Set goals with your team, and run the whole quarter from draft to reset
A complete system for one team: choose three to five goals, write measurable key results, check in for fifteen minutes a week, review honestly and start the next quarter wiser. The e-book teaches the method and 21 tools carry it out.
- A 10-chapter e-book on the Goal Cycle: draft, align, track, review, reset
- A 17-sheet Goal Cycle Workbook with progress, confidence, capacity, scoring and three dashboard views, plus a Key Result Quality Checker
- 6 fillable PDF forms for the recurring conversations, from the planning workshop to the end-of-cycle retrospective
- 120 example objectives and key results, 40 messages and scripts, 30 AI prompts, a full worked example, 4 reference sheets, a quarter calendar and a task import file
The Team Goals and OKR Cycle Kit · Bodhih Pro Kits · 75 by Bodhih Training, trainers to 2,000+ companies since 2008.
How do I set team goals and run OKRs for a small team?
Pick three to five objectives, give each two to four key results with a baseline, target and date, label them committed or stretch, then hold a 15-minute weekly check-in on progress and confidence. Score and reset each quarter. The Team Goals and OKR Cycle Kit from Bodhih Training provides the method and every template.
Want the full free guide first? Read How to Set Team Goals and Run OKRs for a Small Team.
You already feel the problem. Here is what it is costing you.
Eleven priorities, all marked High
Your manager forwards a slide and asks you to align. You write seven goals that sound like the slide, and nobody opens the file again. The kit starts with a funnel that cuts the list to what one team can move in a quarter, and a script for agreeing it with your boss.
Goals that are really to-do lists
Train everyone, launch the page, write the manual. All done, and the number that mattered has not moved. The writing rules, the checker workbook and 120 examples show the difference between an output and an outcome.
Set in January, found in March
A monthly review with slides goes stale by the second meeting. A fifteen-minute weekly check-in on two numbers, progress and confidence, keeps goals in view and surfaces trouble while there is time to act.
Everything is green until it is not
People report what feels safe. The kit gives you the confidence score, the words to use when someone says 'four', and a charter clause that keeps stretch scores out of ratings.
Seventeen projects and no hours
Good key results sit on top of leftover projects and favours. The Initiatives and Capacity sheets show what links to a goal, who is over 100%, and what to stop.
New goals written without learning from the old ones
The quarter ends, a new list appears, and the same mistakes repeat. The scoring sheet and retrospective form turn each cycle into evidence for the next.
Picture the next few weeks with the kit open beside you.
Picture the Monday of week five. At 10.15 your team gathers for fifteen minutes. The dashboard is on screen: eight key results, six steady, two that moved. Nobody reads out a status report. One person says their confidence has dropped from seven to four, and explains why in two sentences. You thank them, ask what would move it to a six, and by 10.30 three of you are fixing the cause while everyone else is back at work.
That scene is the centre of this kit, and everything else exists to make it possible. As you open the Start Here map, you see the whole job on two pages with a file named beside every step. When you fill in the Priorities sheet, the sheet scores and ranks the long list, so you can take a short, ordered list to your manager. When you run the planning workshop from the facilitator guide, the team shapes the goals with you.
Then the rhythm takes over. The calendar file has placed the check-ins, the mid-cycle review and the closing session in your diary. The workbook works out progress, pace and load. The scripts give you the first sentence for the moments that are awkward: handing work back, flagging a risk to your boss, opening a retrospective by naming your own mistake.
Imagine the last week of the quarter. You have scores, a short list of what you learned, and a one-page report drawn from evidence that was logged week by week. Whether you start with the workbook tonight or the first chapter tomorrow morning, the first hour is already planned for you.
22 files that do the work for you
The e-book shows you how. The tools make it happen. Here is exactly what you download.
The Team Goals and OKR Cycle Kit (e-book, PDF)
The guide: methods, worked examples, scripts and exercises
Start Here: the Goal Cycle map
The whole job on two pages: five beats, which file to open at each step, your first hour, and a 30/60/90-day plan.
Goal Cycle Workbook
The engine of the kit: settings, priorities funnel, OKRs with progress and confidence, health metrics, weekly check-in log and trend, initiatives, capacity, alignment, individual goals, scoring, retrospective, year overview and three dashboard views.
Key Result Quality Checker
A scorecard that tests draft key results against eight questions, checks objectives, calibrates stretch against confidence, and includes a rewrite lab and paired-measure ideas.
Goal Drafting Worksheet
Turns priorities into three to five objectives with measurable key results, one page per objective, plus a final set check.
Planning Workshop Sheets
The pages people write on during the 90-minute planning workshop: silent drafting, clustering, key results in pairs, confidence vote and dependencies.
Weekly Check-In One-Pager
The 15-minute check-in on one page: agenda with timings, exceptions table, health check and commitments. Print a stack or fill on screen.
