# OKR Template, Objectives and Key Results

Source: https://nerix.ai/templates/okrs

Set clear objectives with measurable key results, owners and check-ins, and score them at the end.

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### OKRs for Brightwater Analytics, Customer Success

**Period:** Q1 2027 **Owner:** Daniel Okafor **Main priority:** Help every client see value in their first 30 days.

OKRs are objectives, what we want to achieve, with key results, the numbers that show we did. We aim high: reaching about 70 percent of a key result is a good result.

## Objective 1

**Objective:** Make new clients successful from the first month **Owner:** Lucia Romero

**Key results**

Cut time to first value from 21 to 10 days Raise onboarding satisfaction from 7.8 to 9.0 Complete onboarding for 95 percent of new clients within 30 days

## Objective 2

**Objective:** Keep and grow our existing clients **Owner:** Tomás Ruiz

**Key results**

Raise yearly renewal from 88 to 93 percent Grow revenue from existing clients by 10 percent Hold a review with every top 30 client

## Objective 3

**Objective:** Build a team that learns fast **Owner:** Mei Chen

**Key results**

Everyone completes 16 hours of training Publish 10 help articles from real questions

## How we follow progress

We review progress every Monday for 15 minutes, with a full review at week 6 and week 12 . For each key result we write the current number and a confidence of green, amber or red, and we say what is in the way.

**What we need from others:** Product: a setup checklist in the app by week 3 Finance: renewal data by week 1

## Scoring at the end of the period

| Objective | Key result | Start | Result | Score (0 to 1) |

| 1 | | | | |

| 2 | | | | |

| 3 | | | | |

## What we learned

Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are.

Plans and reports

## What this template is for

An OKR template for a company or team: objectives, measurable key results, owners, check-ins and a scoring section for the end of the period. Word or PDF.

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. [See all Plans and reports templates](https://nerix.ai/templates/plans-reports)

Plans and reports

## What you fill in

The form asks for 15 details. The document fills itself in as you type.

- ### Company or team For example: Brightwater Analytics, Customer Success
- ### Period For example: Q1 2027
- ### Owner of these OKRs For example: Daniel Okafor
- ### Mission or main priority (optional) optional For example: Help every client see value in their first 30 days.
- ### Objective 1 Inspiring, short and without numbers. The numbers go in the key results. For example: Make new clients successful from the first month
- ### Objective 1, key results Two to four per objective, one per line. Each says from what to what. For example: Cut time to first value from 21 to 10 days Raise onboarding satisfaction from 7.8 to 9.0 Complete onboarding for 95 percent of new clients within 30 days
- ### Objective 1, owner For example: Lucia Romero
- ### Objective 2 For example: Keep and grow our existing clients
- ### Objective 2, key results For example: Raise yearly renewal from 88 to 93 percent Grow revenue from existing clients by 10 percent Hold a review with every top 30 client
- ### Objective 2, owner For example: Tomás Ruiz
- ### Objective 3 For example: Build a team that learns fast
- ### Objective 3, key results For example: Everyone completes 16 hours of training Publish 10 help articles from real questions
- ### Objective 3, owner For example: Mei Chen
- ### How often progress is reviewed For example: every Monday for 15 minutes, with a full review at week 6 and week 12
- ### What we need from others (optional) optional For example: Product: a setup checklist in the app by week 3 Finance: renewal data by week 1

Plans and reports

## What is inside

The parts of this document, in order.

- 1 Objective 1
- 2 Objective 2
- 3 Objective 3
- 4 How we follow progress
- 5 Scoring at the end of the period
- 6 What we learned

Templates

## How it works

- 01 ### Fill in Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.
- 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done.
- 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print.

### Make it yours with AI

Open it in the chat and ask for changes: shorter, firmer, another situation, another language.

[Adapt it with nerix](https://nerix.ai/try?template=okrs)

### Was this template helpful?

Plans and reports

## Questions people ask

### What details does this template ask for?

The form asks for 15 details, starting with Company or team, Period, Owner of these OKRs, Objective 1, Objective 1, key results. 2 more are optional.

### Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

### Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

### Are these planning templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

### How long should a business plan be?

As short as it can be while it says what you sell, to whom, how you earn money and what you need. Ten pages is plenty for most small businesses.

### Will a plan get me funding?

It cannot promise that. A clear plan helps a bank or an investor understand you, and they decide by their own rules.

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[See all Plans and reports templates](https://nerix.ai/templates/plans-reports)

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## Keep reading

- Teamwork okrs [Teamwork](https://nerix.ai/blog/category/teamwork) November 1, 2026 6 min read ### [OKRs for small teams, a plain guide](https://nerix.ai/blog/okrs-for-small-teams) OKRs for small teams explained with examples: how to write objectives and key results, how many to set, how to check in weekly and what to avoid. Read the guide