12 week business plan template

12-Week Year Templates: 15 Free PDFs to Plan Your Quarter

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Ever heard of the 12-week year?

If you’re still looking for that perfect system to help you reach your goals, then you might want to check this idea out.

You may have already tried several productivity and goal-setting strategies, and yet still find yourself behind on your personal or professional targets. Perhaps doubt has set in, and you’ve begun to think that:

• Achieving what you truly want for your life is going to take a lot of hard work.
• It will take a long time before you realize your dreams (probably not even in this lifetime).

The good news is that you are actually on the right track by adopting a system for goal-setting. You’re already well on your way to success.

We’ve discovered that the 12-week year (12WY) system debunks the belief that reaching your goals requires toil, sacrifice, and an indefinite amount of time.

Table of Contents

What Is the 12WY?

Are you still working to fulfill your New Year’s resolutions? If you have given up on them, don’t worry—you are not alone. Many people give up working on their New Year’s goals halfway through the year.

The reason, according to Brian P. Moran and Michael Lennington (authors of the book The 12-Week Year ), is that 12 months is way too long to do something. Here’s the authors’ explanation from the book:

“ The farther you plan into the future, the less predictability you have. With long-term plans, assumptions are stacked upon earlier assumptions, which are stacked upon even earlier assumptions. The reality is that it is very difficult, if not impossible, to determine what your daily actions should be 11 or 12 months into the future. ”

Moran and Lennington’s system changes your concept about timeframes. Instead of measuring goals from an annual viewpoint, you track them in 12-week periods.

Since three months isn’t too far in the future, you can work to determine the course of your daily actions. Doing so makes it possible to achieve more in less time and with less effort.

Also, if you want to get an in depth look and learn more about 12-week year, then check out this video:

How Do I Get Started?

The following steps help you get started on the 12WY system:

Step 1: Set your vision. What do you want to achieve in the next three years? What is the ideal life for you? Focus on one to three goals to achieve better results.

Step 2: Make a plan. Determine the actions and strategies you need to make in order to move closer to accomplishing your goals.

Step 3: Develop habits that help you execute your strategies on a regular basis.

Step 4: Track your progress. If you have a way of measuring your progress, you can better stay on track and get things done.

Step 5: Take ownership. On the 12-week year system, you are accountable for reaching your objectives.

In this post, you’ll find 15 downloadable templates that you need in order to use the 12 WY system as your goal-setting tool. These different templates show you how others are using the 12-week year system in actual goal-setting.

1. Weekly Scorecard

In the 12-week year system , the weekly scorecard is a way of monitoring if you’re still on track, or if you’ve fallen behind in working toward your goals.

Unlike other goal-monitoring systems that require at least an hour of weekly check-in time to track your progress, in the 12 WY, you need to commit just 30 minutes each week to review whether you’ve managed to hit your targets or need to do better moving forward.

Having this type of scoring system allows you to tweak your plan for the coming week. This allows you to be consistently on top of stuff you need to do, troubleshooting for potential pitfalls in your goal-setting.

2. 12-Week Minimalist Q1 Planner

This printable minimalist template is ideal for those looking for a straightforward tool to help them plan out the next 12 weeks. There are three columns assigned for every month of the first quarter.

For every column, there are enough spaces available for writing your goals for the next three months (or 12 weeks in the 12WY system).

You can find the download link for this template right at the end of the post on SaturdayGift’s website.

This template is intended for use in the first quarter of the year. Templates for Q2, Q3, and Q4 are also available for download.

3. Weekly Road Map

Here is another example of how to set up weekly goals in the 12 WY system. This template incorporates the overall score into the weekly plan, making it easy to get an overview of how you did that week.

In addition to “lead,” another term you will encounter when working with this goal-setting tool is “lag.” A lag is an indicator that you’re on the right track. These are the results of the actions you take towards your objective.

In the above example, with weight loss as the main objective, one lag indicator could be fitting into a pair of old jeans again.

4. Ultimate 12-Week Planning Essential

A 12-week plan helps establish structure and a sense of purpose for your daily routines.

This template lets you list up to three major goals that you want to work on for the next 12 weeks. There are spaces allocated for writing these major goals and the tasks that need to be done to accomplish each one.

Next to the goals column are tracking columns for the next 12 weeks. Not only does this template let you keep track of your progress, but it also allows you to take note of what parts of your strategies for achieving your goals work and which ones need improvement.

After signing up for the newsletter, you are given access to the site’s Free Resource Library. You can then access this template through the Planning and Productivity section of the resource library.

