{"id":40362,"date":"2026-01-22T10:30:00","date_gmt":"2026-01-22T13:30:00","guid":{"rendered":"https:\/\/actiosoftware.com?p=40362"},"modified":"2026-05-14T22:23:19","modified_gmt":"2026-05-15T01:23:19","slug":"how-to-do-strategic-planning-using-okrs","status":"publish","type":"post","link":"https:\/\/actiosoftware.com\/en\/blog\/como-fazer-um-planejamento-estrategico-utilizando-okrs\/","title":{"rendered":"Strategic Planning: How to do it using OKR?"},"content":{"rendered":"<p>As crucial as drawing up a robust strategic plan is integrating it into the company culture and continuously monitoring the results. The big challenge, however, is ensuring that management's vision doesn't get \u201cstuck\u201d at the top, without reaching those who actually carry out the tasks.<\/p>\n\n\n\n<p>And many organizations struggle to create indicators that align with their global strategy. The result of this is common and dangerous: unmotivated teams who lack clarity on how their daily activities actually move the organization's needle.<\/p>\n\n\n\n<p>In this article, we will show how the OKR (Objectives and Key Results) methodology resolves this gap. For this, you will understand how this tool provides a comprehensive view of the business, prioritizes critical actions, and establishes a real connection between strategy and practical execution.<\/p>\n\n\n\n<p>Enjoy the read!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-mas-afinal-o-que-e-okrs\">But, after all, what are OKRs?<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1000\" height=\"667\" src=\"https:\/\/actiosoftware.com\/wp-content\/uploads\/2024\/01\/feche-acima-das-maos-da-reuniao-de-negocios.jpg\" alt=\"But first, what are OKRs?\" class=\"wp-image-40365\" srcset=\"https:\/\/actiosoftware.com\/wp-content\/uploads\/2024\/01\/feche-acima-das-maos-da-reuniao-de-negocios.jpg 1000w, https:\/\/actiosoftware.com\/wp-content\/uploads\/2024\/01\/feche-acima-das-maos-da-reuniao-de-negocios-370x247.jpg 370w, https:\/\/actiosoftware.com\/wp-content\/uploads\/2024\/01\/feche-acima-das-maos-da-reuniao-de-negocios-768x512.jpg 768w, https:\/\/actiosoftware.com\/wp-content\/uploads\/2024\/01\/feche-acima-das-maos-da-reuniao-de-negocios-18x12.jpg 18w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n\n\n<p>In a few words, the <a href=\"https:\/\/actiosoftware.com\/en\/blog\/10-benefits-of-using-okr-in-your-company\/\" target=\"_blank\" rel=\"noreferrer noopener\">OKRs<\/a> (Objectives and Key Results) are a performance management methodology. Its focus is to align the entire team's efforts toward common goals.<\/p>\n\n\n\n<p>Created at Intel and popularized by Google, this approach is used today by companies of all sizes. And the method rests on two main pillars:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Objectives<\/strong> They are qualitative and inspiring definitions. They clearly show where the company wants to go.;<\/li>\n\n\n\n<li><strong>Key Results (KRs):<\/strong> They are quantitative and measurable goals. They function as the GPS that confirms if you are on the right track.<\/li>\n<\/ul>\n\n\n\n<p>In other words, unlike rigid models, OKRs bring practicality to strategy. To this end, they guide daily tasks and show each employee how their work impacts the organization's ultimate success.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-beneficios-dos-okrs-em-um-planejamento-estrategico\">Benefits of OKRs in Strategic Planning<\/h3>\n\n\n\n<p>The great advantage of OKRs lies in their ability to move planning from paper to the core of the company culture. As such, by adopting this model, the organization gains clear competitive advantages, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Priority Focus:<\/strong> Focus on the most important goals;<\/li>\n\n\n\n<li><strong>Transparency:<\/strong> Everyone understands the objectives and how to contribute;<\/li>\n\n\n\n<li><strong>Agility:<\/strong> quick adaptation to market changes;<\/li>\n\n\n\n<li><strong>Motivation:<\/strong> Acknowledging achievements boosts morale.