# OKR Planning Worksheet

Use quarterly or monthly to set focused objectives and measurable outcomes.

## Planning Context

Company/team:
Planning period:
Planning owner:
Review cadence:

## Strategic Context

What must be true by the end of this period?

1.
2.
3.

What constraints matter?

- Budget:
- Team capacity:
- Market timing:
- Technical constraints:
- Other:

## Objective Candidates

Write 5–8 candidates, then pick 1–3.

| Candidate Objective | Why it matters | If successful, what changes? | Keep? |
|---|---|---|---|
| | | | Yes / No |

## Selected Objectives

### Objective 1

Statement:
Owner:
Why now:

Key results:

| KR | Baseline | Target | Measurement source | Owner |
|---|---:|---:|---|---|
| KR1 | | | | |
| KR2 | | | | |
| KR3 | | | | |

### Objective 2

Statement:
Owner:
Why now:

| KR | Baseline | Target | Measurement source | Owner |
|---|---:|---:|---|---|
| KR1 | | | | |
| KR2 | | | | |
| KR3 | | | | |

### Objective 3

Statement:
Owner:
Why now:

| KR | Baseline | Target | Measurement source | Owner |
|---|---:|---:|---|---|
| KR1 | | | | |
| KR2 | | | | |
| KR3 | | | | |

## Initiatives

| Initiative | Supports Objective | Owner | Start | Due | Effort | Confidence |
|---|---|---|---|---|---|---|
| | | | | | Low / Med / High | Low / Med / High |

## Risks and Tradeoffs

| Risk / tradeoff | Impact | Mitigation | Decision needed |
|---|---|---|---|
| | | | |

## Review Cadence

Weekly check-in day:
Monthly review date:
Final retrospective date:

## AI Prompt

```text
Review these OKRs. Flag vague objectives, non-measurable key results, too many priorities, and missing owners. Suggest a sharper version without adding new facts.
```