SMALL SAAS OKR PLANNING WORKSHEET
Original blank worksheet, 2026-10-27.
Illustrative scorecard values are examples, not recommended performance targets.

OBJECTIVE
Period / accountable owner:
Whose situation should improve?
What meaningful direction can the team influence?
Why does this matter now?
What will remain outside this objective?

KEY RESULT 1
Observable outcome:
Unit: person, account, request, or another defined entity:
Numerator / denominator, if a rate:
Eligibility / exclusions:
Baseline value / source / observation period:
Target value / rationale:
Measurement event or other evidence:
Window and final maturity date:
Owner / update cadence:
Latest observation / cutoff / limitations:

KEY RESULT 2
Observable outcome:
Population and definition:
Baseline / source / period:
Target / rationale:
Measurement / maturity:
Owner / latest observation / limitations:

KEY RESULT 3, ONLY IF USEFUL
Observable outcome:
Population and definition:
Baseline / source / period:
Target / rationale:
Measurement / maturity:
Owner / latest observation / limitations:

GUARDRAILS
What must not become worse while pursuing the result?
How will a permission, reliability, customer, or workload problem be noticed?
Who can pause an initiative, and on what evidence?

INITIATIVES
Work we think may help:
Assumption behind each initiative:
Smallest useful check:
What would make us stop or revise it?
Keep these activities separate from the outcome measures.

WEEKLY REVIEW
Date / evidence cutoff:
Which observations are final and which cohorts are incomplete?
What changed in the measure or product context?
Decision: continue, investigate, narrow, pause, or stop:
Owner / next action:
Preserve previous definitions and targets if the objective is revised.

PERIOD REVIEW
Final evidence / remaining uncertainty:
What did we learn, including unintended effects?
Which initiative deserves further investigation?
Do not infer a causal effect from a score moving in the desired direction.