Get ahead of annual planning this year by putting a system in place that connects your team goals to granular projects and tasks.
In this collection curated by the Notion team, we've included templates to help you nail down the company's vision and mission, track OKRs, and set up a custom roadmap in minutes.
Your team planning toolkit
Notion
6 templates
1. Vision to values
Vision to Values is a framework developed by Jeff Weiner, Executive Chairman of LinkedIn and Founding Partner of Next Play Ventures. It helps you clearly and efficiently codify your company’s purpose, approach, and ethos.
2. Projects & goals hub
Achieving the goals you set for your team this year doesn't just require a plan — you need a system to keep your goals top of mind and connected to granular projects. In this template, you can clearly see how team projects roll up into company goals, and build transparency by assigning team leads and timelines. With a system like this, you'll plan with clarity and execute with confidence.
3. Buffer's OKRs
With employees in 16 time zones, transparency is core to Buffer’s culture and operations, guiding how people work and collaborate. Take a page from their Notion workspace and make your company, team, and individual goals accessible to everyone.
4. Annual performance peer-review
This template is perfect for collecting peer feedback as part of an annual performance review process. Feel free to add or modify any of the questions to best suit your review process!
5. Synctera's monthly company retro
As a fast-growing startup, Synctera runs monthly retros across the whole company to keep priorities straight and feedback flowing. These syncs used to take a full day — now they take one hour in Notion.
6. Year in review for product managers
Product managers often use retrospectives and OKRs to guide the success of a product. These tools allow you to see what went well and what didn't so you can improve next time around. Why not use the very same tools for your career? Use this Notion template to reflect and review highlights from this past year and create a plan of action for the next year.
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