5. Goal Tracking

This template was created in Airtable , and its creator used it to get a summary of how well he achieved his objectives every week.

By entering his data through an Airtable spreadsheet, he was able to create graphs of his progress and see where he was on track and where he needed to step up his efforts to reach his goals.

With the 12 WY system, you can use any habit-tracking app to prompt you into doing your leads. If you need some advice on the best habit-tracking app to suit your needs, check out this post that features 15 of the best habit-tracking apps to help you stick to your goals .

6. Planning Your 12-Week Year

If you love pink, you might want to try this template. It not only features a color scheme that’s calming and pleasing to the eyes, but also several useful features to help achieve your goals in the 12-week year system.

This template provides space for your specific visions for the next 3 years, 5 years , 10 years, and 15 years, as well as for the next 12 weeks.

Space is allocated for each of your major goals within the 12-week period. The space is sufficient for writing every detail for accomplishing this goal, including a due date.

In addition to the planners, this template features a page for a weekly review, allowing you to reflect and evaluate the actions you’ve taken to bring you closer to your goals.

7. Simple Template

This template includes a summary sheet and a weekly scorecard to help measure your progress as you get closer to accomplishing your goals.

The weekly scorecard template has spaces designated for listing down your lead goals, as well as a section for a weekly tracker. Near the bottom of the template, space is assigned for writing your lag goals and some notes on your progress.

You need to provide your email address for the template to be sent to you. Then, you can download a PDF version of it.

8. Pink-Themed Quarterly Calendars

Quarterly calendars are also useful for planning out your 12-week goals. Here’s another calendar template, this time with a pink theme.

To receive the PDF version, you need to fill out the sign form found at the bottom of the original post. The file will be sent via email.

9. 3-Month Goals Action Plan

This action plan template helps you break down your huge goals into manageable chunks so there’s a greater likelihood of achieving them.

It has sections for writing down major goals that are achievable in three months. Spaces are also designated for month-specific goals, as well as mini-tasks you need to do each month to achieve your month-specific goals.

You need to enter your name and email to get the downloadable worksheet. Scroll to the middle of the article on Sage Grayson’s website, fill out the form above the screenshot of the template, and click on “Get My Freebies” to receive the file.

10. 90-Day Plan Overview

This template gives you a bird’s-eye view of the next 90 days. The template has sufficient space to allow you to plan your goals and tasks for this time period.

To download the template, scroll to the middle of the original article, where you’ll see several template designs. Choose the “Free Printables 90-Day Plan Overview Planner” and click on the download link to access the PDF version of the template.

11. Floral-Themed Organizing Workbook

If you want to be as detailed as possible in planning your 12-week year goals, here’s a workbook specifically designed to help you succeed. This floral-themed workbook/template consists of 18 pages of guided goal planning to help you break down your major goals into smaller, actionable ones.

Through writing prompts, it allows you to track the weekly progress of your major goals for the next 12 weeks (plus 1 extra week). Moreover, the workbook has sections that let you create action plans for reaching your weekly goals.

The workbook has other useful sections, such as:

• Accountability
• Weekly progress score

Subscribing to the newsletter gives you access to the downloadable PDF version of this template.

12. From Vision to Reality (a Notion Template)

If you prefer tracking your 12-week year goals through Notion, we’ve included a template for you to try. The template gives you several prompts that you can answer to create a custom Notion goal planner.

You will fill out the sections about:

In the original post, scroll down until you reach the subheader titled Step 7: Set control & get yourself an accountability partner . Here, you’ll find the link to the free template. Click on the phrase “Just Here” to access it.

13. Achieve! Routine

Perhaps you’ve heard of the saying “ If you want to go fast, go alone. If you want to go far, go together. ” This applies to the accountability aspect of 12 WY.

The 12-week year utilizes an element that’s critical to your success. Known as the Weekly Accountability Meeting, or WAM, this element enlists the help of other individuals to keep tabs on how you’re doing in meeting your goals.

Working with an accountability partner provides benefits that you miss out on when merely using an app. According to the 12 WY guide, a WAM is composed of individuals who commit to “support, challenge, and encourage one another.”

This template helps you identify individuals to include in your WAM, provides the Agenda for a WAM, and shows you how to measure your most effective lead indicator for the week.

14. 12WY Template in 2 Formats

If you’re savvy with spreadsheet applications or if you prefer setting goals and making plans using a notebook and paper, this resource is the ideal guide for knowing what you need to create your own 12WY template.

The components of the template are explained in depth and samples are provided to give you a clear idea of how to lay out your template, whether in digital or handwritten format.

