Ben Mancini [Source]
About this template
If you haven’t seen the part 1 of this OKR-setting meeting series by agile coach Ben Mancini, check that out first. After you and your team have set objectives, you can review them in this meeting and move forward with creating a set of key results (KRs) for each one. The key results should be measurable and clearly tie back to each objective.
Getting OKRs right requires brainstorming and iterating, so we recommend reading Mancini’s full blog post to see the meeting facilitation techniques he uses to reach OKR success.
OKR-Setting Meeting Agenda - Part 2 (Key Results)
1. Recap of objectives agreed in previous session (10 minutes) Give the group time to discuss via a round-table the objective(s) they agreed in the last session. Has anything changed?
2. Setting the key results (50 minutes) First ask the group to form their checklist for what makes a good key result (e.g. quantifiable, measurable by a specific metric, can be an activity, etc.). Then ask the group to list every possible way to measure the objective(s) they agreed to in the last session. For more context and direction, see the original source of this agenda below.
Objective 1: What are the key results?
Objective 2: What are the key results?
When to use this template
Use this agenda after you’ve set objectives for your team or company. Set this meeting within a week or so of the objective-setting meeting so you have time to reflect, review, and roll up your sleeves on the key results.
As with the first meeting, ensure you send the agenda out beforehand and have a collaborative doc, notepad, or whiteboard open to record your ideas and refine them as you go. An important follow-up to this meeting: sending out the agreed-upon set of OKRs for further refinement (if needed), approval, and distribution to the larger team.