Business Planner Printable for Quarterly Goals, KPIs and CEO Weeks

Business planner printable that helps you define your vision, divide the year's goals into quarters and check your progress with real clarity, one 90 day stretch after another. The 18 undated pages hold your goals for the year, a plan and a review for each of the four quarters, a KPI tracker covering 12 months, a look back at the year and a CEO page for planning each week. You get US Letter and A4 PDF files as an instant download, and nothing is shipped.

Big goals stop feeling vague when you can see this quarter, this month and this week on paper.

How this business planner printable turns goals into a rhythm

The opening page lays out a simple planning rhythm: what to think about yearly, quarterly, monthly and weekly, so your planning time always has a clear purpose. Pick targets for income, customers, offers and your own life, spread them over the four quarters, and turn each quarter into goals, projects, KPIs and next actions.

Monthly check-ins and the KPI page show whether you are running ahead, on pace or slipping, and every quarter ends with a review of what to keep, drop and begin. Start in whichever month suits you and print a fresh weekly page each week.

Who this quarterly business planner is for

• Small business owners and solopreneurs who plan their year one quarter at a time
• Creatives, makers and online sellers following their monthly revenue
• Freelancers, coaches and service providers with client and income goals
• Anyone who sets aside a weekly CEO hour to plan the business on paper

Design and printing

• A clean, elegant look: white pages with blush pink accents that are kind to your ink
• Roomy margins, so nothing gets trimmed on a home printer
• Portrait pages in 8.5 by 11 inch US Letter and 210 by 297 mm A4
• No dates, so begin in any month and reprint the quarter, month and week pages whenever you want
• Clip it into a binder or onto a clipboard, or ask a print shop to spiral bind it

Inside the business planner printable: 18 pages

1. 1Cover listing the contents, with your name and the name of your business
2. 2Start here: the business year in four steps (vision, goals, quarters, review), and a rhythm table of yearly, quarterly, weekly and monthly tasks with the pages to use
3. 3This year's business vision: a guiding word, a one-line vision, a picture of the business 12 months on, the people you serve best, what you hope to be known for, what you will say no to and three big themes
4. 4Yearly goals with blank fields for your own figures: revenue (yearly, average per month, profit), clients, products and offers, and personal goals (hours a week, time off, paying yourself), plus a table of your 3 main goals
5. 5Your goals divided into quarters for revenue, profit, new clients, sales, launches, the email list, audience and personal life, with milestones for every quarter
6. 6Quarter 1 plan: a theme, targets for revenue and clients, 3 main goals, projects with their steps and status, KPIs to watch, a focus for each month, actions and the help you need
7. 7Quarter 2 plan, set out like Quarter 1
8. 8Quarter 3 plan, set out like Quarter 1
9. 9Quarter 4 plan, set out like Quarter 1
10. 10Monthly business check-in: revenue, costs, profit, new clients and sales, wins and challenges, what is going well, a running ahead, on pace or behind check for each quarterly goal and a 1 to 10 energy scale
11. 11A 12 month KPI tracker for 11 key numbers, for example revenue, profit, new clients, average order value, subscribers, site visits, conversion rate and hours worked, with room for 3 more of your choosing
12. 12Quarter 1 review: revenue target against result, how each goal went, the biggest wins and lessons, keep, stop and start, and what moves forward into the next quarter
13. 13Quarter 2 review, set out like the first
14. 14Quarter 3 review, set out like the first
15. 15Quarter 4 review, set out like the first
16. 16Year-end business review: total revenue, profit, clients and launches, how the yearly goals went, your proudest and hardest moments, your wisest decision and a note to the business for the coming year
17. 17CEO weekly planning: 3 top priorities, this week's figures, tasks grouped into money, marketing, clients, admin, growth and rest, a focus for each of the 7 days and a delegate, delay or drop list
18. 18Ideas and opportunities parking lot: potential, effort, the quarter it fits and the next step, plus possible collaborations and skills to learn

Your download

• Business Goals Planner in US Letter, an 18 page PDF
• Business Goals Planner in A4, an 18 page PDF
• Read Me First, a short PDF about printing

How to download and print

• Check out with PayPal, a debit or credit card, Apple Pay or Google Pay. Your download page opens as soon as the payment goes through.
• We email the same private download links to you, so you can download your files again later.
• Open the PDF in a free reader such as Adobe Acrobat Reader and print at 100% or Actual size.
• Print only the pages you need, as often as you like, for your own personal use.

Good to know

• You are getting a PDF made for paper, not a hyperlinked digital planner. You can, though, open it in most note taking apps and write on the pages.
• It is a digital download only. No physical item is shipped.
• Colors may look slightly different on your screen than on paper.
• Personal use only. Please keep the files to yourself, with no sharing, reselling or redistributing.
• Digital files cannot be returned. If a file will not open or print correctly, email us and we will help right away.
• The planner supports goal setting and organizing only. It is not financial, tax or legal advice, so please speak to a qualified accountant or advisor about your own situation.

How this was made

Designed and written by PetiteDiary. AI tools helped draft parts of the text, and some background scenes in the preview images were created with AI. Every page was designed, reviewed and checked before release.

Questions about the business planner printable

Related searches