Top 10 Free Planning & Goals Templates

Easily set and achieve team and company-wide goals with Notion's planning + goals templates. Keep track of OKRs, business plans, and strategic objectives all in one place and track your progress in real time.

What Should Planning & Goals Templates Include?

Choosing the right Planning & Goals template in Notion can transform how you set and achieve your objectives. Here are key components to look for in a high-quality template:

Clear Objective Setting: The template should have a dedicated area where you can define clear, actionable goals. This helps in maintaining focus and measuring progress effectively.
Task Breakdown: It should allow you to break down each goal into manageable tasks. This feature is essential for tracking daily activities and ensuring consistent progress towards your goals.
Progress Tracking: Look for templates that include visual progress indicators, such as progress bars or checkboxes. These tools are invaluable for keeping motivation high and providing clear insights into your advancement.
Review Sections: A good template should offer sections for periodic reviews, enabling you to reflect on what's working and what needs adjustment. This adaptability is key to effective goal management.

With these components, a Notion template can serve not just as a tool for recording goals but as a dynamic partner in your personal and professional growth.

What Should Planning & Goals Templates Avoid?

When selecting a Planning & Goals template in Notion, it's important to be aware of certain features that might complicate or hinder your productivity rather than enhance it. Here are three key components to steer clear of:

Overly Complex Structures: Templates with too many layers and subcategories can be overwhelming. Choose simplicity to maintain focus and ease of use.
Fixed Time Frames: Avoid templates that lock you into specific time frames. Flexibility in planning allows adjustments based on progress and changing priorities.
Generic Goals: Templates that promote generic goals can dilute personal or specific objectives. Opt for those that encourage tailored goal-setting that aligns with your unique aspirations.

Choosing the right template involves looking for one that facilitates organization without adding unnecessary complexity or rigidity, ensuring it complements your workflow effectively.

1Objectives & Key Results Tracker

This template offers a straightforward way to manage your OKRs. It allows you to clearly define and update each OKR with key details like status, owner, priority, and timeline. This ensures that everyone on your team has a clear understanding of their responsibilities and goals, fostering alignment and focus on the most important tasks.

A template preview for Objectives & Key Results Tracker

2small business planner

plan and organize your small business!

this template contains:
- social media content planner
- product management
- team members
- important links

Lifetime updates!

A template preview for small business planner

3GoalsHQ

GoalsHQ is "The Complete Goal Planning System for High-Performing Teams and Organizations."

GoalsHQ is an easy-to-implement, easy-to-use, weekly & quarterly planning tool that:

1. Aligns everyone on the most important work to be done
2. Increases everyone’s productivity
3. Skyrockets internal communication
4. Creates undeniable team clarity of goals and targets
5. Increases your satisfaction and happiness at work
6. **Oh, and did we mention…it’s actually FUN to use ;-)**

GoalsHQ is designed by a team of 20-year entrepreneurs and business veterans who’ve grown multiple companies from zero to 8-figures and figured out the hard way how to develop a highly efficient and highly effective goal planning process that delivers results.

Now, you get to follow this battle-tested system and experience breakthrough results yourself.

4Business Planning Template

Use for planning significant features for a product or service. Individual task pages within the database are great for higher level tracking of features that require many steps to be completed. Checklists and notes go into the each task page, while the planning database keeps track of overall status.

A template preview for Business Planning Template

5Roadmap Planning

The Roadmap Template provides a space for teams to create and visualize a roadmap with multiple initiatives and interdependencies. It also provides a way to manage those projects and tasks associated with executing on the roadmap. This supports a continual reference point for team alignment, activities associated with project management, and the ultimate achievement of functional goals.

6Action Plan

The Action Plan Template helps you to create action plans easily.

By creating an action plan you’ll able to gain a clear understanding of your short-term objectives are.

By creating an action plan you’ll be able to streamline your efforts and stay focused on what truly matters.

7Annual Planning

Templates for each team to prefill, a calendar to plan the entire process, and databases to organize your resulting OKRs and link them to company initiatives.

8One-Page Business Plan

Bring your business planning into one simple page with the One-Page Business Plan template.

Clean, simple, and easy to navigate, this template streamlines your strategy, objectives, and action plans onto a single page. Customize it to reflect your brand and add your own content to make it unique.

When you're ready, just hit publish to share your plan effortlessly. It's the perfect tool for anyone looking for a concise and effective way to present their business vision.

A template preview for One-Page Business Plan

9Business Plan

This simple, aesthetic and minimal business plan allows you to include your logo and brand colors so that you can get a clear view of your branding. It contains several sections:
1. Business details section- business type, model, legal structure, location etc.
2. Business message section - what message do you want to portray?
3. Marketing methods that you'll use to achieve your goals.
4. A simple table that displays your products/services and desired impact on customers.
5. Outline your standard operating procedures/operating systems in the 5th section.
6. Write down the exact steps you'll use to deliver your product/service to customers.

Bonus: Calendar for marking important dates in your business and a milestone tracker!

10Monthly Planner

With this template, you can plan each month of the year, set goals, and review your life each month.
Let's build and implement an effective 2023

Closing Thoughts

Utilizing these templates streamlines your planning process, enabling you to focus more on achieving your goals rather than organizing them. They are designed to be intuitive and flexible, catering to various planning styles.

Start by choosing a template that resonates with your personal or professional aspirations. Customize it to fit your specific needs and begin tracking your progress. Regular use will enhance your productivity and help maintain your focus on important milestones.

What is a Gantt Chart?

A Gantt chart is a visual project management tool that outlines project tasks against a timeline, showing the start and end dates, as well as dependencies between tasks.

What is a SMART Goal?

SMART Goals are objectives that are Specific, Measurable, Achievable, Relevant, and Time-bound, used to ensure that goals are effectively defined and reachable within a certain timeframe.

What is a Kanban Board?

A Kanban Board is an agile project management tool designed to help visualize work, limit work-in-progress, and maximize flow or efficiency.