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OKR template to craft an inspiring shared company mission, vision, and core values

This OKR template is a practical starting point for teams that need clearer priorities, measurable outcomes, and better execution habits.

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

The OKR title, "Craft an inspiring shared company mission, vision, and core values," emphasizes the creation and communication of a strong, unified mission and company principles. The focus here is on framing these elements in an inspiring manner, aiming to foster intrinsic drive within the workforce.

The first objective underscores the importance of communicating the new mission and values across the entire workforce. Initiatives such as distributing written copies, arranging an informative staff meeting, and creating an engaging presentation aim to demystify and clearly share these values with every employee.

The second objective stresses the need to finalize the mission, vision, and core values in a documented format by the eighth week. The process involves drafting statements, revising and finalizing the documents, and gathering team feedback. This timeline ensures that progress is systematically tracked and measured.

The third objective advocates for the inclusion of key stakeholders in the ideation process. It calls for the conduct of 10 brainstorming sessions to include diverse perspectives and engage these stakeholders in shaping the company’s guiding principles. This not only enriches the final output but also guarantees stakeholder buy-in.
  • ObjectiveObjectiveCraft an inspiring shared company mission, vision, and core values
  • Key ResultKRSuccessfully communicate new mission and values to 100% of the workforce
  • TaskDistribute written copies of the mission/values to all employees for reference
  • TaskArrange an all-staff meeting to announce and explain the new vision
  • TaskCreate a clear, engaging presentation outlining the mission and values
  • Key ResultKRDocument and finalize mission, vision, and core values by week 8
  • TaskDraft mission, vision, and core values statements
  • TaskRevise and finalize documents by week 8
  • TaskGather team feedback on drafts
  • Key ResultKRConduct 10 brainstorming sessions with key stakeholders for idea generation
  • TaskArrange suitable times for 10 brainstorming sessions
  • TaskPrepare materials needed for effective idea generation
  • TaskIdentify and contact key stakeholders for brainstorming sessions
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.

Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Tability Import Options

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

Once your example is in the plan editor, you will be able to:

  • Edit the objectives, key results, and tasks
  • Click on the target 0 → 100% to set better target
  • Use the tips and the AI to refine your goals

Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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