Whiteboard PromptsQuarterly OKR planning on Claude Whiteboards
Score last quarter, write and cluster candidate objectives, keep 3 to 5, give each 2 to 4 key results with a baseline, target and owner, and move tasks out into initiatives.
Use it when: The last two weeks before a quarter starts, one team of 3 to 10 people with a company goal to align to.
Quarterly OKR planning
What you type here fills every prompt below and stays in this browser.
- 0′Lay out the board
- 4′Score last quarter
- 14′Write candidate objectives
- 26′Cluster and keep three to five
- 38′Draft key results
- 53′Fill baselines and targets
- 65′Stress-test the set
- 75′Owners and initiatives
- 85′Close with the OKR doc
Agenda, 90 minutes. Click a time to jump to its step.
Before the meeting
- Have last quarter's OKRs with their final numbers as plain text, plus the current value of every metric you might use as a key result. Claude only sees what is on the board, not your dashboards or connected apps, so numbers you don't paste will be missing.
- Ask everyone to arrive with up to three objective ideas in their head. Silent writing goes faster when people have thought about it for a day.
- Open the board 10 minutes early, run step 1, then click Share and invite everyone by email.
- 0–4 min
Lay out the board
Run this before people join. Check that the OKR set has five empty objective slots, each with four key result rows.
Start a whiteboard for Growth team at Pebble, a meal-kit startup OKR planning for Q1 2027. Across the top, add a title strip with the quarter and a sticky note that reads "Company goal: Reach 50,000 active subscribers by the end of 2027". Below it, on the left, add a narrow section called "Last quarter". In the middle, add an empty section called "Candidate objectives". On the right, add a section called "OKR set" with five empty objective slots stacked vertically; under each slot, a small table with four rows and the columns Key result, Baseline, Target, Owner, Type. At the bottom, add two empty sections side by side: "Initiatives" and "Not this quarter". Leave everything empty.
Board after this stepTitle strip with the company goal, empty last-quarter, candidates, OKR set, initiatives and not-this-quarter sections.
Steps 2 to 9 are in the workshop kit
You have the setup prompt and the full agenda. The kit adds the other 8 prompts of this quarterly okr planning, what to do while Claude works on each one, and 4 follow-up prompts: OKR tracker sheet, Weekly check-in agenda, All-hands slides, Send to Miro or Lucid. The same for all 12 workshops, plus the 40-prompt library.
One payment, no subscription. Opens in this browser as soon as Stripe checkout completes.- 4–14 min
Score last quarter
In the kitAdd these objectives and key results from last quarter to "Last quarter", keeping the wording …
Board after this stepLast quarter's key results with scores and colors, so the room sees what carried over before writing anything new.
- 14–26 min
Write candidate objectives
In the kitAdd what I'm about to say to "Candidate objectives" as separate sticky notes, one objective per note, keeping my wording …
Board after this stepFifteen to thirty candidate objectives, numbers flagged in orange.
- 26–38 min
Cluster and keep three to five
In the kitGroup the notes in "Candidate objectives" by what they aim to change, keeping every note's wording …
Board after this stepThree to five objectives in the OKR set; every other idea is parked in "Not this quarter" with its dot count.
- 38–53 min
Draft key results
In the kitLook only at this objective …
Board after this stepEach objective has two to four key results in measurable form; tasks have moved into Initiatives.
- 53–65 min
Fill baselines and targets
In the kitFill the Baseline column of every key result table using only these current values …
Board after this stepEvery key result has a real baseline, a target and a type; red cells show the numbers still missing.
- 65–75 min
Stress-test the set
In the kitCheck the "OKR set" against these rules and add a comment on every key result or objective that breaks one …
Board after this stepRule comments on the cards that need fixing, and one suggested health metric per objective for the team to accept or delete.
- 75–85 min
Owners and initiatives
In the kitFill the Owner column with these names …
Board after this stepOne owner per key result, every remaining initiative linked to a key result, and a clear list of what is not happening this quarter.
- 85–90 min
Close with the OKR doc
In the kitTurn this board into an OKR doc for Growth team at Pebble, a meal-kit startup for Q1 2027 with these sections …
Board after this stepThe board stays as the planning record; the doc is the version people refer to all quarter.
After the meeting
OKR tracker sheet
In the kitCreate a sheet from the "OKR set" on this board with the columns Objective, Key result, Owner, Type, Baseline, Target, Current, Score …
Weekly check-in agenda
In the kitWrite a 15-minute weekly check-in agenda doc for these OKRs …
All-hands slides
In the kitTurn this board into one slide per objective for an all-hands …
Send to Miro or Lucid
In the kitBefore I send this board to Lucid, tidy it …
What goes wrong on Claude Whiteboards
- Tell Claude to write "?" instead of guessing. Asked to complete a key result, it will propose a plausible baseline, and a made-up baseline makes the end-of-quarter score meaningless. Every number on the board should come from a paste or from someone in the room.
- 2 more pitfalls for this workshop are in the kit
Board layout
A board with last quarter scored 0.0 to 1.0, 3 to 5 objectives each with 2 to 4 key results that have a baseline, a target and one owner, initiatives linked to the key results they move, and a "Not this quarter" list. Plus an OKR doc and a tracker sheet with a score formula.
Agenda at a glance
| Minutes | Step | What the board shows afterwards |
|---|---|---|
| 0–4 | Lay out the board | Title strip with the company goal, empty last-quarter, candidates, OKR set, initiatives and not-this-quarter sections. |
| 4–14 | Score last quarter | Last quarter's key results with scores and colors, so the room sees what carried over before writing anything new. |
| 14–26 | Write candidate objectives | Fifteen to thirty candidate objectives, numbers flagged in orange. |
| 26–38 | Cluster and keep three to five | Three to five objectives in the OKR set; every other idea is parked in "Not this quarter" with its dot count. |
| 38–53 | Draft key results | Each objective has two to four key results in measurable form; tasks have moved into Initiatives. |
| 53–65 | Fill baselines and targets | Every key result has a real baseline, a target and a type; red cells show the numbers still missing. |
| 65–75 | Stress-test the set | Rule comments on the cards that need fixing, and one suggested health metric per objective for the team to accept or delete. |
| 75–85 | Owners and initiatives | One owner per key result, every remaining initiative linked to a key result, and a clear list of what is not happening this quarter. |
| 85–90 | Close with the OKR doc | The board stays as the planning record; the doc is the version people refer to all quarter. |
Run every workshop, not just the retro
Anthropic's help page gives three sample prompts. Free prompt packs give single prompts. The kit gives you the whole session: what to paste, in what order, how many minutes each step takes, what you do while Claude works and what the board should show before you move on.
| Free here | Workshop kit | |
|---|---|---|
| Sprint retrospective | The whole script | The whole script |
| The other 11 workshops | Agenda, board layout and the first prompt | Every prompt in order, with what you do at each step |
| Prompts that turn the board into a doc, deck, tracker sheet or Miro board | Retro only | For every workshop (40 in all) |
| Mistakes to avoid on Claude Whiteboards | One per workshop | All of them |
| Single-job prompt library | 10 prompts | All 40 |
| Copy, print or download a script | Retro only | All 12, plus the whole kit as one Markdown file |
$19one payment
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