Top 10 Paid 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 significantly streamline your productivity and clarity in achieving objectives. Here are key components to look for:

  1. Clear Objectives: The template should have a dedicated area for defining clear, actionable goals. This helps in keeping your focus aligned with your objectives.

  2. Progress Tracking: Features that allow you to track your progress are essential. Look for templates that include milestones or progress bars to visually represent your advancement.

  3. Task Prioritization: A good template will help you prioritize tasks based on urgency and importance. This ensures that you are working on what matters most to your goals.

  4. Review Sections: Regular review sections to assess goal progress and recalibrate strategies are beneficial. This keeps your plan dynamic and responsive to changes.

Selecting a template with these components will not only organize your tasks but also enhance your motivation and efficiency towards achieving your goals.

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 hinder rather than help your productivity. Here are three key components to steer clear of:

  1. Overly Complex Structures: Templates with too many layers and subcategories can become confusing and overwhelming, detracting from their usability.

  2. Non-Customizable Elements: Avoid templates that don't allow you to tweak settings or add personal touches, as flexibility is essential for adapting to your specific planning needs.

  3. Generic Content: Templates filled with too much generic or placeholder content can be tedious to edit and might not meet your specific goals or reflect your personal journey.

Choosing the right template involves looking for simplicity, customization, and relevance to your personal or professional objectives.

1THE MOST INTUITIVE GOALS & TASKS PLANNER

You will find in this Template:

- Goals Tracker

Set up your major goals for a year and break them down into monthly tasks (in Monthly planning section) to prevent them from slipping away from you. Tick the checkbox and add the accomplished goals into Done section. Hide/show it when you need it.

- Monthly Planner (Kanban system with deadlines and progress tracker)

Split your monthly tasks into even smaller sections and set up deadlines. Track your progress and become more productive! You can hide/show months as needed to make this section convenient for you.

- Everyday To Do List (Kanban system with deadlines and progress tracker)

In this section you can make a to do list for your day and track its progress. Everyday just write down all the tasks you need to do the next day. Don’t forget to check your monthly planner before you do it!

- Everyday Habits Tracker

Here you can add any habits you want to implement in your daily life. This section will help you understand where to focus your attention in order to establish a consistent habit.

- Thoughts & Ideas Section

Here you can write down some thoughts/ideas or make a motivation list! Whatever you need to achieve your goals!

- Books To Read List

Write down a list of books you want to read this year. Tick the checkbox and add the read books into Read section. Hide/show it when you need it.

- Wish List

Here you can add some stuff you want to buy or get as a gift. You can share this page with your friends or family if you want to!

A template preview for THE MOST INTUITIVE GOALS & TASKS PLANNER

2OGSM Tracker

Use this template to keep your goals top of mind and actionable based on the OGSM format: Objective, Goals, Strategies and Measures.

You can add ‘Strategies’ in the Goals database. If you want to dive deeper, use the Quarterly goals database to have a monthly plan of action.

Features
- Add Goals and Strategies easily to the databases with automated buttons (new!)

- Clean overview on the main page

- Includes an introduction to the different parts of OGSM that can be used while filling out your OGSM framework

- Quarterly view to drill yearly goals to 3-monthly actions and track progress per quarter and month

- Full OGSM overview with progress bars

A template preview for OGSM Tracker

3SMART Goals Planner

The Smart Goals Planner is your ultimate companion in turning aspirations into reality. Set SMART Goals, define objectives for each goal, and manage the tasks needed to achieve the objectives and, ultimately, the goals. Visualize your tasks, objectives, and deadlines in one place. Monitor your progress and take control of your journey with insightful tracking databases.

A template preview for SMART Goals Planner

4Quarterly Goal Planner

The Quarterly Goal Planner simplifies the goal-setting process by automatically categorizing goals within each quarter based on the corresponding month, including Quarter 1, Quarter 2, Quarter 3, and Quarter 4. Experience the simplicity of effective goal-setting with this Quarterly Goals Planner. This template is perfect for individuals or organizations seeking a simple yet effective tool to stay organized and on track with their quarterly goals.

A template preview for Quarterly Goal Planner

5Life Planner: Long-Term Goals and OKRs

Unlock your potential and transform your aspirations into action with the "Visionary Planner," a dynamic Notion template designed for those who dream big and aim high. This all-in-one life vision planner is meticulously crafted to help you envision your future from the next year to the next decade and strategically plan to make those visions a reality.

Why Choose the Visionary Planner?

→ Structured Goal Setting: Set clear, achievable objectives with our tailored OKRs framework. Define your goals in various categories such as career, personal development, health, and relationships for the upcoming quarter and beyond.

→ Long-Term Vision Crafting: Plan ahead with a detailed outline for 1, 3, 5, and 10-year goals. This planner allows you to visualize your future and set a path to reach your milestones.

→ Measurable Progress: Each objective comes with key results that are not only measurable but also accompanied by specific metrics to track your progress throughout the quarter.

