Company planning is a key step for Operations Managers, serving as a compass for guiding the organization through its objectives and daily activities. A Company Planning template can streamline this complex process, offering a structured approach to aligning goals, tracking progress, and facilitating communication across teams. Before diving into creating your own Company Planning system, exploring the curated list of Company Planning Notion templates below can provide valuable insights and save time.
1. OKR and Project Management
My template will help them create Quartly OKRs and manage their tasks and projects associated with it.
2. Business Requirement Documents (BRD)
The Business Requirement Document (BRD) is the compass guiding project development. It comprehensively outlines business goals, user expectations, and functional needs, ensuring a shared vision. Like a roadmap, the BRD navigates teams toward successful project outcomes. 🚀
3. One-Page Business Plan
The One-Page Business Plan is a pre-made template that you can fill out and utilize. It assists you in understanding your business better and crafting a plan for the future.
Gain Business Clarity: Create a Vision for Success
4. Notion’s company goals
Creating company goals is a sure-fire way to help drive clarity around day-to-day tasks and build morale, but it’s easy to get sidetracked and lose sight of the task at hand. Here at Notion, we use this template to consolidate all of our company goals and make it easy to track performance, timelines, status, and more! Use this template to systematize knowledge transfer and collaboratively build out your company goals.
5. 3-year Business Plan
Looking ahead is an important part of building a business strategy. Use this template to outline strategy, map goals, and plan for big product launches.
6. Annual 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.
7. Business Plan Template
Our business plan template provides a comprehensive framework for entrepreneurs to articulate their vision, strategy, and projections. It guides users through key sections such as summary, defining the problem and solution, marketing strategy, operational plan, and financial forecasts, enabling them to present a clear and compelling roadmap for their venture's success. With its user-friendly format and adaptable structure, our template is a valuable resource for both startups and established businesses seeking to refine their strategic planning.
8. small business planner
plan and organize your small business!
this template contains:
- social media content planner
- product management
- team members
- important links
Lifetime updates!
9. Notion’s Annual Planning Exercise
Annual planning can be a huge pain point for companies, especially those that are scaling. Notion can help keep all your stakeholders aligned.
Using this all-in-one planning template helps you cascade down from your executive team to each individual team. Inspired by Notion’s own internal planning, there are pages to represent your company goals, projects, and planning calendar to keep everyone on the same page.
10. Company Databases
Company databases are essential for keeping track of information related to projects, documents, meeting notes, people, and more. Notion allows you to make simple, beautiful, and powerful databases that can be kept all in one place. With Notion, you can easily organize your data and keep track of everything related to your business.