Mid-Cycle Review
A 45-minute review at week 6 or 7 that asks whether the plan is still right: pace, confidence trend, initiatives, capacity and a rule for changing targets.
End-of-Cycle Scoring and Retrospective
Score every key result, diagnose misses by cause, run a keep-stop-start-puzzle retrospective and decide what carries into the next cycle.
Individual Goal Agreement
A two-page agreement between a manager and one team member: one or two contribution goals, one growth goal, evidence, support and a one-to-one log.
Goal Library: 120 example objectives and key results
40 objectives and 80 key results for sales, support, HR, finance, operations, engineering, marketing and frontline service teams, ready to adapt.
Planning Workshop Facilitator Guide
A timed 90-minute agenda with opening words for each part, room set-up, a remote version, a 45-minute short version and fixes for seven things that go wrong.
Goal Messages and Script Library
40 items: 12 email and chat messages for announcing and updating goals, and 28 spoken scripts for conversations with your manager, your team, other teams and in one-to-ones.
Team Goals One-Pager and Team Goal Charter
Two pages your team adopts: a one-page summary of the cycle's objectives, key results and health metrics to pin up, and a one-page charter of ten working agreements on how goals are set, tracked and used.
Ready-to-Send Goal Memos
Three one-page documents to edit and send: a cycle kick-off memo to your manager, a dependency request to another team, and the end-of-cycle Quarter Report.
Worked Example Pack: one team's full cycle
The main forms and documents completely filled in for an illustrative support team of eight, from funnel to quarter report, so you can see what good looks like.
AI Prompt Pack for Goal Cycles
30 tool-agnostic prompts grouped by the seven steps of the job, each with what to paste in and what to check before you use the output.
Objective and key result writing rules
One-page reference: the anatomy of an objective and a key result, outcomes against outputs, the eight-question test and before-and-after examples.
OKR, SMART or KPI? Decision card
One-page if-this-then-that card: choose the goal tool, move numbers between layers, decide the awkward cases.
Nine ways goal systems fail
A two-page mistakes-to-avoid card. Front: nine common failures, the early sign of each, the fix and the file that helps. Back: a five-minute self-check.
Quarter goal cycle calendar
One full cycle as 29 calendar events: two prep weeks, thirteen weekly check-ins, the mid-cycle review, one-to-one prompts and the score-learn-reset close. Import, then move to your own dates.
Goal cycle tasks import file
34 tasks for one full cycle, with phase, day offset from the cycle start, owner role and the kit file to open. Imports into Trello, Asana, Notion, Planner or Jira.
Chapter by chapter
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
- Format
- PDF e-book + XLSX + fillable PDF + DOCX + PDF reference sheets + ICS + CSV
- Files
- 22 files plus a one-click ZIP
- E-book
- 60 pages
- Works with
- Excel, Google Sheets, LibreOffice, Word, Google Docs, Adobe Acrobat or any PDF reader, Google Calendar, Outlook, Apple Calendar, Trello, Asana, Notion, Planner, Jira
- Best for
- Managers and team leads running goals for one team of 3 to 20 people
- Cycle length
- Built for a 13-week quarter; dates and thresholds are adjustable on the Settings sheet
- Level
- No previous OKR experience needed
The Goal Nobody Looked At After January
Why well-written goals die by March, and the five-beat Goal Cycle that keeps them alive.
Pick Your Tools: OKRs, SMART Goals and KPIs
What each tool is for and how health metrics, team OKRs and personal SMART goals fit together in layers.
From the Boss's Goals to Your Team's Priorities
A scoring funnel that cuts everything that could matter down to three to five priorities your boss agrees with.
Writing Objectives and Key Results That Mean Something
Objectives people remember and key results with a measure, baseline, target and date, built on outcomes and not outputs.
Committed, Stretch and the Three-to-Five Rule
How to label promises and ambitions, calibrate with a confidence score and remove the reasons for sandbagging.
Aligning Without the Cascade
Align up, sideways and within in one week using a 90-minute planning workshop and explicit asks of other teams.
The Weekly Check-in and the Confidence Score
The 15-minute weekly check-in built on progress and confidence, and how to make a low score safe to say.
Initiatives, Capacity and the Mid-Cycle Review
Treat initiatives as bets, fit them to real capacity and use the mid-cycle review to ask whether the plan is still right.
Scoring, the Retrospective and the Reset
Score mechanically, diagnose misses by four causes, and carry no more than three changes into the next cycle.
Individuals, One-to-Ones and Fair Reviews
Team OKRs with two or three personal goals each, a five-minute one-to-one routine and fair use of goals in reviews.
Frontline Teams and Nine Ways Goal Systems Fail
Four adjustments for frontline, service and support teams, and the nine predictable failures with a fix for each.
Four Quarters From Now
What changes by the fourth quarter, and where to begin.
