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Goal & OKR Tracker

Helps define SMART goals or OKRs (Objectives and Key Results), breaks them into quarterly milestones, creates a tracking system, and conducts monthly progress check-ins. Prerequisites: python3.

Productivity & Planning|v1|Updated 5/19/2026
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# Goal & OKR Tracker

Define SMART goals or OKRs, break them into milestones, and track progress with monthly check-ins.

## When to Use

- "Help me set goals for this quarter"
- "Create OKRs for my team/personal growth"
- "Track my progress on my yearly goals"

## Requirements

- **python3** for progress calculations

## Workflow

### Step 1 — Define Goals

Collect:
- **Area** (career, health, finance, relationships, learning)
- **Timeframe** (quarterly, annual)
- **What you want to achieve** (raw input — we'll make it SMART)

### Step 2 — Convert to SMART / OKR Format

```markdown
## Goal → SMART Conversion

**Raw goal:** "Get better at public speaking"

**SMART version:**
- **S**pecific: Deliver 3 presentations at work meetings
- **M**easurable: 3 presentations, average feedback score 4+/5
- **A**chievable: One per month, starting with small team meetings
- **R**elevant: Aligns with career goal of becoming a tech lead
- **T**ime-bound: By end of Q2 2024

## OKR Format

**Objective:** Become a confident public speaker

**Key Results:**
1. KR1: Deliver 3 presentations to groups of 10+ people
2. KR2: Achieve average feedback score of 4.0/5.0
3. KR3: Complete a public speaking course or workshop
```

### Step 3 — Build Tracking Document

```markdown
# Goals — {TIMEFRAME}

## Objective 1: {OBJECTIVE}
**Why:** {motivation}
**Deadline:** {date}

| Key Result | Target | Current | Progress | Status |
|-----------|--------|---------|----------|--------|
| KR1: {description} | {target} | {current} | {X}% | 🟢/🟡/🔴 |
| KR2: {description} | {target} | {current} | {X}% | 🟢/🟡/🔴 |
| KR3: {description} | {target} | {current} | {X}% | 🟢/🟡/🔴 |

**Overall: {X}%**

### Monthly Milestones
| Month | Milestone | Status |
|-------|-----------|--------|
| Month 1 | {milestone} | [ ] |
| Month 2 | {milestone} | [ ] |
| Month 3 | {milestone} | [ ] |

## Objective 2: {OBJECTIVE}
...
```

### Step 4 — Progress Check-In

```bash
python3 << 'PYEOF'
from datetime import datetime, timedelta

# OKR progress
okrs = [
    {"name": "KR1", "target": 3, "current": {CURRENT_1}},
    {"name": "KR2", "target": 4.0, "current": {CURRENT_2}},
    {"name": "KR3", "target": 1, "current": {CURRENT_3}},
]

# Time progress
start = datetime({START_Y}, {START_M}, {START_D})
end = datetime({END_Y}, {END_M}, {END_D})
now = datetime.now()
time_pct = (now - start).days / max((end - start).days, 1) * 100

print(f"Time elapsed: {time_pct:.0f}%")
print(f"")

for kr in okrs:
    pct = kr["current"] / kr["target"] * 100
    status = "🟢 On track" if pct >= time_pct else "🟡 Behind" if pct >= time_pct * 0.7 else "🔴 At risk"
    print(f"{kr['name']}: {pct:.0f}% complete — {status}")

avg = sum(kr["current"]/kr["target"] for kr in okrs) / len(okrs) * 100
print(f"\nOverall objective: {avg:.0f}%")
PYEOF
```

### Step 5 — Monthly Review

```markdown
## Monthly Check-In — {MONTH}

📊 Overall: {X}% (Time elapsed: {Y}%)

### What's working
- {specific behavior or habit driving progress}

### What's not working
- {blocker or dropped habit}

### Adjustments
- {specific change to make this month}

### Next month focus
- {specific milestone to hit}
```

### Step 6 — Save

```bash
mkdir -p outputs/productivity
cat > "outputs/productivity/goals-{TIMEFRAME}.md" << 'EOF'
{GOALS_DOCUMENT}
EOF
```

## Important Rules

- Max 3-5 objectives per quarter — focus beats breadth
- Each objective needs 2-4 measurable key results
- Compare progress % to time elapsed % for pace check
- 70% achievement on stretch goals = success (Google's OKR standard)
- Celebrate wins, adjust strategy on misses — don't just try harder

## Example Prompts

- "Help me set 3 goals for this quarter"
- "Create OKRs for my engineering team"
- "Do a monthly check-in on my yearly goals"
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