Your Go To Template For An OKR Meeting Agenda

A guide to running an OKR meeting effectively and choosing the right type of OKR for your company.

January 3, 2023
Press the button to generate random icebreaker questions.
There are 300 more icebreaker questions at the bottom of the article
How would you describe your job to a five year old?
What season would you be?
What is a weird food you have tried? Would you eat it again?
What is your favorite holiday tradition?
Would you go in the mother-ship with aliens if they landed on Earth tomorrow?
What is your favorite season?
Do prefer working from home or the office?
What is your earliest memory of this job?
What is the best thing you have bought so far this year?
What is the earliest book you remember?
If you had to move to another country, which one would you choose?
You are the best criminal mastermind in the world. What crime would you commit if you knew you would get away with it?
What is your favorite movie genre to watch?
What was the last thing you ate?
What person from history would you add to Mount Rushmore?
What is a weird fact you know?
What is your favorite part of working from home?
Were the Spice Girls a good team?
Imagine you can instantly learn any language. Which would you choose?
If you could live in any state, which state would you pick?
Which fictional team is the best team of all time?
What did you want to be when you grew up?
What do you usually eat for a quick lunch?
What simple food will you never eat?
Show us the weirdest thing you have in the room with you right now.
Would you rather stay at a hotel or an AirBNB?
What is your favorite movie genre to watch?
Are you more productive in the morning or at night?
Who is someone in your community that makes a difference?
Who was your most unique pet?
Choose one famous person from history you want on your team during a zombie apocalypse.
What is a good way to give back to the community?
Which song could you listen to over and over again?
Is Hugh Grant funny?
What is your favorite thing to eat for breakfast?
Would you want to have an imaginary friend today? Did you have one as a child?
What actor or actress would you want to play you in the movie about your life?
What is the best super power?
What is your New Years resolution?
You can only eat one food again for the rest of your life. What is it?
What is the best work holiday?
What is the first gift you remember receiving?
Would you rather join Metallica or Backstreet Boys?
What is the best example of a community you have seen?
What is an easy way to do something nice for someone?
Show us your phone background and tell the story behind why you picked this image.
What was your first job?
Pick any band to play at your funeral.
If you could have an unlimited supply of one thing for the rest of your life, what would you pick?
Which superpower would you give to your arch enemy?
What is the most obscure superpower you would want?
What emoji best describes how you are feeling right now?
If you could live in any country, which country would you pick?
Would you rather live in a city or a town?
What is your favorite holiday?
What is something you accomplished as part of a team?
What is your standard office lunch?
What is your most used phone app?
What is your favorite season?
Have you ever won something as a team?
Imagine you are a professional baseball player. What is your introduction song?
Beach holiday or ski trip?
Have you ever been to a funny comedy show?
Would you rather live at the North Pole or the South Pole?
What is your favorite song to sing?
If you could live in any state, which state would you pick?
Imagine you could teleport anywhere. Where would you go right now?
What is the most unusual job you have heard of?
What was the last thing you ate?
You can visit any fictional time or place. Which would you pick?
What do your family and friends think you do all day?
What movie do you wish you could watch again for the first time?
Show us your most-used emoji.
What was the most unique style or fashion trend you ever embraced?
What movie defined your generation?
You are stranded on a remote desert island. Are you alone or with your worst enemy?
What is your favorite knock-knock joke?
Have you ever told someone Santa is not real?
Do you know how to speak more than one language?
On a scale of 1 – 10, how much of a team player are you?
What is your #1 recommendation in this city?
What is your favorite holiday?
What bucket list item do you most want to check off in the next six months?
What is your favorite mythical creature?
What was the first way you made money?
If you could be great at any Olympic sport, which would it be?
Which song could you listen to over and over again?
When did you start liking/hating mushrooms?
Where is your favorite vacation spot?
Do you take your PTO all at one time, or another way?
Which show do you remember most from your childhood?
Which beverage goes best with pizza?
Would you want to have a personal assistant follow you around everywhere and do what you asked of them?
Have you ever met your idol?
What did you want to be when you grew up?
Would you rather live 100 years in the past or 100 years in the future?
What is your hobby?
When you are alone in the car, what volume is the music at?
Imagine you no longer have to work. How would you spend a Tuesday?
What is your favorite type of sandwich?

Setting goals, achieving and measuring them are three significant elements that define a company's success. And one fool-proof way to achieve these isthrough OKRs.

OKR (Objectives and Key Results) is a popular goal-setting tool that provides a framework that links the company's laid-out objectives to the expected results. It makes tracking progress and achievements at board or team meetings easier.

Its ability to align strategic plans with their corresponding means of execution helps to introduce lucidity in the overall organizational planning. As a result, the company's plans can be easily incorporated into discussions during special board meetings.

Setting and achieving goals using the OKR framework is not all smooth sailing; it's best to have a guide to avoid going off the rails. 

In this article, we'll explore OKRs and their benefits and provide a template to make your OKR meeting agenda more effective.

