OKR Template

November 8, 2023

5 min

Free OKR Templates

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In early and seed-stage organizations, you have the main goal of growing year after year and making your business sustainable. If you are a founder or CEO of a startup, it’s your job to take the initiative to align your people toward critical business objectives. As a founder of an early and seed-stage startup, you soon realize that your business is very dynamic. You have a small team, are still identifying your ideal customers and product-market fit, and are experimenting a lot. By having a clear set of interlinked objectives, you and your small team can focus on what matters the most for your business at any given time and avoid spending time and resources on unnecessary or less important things.

What is an OKR template?

An OKR template is a ready-to-use document that helps you set and organize your OKRs and how you’ll measure your progress toward achieving them.
It’s like a structured form that makes it easier to create and track your objectives and key results, whether for a company, a team, or an individual. Many modern OKR software allow you to upload your OKRs on Spreadsheets to the centralized platform. These templates help you stay focused, align your efforts with the big picture, and ensure everyone knows what they’re working toward.

Main goals for early and seed-stage companies

  • To build a viable product/service
  • To achieve the product-market fit
  • To build a high-performing team
  • To grow their user base, hence business
  • To raise the capital

11 Free OKR Templates for Seed Stage SaaS Companies

Remember to fill in the specific metrics, contributors, and deadlines based on your startup’s circumstances and objectives. These company-level OKR templates provide a starting point for your OKRs.
You must discuss further within teams to create department-level and, eventually, individual OKRs.
Limit the Objectives and Key Results to 3-5 for each. This ensures that your team can concentrate on the most critical priorities without being overwhelmed. Keeping it brief allows for a sharper focus on achieving meaningful results.
Before finalizing your OKR templates, brainstorm with your team and consider every aspect of your objectives.
Carefully determine the contributors responsible for each Key Result and establish due dates, specific metrics, milestones, and start and end values for the Key Results.
This level of detail not only creates a clear roadmap but also holds teams accountable for progress.
Successful OKRs blend aspiration and attainability. This planning process helps strike that balance.

Objective 1: Achieve a balanced approach to short-term and long-term goals

Owned by CEO (Chief Executive Officer) or Head of Strategy
Due Date: 1 year

  • KR 1: Increase revenue by [specific percentage]
  • KR 2: Launch at least [number] of new short-term feature updates
  • KR 3: Develop a 2-year strategic plan and share it with the team
  • KR 4: Achieve a customer satisfaction score of [specific score]
Objective 2: Successfully launch a viable product for the target market

Owned by Product Manager, Development Team Lead, and the Head of Marketing
Due Date: 3 months

  • KR 1: Acquire [specific number] of beta testers
  • KR 2: Achieve a product adoption rate of [specific percentage]
  • KR 3: Receive positive feedback from at least [specific number] of early users
  • KR 4: Resolve at least [specific number] of critical product issues
Objective 3: Improve the financial health of the startup

Owned by Chief Financial Officer (CFO) or CEO
Due Date: 1 year

  • KR 1: Increase monthly recurring revenue (MRR) to [specific amount]
  • KR 2: Reduce monthly operational expenses to [specific amount]
  • KR 3: Secure [specific amount] in new funding or investments
  • KR 4: Achieve a positive cash flow
  • KR 5: Increase the customer lifetime value (CLV) by [specific percentage]
Objective 4: Attain product-market fit for the startup’s offering

Owned by Chief Financial Officer (CFO) or CEO
Due Date: 6 months

  • KR 1: Conduct [specific number] of customer interviews to gather feedback
  • KR 2: Increase user engagement metrics (e.g., daily active users, retention rate) to [specific levels]
  • KR 3: Achieve a Net Promoter Score (NPS) of [specific score]
  • KR 4: Reach a [specific percentage] conversion rate from free trials to paid customers
  • KR 5: Identify and focus on [specific number] of high-value customer segments
Objective 5: Strengthen the team to support the growing business

Owned by Head of HR, CEO and Department Managers
Due Date: 9 months

  • KR 1: Hire [specific number] of new team members in critical roles
  • KR 2: Implement a structured onboarding program for all new hires
  • KR 3: Conduct [specific number] of skill development sessions for the team
  • KR 4: Improve team satisfaction scores to [specific level]
  • KR 5: Achieve a team productivity increase of [specific percentage]
Objective 6: Stay informed and competitive by gathering industry knowledge

Owned by Head of Market Research, CEO, and the Marketing Team
Due Date: 1 year

  • KR 1: Attend [specific number] of industry conferences or events
  • KR 2: Establish relationships with [specific number] industry influencers
  • KR 3: Conduct monthly competitive analysis reports
  • KR 4: Implement at least [specific number] of industry best practices
Objective 7: Manage the startup’s growth effectively to ensure sustainable scalability

Owned by Head of Market Research, CEO, and the Marketing Team
Due Date: 1 year

  • KR 1: Achieve [specific percentage] revenue growth
  • KR 2: Scale the team size to [specific number]
  • KR 3: Implement a growth strategy that targets [specific market segment]
  • KR 4: Reduce customer acquisition cost (CAC) to [specific amount]
  • KR 5: Maintain a customer satisfaction score of [specific score] despite rapid growth
Objective 8: Expand the customer base while improving customer retention

Owned by Head of Sales, Head of Customer Success, and the Head of Marketing
Due Date: 3 months

  • KR 1: Acquire [specific number] of new customers
  • KR 2: Increase the customer retention rate to [specific percentage]
  • KR 3: Implement a customer loyalty program
  • KR 4: Reduce customer churn to [specific percentage]
  • KR 5: Achieve a Net Promoter Score (NPS) of [specific score]
Objective 9: Maintain a competitive edge in the market

Owned by Founder, CEO, and the Head of Product
Due Date: 3 months

  • KR 1: Develop and launch [specific number] product improvements or features ahead of competitors
  • KR 2: Secure [specific number] new partnerships or collaborations
  • KR 3: Achieve a higher customer satisfaction score than top competitors
  • KR 4: Win [specific number] head-to-head competitive deals
Objective 10: Develop the ability to determine when to pivot the company’s direction

Owned by the CEO and the Head of Product
Due Date: 3 months

  • KR 1: Conduct a quarterly strategic assessment to evaluate the company’s direction
  • KR 2: Gather feedback from key stakeholders on the current direction every [specific timeframe]
  • KR 3: Identify at least [specific number] pivot options with detailed plans
  • KR 4: Define a set of triggers or thresholds that indicate when a pivot is necessary
  • KR 5: Execute at least one successful pivot
Objective 11: Extend the startup’s financial runway to ensure sustainable operations

Owned by Head of Finance and the CEO or the Founder
Due Date: 3 months

  • KR 1: Extend the financial runway by [specific number of months]
  • KR 2: Reduce burn rate to [specific amount]
  • KR 3: Secure [specific amount] in additional funding or capital
  • KR 4: Implement cost-saving measures that result in [specific amount] of operational savings
  • KR 5: Develop a clear financial projection and cash flow plan for the following [specific timeframe]

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