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End-of-quarter OKR reflection and scoring template

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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.
The final step in the objective and key results journey is scoring and reflection. Scoring helps a company understand performance while reflection puts everything in context. This Coda OKR template allows your team to have honest and transparent conversations about how things are going so they can grow and improve in the next quarter.


How to use this template
Copy this template
Add or edit the existing objectives and key results and score each OKR using the slider column.
Have each person on your team add their reflections about each key result and have and discuss everyone’s reflections at the end-of-quarter meeting.

Score objectives and key results
Clear OKRs
Search
Objective
Key result
Owner
Score
Drive increased customer satisfaction
99% Satisfaction Rate on Pulse Surveys
Customer Success 👍
000
0.8
Release with 0 bugs
Engineering 🛠
000
0.9
Release one new app this year
Deliver Q3 specs on time
Product 💡
000
0.6
Build V2 software on budget
Engineering 🛠
000
0.2
Build SW & HW integration with a partner
Engineering 🛠
000
0.1
Establish qualified pipeline of leads
Increase leads by 10x
Marketing 📰
000
0.5

Reflection
Add your reflection
Clear reflections
Search
Sentiment
Author
Key Result
Associated Objective
Reflection
No results from filter

All reflections (
7
)
7
submitted with average sentiment of
3.43
Search
Sentiment
Author
Key Result
Associated Objective
Reflection
Discussion notes
1
PR
Polly Rose
Deliver Q3 specs on time
Release one new app this year
Specs were delivered ahead of schedule!
Open
2
JB
James Booth
Build SW & HW integration with a partner
Release one new app this year
The integration didn’t go as well as planned
Open
3
JD
Joel Davis
Build V2 software on budget
Release one new app this year
I thought we did a great job on scoping this project out
Open
4
JB
James Booth
Release with 0 bugs
Drive increased customer satisfaction
Had a few small bugs
Open
5
PR
Polly Rose
Increase leads by 10x
Establish qualified pipeline of leads
Set up tooling but didn’t get the number of leads expected.
Open
6
BD
Buck Dubois
99% Satisfaction Rate on Pulse Surveys
Drive increased customer satisfaction
Felt like there wasn’t much excitement around the survey.
Open
7
C
Coda
Build V2 software on budget
Release one new app this year
Met our budget and felt like we had more budget to spare!
Open
There are no rows in this table

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