OKR Template

January 19, 2024

6 min

Free OKR Templates

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As you embark on the challenging journey of Series A growth, you’re undoubtedly chasing the primary goal of growth and sustainability. The emphasis shifts from survival to scaling.

It’s a time to solidify the product-market fit, expand the customer base, and secure your place in the industry.

You’re likely witnessing exciting opportunities and grappling with your fair share of challenges. While the growth potential is immense, the road ahead is also fraught with uncertainty and competition.

It’s a landscape that demands clarity, focus, and unwavering dedication.

That’s where OKRs come into play. With Objectives and Key Results, you can align your team’s efforts, prioritize effectively, and avoid the common pitfalls of spreading your resources thin.

These templates will help you set the right objectives, define the key results, and keep your team on track as you navigate the exciting and challenging terrain of Series A growth.


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 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 to a centralized platform.

These templates help you stay focused, align your efforts with the big picture, and ensure team members know what they’re working toward.

Main goals for Series A companies

While these may vary from company to company, here is a list of possible important goals for a Series A company.

  • To boost revenue
  • To penetrate new markets
  • To launch new products or services
  • To improve customer acquisition and retention
  • To form a strong team
  • To enhance product or service quality 
  • To generate positive press and buzz 
  • To get ready for the next round of funding


14 free OKR templates for Series A SaaS companies

Ensure you input the relevant metrics, contributors, and deadlines according to your company’s situation and goals. These templates for company-level OKRs serve as a foundation for your future OKRs.

It is essential to have discussions within teams to develop department-level and, eventually, individual OKRs.

Take the time to identify the contributors responsible for each Key Result and set due dates, specific metrics, milestones, and start and end values for the Key Results.

By providing this level of detail, you will establish a clear roadmap and ensure that teams are held accountable for their progress.


Objective 1: Increase employee retention and satisfaction

Owned by HR Team & Department Heads

Due date: 1 quarter

KR 1: Decrease voluntary turnover rate by X%

KR 2: Conduct and implement feedback from bi-monthly employee satisfaction surveys

KR 3: Implement personalized career development plans for X% of employees

KR 4: Increase the average tenure of employees by X%

Objective 2: Expand user base and engagement

Owned by Marketing, Product Development, & Customer Success

Due date: 1 quarter

  • KR 1: Increase active user base by X%
  • KR 2: Improve user engagement metrics (session duration, feature adoption) by X%
  • KR 3: Launch and promote two new user-focused features or enhancements
  • KR 4: Achieve a X% increase in referral-based user acquisitions

Objective 3: Enhance competitive positioning

Owned by Product Development, Customer Success, Marketing, & Sales

Due date: 1 quarter

  • KR 1: Surpass competitor benchmark in key feature enhancements or innovations
  • KR 2: Achieve higher customer satisfaction ratings compared to the top three competitors
  • KR 3: Increase market share in targeted customer segments by X%
  • KR 4: Launch a successful competitive marketing campaign highlighting unique value propositions

Objective 4: Foster and sustain a positive work environment

Owned by HR Department & Managers

Due date: 1 quarter

  • KR 1: Conduct quarterly culture surveys with a minimum X% positive response rate
  • KR 2: Implement X new initiatives based on employee feedback to enhance workplace culture
  • KR 3: Increase employee participation in company-sponsored events and activities by X%
  • KR 4: Establish a mentorship program with a X% participation rate among employees

Objective 5: Build a high-performing team

Owned by HR Department, Managers, & Marketing

Due date: 1 quarter

  • KR 1: Fill X% of open positions with top-tier talent
  • KR 2: Decrease time-to-hire by X% through optimized recruitment processes 
  • KR 3: Implement a robust onboarding process with a X% satisfaction rate among new hires
  • KR 4: Increase employee referrals by 50% through a revamped referral program

