Solutions Corner: Fast-Tracking Your Strategy & OKRs in Wrike!

This new OKR template is impressive. In the YouTube episode you mention a longer video on how to use the template was available, but I didn't find a link. I'd love to learn what resources exist to help set this up for our team. We are adopting OKRs for the first time this year and I'm so excited that we get to lean into Wrike for the process.

Hey Kat!  I can share the longer video with you and also coordinate getting this installed into your environment.  Please fill out our RF here and we will work on next steps!  https://bit.ly/43qHyGz

Matt Allen Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Matt Allen Wrike Team member Become a Wrike expert with Wrike Discover

Thanks Matt! I've added the space and have started work on adding on OKRs. I just have a few questions on how different elements of the template are used. Looking forward to working with you on it.

I love this template! The fact that there's one single dashboard that includes Company, Department, and Personal OKRs (with the Personal section reflecting Current User) makes it so easy for anyone to refer to, regardless of their team.

I like that this is viewable in a dashboard because our team is very used to viewing information in this way. I can't wait to dive in!

Impressive solution for whole-organization planning and transparent measurement! I'm thinking of how to use the bottom end for my work as a model.

I like that the solutions are presented with screen shares so it is easy to follow along.

I'm excited to dig into this and see how we can implement it within our strategic planning process! We're using a dashboard to monitor our strategic initiatives across the organization for executive oversight, but to have an additional layer that looks at how they bubble up to our measurable organizational goals takes this up a whole other level. 

I’m really impressed by this template! Having a single dashboard that includes Company, Department, and Personal OKRs—with the Personal section reflecting the Current User—makes it incredibly easy for anyone to check progress, no matter their team.

We recently put our annual (and longer!) plans for each department into Wrike for tracking and transparency. This template looks a lot like what we built! 

That template is really amazing! This is the type of ideas that we need to expand Wrike into all departments in our organization and bring unity! 

I love the personal goal tracker example - so how things are measuring up to larger goal - amazing!

Great episode! I really liked the practical approach to aligning day-to-day work with strategic goals using folders and dashboards. I can definitely see this being useful for tracking campaign performance and connecting creative output with brand-level OKRs. Looking forward to seeing more use cases like this for marketing teams.

This is great, but I wish there was a widget in Wrike Dashboards that could show timelines for a project within one line, something like this (but prettier!):

          PROJECT A:  Kickoff (9/1/25) --------- Requirements Complete (9/10/25) ----------- Development Complete (12/1/25) ---------- QA Complete (2/1/26) ---------- Launch (3/1/26)

That way we would be able to show a list of projects with the high-level timelines (e.g. for milestones), rather than having Gantt or Calendar views that take up a lot of vertical space.

While this sounds promising, we already have a parallel tool to track this, so would like to try more as an individual

Loved the personal- and company-wide goals. We can simply gather all the precious info, in a dashboard! Keep up the amazing work!

Great idea.  Have Wrike users determine what are the questions moving forward and then have solutions for Wrike.  Then Have it easy access for other people.  

Dashboard did look like a clean.  Goal performance would be pretty cool to set up with the team.  I am sure the boss would like to have this and then makes the conversations during the year easier.  

Sarah Dungey  Did you make any different decisions with your own implementation?  Very curious on where you took different decisions as it's a great chance to learn from each other!

Matt Allen Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Matt Allen Wrike Team member Become a Wrike expert with Wrike Discover

Good solution. If you have a basic project management it is a nice addon and connecting it in one tool is a great benefit.

Love this solution!

This is great! I'm looking forward to this series. I like how I can track my goals in a platform I already live in every day. 

Personal goal tracker is a great one! Brilliant

Sven Passinger 

Definitely - connecting projects that support strategy makes it really powerful to help measure the impact of our work.  So doing it all in one place makes a lot of sense.  There is even non-project work (i.e. Change Requests) that certainly could be algined too. 

And lets face it, nobody loves scrambling the last week of the quarter to try and remember/find/list all the things they did that help support outcomes.

Matt Allen Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Matt Allen Wrike Team member Become a Wrike expert with Wrike Discover

Thanks for sharing Wrike's approach to track strategy and goals. Like how you walked thru the screens to help us understand.

This is so neat! 

Have you set up something maybe more on business segements than spaces?

I love this!  I see the request form mentions working with Datahub.  I don't think we have that connection.  Does this OKR solution come over as a space or template of projects and dashboards to customize for our own use?  Thanks

Florian Gascho Curious to get a bit more thought around your idea.  Are you looking to measure OKRs against a specific business segment?  i.e. This Key Result is related to these departments.  Or are you proposing a different type of hierarchical component in Wrike to break away from spaces?  Super curious to understand the question a bit more!

Matt Allen Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Matt Allen Wrike Team member Become a Wrike expert with Wrike Discover

Hi Matt Allen, maybe I can try to give you some more insight onto this topic. We've been a customer at Wrike longer than Spaces exist - so for us all happens in once space.

This has made it quite difficult for keeping everything nice and organized. Eitherway since our Space has been growing over the years our various business Segements have also grown. So now we're struggling to have reporting done in the eyes of the various Businessegments as its all on one Space. Therefore my question if there is a solution into a more business Segment orientated way of tracking OKRs, Goals etc.

I know Wrike has been catering more towards an approach of Space by Team/department but we have yet to make that jump/ are still a bit reluctant how to break apart (or not break) our grand Space. If there are any more questions, feel free to let me know!

Lisa Gomes Hey Lisa!  The solution is configured in the video above and as-designed with Datahub.  So just want to be upfront with that so we don't get on a call and you're disappointed as it doesn't have all the features.  That being said, we have configured it minus the datahub components for others.  It will be imported in as a new space.  Thanks!

Matt Allen Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Matt Allen Wrike Team member Become a Wrike expert with Wrike Discover