15. 12-Week Year Tracking System

Meanwhile, if you’re looking for an entire system for tracking your goals and resolutions in a 12-week year, this set of digital templates is a great option .

These templates are all accessible through Excel or other similar spreadsheet apps.

In addition to helping you create a systematic way to plan SMART goals for the next 12 weeks, this planner template ensures you’re on track in your efforts to achieve the goals and resolutions you’ve set for yourself.

Final Thoughts on 12-Week Year Templates

If you’re planning to implement the 12-week year, here are some things you need to keep in mind:

• Your vision must be compelling enough to move you to action.
• Keep track of all your actions to see where you’re progressing and where you need to improve.
• Choose one to three goals at a time. Focusing on too many goals or objectives spreads you thin, setting you up for failure.
• Have someone to support your goal-setting efforts. Join a group or a forum. It is beneficial to receive support from a community of like-minded individuals.

If you’re interested in learning more about goal-setting, you might want to check out this post on using a vision board to achieve your important goals .

Meanwhile, this post features encouraging quotes about goal-setting to motivate and inspire you as you work hard to achieve all that you dream of .

And if you are looking for more resources on goal-setting, check out this blog posts:

• 10 Goal Setting Activities to Achieve Whatever You Want
• 35 Free Weekly Planner Template Printables for 2023
• Why Is It Important to Set Realistic Goals: 7 Proven Reasons

Finally, if you want to level up your productivity and time management skills, then watch this free video about the 9 productivity habits you can build at work .

How to Build a Detailed Business Plan That Stands Out [Free Template]

Updated: March 29, 2022

Published: March 11, 2022

While starting a company may seem easier now than ever before, entrepreneurs have an uphill battle from the moment they start a business. And without a clear, actionable business plan for selling, marketing, finances, and operations, you're almost destined to face significant challenges.

This is why crafting a business plan is an essential step in the entrepreneurial process.

In this post, we'll walk you through the process of filling out your business plan template, like this free, editable version :

Download a free, editable one-page business plan template.

We know that when looking at a blank page on a laptop screen, the idea of writing your business plan can seem impossible. However, it's a mandatory step to take if you want to turn your business dreams into a reality.

That's why we've crafted a business plan template for you to download and use to build your new company. You can download it here for free . It contains prompts for all of the essential parts of a business plan, all of which are elaborated on, below.

This way, you'll be able to show them how organized and well-thought-out your business idea is, and provide them with answers to whatever questions they may have.

Free Business Plan Template

The essential document for starting a business -- custom built for your needs.

• Outline your idea.
• Pitch to investors.
• Secure funding.
• Get to work!

You're all set!

Click this link to access this resource at any time.

Building a Successful Business Plan

In the next section, we'll cover the components of a business plan , such as an executive summary and company description. But before we get to that, let's talk about key elements that should serve as building blocks for your plan.

For some entrepreneurs, the thought of writing a business plan sounds like a chore — a necessary means to an end. But that's a bad take.

A solid business plan is a blueprint for success . It's key to securing financing, presenting your business, outlining your financial projections, and turning that nugget of a business idea into a reality.

At the core, your business plan should answer two questions: why your business and why now?

Investors want to know why your business is entering the market, i.e. what problem it's solving and how it's different from what's currently out there. They also want to know why now is the right time for your type of product or service.

At a minimum, your plan should:

• Be more realistic than idealistic: Too often, business plans focus too much on how things could be instead of how they are. While having a vision is important, your plan needs to be rooted in research and data.
• Legitimize your business idea : If an idea fails on paper, it's a signal to go back to the drawing board. In doing so, you avoid losing precious time or money chasing an unrealistic idea.
• Position your business for funding: To get your business off the ground, chances are you'll need financial backing. Even with a solid business idea, investors, lenders, and banks still need convincing. An effective business plan will outline how much money you need, where it's going, what targets you will hit, and how you plan to repay any debts.
• Lay the foundation: Investors focus on risk – if anything looks shaky, it could be a dealbreaker. Ideally, your business plan will lay down the foundation for how you'll operate your business — from operational needs to financial projections and goals.
• Communicate your needs: It's nearly impossible to communicate your needs if you don't know what they are first. Of course, a business’ needs are always changing — but your plan should give you a well-rounded view of how your business will work in the short and long term.

So back to the question of why and why now – consider three things:

• Your industry – How does your product or service fit within your industry? Are you targeting a specific niche? Where do you see the industry going in the next five to 10 years?
• Your target audience – Who are you targeting? What challenges are they facing? How will your product or service help them in their daily lives?
• Your unique selling proposition (USP) – What sets you apart from your competitors? Is it your product/service features? Your company values? Price?

