OKR template to complete the Rockefeller Habits Checklist

This leadership OKR template is a strong starting point for teams that need better alignment, clearer priorities, and more disciplined goal tracking.

Use it to turn a business priority into a measurable objective, then review progress weekly so your team can adjust execution before the quarter gets away from you.

Your OKR template

ObjectiveComplete the Rockefeller Habits Checklist
KR5. Ongoing employee input is collected to identify obstacles and opportunities
Employee input about obstacles and opportunities is being collected weekly
The insights from employee conversations are shared at the weekly executive team meeting
All executives (and middle managers) have a Start/Stop/Keep conversation with at least one employee weekly
A mid-management team is responsible for the process of closing the loop on all obstacles and opportunities
KR1. The executive team is healthy and aligned
Team members understand each other's differences, priorities and styles
The team participates in ongoing executive education (monthly recommended)
The team meets frequently (weekly is best) for strategic thinking
The team is able to engage in constructive debates and all members feel comfortable participating
KR4. Every facet of the organization has a person assigned with accountability for ensuring goals are met
Each 3-5 year Key Thrust/Capability has a corresponding expert on the Advisory Board if internal expertise doesn't exist
The Function Accountability Chart (FACe) is completed (right people, doing the right things, right)
Financial statements have a person assigned to each line item
Each of the 4-9 processes on the Process Accountability Chart (PACe) has someone that is accountable for them
KR8. Employees can articulate the key components of the company's strategy accurately
3 Brand Promises – And the corresponding Brand Promise KPIs reported on weekly
Big Hairy Audacious Goal (BHAG) – Progress is tracked and visible
Core Customer(s) – Their profile in 25 words or less
Elevator Pitch – A compelling response to the question "What does your company do?"
KR9. All employees can answer quantitatively whether they had a good day or week
1 or 2 Key Performance Indicators (KPIs) are reported on weekly for each role/person
Each employee has 1 Critical Number that aligns with the company’s Critical Number for the quarter (clear line of sight)
All executives and middle managers have a coach (or peer coach) holding them accountable to behavior changes
Each individual/team has 3-5 Quarterly Priorities/Rocks that align with those of the company
KR10. The company's plans and performance are visible to everyone
A “situation room” is established for weekly meetings (physical or virtual)
Scoreboards are up everywhere displaying current progress on KPIs and Critical Numbers
There is a system in place for tracking and managing the cascading Priorities and KPIs
Core Values, Purpose and Priorities are posted throughout the company
KR3. Communication rhythm is established and information moves through the organization accurately and quickly
The executive and middle managers meet for a day of learning, resolving big issues, and DNA transfer each month
Quarterly and annually, the executive and middle managers meet offsite to work on the 4 Decisions (Strategy, Execution, People, Cash)
All teams have a weekly meeting
All employees are in a daily huddle that lasts less than 15 minutes
KR7. Core values and purpose are alive in the organization
Actions are identified and implemented each quarter to strengthen the Core Values and Purpose in the organization
All executives and middle managers refer back to the Core Values and Purpose when giving praise or reprimands
HR processes and activities align with the Core Values and Purpose (hiring, orientation, appraisal, recognition, etc.)
Core Values are discovered, Purpose is articulated, and both are known by all employees
KR2. Everyone is aligned with the #1 thing that needs to be accomplished this quarter to move the company forward
3-5 priorities (Rocks) that support the Critical Number are identified and ranked for the quarter
The Critical Number is identified to move the company ahead this quarter
A Quarterly Theme and Celebration/Reward are announced to all employees that bring the Critical Number to life
Quarterly Theme/Critical Number posted throughout the company and employees are aware of the progress each week
KR6. Reporting and analysis of customer feedback data is as frequent and accurate as financial data
The insights from customer conversations are shared at the weekly executive team meeting
All executives (and middle managers) have a 4Q conversation with at least one end user weekly
All employees are involved in collecting customer data
A mid-management team is responsible for the process of closing the loop on all customer feedback

Use in Tability

Tability: the best OKR software for results-driven teams

OKRs should be tracked weekly to be effective, and Tability is the perfect tool for that.

Tability is the best OKR software that embraces modern principles to help teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

Get an OKR agent that can review existing OKRs, suggest improvements, and monitor execution
Connect your OKRs and team goals to Jira, ClickUp, Linear, Asana, and more
Automate reporting with integrations and built-in dashboard

You can import OKRs in seconds with the magic importer, and start executing your goals in no time.