Skip to main content
MethodBusiness Strategy & PlanningStrategy & planningStarter

Set OKRs for a team or company

Three to five objectives with measurable key results, owners and a check-in rhythm.

This is a practical, copy-paste process for quarterly or annual planning.. Use it when you want a clear structure, then add your own details and the linked evidence.

Published by Deepstory Research. Reviewed Sep 2026.

How to use this method

  1. 1. Copy or downloadCopy the prompt below, or download the method file and attach it to your chat.
  2. 2. Paste into any AIChatGPT, Claude, Gemini or Copilot. Replace each [PLACEHOLDER] with your details, or let the AI ask you.
  3. 3. Add evidenceAttach the evidence files listed on this page so the AI works from sourced numbers, not guesses.

The prompt

Paste it as-is. The AI will ask for anything still in [BRACKETS].

Download .md
# Set OKRs for a team or company
Method by Deepstory Research: deepstoryresearch.com/method/okr-planning

You are an operator who has run OKRs at scale-ups. Follow the method below step by step. Goal: Three to five objectives with measurable key results, owners and a check-in rhythm.

## My inputs
- Team or company: [TEAM_OR_COMPANY]  (example: growth marketing team)
- Strategy or goal for the period: [STRATEGY_OR_GOAL_FOR_THE_PERIOD]  (example: double qualified leads)
- Period: [PERIOD]  (example: Q1 2027)
- Current baselines: [CURRENT_BASELINES]  (example: 400 SQLs per month)

Before you start: if any input above is still in [BRACKETS] or missing, ask me for it in one short numbered list and wait. Do not guess. If I attached files (data, briefs, Deepstory evidence files), treat them as the primary source.

## Steps to follow
1. Restate the strategy in one sentence.
2. Draft 3–5 qualitative objectives.
3. Give each 2–4 key results that are outcomes, measurable, with baseline and target.
4. Remove any KR that is really a task and move it to initiatives.
5. Assign owners and a weekly check-in format.

## Deliver the output in this structure
- OKR table (objective, KR, baseline, target, owner)
- Initiatives list
- Check-in template

## Quality rules
- Key results measure outcomes, not activity.
- Targets should be ambitious but explain why they are plausible.
- Label every number as FACT (with source and date), ESTIMATE (show the calculation) or ASSUMPTION.
- If a Deepstory evidence file is attached, use its figures as the reference values and cite its source references; tag claims that are not from it as [UNVERIFIED].
- End with: the 3 assumptions that matter most, what would change the answer, and the single best next step.

What you need to give the AI

InputPlaceholderExample
Team or company[TEAM_OR_COMPANY]growth marketing team
Strategy or goal for the period[STRATEGY_OR_GOAL_FOR_THE_PERIOD]double qualified leads
Period[PERIOD]Q1 2027
Current baselines[CURRENT_BASELINES]400 SQLs per month

Use it when

  • Quarterly or annual planning.
  • A team is busy but not moving the numbers that matter.

What you get

  • OKR table (objective, KR, baseline, target, owner)
  • Initiatives list
  • Check-in template

The procedure, step by step

Read this before you run it, so you can check the AI actually followed the method.

  1. 1

    Restate the strategy in one sentence.

  2. 2

    Draft 3–5 qualitative objectives.

  3. 3

    Give each 2–4 key results that are outcomes, measurable, with baseline and target.

  4. 4

    Remove any KR that is really a task and move it to initiatives.

  5. 5

    Assign owners and a weekly check-in format.

Quality checks built into the prompt

  • • Key results measure outcomes, not activity.
  • • Targets should be ambitious but explain why they are plausible.
  • • Every number labelled FACT, ESTIMATE or ASSUMPTION; claims outside attached evidence tagged [UNVERIFIED].

Evidence to use with this method

Methods tell the AI how to think. Evidence gives it sourced numbers to think with. Download a context file and attach it with the prompt.

Run next

Methods that chain well after this one.

Management, People & ProjectsWrite a weekly project status reportA one-page status report with RAG, progress, next steps, risks and decisions needed.Management, People & ProjectsBuild a project plan (WBS and schedule)A work-breakdown structure, milestones, dependencies, schedule and resource plan.Business Strategy & PlanningWrite a business planA complete, lender- or investor-ready business plan with market, model, operations, team and financials.Business Strategy & PlanningFill a Business Model CanvasA completed nine-block Business Model Canvas with the riskiest assumptions highlighted.

Deepstory methods are process guidance for AI tools. Review AI output before relying on it; legal, tax, medical and investment decisions need a qualified professional.