OKR & Goal Setting Prompt Guide

Write company OKRs for [COMPANY NAME] for [TIME PERIOD].

COMPANY CONTEXT:
- Industry: [YOUR INDUSTRY]
- Stage: [STARTUP/GROWTH/ENTERPRISE]
- Current ARR/Revenue: [AMOUNT]
- Team size: [NUMBER] employees
- Primary business model: [B2B/B2C/MARKETPLACE/etc.]

STRATEGIC PRIORITIES:
1. [TOP PRIORITY - e.g., "Expand into enterprise market"]
2. [SECOND PRIORITY - e.g., "Improve customer retention"]
3. [THIRD PRIORITY - e.g., "Build platform capabilities"]

CURRENT CHALLENGES:
- [CHALLENGE 1]
- [CHALLENGE 2]

REQUIREMENTS:
- 3-4 company-level objectives maximum
- 3-5 measurable key results per objective
- At least one objective focused on team/culture
- Key results should be ambitious (70% achievement = success)
- Include baseline metrics where known

FORMAT:
For each OKR, provide:
- Objective (inspiring, qualitative)
- Key Results (specific, measurable)
- Why this matters (1-2 sentences on strategic importance)

Write team OKRs for [TEAM NAME] for [TIME PERIOD].

COMPANY OKRS (for alignment):
Objective: [RELEVANT COMPANY OBJECTIVE]
Key Results:
- [KR1]
- [KR2]

TEAM CONTEXT:
- Function: [ENGINEERING/MARKETING/SALES/etc.]
- Team size: [NUMBER]
- Key responsibilities: [LIST 2-3]
- Current performance: [BRIEF SUMMARY]

TEAM-SPECIFIC CHALLENGES:
- [CHALLENGE 1]
- [CHALLENGE 2]

RESOURCES & CONSTRAINTS:
- Budget: [AMOUNT or "No additional budget"]
- Headcount: [CURRENT + PLANNED HIRES]
- Key dependencies: [OTHER TEAMS/SYSTEMS]

REQUIREMENTS:
- 2-3 objectives that clearly ladder to company OKRs
- 3-4 key results per objective
- Include leading indicators (early signals) and lagging outcomes
- At least one key result focused on quality/health metrics
- All key results must be measurable by the team directly

Write individual OKRs for a [ROLE TITLE] for [TIME PERIOD].

TEAM OKRS (for alignment):
Objective: [TEAM OBJECTIVE]
Key Results:
- [KR1]
- [KR2]

INDIVIDUAL CONTEXT:
- Role: [TITLE]
- Experience level: [JUNIOR/MID/SENIOR]
- Key responsibilities: [LIST 2-3]
- Development goals: [WHAT THEY WANT TO GROW IN]

CURRENT PROJECTS:
- [PROJECT 1]: [BRIEF DESCRIPTION]
- [PROJECT 2]: [BRIEF DESCRIPTION]

REQUIREMENTS:
- 1-2 objectives maximum (focus is key)
- 2-3 key results per objective
- Key results should be within individual's control
- Include at least one growth/learning key result
- Balance output metrics with quality metrics

Generate 8-10 potential key results for this objective:

OBJECTIVE: [YOUR OBJECTIVE]

CONTEXT:
- Team/Level: [COMPANY/TEAM/INDIVIDUAL]
- Time period: [QUARTER/HALF/YEAR]
- Current baseline metrics (if known):
  - [METRIC 1]: [CURRENT VALUE]
  - [METRIC 2]: [CURRENT VALUE]

REQUIREMENTS FOR KEY RESULTS:
- Must be measurable with a specific number
- Mix of leading indicators and lagging outcomes
- Include at least one "health metric" to prevent gaming
- Range from conservative (80% confident) to ambitious (40% confident)

FORMAT:
For each key result, provide:
- The key result statement
- Current baseline (if known) vs target
- Confidence level (how likely to achieve if we execute well)
- How we would measure it

Review these OKRs for alignment and suggest improvements.

COMPANY OKR:
Objective: [COMPANY OBJECTIVE]
Key Results:
- [KR1]
- [KR2]
- [KR3]

TEAM OKRS TO REVIEW:
[TEAM 1 NAME]:
Objective: [OBJECTIVE]
Key Results: [LIST]

[TEAM 2 NAME]:
Objective: [OBJECTIVE]
Key Results: [LIST]

REVIEW CRITERIA:
1. Does each team OKR clearly contribute to a company key result?
2. Are there gaps? (Company KRs not covered by any team)
3. Are there overlaps? (Multiple teams owning the same outcome)
4. Do the team targets sum up to company targets?

PROVIDE:
- Alignment score (1-10) with explanation
- Specific gaps and how to address them
- Suggested rewrites for misaligned OKRs
- Recommendations for cross-team dependencies

Generate a mid-quarter OKR check-in analysis.

OKR:
Objective: [OBJECTIVE]
Key Results:
- KR1: [TARGET] | Current: [ACTUAL] | On track: [YES/NO]
- KR2: [TARGET] | Current: [ACTUAL] | On track: [YES/NO]
- KR3: [TARGET] | Current: [ACTUAL] | On track: [YES/NO]

CONTEXT:
- Time elapsed: [X weeks of Y total]
- Major initiatives completed: [LIST]
- Blockers encountered: [LIST]
- Resources used vs planned: [COMPARISON]

PROVIDE:
1. Trajectory analysis: At current pace, where will we land?
2. Risk assessment: What needs to change to hit targets?
3. Recommendations:
   - Quick wins to accelerate progress
   - KRs that may need to be adjusted (and why that is okay)
   - Resources or support needed
4. Talking points for the team check-in meeting

Generate an end-of-quarter OKR retrospective.

OKR RESULTS:
Objective: [OBJECTIVE]
Key Results:
- KR1: Target [X] | Achieved [Y] | Score: [0.0-1.0]
- KR2: Target [X] | Achieved [Y] | Score: [0.0-1.0]
- KR3: Target [X] | Achieved [Y] | Score: [0.0-1.0]

Overall Score: [AVERAGE]

CONTEXT:
- What went well: [LIST]
- What did not go well: [LIST]
- Surprises (good and bad): [LIST]
- External factors that impacted results: [LIST]

PROVIDE:
1. Summary: 3-sentence narrative of the quarter
2. Analysis:
   - Which KRs were well-calibrated vs too easy/hard?
   - What would we do differently?
   - What did we learn about our capabilities?
3. Implications for next quarter:
   - Should this objective continue?
   - How should we adjust targets?
   - What new objectives should we consider?