Workflows
OKR Workflows
Step-by-step guides for every stage of the OKR cycle. Each workflow includes a time estimate, a process template, and practical tips from teams that have run it.
Quarterly workflows
The three workflows that bookend each quarter — planning, kickoff, and retrospective.
Quarterly OKR Planning
A six-step process that takes your team from last quarter's scores to this quarter's weekly priorities — in one focused day. Covers scoring, objective-setting, key result writing, alignment, decomposition, and week 1 priorities.
Time: One focused day
OKR Kickoff Meeting
A 90-minute agenda that takes your team from pre-work through company objectives, team key results, cross-team alignment, and confirmed week 1 priorities. Includes a time-boxed agenda template.
Time: 90 minutes
OKR Retrospective
A five-step end-of-quarter workflow: async scoring, group score review, continue/adjust/drop decisions, process learnings, and documentation that feeds directly into next quarter's planning.
Time: 60–90 minutes
Weekly workflows
The recurring rhythm that keeps quarterly OKRs connected to daily work.
Team-specific OKRs
OKR examples, templates, and workflows tailored to how each function measures success.
Sales OKRs
OKR examples, templates, and workflow for sales teams. Covers revenue targets, pipeline coverage, win rate improvement, and how to run weekly sales check-ins against OKR progress.
Marketing OKRs
OKR examples, templates, and workflow for marketing teams. Covers demand gen, content, brand, and conversion — with guidance on outcome-based vs. output-based key results.
Product Management OKRs
OKR examples, templates, and workflow for product teams. Covers activation, retention, feature adoption, and how to connect roadmap features to measurable outcomes.
Run these workflows inside Loach
Loach structures every stage of the OKR cycle — from quarterly planning to weekly check-ins — so the workflow runs itself. Free for up to 5 users.
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