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Free OKRs template for collaborative OKR tracking

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Coda is the all-in-one doc that brings words, data, and teams together. It starts with a blinking cursor on a blank page and can grow as big as your team's ambition. And teams everywhere use Coda to brainstorm, set, and measure objectives and key results all in one doc—keeping the path to success clear of obstacles.
Coda centralizes the power of docs, tables, and apps so you can write your strategic direction in the same place you’re updating your team on progress to keep everyone together and aligned. No more wrangling out of control spreadsheets, copy/pasting into slide decks, or hunting down a long-forgotten strategy doc.
How to use these OKRs templates
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Use as many of the templates below that meet your team’s needs.
Share the template with your team by clicking share in the top-right.
Table of contents
1) ⏲️
3) ✍️
4) 👍

5) ❤️
6) 📫
7) 🤔
8) ↪️

9) 🥅
10) 📊
11) 📶
⏲️ Timer
What is this template? A quick way to keep everyone on track—and meetings on time.
How to use this template: Right-click the slider to edit timer settings.
Set timer for:
00
45
minutes
1
Start 45 minute timer
Start timer
Reset
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🧠 Team brainstorm
What is this template? The best meetings happen when people come to the table having thought about their ideas. This team brainstorm template helps everybody visualize ideas for OKRs in one place to focus the discussion.
How does to use this template: Once everyone has added their ideas to the table, talk through them as a group and organize ideas into categories. Feel free to edit or add new categories as you go. But first,
Clear template
.
Add idea
Search
Bucket
Uncategorized
Marketing campaign
New product feature
Hiring
Type your idea below
Who added it
Type your idea below
Who added it
Type your idea below
Who added it
Type your idea below
Who added it
Plan a virtual offsite
AC
Alan Chowansky
Create more actionable goals for 2021
LT
Lola Tseudonym
Create a physical product to give to our customers
BD
Buck Dubois
Add a mobile app
FM
Felix Marlin
Launch a website chatbot
FM
Felix Marlin
Revamp our job descriptions to take into account DEI best practices
LT
Lola Tseudonym
Hire more customer support to handle new customers
PR
Polly Rose
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✍️ Sentence starters
What is this template? Kickstart your OKR discussion with a set of customizable prompts.
How to use this template: Ask your team to contribute their feedback using these sentence starters. When you’re ready to discuss, uncheck the box to show all entries. And don’t forget to encourage claps.
Uncheck to view all answers once everyone is finished adding feedback.
Feedback
0
Search
Starter
Feedback
Who
Clap
1
I hope our customers feel...
like this is the best product on the market
LT
👏
6
2
I like...
the new design - it’s gorgeous! 😍
LT
👏
9
3
I like...
how well you articulated our core values
FM
👏
3
4
I’d like to dig deeper into...
last week’s survey results
PR
👏
11
5
One suggestion is...
to make the font size a bit bigger
AC
👏
3
6
One suggestion is...
to user test the new logo
MM
👏
9
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Sentence starters
0
Sentence starter
1
I like...
2
One suggestion is...
3
I’d like to dig deeper into...
4
I hope our customers feel...
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👍 Voting table
What is this template? Upvote ideas to see which rise to the top. Great for keeping meetings on track or brainstorming.
How to use this template: Add and vote on ideas in the table below to encourage a balanced discussion of what’s most important.
Add idea
Clear sample data
Voting table
0
Done
Idea
Author
Vote
Comments
1
Read my favorite book
MJ
facebook-like reaction
Open
2
Go to the beach
BD
facebook-like reaction
Open
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❤️ Sentiment tracker
What is this template? Get a pulse on how everyone in the room is feeling about an idea or project with this template.
How to use this template: Uncheck the box to hide other teammates’ sentiments. When your team is ready to discuss, check the box to show all sentiments.
Add your sentiment
Check to show everyone's sentiment (
3
submitted with average sentiment of
2.67
)
Sentiment tracker
0
Search
Sentiment
Reflection
Submitted by
1
We’re making great progress toward goal alignment.
LT
Lola Tseudonym
2
I’m confused on which metrics we should be focused on.
BD
Buck Dubois
3
I need to be more productive this quarter.
FM
Felix Marlin
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📫 Email-a-page button
What is this template? Instead of copying and pasting into Gmail, you can write the content once and email that page’s content out.
How to use this template: Create a new page in any doc and add some content. Right-click the button below and select the page you just created. Then add your recipients' email addresses to the table. (If you’re sending this page, you’ll probably want to drag this template elsewhere so it doesn’t show up in your email.)
Email addresses
0
Email Address
2
<add your email>
3
<add your email>
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Email the addresses above

