Boost Performance with Our Free Excel OKR Template

Implement a performance management program and improve results organization-wide. Track and measure performance, visualize OKR alignment, and monitor Key Result progress with ease.

Download this OKR template now to kickstart your organization's performance

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Unlock your organization's potential with our FREE Excel OKR Template, crafted by ClearPoint Strategy experts. Dive into performance management and continuous improvement with ease. Visualize alignment between company and department OKRs, track Key Result targets, and measure success—all without committing to long-term software. Start transforming your results today!

So, you're diving into the world of OKRs, huh? Smart move! At ClearPoint Strategy, we totally get that you might want to test the waters with Excel before jumping into a full-blown software solution. That's why we've whipped up this nifty Excel OKR template just for you.

Trust us, this template is your new best friend. It's not just about tracking numbers; it's about seeing the big picture. You'll get to visualize how your company and department OKRs align, which is crucial for keeping everyone on the same page. Plus, you'll have a clear view of your Key Result targets and where you stand. No more guessing games!

Sure, Excel isn't the be-all and end-all, but it's a fantastic starting point. You'll quickly see what works and what doesn't, setting you up for success. So, go ahead, give it a whirl, and watch your organization thrive!

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This Excel OKR template has transformed our goal-setting process, making it easy to align company and department objectives. Highly recommend!

Grace Morris, Community Engagement Specialist

A fantastic tool for tracking performance and ensuring our team stays on target. It's simple yet effective!

Ella Bennett, Urban Strategy Specialist

The template provides clear insights into our progress, helping us visualize and achieve our objectives seamlessly.

Fatima Ahmed, Chief Operating Officer

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From Chaos to Clarity: How to Run Effective Strategy Meetings

February 20, 2025

Most organizations struggle with strategy review meetings—they either become unfocused status updates, or they get bogged down in endless data with no clear action. That’s why leading organization like New York Power Authority, the city of St. Albert, and Casey Family Programs have transformed their approach, ensuring that strategy actually drives decisions.

In this session, we’ll challenge the way you think about strategy meetings, departmental alignment, and annual reporting. You’ll learn:

📊 Reporting that Drives Performance – How to leverage the strategic frameworks (like the Balanced Scorecard) and initiative management to move beyond data dumping and into meaningful insights.

🔗 Linking strategy to operations – The key to aligning strategic priorities to daily operations so that your departments to ensure everyone at the organization is rowing in the same direction.

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If your strategy meetings feel like a waste of time, this is your wake-up call. Let’s build a strategy management process that actually works.

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