The First-Cycle Rollout Plan
A week-by-week plan for your first cycle with the file to open at each step.
Plain-Word Glossary
Eight terms in plain words.
Not just reading. Tools you will actually open again.
E-book
- The Team Goals and OKR Cycle Kit e-book: introduction, 10 chapters, conclusion and 2 appendices, with 6 illustrations
Start here
- Start Here: the Goal Cycle map: the job as a flow with the file for each step, your first hour and a 30/60/90-day plan
Spreadsheets
- Goal Cycle Workbook (17 sheets): Settings, Priorities funnel, OKRs with progress, confidence and pace gap, KPI Health, Check-in Log, Weekly Trend, Initiatives, Capacity, Alignment, Individual Goals, Scoring, Retrospective, Year Overview, Dashboard and two trend charts
- Key Result Quality Checker (7 sheets): eight-question KR checker, objective checker, stretch calibrator, rewrite lab with 16 examples, 12 paired measures and a dashboard
Fillable PDF forms
- Goal Drafting Worksheet
- Planning Workshop Sheets
- Weekly Check-In One-Pager
- Mid-Cycle Review
- End-of-Cycle Scoring and Retrospective
- Individual Goal Agreement
Word templates
- Goal Library: 120 example objectives and key results across eight functions
- Planning Workshop Facilitator Guide: timed agenda, opening words, remote and 45-minute versions
- Goal Messages and Script Library: 12 messages and 28 scripts
- Team Goals One-Pager and Team Goal Charter
- Ready-to-Send Goal Memos: kick-off memo, dependency request and Quarter Report
- Worked Example Pack: one team's full cycle, filled in
- AI Prompt Pack for Goal Cycles: 30 prompts in seven steps
Reference sheets
- Objective and key result writing rules
- OKR, SMART or KPI? Decision card
- Nine ways goal systems fail
Calendar and import file
- Quarter goal cycle calendar: 29 events for one full cycle (ICS)
- Goal cycle tasks import file: 34 tasks for Trello, Asana, Notion, Planner or Jira (CSV)
When you have worked through it, you will be able to…
Every outcome is practised with a worked example and a tool, not just described.
- Tell OKRs, KPIs and SMART goals apart and use each for the job it suits
- Cut a long list of priorities to three to five objectives and agree them with your manager in one short conversation
- Write key results with a measure, baseline, target and date, and test them against eight questions
- Label committed and stretch results so a 0.7 is read correctly by your team and your boss
- Facilitate a 90-minute planning workshop in which the team shapes its own goals
- Run a 15-minute weekly check-in on progress and confidence, and respond well to bad news
- Match initiatives to capacity, hold a mid-cycle review and stop work that is not moving a number
- Score a cycle, run a retrospective and bring goal evidence into one-to-ones and reviews fairly
Know your starting point. Prove your progress.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
Performance Management & Accountability
Take the assessment →AssessAll assessmentTask Prioritisation & Planning
Take the assessment →AssessAll assessmentStrategic Thinking & Business Judgment
Take the assessment →JobularySet goals you actually reach with the WOOP method (Jobulary)
Make it a growth plan →A taste of Chapter 6
Progress is arithmetic: how far the measure has moved from baseline towards target. The workbook calculates it. Confidence is judgement: on a scale of 1 to 10, how sure are you that we will hit the target by the end of the cycle? The thresholds live on the Settings sheet. As shipped, 7 and above shows as on track, 4 to 6 as at risk, and 3 or below as off track. Confidence is the early warning. Progress tells you what has happened; confidence tells you what the owner thinks is about to happen. A key result at 20% progress and confidence 8 in week three is fine. A key result at 60% progress and confidence 4 in week nine needs attention today. And a falling confidence score is the most valuable signal of all, which means the worst thing you can do is punish it.
The honest comparison
| Free templates and typical advice | This kit | |
|---|---|---|
| Method | A blank OKR tracker and a definition of the acronym | A five-beat cycle taught chapter by chapter, with the file to open at each step |
| Tracking | A percentage-complete column | Progress, confidence, status, pace gap, weekly trend and charts, driven by a Settings sheet |
| Beyond the goals | Goals only | Health metrics, initiatives, capacity, alignment, individual goals, scoring and a four-quarter overview |
| Conversations | Left to you | 12 messages, 28 scripts, a facilitator guide and 6 forms for the recurring conversations |
| Examples | A handful from software companies | 120 examples across eight functions, including frontline and service teams, and a full worked cycle |
| Who it suits | Teams that choose their own projects | Any team, with a chapter on support, service and shift work |
Made for you if…
- First-time and early managers asked to 'set OKRs' or 'align team goals' with no method to follow
- Team leads and supervisors in support, service, retail, healthcare and operations whose work mostly arrives by itself
- Founders with a small team who want focus without a heavy process
- Managers in IT services, shared services and global capability centres who inherit goals from several directions
- Experienced managers whose goals are written well and then forgotten by week four
- HR and learning partners who coach managers on goal setting
Probably not for you if…
- Organisations looking for a company-wide OKR software rollout or an enterprise strategy framework
- Anyone who wants individual performance ratings calculated from goal scores: the kit advises against it
- Readers looking for legal or HR policy advice on performance management; the kit is educational and points you to your HR team and local law
Built by trainers, tested in real rooms.