Once you know the answers to these questions, you'll be equipped to answer the question: why your business and why now.

How to Build a Business Plan

• Executive Summary
• Company and Business Description
• Product and Services Line
• Market Analysis
• Marketing Plan
• Legal Notes
• Financial Considerations

Featured Resource: Free Business Plan Template

1. cover page.

Your business plan should be prefaced with an eye-catching cover page. This means including a high-resolution image of your company logo, followed by your company's name, address, and phone number.

Since this business plan will likely change hands and be seen by multiple investors, you should also provide your own name, role in the business, and email address on the cover page.

At the bottom of this page, you can also add a confidentiality statement to protect against the disclosure of your business details.

The statement can read as follows: " This document contains confidential and proprietary information created by [your company name]. When receiving this document, you agree to keep its content confidential and may only reproduce and/or share it with express written permission of [your company name] ."

Remember to keep your cover page simple and concise — and save the important details for other sections.

Why it matters: First impressions are everything, and a clean cover page is the first step in the right direction.

Example of a Cover Page

2. Executive Summary

The executive summary of your business plan provides a one- to two-page overview of your business and highlights the most crucial pieces of your plan, such as your short-term and long-term goals.

The executive summary is essentially a boiled-down version of your entire business plan, so remember to keep this section to the point and filled only with essential information.

Typically, this brief section includes:

• A mission statement.
• The company's history and leadership model.
• An overview of competitive advantage(s).
• Financial projections.
• Company goals.
• An ask from potential investors.

Why it matters: The executive summary is known as the make-or-break section of a business plan. It influences whether investors turn the page or not — so effectively summarizing your business and the problem it hopes to solve is a must.

Think of the Summary as a written elevator pitch (with more detail). While your business plan provides the nitty-gritty details, your Summary describes — in a compelling but matter-of-fact language — the highlights of your plan. If it's too vague, complicated, or fuzzy, you may need to scrap it and start again.

Example of an Executive Summary Introduction

"The future looks bright for North Side Chicago, particularly the Rock Hill Neighborhood. A number of high-end commercial and residential developments are well on their way, along with two new condo developments in nearby neighborhoods.

While the completion of these developments will increase the population within the neighborhood and stimulate the economy, the area lacks an upscale restaurant where residents and visitors can enjoy fine food and drink. Jay Street Lounge and Restaurant will provide such a place."

3. Company & Business Description

In this section, provide a more thorough description of what your company is and why it exists.

The bulk of the writing in this section should be about your company's purpose – covering what the business will be selling, identifying the target market, and laying out a path to success.

In this portion of your business plan, you can also elaborate on your company's:

• Mission statement
• Core values
• Team and organizational structure

Why it matters: Investors look for great structures and teams in addition to great ideas. This section gives an overview of your businesses' ethos. It's the perfect opportunity to set your business apart from the competition — such as your team's expertise, your unique work culture, and your competitive advantage.

Example of a Values/Mission Statement

"Jay Street Lounge and Restaurant will be the go-to place for people to get a drink or bite in an elegant, upscale atmosphere. The mission is to be North Side's leading restaurant, with the best tasting food and the highest quality service."

3. Product & Services Line

Here's where you'll cover the makeup of your business's product and/or services line. You should provide each product or service's name, its purpose, and a description of how it works (if appropriate). If you own any patents, copyrights, or trademarks, it's essential to include this info too.

Next, add some color to your sales strategy by outlining your pricing model and mark-up amounts.

If you're selling tangible products, you should also explain production and costs, and how you expect these factors to change as you scale.

Why it matters: This section contains the real meat of your business plan. It sets the stage for the problem you hope to solve, your solution, and how your said solution fits in the market.

There's no one-size-fits-all formula for this section. For instance, one plan may delve into its ability to market in a more cost-effective way than the competition, whereas another plan focuses on its key products and their unique features and benefits.

Regardless of your angle, it's critical to convey how your offerings will differ from the competition.

Example of a Product/Service Offering

"The menu at Jay Street Lounge and Restaurant will focus on Moroccan cuisine. The stars of the menu (our specialties) are the Moroccan dishes, such as eggplant zaalouk, seafood bastilla, tagine, and chickpea stew. For those who enjoy American dishes, there will also be a variety of options, from burger sliders and flatbread pizza to grilled steak and salads.

The food at Jay Street will have premium pricing to match its upscale atmosphere. During the summer months, the restaurant will have extra seating on the patio where clients can enjoy a special summer menu. We will be open on all days of the week."

