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Twelve templates for CEOs, founders, COOs and leadership teams: OKRs, quarterly planning, KPI dashboards, roadmaps, meetings, business reviews, accountability and prioritisation. Read the guide and choose what you need.
Open guides · Files in Portuguese and English · Download after an email request, no subscription
01 / XLSX
Set quarterly objectives and key results, give each one an owner and track progress from baseline to target.
Objectives and key results with owner, baseline, target and actual
View guide and template02 / XLSX
Choose the quarter’s priorities, link each initiative to an owner and a metric, and test whether the plan fits the team’s capacity.
Company priorities for the quarter and initiatives with owner, outcome and metric
View guide and template03 / XLSX
Track the company’s key performance indicators with owner, target, variance and a twelve-month trend on one screen.
KPI list with owner, period, actual and target
View guide and template04 / XLSX
Organise strategic initiatives by priority, owner, dates and dependencies, and see the plan on a quarter-by-quarter timeline.
Strategic initiatives with priority, owner and start and end dates
View guide and template05 / XLSX
Turn a few priorities into workstreams, deliverables and milestones, and track progress week by week across thirteen weeks.
Priorities, workstreams, deliverables and owners
View guide and template06 / XLSX + PDF
A standing agenda with timings, a metrics and priorities review, an issues list and a decisions and actions log for the weekly leadership team meeting.
Standing agenda with timings for each block
View guide and template07 / XLSX
Prepare the monthly business review with KPIs against plan, the month’s highlights and lowlights, initiative status and the decisions needed.
Monthly KPI table against plan
View guide and template08 / XLSX + PPTX
Close the quarter with results against plan, OKR scoring, an initiative review, lessons and next-quarter priorities.
Quarter results against plan and OKR scoring
View guide and template09 / XLSX
Give every outcome and area of the company a single owner, with contributors, decision authority, a metric and a review forum.
Outcomes and areas with a single owner and contributors
View guide and template10 / XLSX
Set who is Responsible, Accountable, Consulted and Informed for each task or decision, with automatic rule checks.
Tasks and decisions mapped against roles, with R, A, C and I drop-down lists
View guide and template11 / XLSX
Track ten to fifteen company measures by perspective, with monthly actual against target, automatic RAG status and trend bars.
Ten to fifteen company measures grouped by financial, customers, operations and people
View guide and template12 / XLSX
Score initiatives on impact, effort, strategic fit and urgency, with editable weights, automatic ranking and quadrants.
Initiative list scored on impact, effort or cost, strategic fit and urgency
View guide and templateThe strategic roadmap sets the initiatives; quarterly planning and OKRs choose what fits in the next 90 days; the KPI dashboard and the scorecard show whether it is working; the weekly agenda and business reviews keep the rhythm; the accountability, RACI and prioritisation matrices say who does what and in which order.
The templates include instructions and a fictional example. They contain no client data and no benchmarks.