3 OKR examples for Quarterly Check Ins

What are Quarterly Check Ins OKRs?

The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.

How you write your OKRs can make a huge difference on the impact that your team will have at the end of the quarter. But, it's not always easy to write a quarterly plan that focuses on outcomes instead of projects.

We have curated a selection of OKR examples specifically for Quarterly Check Ins to assist you. Feel free to explore the templates below for inspiration in setting your own goals.

If you want to learn more about the framework, you can read our OKR guide online.

The best tools for writing perfect Quarterly Check Ins OKRs

Here are 2 tools that can help you draft your OKRs in no time.

Tability AI: to generate OKRs based on a prompt

Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.

• 1. Create a Tability account
• 2. Click on the Generate goals using AI
• 3. Describe your goals in a prompt
• 4. Get your fully editable OKR template
• 5. Publish to start tracking progress and get automated OKR dashboards

Watch the video below to see it in action 👇

Tability Feedback: to improve existing OKRs

You can use Tability's AI feedback to improve your OKRs if you already have existing goals.

• 1. Create your Tability account
• 2. Add your existing OKRs (you can import them from a spreadsheet)
• 3. Click on Generate analysis
• 4. Review the suggestions and decide to accept or dismiss them
• 5. Publish to start tracking progress and get automated OKR dashboards

Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.

Quarterly Check Ins OKRs examples

You'll find below a list of Objectives and Key Results templates for Quarterly Check Ins. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.

Hope you'll find this helpful!

OKRs to improve quarterly communication by ensuring consistent check-ins with performance manager

OKRs to improve communication by ensuring quarterly check-in with performance manager

OKRs to improve quarterly performance through consistent check-ins with manager

Quarterly Check Ins OKR best practices

Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Here are a couple of best practices extracted from our OKR implementation guide 👇

Tip #1: Limit the number of key results

Focus can only be achieve by limiting the number of competing priorities. It is crucial that you take the time to identify where you need to move the needle, and avoid adding business-as-usual activities to your OKRs.

We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.

Tip #2: Commit to weekly OKR check-ins

Having good goals is only half the effort. You'll get significant more value from your OKRs if you commit to a weekly check-in process.

Being able to see trends for your key results will also keep yourself honest.

Tip #3: No more than 2 yellow statuses in a row

Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.

As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.

Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.

Save hours with automated OKR dashboards

The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. Reviewing progress periodically has several advantages:

• It brings the goals back to the top of the mind
• It will highlight poorly set OKRs
• It will surface execution risks
• It improves transparency and accountability

Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, you can move to Tability to save time with automated OKR dashboards, data connectors, and actionable insights.

How to get Tability dashboards:

• 1. Create a Tability account
• 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
• 3. Publish your OKR plan

That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.

More Quarterly Check Ins OKR templates

We have more templates to help you draft your team goals and OKRs.

• OKRs to promote and cultivate a diverse and inclusive workplace culture
  diversity-and-inclusionemployee-engagementdiversity-and-inclusion-officerhuman-resources-managerhuman-resources-teamdiversity-and-inclusion-team
• OKRs to successfully launch and break-even via pre-sales
  pre-salesproduct-testingsales-and-marketing-managerproduct-testing-managersales-and-marketing-teamproduct-testing-team
• OKRs to enhance organisational acceleration with effective performance management system
  performance-management-systemproductivity-improvementperformance-managerteam-leaderperformance-management-teamproduct-team
• OKRs to successfully launch and sell my online course
  online-course-launchconversion-optimizationsocial-media-marketerlanding-page-designersocial-media-marketing-teamwebsite-design-team
• OKRs to implement an AI tool for efficient user manual generation
  ai-tooluser-manualfinance-managercontent-editorfinance-teamcontent-creation-team
• OKRs to expand design team to drive revenue growth
  revenue-growthdesign-team-expansionhr-managerdesign-team-leadhr-teamdesign-team