4. Market Analysis

It helps to reference your market research documentation in this section, like a Porter's Five Forces Analysis or a SWOT Analysis ( templates for those are available here ). You can also include them in your appendix.

If your company already has buyer personas, you should include them here as well. If not, you can create them right now using the Make My Persona Tool .

Why it matters: Having an awesome product is, well, awesome — but it isn't enough. Just as important, there must be a market for it.

This section allows you to dig deeper into your market, which segments you want to target, and why. The "why" here is important, since targeting the right segment is critical for the success and growth of your business.

It's easy to get lost (or overwhelmed) in a sea of endless data. For your business plan, narrow your focus by answering the following questions:

• What is my market? In other words, who are my customers?
• What segments of the market do I want to target?
• What's the size of my target market?
• Is my market likely to grow?
• How can I increase my market share over time?

Example of a Market Analysis

"Jay Street Lounge and Restaurant will target locals who live and work within the Rock Hill Neighborhood and the greater North Side Chicago area. We will also target the tourists who flock to the many tourist attractions and colleges on the North Side.

We will specifically focus on young to middle-aged adults with an income of $40,000 to $80,000 who are looking for an upscale experience. The general demographics of our target market are women between 20 to 50 years old.

A unique and varied Moroccan-American menu, along with our unique upscale atmosphere, differentiates us from competitors in the area. Jay Street will also set itself apart through its commitment to high-quality food, service, design, and atmosphere."

5. Marketing Plan

Unlike the market analysis section, your marketing plan section should be an explanation of the tactical approach to reaching your aforementioned target audience. List your advertising channels, organic marketing methods, messaging, budget, and any relevant promotional tactics.

If your company has a fully fleshed-out marketing plan, you can attach it in the appendix of your business plan. If not, download this free marketing plan template to outline your strategy.

Free Marketing Plan Template

Outline your company's marketing strategy in one simple, coherent plan.

• Pre-Sectioned Template
• Completely Customizable
• Example Prompts
• Professionally Designed

Why it matters: Marketing is what puts your product in front of your customers. It's not just advertising — it's an investment in your business.

Throwing money into random marketing channels is a haphazard approach, which is why it's essential to do the legwork to create a solid marketing plan.

Here's some good news — by this point, you should have a solid understanding of your target market. Now, it's time to determine how you'll reach them.

Example of a Marketing Plan Overview

"Our marketing strategy will focus on three main initiatives:

• Social media marketing. We will grow and expand our Facebook and Instagram following through targeted social media ads.
• Website initiatives. Our website will attract potential visitors by offering updated menus and a calendar of events.
• Promotional events. Jay Street will have one special theme night per week to attract new clients."

6. Sales Plan

It doesn't matter if your sales department is an office full of business development representatives (BDR) or a dozen stores with your products on their shelves.

The point is: All sales plans are different, so you should clearly outline yours here. Common talking points include your:

• Sales team structure, and why this structure was chosen.
• Sales channels.
• Sales tools, software, and resources.
• Prospecting strategy.
• Sales goals and budget.

Like with your marketing plan, it might make sense to attach your completed sales plan to the appendix of your business plan. You can download a template for building your sales plan here .

Why it matters: Among other things, investors are interested in the scalability of your business — which is why growth strategies are a critical part of your business plan.

Your sales plan should describe your plan to attract customers, retain them (if applicable), and, ultimately, grow your business. Be sure to outline what you plan to do given your existing resources and what results you expect from your work.

Example of a Sales Plan Overview

"The most important goal is to ensure financial success for Jay Street Lounge and Restaurant. We believe we can achieve this by offering excellent food, entertainment, and service to our clients.

We are not a low-cost dining option in the area. Instead, the food will have premium pricing to match its upscale feel. The strategy is to give Jay Street a perception of elegance through its food, entertainment, and excellent service."

7. Legal Notes

Your investors may want to know the legal structure of your business, as that could directly impact the risk of their investments. For example, if you're looking for business partners to engage in a non-corporation or LLC partnership, this means they could be on the line for more than their actual investment.

Because this clarification is often needed, explain if you are and/or plan to become a sole proprietor, partnership, corporation, LLC, or other.

You should also outline the steps you have taken (or will need to take) to operate legally. This includes licenses, permits, registrations, and insurance.

The last thing your investor wants to hear after they've sent you a big chunk of change is that you're operating without proper approval from the local, state, or federal government.

