OKR Review Meeting Template

OKR review meeting agenda template overview

What are OKR review meetings? 

Objectives and key results (OKRs) is a goal-setting framework that is often used by individuals, teams, or organizations in an attempt to measure success and gauge progress as it pertains to key results or long-term goals. These goals should be ambitious and challenging with measurable results. OKR review meetings are short, intimate meetings where teammates or peers gather to discuss OKRs and progress. These gatherings are short, face-to-face or virtual check-ins where your teammates or peers can share any updates or successes as they relate to your pre-defined goals. While your teammates or peers share their biggest achievements, you should be prepared to discuss next steps and identify what your priorities will be for the upcoming week. Additionally, it’s important to set a solid framework and discuss how you will collectively achieve key results moving forward. 

How long and frequent should OKR review meetings be?

The frequency and length of your OKR review meetings largely depend on your needs. If you wish to meet frequently in an attempt to stay on top of your OKRs, you may want to meet weekly. If your team is working cohesively towards achieving your predefined OKRs with little to no interruptions, you may be able to space out your meetings and hold them less frequently. When determining how much time to set aside for your OKR review meeting, it’s best to reference your OKR review meeting agenda template. Doing so will ensure you’ve set aside enough time to discuss all key talking points without taking too much time out of your colleagues’ calendars. A general rule of thumb is to take 15–30 minutes to host your OKR review meetings. 

The goal of OKR review meetings

OKR review meetings are an excellent resource that help align your team as you work towards achieving greater organizational goals. The most successful teams are aligned and work towards a shared North Star, meaning setting and following OKRs is imperative. Taking the time to set OKRs is one thing, but following up, remaining accountable, and tracking success is another. To hold your teammates accountable, it’s important that you conduct frequent OKR review meetings that allow teammates to share their wins and discuss any challenges that may be preventing them from reaching your shared goals. 

Why you should use an OKR review meeting agenda template

Every good meeting starts with preparation and OKR review meetings are no exception. To host an effective OKR review meeting that leaves your teammates feeling energized and engaged, it’s important to first prepare for the meeting by sourcing and leveraging a comprehensive OKR review meeting agenda template. Luckily, our OKR review meeting agenda template encompasses everything you need to host an effective meeting that prepares your teammates to move forward with confidence. 

The key to long-term success is tracking performance and measuring success as your team approaches key benchmarks over the course of your project. Leveraging an OKR review meeting agenda will ensure you’re staying on top of major happenings over the course of your team projects so you can track success and ensure your team is working strategically towards your shared goals. 

What’s inside this OKR Review Meeting Template:

Composed of four main sections—goal performance, blockers, learnings, and next steps—this OKR review meeting agenda template encompasses everything you need to foster alignment as your team works towards your next set of benchmarks or long-term goals.

1🚀Goal performance

Review our progress on key results.

If you don’t take the time to measure your goals, there’s no point in setting them. This section of the OKR review meeting agenda template should be used to track progress so you and your teammates can gauge success as it pertains to your pre-defined goals. In short, this time should be used to review progress on key results. 

2⛔️Blockers

List any blockers you have run into.

This section of the OKR review meeting agenda template should be used to discuss blockers and solutions. It’s important that your teammates feel as though they can discuss any roadblocks during this time so you can work on sourcing a solution together. Discussing blockers will help prevent future roadblocks. 

3⭐️Learnings

List any learnings from this process.

Taking the time to identify any learnings is extremely important. Discussing key learnings and insights to date will help your team make more informed decisions in the future. You should be able to take these learnings and insights and use them as building blocks for future success. 

4✅Next Steps

What do we need to accomplish next? What are the next steps?

If you don’t take the time to discuss next steps, you won’t be able to work towards future success. This section of the OKR review meeting agenda template should be used to discuss what needs to be accomplished to move the needle and how you will go about accomplishing it. In other words, you need to ask: What do you need to accomplish next and what next steps must be accomplished to succeed?