Quarterly 1-Day OKR Management Meeting

OKR Review & Planning Workshop

In this workshop, we reflect on the progress of the past quarter, review and grade your OKRs, and decide what matters most for the upcoming quarter.
LET`S DO IT

Morning: OKR Review

Share the What, How & Why of your Key Results

During the OKR Review, you share your results with your peers. For each Key Result, you should be able to explain:

  • What result you achieved (the final number and grading)
  • How you pursued your Key Result
  • Why the outcome might differ from your original target, including key learnings

This sharing allows you and your peers to learn from each other’s successes and challenges, and to identify what can be applied in other areas of the organization.

How to Prepare

Before the meeting, please prepare two things:

  1. Define the result: Determine the final outcome of your Key Result and assign a clear grade.
  2. Reflect on the rationale: Think about how and why you reached this result. What worked? What didn’t? What did you learn?

If you have consistently updated weekly confidence levels and conducted a mid-quarter check-in, grading should be quick and straightforward.

How the Review Meeting Works

  • Duration: 3 hours (morning session)
  • Your time slot: Approx. 10-minute presentation, plus Q&A and discussion.

A good practice is to start with the Key Result you are most proud of. While the score is important, the real value comes from how openly you share the How & Why behind it. This honesty enables learning—and ultimately drives the success of the OKR program and your company.

Afternoon: OKR Planning

Define Priorities for the Upcoming Quarter

In the afternoon, you develop a proposal for what you commit to pursue in the next quarter.

Working Session (approx. 1 hour)

Reflect on the morning discussions and ask the three OKR core questions:

  1. What can we do in our area of responsibility in the next three months to contribute most to achieving our annual company goals?
  2. Are there any planned projects in the upcoming quarter that require resources?
  3. Are there opportunities and challenges from daily business that should be addressed?

Based on this, ask yourself:
If we could pursue only one topic, which would create the most value for the organization?

This topic becomes Objective 1.

A good practice when formulating objectives is to describe how success looks at the end of the three-month period. (Remember the Columbus example of “We are ready to embark to find a seaway to India”)
Then define the Key Results needed to make progress toward this objective and assign clear target values.

Repeat this process for up to five objectives and corresponding Key Results for the next quarter.

Preparation (recommended)

To make this session productive, you may prepare a rough draft of next quarter’s OKRs for your team before the meeting and refine them during the working session.

Management Alignment Presentations

At the end of the day, you present your proposed OKRs in the management round.
This creates commitment, alignment, and transparency around what each manager will focus on in the upcoming quarter.