Why it matters: The last thing your investor wants to hear after they've sent you a big chunk of change is that you're operating without proper approval from the local, state, or federal government.

Example of Legal Notes

"Jay Street Lounge and Restaurant is up-to-date on all restaurant licenses and health permits. Our business name and logo are registered trademarks, presenting the possibility of expanding locally."

8. Financial Considerations

Ultimately, investors want to know two things:

• When they will earn their money back.
• When they will start seeing returns on their initial investment.

That said, be clear, calculated, and convincing in this section. It should cover:

• Startup costs.
• Sales forecasts for the next several months/quarters.
• Break-even analysis for time and dollars.
• Projected profit and loss (P&L) statement.

Facts and figures are key here, so be as specific as possible with each line item and projection. In addition, explain the "why" behind each of these sections.

However, keep in mind that information overload is a risk, especially when it comes to data. So, if you have pages upon pages of charts and spreadsheets for this section, distill them into a page or two and include the rest of the sheets in the appendix. This section should only focus on key data points.

Why it matters: One of the most important aspects of becoming "investor ready" is knowing your numbers. More importantly, you need to understand how those numbers will enhance your business.

While it's easy to write a number down on paper, it's more important to understand (and communicate) why you need capital, where it's going, and that your evaluation makes sense.

Example of Financial Projections

"Based on our knowledge and experience in the restaurant industry, we have come up with projections for the business.

Starting with an expenditure of $400,000 in year 1, we forecast sales of $1,500,000 and $2,800,000 for years two and three. We expect to achieve a net profit of 15% by year three."

9. Appendix

A detailed and well-developed business plan can range anywhere from 20 to 50 pages, with some even reaching upward of 80.

In many cases, the appendix is the longest section. Why? Because it includes the supportive materials mentioned in previous sections. To avoid disrupting the flow of the business plan with visuals, charts, and spreadsheets, business owners usually add them in the last section, i.e. the appendix.

Aside from what we've already mentioned – marketing plan, sales plan, department budgets, financial documents – you may also want to attach the following in the appendix:

• Marketing materials
• Market research data
• Licensing documentation
• Branding assets
• Floor plans for your location
• Mockups of your product
• Renderings of your office space or location design

Adding these pieces to the appendix enriches the reader's understanding of your business and proves you've put the work into your business plan without distracting from the main points throughout the plan.

Why it matters: An appendix helps the reader do their due diligence. It contains everything they need to support your business plan.

Keep in mind, however, that an appendix is typically necessary only if you're seeking financing or looking to attract business partners.

Use a Business Plan Template to Get Started

Writing a business plan shouldn't be an insurmountable roadblock to starting a business. Unfortunately, for all too many, it is.

That's why we recommend using our free business plan template. Pre-filled with detailed section prompts for all of the topics in this blog post, we're confident this template will get your business plan started in the right direction.

Editor's note: This post was originally published in June 2017 and has been updated for comprehensiveness.

Don't forget to share this post!

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How to Write a Business Plan: Step-by-Step Guide + Examples

Noah Parsons

24 min. read

Updated May 7, 2024

Writing a business plan doesn’t have to be complicated. 

In this step-by-step guide, you’ll learn how to write a business plan that’s detailed enough to impress bankers and potential investors, while giving you the tools to start, run, and grow a successful business.

• The basics of business planning

If you’re reading this guide, then you already know why you need a business plan . 

You understand that planning helps you: 

• Raise money
• Grow strategically
• Keep your business on the right track 

As you start to write your plan, it’s useful to zoom out and remember what a business plan is .

At its core, a business plan is an overview of the products and services you sell, and the customers that you sell to. It explains your business strategy: how you’re going to build and grow your business, what your marketing strategy is, and who your competitors are.

Most business plans also include financial forecasts for the future. These set sales goals, budget for expenses, and predict profits and cash flow. 

A good business plan is much more than just a document that you write once and forget about. It’s also a guide that helps you outline and achieve your goals. 

After completing your plan, you can use it as a management tool to track your progress toward your goals. Updating and adjusting your forecasts and budgets as you go is one of the most important steps you can take to run a healthier, smarter business. 

We’ll dive into how to use your plan later in this article.

There are many different types of plans , but we’ll go over the most common type here, which includes everything you need for an investor-ready plan. However, if you’re just starting out and are looking for something simpler—I recommend starting with a one-page business plan . It’s faster and easier to create. 

It’s also the perfect place to start if you’re just figuring out your idea, or need a simple strategic plan to use inside your business.

