OKR Meeting: How to Run Innovative Knowledge Management


Knowledge management is an essential element of any business, as it helps employees share ideas and information more effectively. An OKR meeting is a great way to implement knowledge management in your company and bring about positive change. This article will give you an overview of what an OKR meeting is and how you can run one successfully in your company.

If you aren’t familiar with the terms OKR or “Objectives and Key Results,” don’t worry; we’ll explain everything you need to know below. But before we dive into details, let’s first understand why knowledge management is so important and how an OKR meeting can help your company grow.


Review progress

What Is an OKR Meeting?

Astonishingly, a typical employee attends meetings for at least 3 hours a week, while 30% of employees say they attend meetings for more than 5 hours a week.

An OKR meeting is a separate meeting where your employees set goals together. OKR stands for objective, key results, or key performance indicators. It’s a meeting where you review the past quarter and plan for the next one. You can also call it a goal meeting, performance meeting, or quarterly review.

An OKR progress is a process that involves setting goals, reviewing achievements against these goals, and forecasting potential obstacles for the next quarter. In other words, an OKR meeting is a quarterly review where your employees set goals, assess how well those goals were met, and make plans to improve for the next quarter.

And last but not least, a current OKR status update meeting allows your company to identify areas where improvements are needed.

An OKR check-in meeting provides for an equitable distribution of work among employees in a professional context. You can choose the workplace for which you wish to plan the duty when you build a different duty roster. If a certain ability is required, choose it from the drop-down menu and provide the appropriate staff size. Additionally, the length and timing of the break can be selected together with the day, time, and period of the service.



How to Run an OKR Meeting?

An OKR meeting preparation is always useful, but it is even more effective when you apply this three-step method:


Before your team member enters the room, you need to prepare the meeting and the agenda point. Schedule a meeting with your employees, decide on a meeting time, and inform them about the topics they’ll discuss. You can also send out a meeting agenda with the topics ahead of time.


Once the meeting begins, encourage your employees to share their experiences, insights, and ideas. Ask them what they liked about the past quarter and what they would like to improve for the next one. However, keep in mind that it isn’t a free-for-all. You still need to manage the meeting and steer the discussion in the right direction.


Once your employees reach a consensus on the issues they’ve discussed, it’s time to close the meeting. You can wrap up the meeting by thanking your team members for their insights and by setting the date for the next meeting. You can also create an action plan based on the topics you discussed during the meeting.


Running the meeting

Understanding the OKR Meeting’s Agenda

As we’ve mentioned, an OKR meeting is a quarterly review meeting where your employees set goals and review their progress. The best way to organize an OKR meeting is by using an agenda. You can find sample agendas online, or you can create your own. The agenda should include the topics below:

Welcome and introductions: The meeting should start with a few introductions. Each employee should introduce themselves and state their goals.

Company update: This is your opportunity to share company-wide updates and metrics. You can also share any new goals you’ve set.

Quarterly review: Your team members need to review their goals and results from the previous quarter.

New quarter forecast: Next, you and your employees forecast the goals for the next quarter. – Conclusion: Finally, you should end the meeting with a conclusion. You may also want to give out recognition for exceptional performance.

Do You Need an OKR Meeting?

The short answer is yes. And if you don’t believe us, just take a look at these benefits of an OKR meeting:

Helps to create shared company culture: One of the main benefits of an OKR meeting is that it helps to create a shared company culture. If your employees set OKRs together, they’ll build a sense of camaraderie and belonging.

Boosts productivity: Another advantage of an OKR meeting is that it boosts productivity. When your employees know what they have to do, they can stay focused and achieve more.

Enables effective delegation: When you run regular OKR meetings, you can delegate tasks better and encourage your employees to take on more responsibilities.

Helps to set clear priorities: By running OKR meetings, you can set clear priorities and focus on the most important goals.

Helps to set concrete and measurable goals: With an OKR meeting, you can set concrete and measurable goals.

How to Review the Past Quarter?

The first step towards conducting an OKR meeting is to review the past quarter. To do so, you need to answer the following questions:

What went well in the past quarter?

What didn’t go well in the past quarter?

Once you’ve identified these topics, you can discuss them during the meeting. Make sure you keep these questions in mind, so you can prepare for the meeting.

How to Plan For the Next Quarter?


Here are some tips for planning for the next quarter.

The next step towards running weekly OKR check-ins is to plan for the next quarter and to plan ahead for the upcoming week. You and your employees should identify the top company goals and set clear action steps to achieve them. Once you’ve done so, you can align your goals with the rest of the team’s OKRs. Let them know how they can contribute to achieving your goals.

Once you’ve reviewed the past quarter, it’s time to plan for the next one. Here are some tips for planning for the next quarter:

List your company’s key objectives: First of all, list your company’s key objectives for the next quarter. These objectives should reflect what your team has set for the next quarter.

Create a table with columns and rows: Each column should reflect a different KPI. Each row should reflect a different objective.

Write down your company’s goals: In each row, write down your company’s goals for the next quarter. These goals should reflect your company’s KPI.

Tips For Running an OKR Meeting

As we’ve mentioned, an OKR meeting is a quarterly review meeting. In order to make the most of it, you need to follow these tips:

Schedule regular meetings: You can’t improve your company if you don’t track your progress. Schedule regular meetings, so you can track your project and make adjustments along the way.

Keep it short: An OKR meeting shouldn’t last more than an hour. If you make it shorter, you can squeeze it into your busy schedule.

Be consistent: If you want your employees to implement the changes they’ve discussed during the meeting, you need to be consistent. Create a meeting schedule and stick to it.


An OKR meeting is an excellent way to bring your team together. It also allows you to identify key areas where your team needs to improve. Now that you know what an OKR meeting is, make sure to organize one in your company. And don’t forget: an OKR meeting can only be beneficial if it’s well-run.

Utilize an online tool if managing several meetings and appointments is making you feel stressed. Thanks to TimeTrack’s Appointment Planner, your scheduling will stay error-free. A warning will show up on your calendar if you attempt to make several appointments at once. Just remember that this is a notice. You won’t be prevented from scheduling by the system. Only the calendar view will provide a mark for these overlaps.


Appointment planner – TimeTrack