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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Strategic Alignment at Scale: How JEA Is Powering Enterprise Success

April 24, 2025

Join us for an exclusive conversation with Kendra Cash, EdD, Enterprise Strategy Specialist at JEA, the largest municipal utility in Florida—and one of the largest in the country—providing energy and water services to over one million residents and businesses in Northeast Florida.

With a workforce of more than 2,200 employees, aligning strategy across such a large and essential organization is no small feat. Kendra will offer insights into how JEA has created organization-wide alignment by tying Strategic Focus Areas to department-level goals, enabling every team to contribute meaningfully to enterprise objectives. In this session, you’ll learn how JEA:

🎯 Aligns Strategic Focus Areas with department-level goals to drive enterprise-wide success
🧠 Leverages change management to create buy-in and shared ownership of strategy
⚙️ Implements systems that keep strategy actionable and outcomes measurable
💡 Supports execution with ClearPoint Strategy as a central hub for visibility and scalable results

Whether you're in utilities, local government, or any large organization navigating complexity, you’ll walk away with tangible takeaways to improve alignment, accountability, and strategic clarity.

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