Free Tool
Decide KPI or OKR in 7 questions
A printable decision checklist for your leadership team. Use it when planning your next performance review cycle.
What you get
What this checklist helps you do
- Assess 3 dimensions — current state, goals, and team readiness.
- Each section comes with interpretation guidance, not just yes/no.
- Print to PDF for executive meetings.
- Includes a recommended sequence: KPI first, OKR after.
The checklist supports your decision. It does not decide for you. The best advice still comes from direct conversation with leadership and teams.
Get the checklist
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Frequently Asked Questions
What size of organisation is this for?
The checklist is designed for organisations of 30+ employees considering setting up or revising a performance system. Some questions may not apply to smaller teams.
Do I need to tick every box?
No. It is not a test. Each tick helps you see whether your organisation has the foundations for OKR yet.
Does it replace a full performance system design?
Not entirely. The checklist supports high-level decisions. Designing KPI and OKR that actually work in your organisation requires conversations with your leadership and teams.