OKR-Based Project Planning Across Multiple Marketing Teams

Ran_J

I’m working on a cross-functional project where I’m building a unified, OKR-based project planning system for our Marketing team.

The goal is to standardize how multiple teams manage projects in Smartsheet, while also rolling up all activity to support high-level OKRs tied to company business goals

I’d love feedback on the best structural approach:

Question:
If there are multiple teams (Paid, Organic, Content, Marketing Ops, etc.), should:

• Each team have their own workspace and intake form, customized to their needs?
• Or should we use a shared workspace and a universal intake form/sheet with team-specific filters?

Also, if we go with multiple workspaces/forms—what’s the best way to roll up all tasks/projects into a high-level OKR dashboard with team scorecards?

Would appreciate insight from anyone who's tackled this across departments or functions.

Thanks in advance!

Naeem Ejaz

You can use separate workspaces and intake forms per team, but standardize metadata (like project type, owner, status, and OKR tags) to ensure cross-team rollups are possible.

But I will suggest to go for smartsheet built-in PMO template.