1. Annual Operating Plan (AOP)
Sets company-wide strategy, KPIs, and yearly priorities.
Keeps every team aligned on the big picture.
2. Departmental Planning Sheet
Breaks down goals and deliverables per team, per quarter.
Turns strategy into actionable team plans.
3. Goal Dependency Map
Visualises which goals rely on others to succeed.
Avoids sequencing errors and missed handoffs.
4. Workstream Planner
Helps manage multiple projects and initiatives simultaneously.
Reduces overload and delivery clashes.
5. Quarterly Ops Review
One-pager to track and reflect on progress every 90 days.
Supports accountability and course correction.
6. High-Level KPI Tracker
Tracks 5–10 critical company metrics.
Focuses leadership on what really moves the needle.
7. Business Alignment Matrix
Maps how strategy, people, and projects connect.
Surfaces misalignments before they cost you.
8. OKR Execution Planner
Links OKRs to initiatives, tasks, and owners.
Ensures daily work supports big goals.
9. Prioritisation Matrix
Scores and ranks projects based on value and urgency.
Keeps energy focused on the highest-return work.