By
Markus Blatt of neueBeratung

OKR Weekly Meeting Template

Stay on top of your team’s OKRs and align on priorities with this weekly check-in template and Miro board.

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What is a weekly OKR check-in?

Many teams set monthly or quarterly OKRs (Objectives and Key Results) to set quantifiable goals for their teams.

neueBeratung’s Markus Blatt recommends holding a weekly check-in meeting to make sure you’re staying on top of your OKRs.

Markus recommends the 3Ps approach: Progress, Plans, Problems. This is a best practice management technique for recurring (usually weekly) team progress and status reporting.

Using this template, each person reports 3-5 key achievements, goals, and challenges for the reporting period.

  • Progress: What did you achieve this week? What progress have you made since the last OKR meeting? What insights and learnings have you come up with?
  • Plan: What do you plan to do during the week (or until the next Weekly)? Which further steps will you take to move the OKRs forward?
  • Problems: What problems are you facing for which you require some help? Which problems, current blockers and obstacles (including resources like budget, personnel or structural problems such as the organization) or risks, as well as decisions to be made, are pending?

The compiled weekly report is then shared with everyone through your internal wiki, Notion, etc.

Objectives of OKR weekly meetings

In the OKR Check-in Weekly Meeting each participant shares their progress, plans, and current problems.

This allows you to:

  • Make progress towards your OKRs
  • Remind your team of their strategic goals
  • Set achievable and realistic plans for the week
  • Track progress towards milestones
  • Celebrate victories
  • Uncover roadblocks
  • Discuss lessons learned and mistakes to avoid in the future

When should you run a weekly OKR meeting

OKR meetings are useful when:

  • Your team has trouble setting goals and sticking to them
  • You’re frequently encountering roadblocks that don’t get solved
  • You need a recurring checkpoint to reflect on successes and failures
  • You want to create a shared sense of purpose

How to use this template

Here are the agenda blocks included in this template:

1. Welcome 👋

Time: 5 minutes

Tools: Poll

This quick opener helps the moderator to estimate the group's energy and mood. It asks participants to anonymously choose between five emoji poll options:

  • 😵‍💫
  • 💃🕺
  • 👀
  • 🤡
  • 💩

You can change the emojis to suit your team.

How to do it:

  1. Let the participants answer the poll anonymously and try to comment on the results with empathy.
  2. If there's a number of participants that express negative feelings, ask them if they're more interested to do a deep dive on a special topic or discuss teamwork today.

2. OKR Weekly Board ⬇️

Time: 15 minutes

Tools: Miro Board, Timer

For this exercise, you can copy the OKR Weekly Miro board template worksheet.

  1. Let the team members answer the three questions:
  2. What did you work on since the last weekly?
  3. What do you want to work on until the next?
  4. Are there issues, blockers, or problems you want to discuss?
  5. Time box the participants so that each team member has the same time. There's a timer for 5 mins—feel free to modify it as you wish!

3. Deep Dive 🤿

Time: 8 minutes

Tools: Miro Board, Poll

  1. Ask the participants if they have something to discuss with the group. Sometimes, the "Blockers/problems" section is a good source for those topics.
  2. You can choose to let the group decide for themselves which topic they want to deep dive into or do a quick poll to check. For this, put numbers on the topics you want to put in the poll (only 1 to 3) in the Miro board and then let the participants vote on the number.
  3. Afterwards, let the group discuss the topic with the most votes and make sure that the findings are put on stickies on the board.

4. Thank you & farewell 🙌

Time: 2 minutes

Tools: Music Playlist

Thank the participants and wish them a nice day. Encourage them to chat a bit in the last minutes of the meeting.

About the creator

Markus Blatt is the Co-Founder and Managing Partner of neueBeratung. Based in Frankfurt, neueBeratung provides implementation-oriented management consulting for the innovation and transformation of business models.

You can read more about their Butter journey here.

Duration

30-60 mins

Categories

Strategy & Planning
Meetings
Reflection
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