OKRs
Amberly Commons Planning · OKRs · Denver, CO
Adaeze Achterberg is the chief of staff at Amberly Commons Planning, a ninety-person startup in Denver, and she uses this to track every objective from request to done and paid.
Any businessWork ordersLinked tables5 tables · 6 views · 1 form · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agent
Use this templateObjective board
ObjectivesRequested4
Redesign the mobile app navigationOBJ-121Product
Move all customers to single sign-onOBJ-122Engineering
Sponsor the state planners conferenceOBJ-123Marketing
Build a customer-success playbook libraryOBJ-124Customer success
Approved4
Add Spanish-language permit formsOBJ-117Product
Stand up a status page and incident drillsOBJ-118Engineering
Open the Mountain West sales territoryOBJ-119Sales
Launch a customer advisory boardOBJ-120Customer success
In progress8
Pilot the neighborhood survey tool with five citiesOBJ-109Product
Cut the cloud bill by a fifthOBJ-110Engineering
Land the first state-agency dealOBJ-111Sales
Win back lapsed customersOBJ-112Customer success
Run the fall planning-summit seriesOBJ-113Marketing
3 moreDone4
Rebuild the customer onboarding checklistOBJ-105Customer success
Ship the public API, version twoOBJ-106Engineering
Refresh the brand and the pricing pageOBJ-107Marketing
Close the books three days fasterOBJ-108Finance and people
Paid out4
Launch the permit-tracking module for city clerksOBJ-101Product
Move the production database to the new regionOBJ-102Engineering
Close the first three county contractsOBJ-103Sales
Cut ticket first-response timeOBJ-104Customer success
Tables
Objectives
24 sample rows · 20 columnsEvery objective a team asks for, from the request through approval and the work to done and paid out.
| Objective | Code | Department | Owner | Quarter | Status | Budget |
|---|---|---|---|---|---|---|
| Move the production database to the new region | OBJ-102 | Engineering | Priscilla Marchetti-Dunn | Q3 2026 | Paid out | $48,000 |
| Cut ticket first-response time | OBJ-104 | Customer success | Odalys Kowalczyk-Reed | Q3 2026 | Paid out | $18,000 |
| Launch the permit-tracking module for city clerks | OBJ-101 | Product | Tomasz Oyelowo-Finch | Q3 2026 | Paid out | $62,000 |
| Close the first three county contracts | OBJ-103 | Sales | Raghavan Eldridge | Q3 2026 | Paid out | $24,000 |
| Close the books three days faster | OBJ-108 | Finance and people | Ferdinand Lindqvist-Abara | Q3 2026 | Done | $12,000 |
| Rebuild the customer onboarding checklist | OBJ-105 | Customer success | Odalys Kowalczyk-Reed | Q3 2026 | Done | $21,000 |
| Ship the public API, version two | OBJ-106 | Engineering | Priscilla Marchetti-Dunn | Q3 2026 | Done | $54,000 |
| Refresh the brand and the pricing page | OBJ-107 | Marketing | Genevieve Strand-Okoye | Q3 2026 | Done | $30,000 |
| Hire the Q4 engineering cohort | OBJ-115 | Finance and people | Ferdinand Lindqvist-Abara | Q4 2026 | In progress | $26,000 |
| Cut the cloud bill by a fifth | OBJ-110 | Engineering | Priscilla Marchetti-Dunn | Q4 2026 | In progress | $36,000 |
| Run the fall planning-summit series | OBJ-113 | Marketing | Genevieve Strand-Okoye | Q4 2026 | In progress | $72,000 |
| Win back lapsed customers | OBJ-112 | Customer success | Odalys Kowalczyk-Reed | Q4 2026 | In progress | $19,000 |
12 more rows
Key results
47 sample rows · 13 columnsThe measurable results that show whether an objective is working: where each started, its target and where it stands.
| Key result | Code | Objective | Owner | Measured in | Started at | Target |
|---|---|---|---|---|---|---|
| Services cut over to the new region | KR-2103 | Move the production database to the new region | Priscilla Marchetti-Dunn | services | 0 | 9 |
| Downtime during cutover | KR-2104 | Move the production database to the new region | Priscilla Marchetti-Dunn | minutes | 120 | 30 |
| Median first response | KR-2107 | Cut ticket first-response time | Odalys Kowalczyk-Reed | hours | 14 | 4 |
| Help-center articles rewritten | KR-2108 | Cut ticket first-response time | Odalys Kowalczyk-Reed | articles | 0 | 40 |
| Cities live on the permit module | KR-2101 | Launch the permit-tracking module for city clerks | Tomasz Oyelowo-Finch | cities | 0 | 12 |
| Median days to file a permit | KR-2102 | Launch the permit-tracking module for city clerks | Tomasz Oyelowo-Finch | days | 18 | 6 |
| County contracts signed | KR-2105 | Close the first three county contracts | Raghavan Eldridge | contracts | 0 | 3 |
| Qualified county leads in the pipeline | KR-2106 | Close the first three county contracts | Raghavan Eldridge | leads | 8 | 20 |
| Days to close the month | KR-2115 | Close the books three days faster | Ferdinand Lindqvist-Abara | days | 9 | 6 |
| Reconciliations automated | KR-2116 | Close the books three days faster | Ferdinand Lindqvist-Abara | reconciliations | 0 | 8 |
| New customers fully onboarded within 30 days | KR-2109 | Rebuild the customer onboarding checklist | Odalys Kowalczyk-Reed | percent | 55 | 85 |
| Onboarding calls per new customer | KR-2110 | Rebuild the customer onboarding checklist | Odalys Kowalczyk-Reed | calls | 5 | 2 |
35 more rows
Vendor invoices
33 sample rows · 9 columnsWhat outside vendors bill against an objective, and whether finance has paid it yet.
