Free templates for goals, scorecards and meetings
9 working templates for running OKRs, Scaling Up or 4DX. Preview the whole thing on the page, download the file if you want it. No signup, no email wall.
Scorecards
Universal Weekly Scorecard Template
A blank weekly scorecard for any industry: 5 to 15 metrics, one owner per metric, a target column, and thirteen weeks of tracking so a quarter fits on one page. Free, no email required.
SaaS Scorecard Template
A weekly scorecard pre-filled with the metrics SaaS companies actually track — MRR, expansion, churn, CAC, pipeline, activation and support — grouped by function with owners and targets. Free, no email required.
Planning Sessions
Quarterly Planning Session Workbook
A full-day agenda and workbook for running a quarterly planning session: reviewing the quarter that ended, resetting priorities, and leaving with owners and dates. Free, no email required.
Annual Planning Toolkit
Everything needed to run an annual planning offsite: a pre-read checklist, a timed two-day agenda, worksheets for the one-year plan, and the handoff into quarterly priorities. Free, no email required.
Leadership Meetings
Meeting Rating Scorecard
Rate every leadership meeting out of 10 against a fixed set of criteria, track the score over time, and see whether the meeting is actually improving. Free, no email required.
Action Item Tracker
Track the commitments that come out of every leadership meeting: who owns each item, when it is due, and whether last week's actions actually closed. Free, no email required.
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