About this template
Streamline your quarterly planning
This template is designed to simplify the planning process. With a streamlined approach, teams can focus on execution and results. Its features are tailored to enhance visibility and coordination – it’s an essential asset for any team looking to optimise their work and ensure that all projects align with their strategic objectives.
Prioritise for impact
Effective planning requires a clear understanding of each project’s potential impact on the business. This template allows teams to organise and plan projects based on their interest and overall impact, making it easier to allocate resources and efforts where they will be most effective. By prioritising projects in this way, teams can achieve better outcomes and drive significant advancements towards their business goals.
Understand the effort
While a project can sound great, it’s really impossible to plan for it unless you understand the effort that it’s going to take. This template includes that field so individual team members can weigh in on how much effort a certain project will take, making it easier for you to weigh the pros and cons of taking a specific project on.
Comprehensive progress tracking
Keeping a pulse on the progress of each project is crucial, and the quarterly planning template makes this easy with its robust tracking features. Teams can monitor the progress, priority and owner of each project, providing a clear overview of where things stand at any given moment. This level of detail fosters accountability and ensures that every project moves forward as planned, with timely interventions whenever necessary to keep everything on track.