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🤔 SMART Goals
What is this template? A framework for setting realistic, measurable goals.
How to use this template: Draft your team’s goals, and then check your work with the SMART questions.
Clear sample goals
Team goals
0
Search
Goals
How is it specific?
How is measurable?
How is it attainable?
How is it relevant?
How is it time-based?
1
During our Monday morning 9AM team meeting, get updates from the team on what assets they want to update on the website and publish the changes by Tuesday 9AM. After every update, send changes to the broader company so they are up to date on what’s new on the website.
The goal explicitly names what is required: updates from the team and for those updates to be sent out
Measurement is binary - we either did or did not do it
Easily integrates with the existing team schedule
Works to give visibility to the company at large
Mentions specific days and times - Monday and Tuesday at 9am
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↪️ Connect Jira Issues and OKRs
What is this template? A direct connection between your OKRs and Jira issues—with real-time updates.
How to use this template: As you complete issues in Jira, you automatically make progress towards your goals.
New goal
Goals
0
Search
Goal name
Jira Issues
Jira progress
1
Roll out pricing beta to 20 users
Acquire budget
Conduct 30 customer interviews
2
Improve onboarding retention by 10%
Fix page load caching bug on Chrome
3
5,000 mobile app store downloads
Migrate from Azure to Snowflake
Maker-focused website design v3
Publish mobile app version 3.4 in app store
There are no rows in this table
Jira Issues
0

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🥅 Set team goals
What is this template? A simple system for measuring OKR progress.
How to use this template: Add your team goals to the Objectives table. Then connect success measurements to each goal in the Key Results table. Key result progress updates will also reflect as progress toward your objectives.
Add objective
Objectives
0
Search
Goal
Associated Key Results
Progress toward goal
1
Improve customer satisfaction.
@Exceed NPS score of 7.
73%
2
Increase recurring revenue.
@Reach MRR of $1M.
@Reduce churn % to less than .5% monthly.
39%
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Add key result
Key results
0
Search
Associated objective
Key Result
Owner
Progress
1
Improve customer satisfaction.
Exceed NPS score of 7.
LT
Lola Tseudonym
000
73
2
Increase recurring revenue.
Reach MRR of $1M.
BD
Buck Dubois
000
65
3
Increase recurring revenue.
Reduce churn % to less than .5% monthly.
AC
Alan Chowansky
000
13
There are no rows in this table

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📊 Create a KPI table
What is this template? A simple way to monitor short-term goals.
How to use this template: Report on your team’s KPIs in the KPI report table. Add columns and rows to track your goals with increased granularity.
KPI report
0
Search
KPI
Unit
Status
Monthly actuals
Monthly target
% to target
Monthly variance
1
Quarterly sales growth
$
⬆Above target
55,000
50,000
110%
5,000
2
Quarterly sales/new customers
%
⬇ Below target
11
15
73%
-4
3
Quarterly new leads/prospects
#
❓ Unknown
150
250
60%
-100
4
Number of qualified leads
#
⬆Above target
300
175
171%
125
There are no rows in this table

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📶 Create a timeline
What is this template? A Gantt visualization of tasks.
How to use this template: Add tasks with start/end dates to the Tasks table. Any changes you make to the table will reflect in the Gantt chart.
Timeline
1
Search
Launch support chatbot.
Revamp our job descriptions to take into account DEI best practices
Plan virtual offsite.
Jul 1
Jul 8
Jul 15
Jul 22
Launch support chatbot.
Revamp our job descriptions to take into account DEI best practices
Plan virtual offsite.

Tasks
1
Search
Title
Start date
End date
Status
1
Launch support chatbot.
Jul 3, 2019
Jul 8, 2019
Done
2
Revamp our job descriptions to take into account DEI best practices
Jul 8, 2019
Jul 19, 2019
Active
3
Plan virtual offsite.
Jul 13, 2019
Jul 17, 2019
Pending
There are no rows in this table

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