OKR Templates

O:Mobilize every team — MD to MA to CHW — to achieve financial sustainability and serve every patient through the 2026 crisis

No single department can solve the 2026 crisis alone. H.R. 1 threatens up to 60% of Section 330 funding for California FQHCs, SB 525 adds mandatory wage costs across every role, and the CalAIM waiver expires December 2026. This company-wide OKR cascades accountability across 12 key result areas: providers, RNs, MAs, CHWs, BH, dental, finance, HR, EHR, schedule design, top-of-scope utilization, and executive governance. Each KR requires cross-functional coordination. Use this at the board/executive director level and create department sub-OKRs beneath each KR. The Excel and Word downloads include a full tracking template with Owner, Current Value, and Status columns for each KR. Based on a mid-size California FQHC (240 staff, 210 FTE, ~$24M annual revenue) from the clinic simulator model.