Run the quarterly planning cycle for the whole org — gather inputs, draft themes, align teams, and commit — so the next quarter starts with shared clarity.
Leaders orchestrating cross-team planning each quarter.
Quick answer
The Quarterly planning template is a ready-made workspace for Leaders orchestrating cross-team planning each quarter.
Quarterly planning template in short
Included when you apply it
Applying this template creates the 1 board below — with every list — and pre-loads 3 sample issues, all yours to edit. The automation rules further down are suggestions you can wire up next; they aren't created for you yet.
A preview of how this template lays out — the boards, their custom workflow states, and where the sample issues land. WIP caps show a badge.
Quarterly plan
Gather team capacity and carryover for Q3
Draft the three company themes for the quarter
Sub-issues align each theme to a team and an owner.
All-hands to communicate the committed plan
These rules aren't created when you apply the template — they're recipes you can wire up in Settings → Automations once your board exists.
When
Plan moves to 'Committed'
Then
Generate per-team commitment issues from the themes
When
Start of the planning window
Then
Open the standard inputs checklist (capacity, carryover, asks)
Ready to spin this up?
Sign-up takes seconds. We build this template's boards, lists, and sample issues in your new workspace, all yours to edit.
FAQ
Quarterly OKRs
Objectives and key results with weekly check-ins and health states, so progress is visible long before the quarter ends.
View templateLeadership priorities
A lightweight board for the handful of company priorities, with weekly updates and clear DRIs — the cross-functional bets that matter.
View templateHiring pipeline
An applicant tracker with interview stages and a scorecard checklist, so hiring decisions are structured and fair.
View template