to prevent exactly that. The Set goals and Align teams phases get you to a published, cascaded set in the first few weeks, but the load-bearing work is in the Track phase: a 60-day weekly check-in task that keeps every key-result owner updating confidence and flagging blockers, and a mid-quarter review that forces a real decision on what to keep, reshape, or drop.
Alignment is the other place quarters quietly break, so the plan spends three tasks on it. Teams cascade their own OKRs up to the company set, a cross-team review surfaces conflicts and duplicated work before they cost a month, and a published readout makes the final set something people can actually point to. None of these tasks is marked CRITICAL, because an OKR cycle is not won or lost on any single deadline, it is won on cadence. The mid-quarter review milestone at day 44 is the one date to defend: it is where an honest quarter separates from a hopeful one.
Run the cycle at whatever level fits. A company rolling OKRs top-down keeps all four phases; a single team can skip the cascade and run Set, Track, and Review on its own objectives. Pair the plan with Onplana's Goals view, where each objective holds measurable key results with target values and trend sparklines, so the project keeps the cadence while the Goals feature holds the numbers. Create a fresh project each quarter and the dates reschedule automatically, so the mid-quarter review and end-of-quarter scoring always land in the right weeks.
The plan, phase by phase
Set goals2 tasks
Draft company-level objectives
3-5 objectives tied to annual strategy. Exec review required.
Workshop key results with leadership
Measurable, time-bound, target values. Discard vanity metrics.
Align teams3 tasks
Cascade to team OKRs
Each team drafts OKRs that ladder up to company objectives.
Run cross-team alignment review
Surface conflicts, duplicated work, missing dependencies.
Publish + communicate final OKRs
All-hands readout, written doc, Slack + intranet.
Track2 tasks
Weekly KR check-ins with owners
15-min per owner. Update confidence score + blocker list.
Mid-quarter review + pivots
Assess confidence, drop or reshape KRs that won't land.
Review1 task
End-of-quarter scoring + retrospective
Score each KR 0.0-1.0, learnings, input into next-quarter draft.
Milestones
The mid-quarter review at day 44 lands on the timeline as a diamond on the Gantt chart, the checkpoint where you reassess confidence before the quarter's second half.
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.
How do I keep OKRs from being forgotten mid-quarter?
That is what the Track phase is for. The plan schedules a recurring weekly check-in with every key-result owner for 60 days, plus a mid-quarter review milestone at day 44 where you reassess confidence and drop or reshape key results that will not land. The cadence is on the timeline, not in someone's memory, so the quarter stays honest instead of drifting after the kickoff all-hands.
When should the quarterly plan start?
Create the project in the first week of the quarter. The plan runs the full 90 days: objectives and key results in the opening weeks, the cascade and alignment review shortly after, weekly tracking through the middle, the mid-quarter review at day 44, and end-of-quarter scoring at the close. Dates schedule from the day you create the project, so starting on day one of the quarter puts every milestone in the right week automatically.
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.