What Is An OKR Template?

An OKR template is a document, structured framework, or evaluation system that outlines and envisions a company's goals and key results. 

It provides a well-defined mechanism for defining a team's objectives and monitoring results, as well as lucidity to foster a common purpose in the organization and boost employee engagement.

Annual and quarterly board meetings are ways companies keep track of their OKRs; special board meetings dedicated to this purpose are common in organizations. And the success of such meetings depends on a well-structured template for the board meeting agenda.

How To Create An OKR Meeting Agenda

 A good OKR template specifies:

  • The individual, team, or company it was created for.
  • The time duration for which the OKR applies; annual or quarterly.
  • A minimum of 3-5 well-defined objectives
  • Measurable key results coupled with each outlined objective.

An OKR meeting agenda should be consistent with the meeting's purpose to ensure that employees are well prepared and all discussions stay on the agenda. 

The best way to achieve this is to use an agenda template to build a relevant and efficient board meeting agenda that captures all that should be discussed. 

Here's an ideal and effective template and guide for your annual or quarterly business review agenda:

  1. Prepare Before Your Next OKR Meeting

As the famous quote by Benjamin Franklin says, “Failure to prepare is preparing to fail.” So, planning is required, whether it’s a physical or a virtual meeting agenda template.

And creating a standing agenda is a significant aspect of planning; the agenda manager, usually the team lead, is in charge of setting the agenda.

An OKR meeting agenda should contain the following:

  • Main themes: The strategic plans and obtainable results defined for the team.
  • Talking points: These include progress status, blockers, and learnings.
  • Support documents: These include surveys, OKR performance results, and feedback.
  • Decisions: The essence of the meeting is to arrive at a decision on initiatives for moving forward.
  • Resolutions: The decisions reached at the meeting help to refine the company's workflow towards achieving set objectives.

An OKR meeting is a brief physical or virtual check-in where team leads and members assess progress toward key results. Typically, the goal of an OKR meeting is to discuss each objective's status and provide solutions to blockers hindering progress. 

In addition, OKR meetings serve as learning opportunities where team members can discuss strategies that they can use to accelerate the progress of a major result.

  1. Allocate Sufficient Time To Discuss 

When companies create OKRs, they often subdivide them into team OKRs, which are further subdivided into individual OKRs. Hence it's essential to have time for in-depth conversations that ascertain if team members are in tune with their OKRs during meetings.

You can ask questions such as;

  • Are you on track to achieving your key results?
  • What was the extent of the team's progress last week?

Learn: How to set up Assembly's daily agenda in 5 easy steps

  1. Be Open To Modifying Or Changing Goals

It's good practice to attach labels to objectives. E.g.: if an objective isn’t making any progress, and there’s no contingency plan, it's given the label 'at risk'. However, if there's a plan to get back on track, the label 'behind' can be applied. 

Labels like these help to resolve and simplify the OKRs, making it easy to spot blockers requiring urgent attention. So, it’s important to share information in meetings that will enable team members know when to change or modify goals and plans.

  1. Review OKRs Learnings From The Previous Week.

A great way of assessing OKR status is to automate the process. Using the right tools, you can align, refine and critically examine OKRs across all company levels.

As much as you are eager to move ahead, it’s essential to include a section to review what was gained at the last OKR meeting in the agenda. The team can always learn from the results of previous actions taken.

 You can ask questions about the following:

  • The actions previously carried out that helped to advance progress
  • If they can be employed again
  • The commitment level of team members toward attaining key results
  1. Create An Action Plan And Items For The Week.

Plans are good, but execution is better. Effective plan execution is a function of proper coordination.

As stated earlier, the agenda should include a resolution section where you create an action plan. It's good practice to include it in the board meeting minutes.

In an action plan, you assign different items to team members based on insights from the OKR meeting. These action items constitute the priorities for the coming week and foster team oneness; every team member is up to speed with the ins and outs of strategic plans.

Should OKRs Be Annual Or Quarterly?

This typically depends on the company's cadence. 

Quarterly OKRs are best suited for companies whose industry requires extreme agility and dynamism, while an annual OKR is ideal for organizations operating in stable areas of the economy.

It's also possible for a company to use both forms of OKR. Here, the quarterly OKR should align with the annual OKR of the organization. This alignment allows the quarterly OKRs to be used as success metrics, guaranteeing that all initiatives geared towards achieving the company's objective are fruitful.

A great way to align quarterly OKRs with annual OKRs is by having teams come up with objectives (usually 3-5) that align with the overall company's objective and affix the key results to each quarterly objective.

How Do You Run An OKR Meeting?

In an OKR meeting, you:

  • Go over the objectives and key results with your employees.
  • Brainstorm with team members on objectives to prioritize in the next quarter or the coming year if using an annual OKR.
  • Discuss and decide on metrics for measuring progress toward key results; 3 metrics per objective are recommended.
  • Agree with the team on specific values to be assigned to the metrics. This ensures the metrics are effective; key results are bounded by time, quantifiable and ambitious.
  • Before closing the meeting, reiterate the objectives and key results that will be the team's focus for the next quarter or coming year.