→ Actionable Tasks: Break down your key results into tangible tasks. Assign deadlines, organize weekly schedules, and integrate everything into a comprehensive calendar view to stay on track.

→ Optimized for Productivity: Whether you’re planning to advance your career, improve personal habits, or manage life’s milestones, this template is your ultimate tool for life management and achievement.

→ Versatile and Customizable: Designed to adapt to various needs—ideal for professionals, students, entrepreneurs, or anyone looking to seriously enhance their planning and productivity.

→ Instant Access and Easy to Use: Purchase includes immediate download so you can start planning your future right away. Detailed instructions ensure you can fully leverage the power of Notion to customize the template to your personal needs.

Plan smart, live better, and achieve more with the Visionary Planner on Notion. Take the first step towards a more organized and successful future today!

A template preview for Life Planner: Long-Term Goals and OKRs

6Company Goals

The Company Goals Notion Template helps individuals, teams, and companies effectively set, track, and achieve their objectives by providing a comprehensive framework for identifying key issues, developing strategic solutions, and implementing tactical actions.

The template fosters collaboration, enhances communication, and ensures alignment among stakeholders. Using this template, users can efficiently prioritize their efforts, optimize resources, and make data-driven decisions, leading to improved performance and sustainable growth.

A template preview for Company Goals

7Goals & Achievements

Our Notion template “Goals and Achievements” is the ideal companion for setting your goals, tracking progress and being successful. Organize your life, focus on what's important and celebrate your successes. Get the Notion template “Goals and Achievements” now and start your journey to more effective time management and a fulfilling lifestyle. Very simple, structured and successful.

A template preview for Goals & Achievements

8Objectives & Key Results

Define your goals for a project, and determine what results are expected from the finished product. Co-creating Objectives and Key Results (OKR's) during the planning stages of a project provide clarity for the project team and boost engagement and empowerment among team members.

A template preview for Objectives & Key Results

9Ultimate Goals & Tasks

Goal and Tasks Tracker Dashboard in Notion

The Goal and Tasks Tracker Dashboard in Notion is a digital workspace tailored for individuals or teams to plan, monitor, and achieve their goals. Designed using Notion's versatile toolset, this dashboard amalgamates goals with their subsequent tasks, providing clarity, structure, and a roadmap for users.

Key Features:

Goals Database: A table or board where each entry represents a goal. Each goal is accompanied by details like its description, timeline, priority, and status, making it easy to glean information at a glance.

Tasks Database: Linked with the goals, this section lists tasks necessary to achieve each goal. Each task has properties like due dates, assigned members, progress status, and dependencies, ensuring everything is on track.

Relations and Roll-ups: Integrated within the databases, these features connect tasks to specific goals and can compute data, such as the percentage of tasks completed for each goal.

Visual Displays: Leveraging Notion's diverse views, users can see their goals and tasks as lists, boards, tables, or even calendars. These visual aids help in assessing timelines and workload.

Collaboration Tools: Team members can be assigned to tasks, comment on entries, and receive notifications. This fosters real-time collaboration and ensures everyone is aligned.

Customizable Templates: With Notion's drag-and-drop blocks and templates, users can modify the dashboard to fit their unique needs. Whether it's adding a daily journal, embedding relevant documents, or linking to external resources, the dashboard is malleable.

Progress Tracking: As tasks are checked off, users can visually see the advancement towards their goals, maintaining motivation and keeping a clear trajectory.

Intuitive Design: The dashboard, while comprehensive, is designed with simplicity and user experience in mind. The clear division between goals and tasks, coupled with Notion's clean interface, ensures users can navigate with ease.

Benefits:

With the Goal and Tasks Tracker Dashboard in Notion, users can streamline their objectives, maintain focus, and achieve results efficiently. The interactive environment fosters productivity, and the integrated tools promote meticulous planning and organization. Whether it's personal aspirations, team projects, or even daily to-dos, this dashboard is a one-stop solution to transform intentions into accomplishments

A template preview for Ultimate Goals & Tasks

10Goals Planning

With this template, you can create goals, make relations with areas of your life and setup projects to achieving your goals. The template can help you to create clear goals and make plans to achieve them.

A template preview for Goals Planning

Closing Thoughts

Utilizing these templates streamlines your planning process, ensuring you stay organized and focused. They are designed to maximize productivity and minimize wasted time.

Implementing these tools into your daily routine can significantly enhance your goal achievement. Take action today to see tangible improvements in your personal and professional life.

What is a Milestone Tracker?

A tool used in planning to mark significant stages or events in the development of a project, helping teams visualize progress towards their goals.

What is a Gantt Chart?

A type of bar chart that illustrates a project schedule, highlighting dependencies between activities and current schedule status.

What is an Outcome Roadmap?

A strategic plan that outlines the specific steps or initiatives needed to achieve a major goal, often visualized in a timeline format.

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