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OKR Planning Flow

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About the OKR Planning Flow template

A strategy meeting can generate a lot of good thinking that never turns into an actual OKR. The OKR Planning Flow template closes that gap. Connect what you already have — a strategy meeting transcript, planning workshop notes, a revenue dashboard, a company strategy doc — to Miro's AI-powered visual canvas, then run an AI Flow that turns it into a table of structured OKRs.

How to use the OKR Planning Flow template

Start with what you already have and what you still need to define OKRs for your team or company: a strategy meeting transcript, planning workshop notes, a revenue dashboard, or a company strategy doc. Connect it all to the board using the provided connection points, and add anything missing straight to the frame. Adjust the prompt to fit your situation, then run the Flow. It reads everything you've connected and builds a draft OKR table automatically. From there, keep going: connect additional formats to turn the OKR table into a stakeholder presentation, an initiative planning workshop, or an executive summary.

Why use the OKR Planning Flow template?

An OKR only means something if people can trace it back to the strategy conversation that produced it. This template keeps the meeting transcript, the notes, and the dashboard connected to the OKRs they generated, instead of scattered across separate docs. Because it lives on Miro's innovation workspace, your team can draft OKRs together right after the strategy meeting, in real time, or refine them async as priorities firm up.

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The AI Innovation Workspace

Miro brings teams and AI together to plan, co-create, and build the next big thing, faster. Miro empowers 100M+ product managers, designers, engineers, and more, to flow from early discovery through final delivery on a shared, AI-first canvas. By embedding AI where teamwork happens, Miro breaks down silos, improves alignment, and accelerates innovation. With the canvas as the prompt, Miro's collaborative AI workflows keep teams in the flow of work, scale shifts in ways of working, and drive organization-wide transformation.


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