Incorporating OKRs

There's usually no need to reinvent the wheel regarding productivity and goal-setting. OKRs help to simplify that process.

In the end, having an agenda template for an OKR meeting will help you save time and stress. It'll help you dovetail all of your work into a focused meeting to ensure everything you need to get done is accomplished.

While the template above is just an example, it provides a great structure that can be tweaked for your meeting agendas. It'll enable your meetings to run more efficiently, allowing you to get more done without sacrificing quality.

Assembly is an excellent solution for the seamless adoption and implementation of OKRs. Book a free demo today to learn more! 

Browse our Free Employee Recognition Guide

Get the foundational knowledge on creating an employee recognition program that boosts employee engagement and helps them feel valued.

Explore Guide

Frequently Asked Questions

Is Assembly SOC 2 compliant?

Yes, at Assembly, security is a top priority. Each quarter, we have ongoing security work that is everyone’s responsibility. While we maintain a strong security posture, it was important for us to prove to our customers that we do everything we claim to do. This led us to pursue a SOC 2 Type II report that would provide evidence of our compliance with industry gold-standard security practice.

What's the ROI for employee recognition?

There is study after study showing that employee recognition leads to increased engagement. This in return creates an environment where employees are happier and more motivated which increase productivity and reduces voluntary turnover significantly. In order to filled critical roles, companies tend to spend nearly twice the value of an annual salary. Assembly is an investment in your employees that supports your bottom line.

Does Assembly offer longer-term contracts?

Yes, we will offer contracts for companies with longer-term agreements to help larger customers have more certainty around future costs.

The minimum agreement term is a 12-month subscription.

Does Assembly offer onboarding support?

We do and for FREE! Any new customer needing further support to get started with Assembly to ensure you're set up for success can request custom onboarding support. Improving your employee experience is about much more than just using our amazing software; it’s about transforming your business to create a workplace that people love. That’s much easier to do with the personal support and advice from our passionate people experts.

Is there a free version of Assembly?

Yes. We offer a completely free plan for up to 50 team members. This plan is intended for teams or organizations that are looking to get started with an employee engagement tool. Keep in mind, this plan is limited in features.

All customers can open an Assembly account for free and get started without a credit card. Then you can change plans as necessary.

How much do rewards cost?

At the time of redemption (when your employees exchange their points for a paid reward) you'll pay face value. If a reward is a $10 Amazon gift card, your cost will be $10. All paid rewards are billed for on a monthly basis.

The good news is that you don't have to pay for rewards upfront because we only charge you when points are redeemed, not when they're earned.

Does Assembly offer discounts?

We offer discounts or educational or charitable organizations. In order to secure a discount, you'll first need to book a demo with a customer support specialist.

For all other organizations, we are willing to consider longer-term agreements in exchange for discounts. To set up annual plans or longer, you will need to book a demo with a customer support specialist.

How do I cancel my plan if needed?

If you're on a month to month plan, you can go here and cancel anytime. If you're having concerns or need help setting up your account for success, you can always book a demo with a customer support specialist.

If you're on a longer-term custom plan, you'll need to reach out to your customer support specialist to cancel your account or email us at

What customizations are available?

Great question! You can customize your core values to match your organization's to boost and track alignment. You can change your currency from the 🏆 emoji (our default) to any emoji of your choice. You can swap our logo for your own. You can also set up company culture rewards such as, "Lunch with the CEO," "Buy a book on us," and so much more!

Who can give or receive recognition?

While we recommend a peer to peer set up where anyone in your organization can give or receive recognition, you can set up Assembly however you want. If you need to limit the people who can give or receive recognition, that's perfectly fine and can be done from your Admin, here.

What integrations are available?

Assembly connects to the tools your employees use every day to offer an easy, seamless experience with minimal change management.  

Assembly has integrations with HCM/HRIS systems like ADP, Google, Office 365, and Slack. We also integrate with communication tools like Slack and Teams so you and your employees can access Assembly wherever they work now.

What's your average adoption rate?

That depends on the company's permissions set up. That said, over 90% of the employees on Assembly's platform are recognized on a monthly basis. That means nearly every employee across all of our customers are receiving regular recognition from their peers, managers, or leadership. We're extremely proud of this.

Must rewards be set up to use Assembly?

They are not required. You can use Assembly without having rewards set up. However, we don't recommend it if you intend to have a high adoption and usage rate. You can always keep the costs down by offering internal culture rewards that are fulfilled by you internally.

Are points required to use Assembly?

No, you can remove allowances from anyone or everyone. It's up to you but we do recommend using points whether they're worth a real dollar value or not. Companies that use points have a much higher engagement rate even if those points don't exchange for real dollars.

Could find the answer you are looking for?

Please schedule time with an expert and we will help you to get all your questions answered