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
From here to using it in three steps
- STEP 1
Tap Get the kit
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
- STEP 2
Download instantly
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
- STEP 3
Open the first tool
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
Fifteen minutes a week, three goals, one honest review
Open the Start Here map, set your dates in the workbook, and book fifteen minutes with your manager. Whether you begin with the priorities funnel today or the planning workshop next week, each step already has its file.
Personal licence for the buyer's own use (and use with your own team or clients where the kit says so). Please don't share or resell the files. Team and company licences: solutions@bodhih.com.
The Bodhih family, when you are ready for more
New Manager, Day One (e-book)
The companion read for first-time managers.
Difficult Conversations Kit
Scripts and planners for the hard conversations.
AssessAll
250+ AI-graded assessments to measure skills and earn verified credentials.
Jobulary
Individual development plans that start from evidence and stay yours.
Bodhih Training
Run this topic as a live workshop for your team, in person or online.
Pewple
Book a vetted coach for career, leadership or communication. Pay per session.
Bodhih.org pathways
Certification pathways in Applied AI, Workplace English and management.
The Team Goals and OKR Cycle Kit: FAQs
Read the free guideAlready bought? Resend my linkWhat is the difference between OKRs, KPIs and SMART goals?
KPIs are numbers you watch to know normal work is healthy. OKRs are a small set of objectives and measurable key results for things you want to change this quarter. SMART is a wording test for any single commitment. The kit uses all three in layers and includes a decision card for choosing between them.
How many OKRs should one team have?
Three to five objectives with two to four key results each, and no more than twelve key results in total. For a first cycle the kit suggests three objectives. The Dashboard in the workbook warns you when you go over the limits set on the Settings sheet.
How do I write a good key result?
Give it a measure, a baseline, a target and a date, and make it an outcome that others would notice, not a task you complete. Chapter 3 teaches a four-pass drafting method, the Key Result Quality Checker scores your wording against eight questions, and the Goal Library offers 120 examples to adapt.
Does this work for support, retail, healthcare or shift teams?
Yes. Chapter 10 covers frontline, service and support teams, where most work is business as usual: lean on health metrics, run one or two objectives, use a physical board and check in at an existing huddle. The sample data and worked example are from a customer support team.
Do I need OKR software?
No. The workbook opens in Excel, Google Sheets or LibreOffice and needs no macros or add-ins. If your team already uses Trello, Asana, Notion, Planner or Jira, the CSV file imports the cycle's 34 tasks.
Should OKR scores be used in performance reviews?
The kit recommends using goal results as one piece of evidence within a wider, fair review, and keeping stretch scores out of ratings. How goals connect to ratings or pay depends on your organisation's policy and local employment law, so check with your HR team. The kit is educational and is not legal or HR advice.
How can I measure my starting point as a manager?
Three AssessAll assessments fit this kit: Performance Management & Accountability, Task Prioritisation & Planning, and Strategic Thinking & Business Judgment. Taking one before your first cycle and again after your second gives you a before-and-after view of your own habits.
How do I turn this into a personal development plan?
Use the growth goal on the Individual Goal Agreement for yourself as well as your team. Jobulary's guide to the WOOP method (wish, outcome, obstacle, plan) pairs well with it: it helps you name the inner obstacle to a goal and plan your response in advance.
How long before the system is running?
The Start Here map lists a first hour of set-up. Appendix A lays out two preparation weeks followed by a 13-week cycle, and the calendar file places every session in your diary. If you are mid-quarter, the kit suggests a short practice cycle with two objectives.
Can I use the files with my team, and what is the refund policy?
The personal licence covers your own use and use with your own team. Digital kits are non-refundable once downloaded, except for corrupted files not fixed within 3 working days, duplicate charges or failed delivery. For team and company licences, write to solutions@bodhih.com.
How much does The Team Goals and OKR Cycle Kit cost?
₹999 including 18% GST for buyers in India, or $29 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How do I get the files after paying?
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
What software do I need?
Any of the usual tools: Excel or Google Sheets for spreadsheets, Word or Google Docs for templates, Adobe Acrobat Reader, Preview, Xodo or GoodNotes for the fillable PDFs, and Google, Outlook or Apple Calendar for the calendar plan.
Can I get a refund?
Because it is a digital download, kits are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Can my company buy this for a team?
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