<\/li>\n<\/ul>\n\n\n\n<p><strong>Also read: <\/strong><a href=\"https:\/\/actiosoftware.com\/en\/blog\/okr-what-is-and-how-to-implement-the-methodology\/\" target=\"_blank\" rel=\"noreferrer noopener\">OKR: What it is and how to implement the methodology<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-passo-a-passo-para-um-planejamento-estrategico-com-okrs\">Step-by-step for strategic planning with OKRs<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1000\" height=\"667\" src=\"https:\/\/actiosoftware.com\/wp-content\/uploads\/2024\/01\/papeis-de-negocios-de-natureza-morta-com-varias-pecas-de-mecanismo.jpg\" alt=\"Step-by-Step for Strategic Planning with OKRs\" class=\"wp-image-40366\" srcset=\"https:\/\/actiosoftware.com\/wp-content\/uploads\/2024\/01\/papeis-de-negocios-de-natureza-morta-com-varias-pecas-de-mecanismo.jpg 1000w, https:\/\/actiosoftware.com\/wp-content\/uploads\/2024\/01\/papeis-de-negocios-de-natureza-morta-com-varias-pecas-de-mecanismo-370x247.jpg 370w, https:\/\/actiosoftware.com\/wp-content\/uploads\/2024\/01\/papeis-de-negocios-de-natureza-morta-com-varias-pecas-de-mecanismo-768x512.jpg 768w, https:\/\/actiosoftware.com\/wp-content\/uploads\/2024\/01\/papeis-de-negocios-de-natureza-morta-com-varias-pecas-de-mecanismo-18x12.jpg 18w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n\n\n<p>Aligning strategic planning with OKR agility is the path to flawless execution. See how to implement this model step-by-step to connect your global goals to daily operations:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-defina-objetivos-claros-e-inspiradores\">1 \u2013 Define clear and inspiring goals<\/h3>\n\n\n\n<p>The first step is to establish the organization's \u201cnorth star.\u201d To achieve this, goals should be qualitative, aspirational, and easy to remember in order to engage all levels of the company.&nbsp;<\/p>\n\n\n\n<p>So, instead of focusing just on numbers now, focus on the purpose: the objective needs to answer where the company wants to go and why it's important. After all, when an objective is well-defined, it serves as a compass that facilitates the creation of Key Results by each department.<\/p>\n\n\n\n<p><strong>Examples to inspire you:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Dominate the local market through an unforgettable shopping experience;<\/li>\n\n\n\n<li>Turn our customer retention into a global benchmark of excellence.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">2 \u2013 Unfold objectives for the teams<\/h3>\n\n\n\n<p>With the global goals established, it's time to empower the teams. At this stage, each team must develop its own OKRs, ensuring that their individual goals contribute directly to the company's overarching objective.&nbsp;<\/p>\n\n\n\n<p>The leaders\u201c role here is that of a mentor: they should encourage the creation of challenging and quantifiable goals. To facilitate this, the team should ask themselves: \u201dWhat delivery in the next 90 days will have the greatest impact on the company's success?\".<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3 \u2013 Create action plans and follow-up rituals<\/h3>\n\n\n\n<p>An OKR without an action plan is just a wish list. Therefore, it is crucial to list the initiatives, projects, and practical tasks that will be executed to move the key results' needles.&nbsp;<\/p>\n\n\n\n<p>Furthermore, the methodology demands rhythm. Implement weekly check-ins: quick, objective meetings where the team reviews progress, identifies bottlenecks, and adjusts priorities. This constant monitoring prevents the project from getting lost in the daily grind.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-implemente-um-sistema-de-monitoramento-robusto\">4 \u2013 Implement a robust monitoring system<\/h3>\n\n\n\n<p>Managing OKRs in spreadsheets is usually the quickest path to abandoning the methodology in companies seeking scale. After all, monitoring needs to be visual and, preferably, automated.&nbsp;<\/p>\n\n\n\n<p>Therefore, using specialized tools allows the progress of Key Results to be updated in real-time, generating transparency and saving time. Here, tools like <a href=\"https:\/\/actiosoftware.com\/en\/strategy-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">Tune by Actio<\/a> automate this process, ensuring the team's focus is on execution, not manual filling.