OKR Mid-Cycle Check-In

A mid-cycle performance review template for tracking OKR progress, confidence levels, blockers, and risks, with space to align on support and next steps.

Review Context

• Review Period
  Enter the OKR cycle or date range being reviewed.
• Primary Focus Areas
  Select the main OKR focus areas for this cycle.
• Alignment Notes
  Summarize any changes in priorities, scope, or expectations since the start of the cycle.

OKR Progress Review

• OKR Progress Table
  Document objectives and key results, current progress, and confidence level.
• Overall Progress Summary
  Summarize the most important progress made against OKRs so far.

Blockers and Risks

• Current Blockers
  List the blockers currently preventing progress and their impact.
• Key Risks
  Capture risks that could cause missed outcomes if not addressed.
• Overall Risk Level
  Select the current overall delivery risk level.

Support and Next Steps

• Support Needed
  Describe the support, decisions, or resources needed to stay on track.
• Next Steps
  Capture agreed actions, owners, timelines, and success criteria for the next check-in.
• Follow-Up Date
  Set the date for the next OKR check-in.

Summary and Acknowledgement

• Employee Summary
  Employee reflection on progress, blockers, and support needs.
• Manager Summary
  Manager summary of progress, risks, and agreed actions.
• Employee Signature
• Manager Signature