Objective 6: Enhance operational efficiency through automation

Owned by IT Department, Operations, & Training Department

Due date: 1 quarter

  • KR 1: Implement automation in at least X core operational processes
  • KR 2: Achieve a X% reduction in manual data entry or repetitive tasks
  • KR 3: Train X% of the workforce in utilizing automation tools effectively
  • KR 4: Decrease system downtime by X% through automated monitoring and maintenance

Objective 7:  Strengthen competitive edge and market position

Owned by Product Development, Marketing, & Business Development

Due date: 1 quarter

  • KR 1: Surpass competitors in X key performance metrics (e.g., speed, reliability)
  • KR 2: Launch X new features or services that address a gap identified in competitors’ offerings
  • KR 3: Secure X partnerships or collaborations that put the company ahead of competitors
  • KR 4: Conduct a comprehensive analysis of competitors’ strategies quarterly to inform ongoing improvements

Objective 8: Cultivate a supportive and growth-focused work environment

Owned by HR Manager and Team Leaders

Due date: 1 quarter

  • KR 1: Conduct quarterly engagement surveys with a minimum X% participation rate
  • KR 2: Establish mentorship programs for all new hires with X% participation
  • KR 3: Introduce flexible work arrangements with a X% employee adoption rate
  • KR 4: Organize quarterly team-building events with a X% positive feedback rate

Objective 9: Ensure product alignment with market needs

Owned by Product Development, Customer Success, & Business Development

Due date: 1 quarter

  • KR 1: Conduct in-depth user research and gather feedback from at least X customers
  • KR 2: Increase customer retention rate by X% through product enhancements based on feedback
  • KR 3: Achieve a Net Promoter Score (NPS) of X or higher among new users
  • KR 4: Launch X successful pilot programs in new market segments

Objective 10: Streamline and improve new user engagement

Owned by Customer Success & Product Development

Due date: 1 quarter

  • KR 1: Decrease onboarding time by X% without compromising user understanding
  • KR 2: Achieve a X% increase in initial feature adoption rates among new users
  • KR 3: Implement personalized onboarding journeys for distinct user segments
  • KR 4: Attain a X% activation rate within the first week of user sign-up

Objective 11: Elevate user satisfaction and engagement

Owned by  Product Development, Customer Support, & Marketing

Due date: 1 quarter

  • KR 1: Improve app/store ratings by X points on a 5-point scale
  • KR 2: Decrease average customer support response time by X%
  • KR 3: Conduct usability testing and implement improvements based on X% of identified issues
  • KR 4: Achieve a X% increase in user engagement metrics (session duration, interactions)

Objective 12: Build a sustainable and scalable product infrastructure

Owned by Product Development, IT, & Finance

Due date: 1 quarter

  • KR 1: Reduce system downtime by X% through infrastructure enhancements
  • KR 2: Increase platform performance by achieving a X% decrease in loading times
  • KR 3: Implement a modular architecture allowing for easy feature integrations with a X% adoption rate
  • KR 4: Achieve a X% reduction in infrastructure-related costs without compromising quality

Objective 13: Craft a persuasive story for investors

Owned by CEO, Strategy Team & Business Development

Due date: 1 quarter 

  • KR 1: Create a comprehensive investor deck highlighting key business metrics and growth potential
  • KR 2: Conduct mock investor pitches with feedback and refinement sessions bi-monthly
  • KR 3: Achieve positive feedback from at least X% of potential investors during pitches
  • KR 4: Secure meetings with X top-tier investors based on interest generated from the narrative

Objective 14: Forge valuable connections in the investor community

Owned by Business Development, CEO, & Strategy Team

Due date: 1 quarter

  • KR 1: Attend and actively participate in at least X industry-relevant investor conferences or events
  • KR 2: Secure introductory meetings with X targeted investors or VC firms
  • KR 3: Develop a pipeline of investor leads through networking, resulting in at least X meaningful connections
  • KR 4: Foster relationships with at least X strategic investors interested in long-term partnerships

Download this template to create your company objectives

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