The planning-season trio. OKRs to define what success measures, the prioritization matrix to cut the list honestly, and the roadmap to hold the sequence once the cutting is done.
Objectives, key results, scoring, quarterly reflection. Includes a confidence column that shows when a team is over-promising before the quarter closes.
2x2 impact-vs-effort with auto-quadrant placement, a transparent scoring rubric, and a decision log so you can explain the trade-offs later.
Now/Next/Later view with milestone tracking, dependency callouts, and conditional formatting that surfaces drift before the review does.
Most planning cycles produce a single monster spreadsheet that tries to be the goals, the ranking, and the sequence at once. By week three of the quarter it is none of them: the OKRs are buried on a tab nobody opens, the ranking is stale, and the roadmap is a list of everything that survived the meeting.
Planning is three different jobs. Define what success measures (OKRs). Cut the candidate list against impact and effort, in the open (prioritization matrix). Sequence what survived and hold the line on what did not (roadmap). Three jobs, three artifacts, each small enough to stay alive.
"The roadmap is what you are not doing. The doing is just what's left."
Every roadmap item should trace to a key result it claims to move; the item that traces to nothing is the first candidate for the cut list. The three templates are built to run that loop each quarter.
Both. The OKR tracker is quarter-shaped, the roadmap runs Now/Next/Later across any horizon, and the prioritization matrix is cadence-free. For annual planning, run the matrix once for the year and re-cut quarterly.
The full bundle is all 17 tools. This pack is the three planning tools for $59. If you also need governance or status artifacts, the $99 bundle is the better buy.
Yes, each is $29 standalone ($87 total). The pack is $59.
One page, no cost. The exact status format I use to brief leadership in under five minutes. It is the fastest way to see how these tools read before you spend anything.