| Invoice | Objective | Vendor | What it covers | Amount | Invoiced on | Payment |
|---|---|---|---|---|---|---|
| Quillfeather Design invoice 4177 | Rebuild the customer onboarding checklist | Quillfeather Design | Printed quick-start guides | $4,100 | Aug 3, 2026 | Invoiced |
| Foxglove Docs Studio invoice 4191 | Ship the public API, version two | Foxglove Docs Studio | Developer documentation site | $14,200 | Aug 6, 2026 | Invoiced |
| Tideline Web Studio invoice 4205 | Refresh the brand and the pricing page | Tideline Web Studio | Pricing-page rebuild and testing | $9,600 | Aug 11, 2026 | Invoiced |
| Tallgrass Contract Design invoice 4282 | Run the fall planning-summit series | Tallgrass Contract Design | Summit event site and badges | $12,800 | Sep 15, 2026 | Invoiced |
| Spindle Monitoring invoice 4240 | Cut the cloud bill by a fifth | Spindle Monitoring | Usage monitoring subscription | $4,200 | Sep 20, 2026 | Invoiced |
| Linnet Assessments invoice 4317 | Hire the Q4 engineering cohort | Linnet Assessments | Coding-screen subscription | $3,600 | Sep 21, 2026 | Invoiced |
| Alderwick Field Research invoice 4226 | Pilot the neighborhood survey tool with five cities | Alderwick Field Research | Resident interviews, round one | $11,200 | Sep 22, 2026 | Invoiced |
| Caldera Travel Group invoice 4254 | Land the first state-agency deal | Caldera Travel Group | Capitol visits and agency demos | $6,900 | Sep 24, 2026 | Invoiced |
| Larkmoor Training Co. invoice 4268 | Win back lapsed customers | Larkmoor Training Co. | Account-review call script and coaching | $5,200 | Sep 24, 2026 | Invoiced |
| Harlan Print Works invoice 4289 | Run the fall planning-summit series | Harlan Print Works | Summit programs and signage | $8,700 | Sep 25, 2026 | Invoiced |
| Marlowe Bookkeeping Tools invoice 4331 | Prepare for the annual audit | Marlowe Bookkeeping Tools | Document request portal | $2,900 | Sep 30, 2026 | Invoiced |
| Fernwood Testing Lab invoice 4303 | Make customer setup self-serve | Fernwood Testing Lab | Moderated setup tests with twelve customers | $7,800 | Oct 2, 2026 | Invoiced |
Departments
6 sample rows · 7 columnsThe standing teams that ask for objectives, with who leads each and how big it is.
| Department | Head | People | Objectives |
|---|---|---|---|
| Customer success | Odalys Kowalczyk-Reed | 12 | Cut ticket first-response time, Rebuild the customer onboarding checklist, Win back lapsed customers, Launch a customer advisory board, Build a customer-success playbook library |
| Engineering | Priscilla Marchetti-Dunn | 31 | Move the production database to the new region, Ship the public API, version two, Cut the cloud bill by a fifth, Stand up a status page and incident drills, Move all customers to single sign-on |
| Finance and people | Ferdinand Lindqvist-Abara | 9 | Close the books three days faster, Hire the Q4 engineering cohort, Prepare for the annual audit |
| Marketing | Genevieve Strand-Okoye | 8 | Refresh the brand and the pricing page, Run the fall planning-summit series, Sponsor the state planners conference |
| Product | Tomasz Oyelowo-Finch | 14 | Launch the permit-tracking module for city clerks, Pilot the neighborhood survey tool with five cities, Make customer setup self-serve, Add Spanish-language permit forms, Redesign the mobile app navigation |
| Sales | Raghavan Eldridge | 16 | Close the first three county contracts, Land the first state-agency deal, Open the Mountain West sales territory |
Forms and booking
Request an objective
FormRequest an objectiveA department head asks for a new objective and the budget to go with it.
What do you want to achieve? *
Which department is asking? *
Which quarter should it land in? *Q3 2026Q4 2026Q1 2027
Who will own it?
What budget do you need?Outside spend only, in dollars.
Why does it matter now?
Send to the chief of staffDashboards
Objectives at a glance
ObjectivesObjectives by status
- Paid out4
- Done4
- In progress8
- Approved4
- Requested4
Budget asked for by department$850,000
Also included
- Objective boardStage rules
- Monday risk listDigest
- Objective paid outNotificationTells the finance lead the moment an objective is closed and fully paid.
Related templates
- Content calendarQuaintree Way Marketing Team4 tables · 6 views · 1 form · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentBoards
- AI model picksQuillmarsh Creative3 tables · 5 views · 1 form · 1 dashboard · 1 digest · 1 stage rule set · 2 agents · 1 workflowAgents
- Asset trackingCobblefield Landing Operations4 tables · 5 views · 1 form · 1 digest · 1 document · 1 notification · 1 agentDocuments and e-sign
- Asset trackingMoorfield Junction Operations3 tables · 4 views · 1 form · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 agentDashboards
- Board managementHazelmere Corners Board5 tables · 6 views · 1 form · 1 digest · 1 checklist · 1 notification · 1 stage rule set · 1 agentForms
- Board managementRosethorne Ridge Board4 tables · 6 views · 1 form · 2 dimension sets · 1 dashboard · 1 drill-down · 1 digest · 1 notification · 2 row actions · 1 agentDimensions