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">5 \u2013 Promote transparency and total alignment<\/h3>\n\n\n\n<p>One of the greatest strengths of OKR is its visibility. After all, when plans and progress are shared with the entire organization, information silos are broken down.&nbsp;<\/p>\n\n\n\n<p>This allows one department to understand how the work of another impacts the bottom line, fostering a sense of collaboration and mutual accountability. A centralized platform strengthens this culture by enabling any employee to know how their role contributes to strategic growth.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">6 \u2013 Institute a living feedback culture<\/h3>\n\n\n\n<p>Review moments should not just be for looking at numbers, but for fostering collective learning. For this reason, during accompaniment rituals, encourage open communication where <a href=\"https:\/\/actiosoftware.com\/en\/blog\/feedback-what-is-importance-and-how-to-give\/\" target=\"_blank\" rel=\"noreferrer noopener\">feedback<\/a> Flows naturally.\u00a0<\/p>\n\n\n\n<p>But, for this, remember: team members must feel comfortable exposing where they are failing and where they need help. This psychologically safe environment is what allows for quick adjustments to strategy before a mistake becomes a bigger loss.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">7 \u2013 Implement cyclical performance reviews<\/h3>\n\n\n\n<p>Finally, establish monthly and quarterly reviews to assess the project's trajectory. In monthly meetings, the focus is on course correction, while at the end of the quarter, the analysis is deeper: what have we learned? What worked and what should be discarded?&nbsp;<\/p>\n\n\n\n<p>These revisions ensure that the <a href=\"https:\/\/actiosoftware.com\/en\/blog\/strategic-planning-what-and-how-to-do-and-examples\/\" target=\"_blank\" rel=\"noreferrer noopener\">strategic planning<\/a> Don't be a static piece, but a living organism that evolves as market challenges arise.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-como-evitar-erros-ao-fazer-um-planejamento-estrategico-com-okr\"><strong><strong>How to avoid mistakes when making a strategic plan with OKRs?<\/strong><\/strong><\/h4>\n\n\n\n<p>Avoiding certain misconceptions is crucial for preserving the effectiveness of strategic planning, as knowing and understanding these mistakes can prevent potential pitfalls. Check out some common misconceptions organizations make during strategic planning below:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Communication impairment:<\/strong> It is fundamental that all members of the company understand the vision, objectives, and how their daily activities contribute to the goal.;<\/li>\n\n\n\n<li><strong>Lack of flexibility:<\/strong> A strategic plan must be flexible enough to adjust to changes in market conditions or the organization's internal conditions.;<\/li>\n\n\n\n<li><strong>2- Goal setting<\/strong> Objectives and goals should be challenging, but still achievable. Unattainable goals can lead to frustration and demotivation.;<\/li>\n\n\n\n<li><strong>Lack of team involvement:<\/strong> Failing to involve stakeholders in the planning process can result in resistance to strategy implementation.;<\/li>\n\n\n\n<li><strong>Failure to monitor and evaluate:<\/strong> Without regular monitoring and progress evaluation, it becomes difficult to determine if the strategy is on the right track or if adjustments are needed.<\/li>\n<\/ul>\n\n\n\n<p>Correcting these errors not only prevents setbacks but also strengthens the strategic planning process, contributing to long-term efficiency and success.