A step-by-step PowerPoint template for running your OKR planning workshop — from opening check-in to locked objectives, assigned owners, and a first check-in booked.
Most teams struggle less with understanding OKRs and more with actually getting in a room and setting them. This template gives you the full structure for a half-day or full-day workshop — whether you’re running it physically with post-its on the wall or digitally in Miro, FigJam, or Mural.
It covers everything from the opening energizer to the moment you walk out with 3 Objectives, 9 Key Results, assigned owners, and a first check-in on the calendar.
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New to OKRs? Before the workshop, make sure the whole team is on the same page. Our complete OKR guide covers the fundamentals, common mistakes, and what good key results actually look like.
Download the file and choose your format — physical or digital. Share the agenda with participants in advance and assign a facilitator and a note-taker. The template is designed to take a group from blank slate to aligned, locked OKRs in one session.
After the workshop, move your OKRs into Noxit to track progress, run check-ins, and keep the whole organization aligned — without spreadsheets or status update meetings.
Also worth exploring: our PowerPoint OKR template for presenting goals to the wider organization after the workshop.
A complete workshop structure — from first post-it to locked OKRs.
