Project template for founders
Quarterly planning template with every task dated from the day you start
Two half-days at the quarter's edge: what happened, three goals, the roadmap, the budget, the team told.
- 3 sections
- 10 tasks
- Opens as a list
- Dated from day 1
Quarterly planning
Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.
Review
- The quarter in numbers: revenue, cash, customers, hiresDay 1
- What worked, what did not, what surprised youDay 2
- Ask each person for their one thing to changeDay 2
Plan
- Three goals for the quarter, as outcomesDay 4High
- Roadmap: what ships in each monthDay 5
- Budget: hires, spend, the cash lineDay 6High
- Owners and dates on every lineDay 6
Tell
- Quarter kick-off meetingDay 9, 10:00Urgent
- Each goal as a project with its tasksDay 9
- Mid-quarter checkDay 46High
About this template
A quarter plans itself if you do not. This project is the last week of one quarter and the first of the next: review the numbers, pick three goals, set the roadmap and the budget against them, and tell the team in one meeting.
Tips from the template
- Apply it a week before the quarter ends.
- Three goals, written as outcomes; the OKRs template holds the shape.
- The team meeting is the deadline for everything above it.
How to use it in Palby Planner
- 1Open Tasks and choose Templates.
- 2Find Quarterly planning and open it. You see every section and task before anything is added.
- 3Pick the day you start, or the day it has to be done by. Every date moves with it.
- 4Press Use template. Rename the project, then work down the list.
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Questions
Yes. Copy it as a checklist or print it, with no sign-up. Using it inside Palby Planner, with the dates filled in, needs an account.
Each task has a day counted from the start: Day 1, Day 3 and so on. In Palby Planner you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.
Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.
Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.
Run it with the dates filled in.
The templates are free. The app puts every task on a real date.