Dig deeper : How to write a one-page business plan

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• What to include in your business plan

Executive summary

The executive summary is an overview of your business and your plans. It comes first in your plan and is ideally just one to two pages. Most people write it last because it’s a summary of the complete business plan.

Ideally, the executive summary can act as a stand-alone document that covers the highlights of your detailed plan. 

In fact, it’s common for investors to ask only for the executive summary when evaluating your business. If they like what they see in the executive summary, they’ll often follow up with a request for a complete plan, a pitch presentation , or more in-depth financial forecasts .

Your executive summary should include:

• A summary of the problem you are solving
• A description of your product or service
• An overview of your target market
• A brief description of your team
• A summary of your financials
• Your funding requirements (if you are raising money)

Dig Deeper: How to write an effective executive summary

Products and services description

This is where you describe exactly what you’re selling, and how it solves a problem for your target market. The best way to organize this part of your plan is to start by describing the problem that exists for your customers. After that, you can describe how you plan to solve that problem with your product or service. 

This is usually called a problem and solution statement .

To truly showcase the value of your products and services, you need to craft a compelling narrative around your offerings. How will your product or service transform your customers’ lives or jobs? A strong narrative will draw in your readers.

This is also the part of the business plan to discuss any competitive advantages you may have, like specific intellectual property or patents that protect your product. If you have any initial sales, contracts, or other evidence that your product or service is likely to sell, include that information as well. It will show that your idea has traction , which can help convince readers that your plan has a high chance of success.

Market analysis

Your target market is a description of the type of people that you plan to sell to. You might even have multiple target markets, depending on your business. 

A market analysis is the part of your plan where you bring together all of the information you know about your target market. Basically, it’s a thorough description of who your customers are and why they need what you’re selling. You’ll also include information about the growth of your market and your industry .

Try to be as specific as possible when you describe your market. 

Include information such as age, income level, and location—these are what’s called “demographics.” If you can, also describe your market’s interests and habits as they relate to your business—these are “psychographics.” 

Related: Target market examples

Essentially, you want to include any knowledge you have about your customers that is relevant to how your product or service is right for them. With a solid target market, it will be easier to create a sales and marketing plan that will reach your customers. That’s because you know who they are, what they like to do, and the best ways to reach them.

Next, provide any additional information you have about your market. 

What is the size of your market ? Is the market growing or shrinking? Ideally, you’ll want to demonstrate that your market is growing over time, and also explain how your business is positioned to take advantage of any expected changes in your industry.

Dig Deeper: Learn how to write a market analysis

Competitive analysis

Part of defining your business opportunity is determining what your competitive advantage is. To do this effectively, you need to know as much about your competitors as your target customers. 

Every business has some form of competition. If you don’t think you have competitors, then explore what alternatives there are in the market for your product or service. 

For example: In the early years of cars, their main competition was horses. For social media, the early competition was reading books, watching TV, and talking on the phone.

A good competitive analysis fully lays out the competitive landscape and then explains how your business is different. Maybe your products are better made, or cheaper, or your customer service is superior. Maybe your competitive advantage is your location – a wide variety of factors can ultimately give you an advantage.

Dig Deeper: How to write a competitive analysis for your business plan

Marketing and sales plan

The marketing and sales plan covers how you will position your product or service in the market, the marketing channels and messaging you will use, and your sales tactics. 

The best place to start with a marketing plan is with a positioning statement . 

This explains how your business fits into the overall market, and how you will explain the advantages of your product or service to customers. You’ll use the information from your competitive analysis to help you with your positioning. 

For example: You might position your company as the premium, most expensive but the highest quality option in the market. Or your positioning might focus on being locally owned and that shoppers support the local economy by buying your products.

Once you understand your positioning, you’ll bring this together with the information about your target market to create your marketing strategy . 

This is how you plan to communicate your message to potential customers. Depending on who your customers are and how they purchase products like yours, you might use many different strategies, from social media advertising to creating a podcast. Your marketing plan is all about how your customers discover who you are and why they should consider your products and services. 

While your marketing plan is about reaching your customers—your sales plan will describe the actual sales process once a customer has decided that they’re interested in what you have to offer. 

If your business requires salespeople and a long sales process, describe that in this section. If your customers can “self-serve” and just make purchases quickly on your website, describe that process. 

A good sales plan picks up where your marketing plan leaves off. The marketing plan brings customers in the door and the sales plan is how you close the deal.

Together, these specific plans paint a picture of how you will connect with your target audience, and how you will turn them into paying customers.

Dig deeper: What to include in your sales and marketing plan

Business operations

The operations section describes the necessary requirements for your business to run smoothly. It’s where you talk about how your business works and what day-to-day operations look like. 