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conheca-o-tune-by-actio-software-de-gestao-estrategica-do-grupo-falconi\">Introducing Tune by Actio, a strategic management software<\/h2>\n\n\n\n<figure class=\"wp-block-image alignleft size-full is-resized\"><img decoding=\"async\" width=\"923\" height=\"466\" src=\"https:\/\/actiosoftware.com\/wp-content\/uploads\/2024\/01\/image.png\" alt=\"Introducing Tune by Actio, a strategic management software\" class=\"wp-image-40367\" style=\"aspect-ratio:1.98068669527897;width:455px;height:auto\" srcset=\"https:\/\/actiosoftware.com\/wp-content\/uploads\/2024\/01\/image.png 923w, https:\/\/actiosoftware.com\/wp-content\/uploads\/2024\/01\/image-370x187.png 370w, https:\/\/actiosoftware.com\/wp-content\/uploads\/2024\/01\/image-768x388.png 768w, https:\/\/actiosoftware.com\/wp-content\/uploads\/2024\/01\/image-18x9.png 18w\" sizes=\"(max-width: 923px) 100vw, 923px\" \/><\/figure>\n\n\n\n<p>As we've seen, implementing OKRs in strategic planning offers a real competitive advantage, but success demands more than theory: it requires the engagement of the entire company and the support of the right technology. And to move goals from paper and ensure measurable results, it's essential to have tools that automate monitoring and bring transparency to execution.<\/p>\n\n\n\n<p>O Tune by Actio, strategic management software <a href=\"https:\/\/en.falconi.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Falconi Group<\/a>, is the ideal solution for precisely managing your OKRs and projects. This is because, as part of the country's leading reference in business excellence, our platform guarantees full control over goals and action plans, replacing the complexity of spreadsheets with high-performance management focused on results.<\/p>\n\n\n\n<p>Prepare your company for new levels of success by combining cutting-edge methodology and technology. Don't leave your strategy to chance: optimize your processes with those who understand management and keep up with Actio's news at <a href=\"https:\/\/www.instagram.com\/actionorthamerica\/\" target=\"_blank\" rel=\"noreferrer noopener\">Instagram<\/a>, <a href=\"https:\/\/www.linkedin.com\/company\/actiobrasil?originalSubdomain=br\" target=\"_blank\" rel=\"noreferrer noopener\">LinkedIn<\/a> and <a href=\"https:\/\/www.facebook.com\/actionorthamerica\/\" target=\"_blank\" rel=\"noreferrer noopener\">Facebook<\/a>!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-perguntas-frequentes-sobre-planejamento-estrategico\"><strong>Frequently asked questions about strategic planning<\/strong><\/h2>\n\n\n\n<p id=\"h-perguntas-frequentes\">Check out some of the most common questions on the topic below:<\/p>\n\n\n\n<div class=\"schema-faq wp-block-yoast-faq-block\"><div class=\"schema-faq-section\" id=\"faq-question-1778808106105\"><strong class=\"schema-faq-question\"><strong>What is the difference between strategic, tactical, and operational planning?<\/strong><\/strong> <p class=\"schema-faq-answer\">Strategic planning focuses on defining long-term goals and allocating resources to achieve organizational objectives. Tactical planning, on the other hand, is related to medium-term actions to implement the strategy, while operational planning involves daily activities to achieve specific goals.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1778808117763\"><strong class=\"schema-faq-question\"><strong>What is the difference between OKR and KPI?<\/strong><\/strong> <p class=\"schema-faq-answer\">KPI, or Key Performance Indicator, is a metric that measures an organization's success in achieving its goals. In other words, these metrics are essential for measuring performance and providing insights into critical areas, thus aiding in informed decision-making.<br><br>OKR, on the other hand, is a metric that defines objectives and key results to achieve them<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1778808131338\"><strong class=\"schema-faq-question\"><strong>Why do many strategic plans fail in execution?<\/strong><\/strong> <p class=\"schema-faq-answer\">The failure generally occurs for two reasons: lack of follow-up and disconnection from operations. This is because many companies create robust plans but do not establish review rituals or do not use adequate tools to monitor progress.\u00a0<br><br>Thus, without clear indicators and checking rituals, the strategy ends up forgotten in the routine.<\/p> <\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p>Click here and discover how to integrate the OKR methodology into your strategic planning to contribute to the growth of your company. <\/p>","protected":false},"author":10,"featured_media":40364,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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