Depending on how your business is structured, your operations plan may include elements of the business like:

• Supply chain management
• Manufacturing processes
• Equipment and technology
• Distribution

Some businesses distribute their products and reach their customers through large retailers like Amazon.com, Walmart, Target, and grocery store chains. 

These businesses should review how this part of their business works. The plan should discuss the logistics and costs of getting products onto store shelves and any potential hurdles the business may have to overcome.

If your business is much simpler than this, that’s OK. This section of your business plan can be either extremely short or more detailed, depending on the type of business you are building.

For businesses selling services, such as physical therapy or online software, you can use this section to describe the technology you’ll leverage, what goes into your service, and who you will partner with to deliver your services.

Dig Deeper: Learn how to write the operations chapter of your plan

Key milestones and metrics

Although it’s not required to complete your business plan, mapping out key business milestones and the metrics can be incredibly useful for measuring your success.

Good milestones clearly lay out the parameters of the task and set expectations for their execution. You’ll want to include:

• A description of each task
• The proposed due date
• Who is responsible for each task

If you have a budget, you can include projected costs to hit each milestone. You don’t need extensive project planning in this section—just list key milestones you want to hit and when you plan to hit them. This is your overall business roadmap. 

Possible milestones might be:

• Website launch date
• Store or office opening date
• First significant sales
• Break even date
• Business licenses and approvals

You should also discuss the key numbers you will track to determine your success. Some common metrics worth tracking include:

• Conversion rates
• Customer acquisition costs
• Profit per customer
• Repeat purchases

It’s perfectly fine to start with just a few metrics and grow the number you are tracking over time. You also may find that some metrics simply aren’t relevant to your business and can narrow down what you’re tracking.

Dig Deeper: How to use milestones in your business plan

Organization and management team

Investors don’t just look for great ideas—they want to find great teams. Use this chapter to describe your current team and who you need to hire . You should also provide a quick overview of your location and history if you’re already up and running.

Briefly highlight the relevant experiences of each key team member in the company. It’s important to make the case for why yours is the right team to turn an idea into a reality. 

Do they have the right industry experience and background? Have members of the team had entrepreneurial successes before? 

If you still need to hire key team members, that’s OK. Just note those gaps in this section.

Your company overview should also include a summary of your company’s current business structure . The most common business structures include:

• Sole proprietor
• Partnership

Be sure to provide an overview of how the business is owned as well. Does each business partner own an equal portion of the business? How is ownership divided? 

Potential lenders and investors will want to know the structure of the business before they will consider a loan or investment.

Dig Deeper: How to write about your company structure and team

Financial plan

Last, but certainly not least, is your financial plan chapter. 

Entrepreneurs often find this section the most daunting. But, business financials for most startups are less complicated than you think, and a business degree is certainly not required to build a solid financial forecast. 

A typical financial forecast in a business plan includes the following:

• Sales forecast : An estimate of the sales expected over a given period. You’ll break down your forecast into the key revenue streams that you expect to have.
• Expense budget : Your planned spending such as personnel costs , marketing expenses, and taxes.
• Profit & Loss : Brings together your sales and expenses and helps you calculate planned profits.
• Cash Flow : Shows how cash moves into and out of your business. It can predict how much cash you’ll have on hand at any given point in the future.
• Balance Sheet : A list of the assets, liabilities, and equity in your company. In short, it provides an overview of the financial health of your business. 

A strong business plan will include a description of assumptions about the future, and potential risks that could impact the financial plan. Including those will be especially important if you’re writing a business plan to pursue a loan or other investment.

Dig Deeper: How to create financial forecasts and budgets

This is the place for additional data, charts, or other information that supports your plan.

Including an appendix can significantly enhance the credibility of your plan by showing readers that you’ve thoroughly considered the details of your business idea, and are backing your ideas up with solid data.

Just remember that the information in the appendix is meant to be supplementary. Your business plan should stand on its own, even if the reader skips this section.

Dig Deeper : What to include in your business plan appendix

Optional: Business plan cover page

Adding a business plan cover page can make your plan, and by extension your business, seem more professional in the eyes of potential investors, lenders, and partners. It serves as the introduction to your document and provides necessary contact information for stakeholders to reference.

Your cover page should be simple and include:

• Company logo
• Business name
• Value proposition (optional)
• Business plan title
• Completion and/or update date
• Address and contact information
• Confidentiality statement

Just remember, the cover page is optional. If you decide to include it, keep it very simple and only spend a short amount of time putting it together.

Dig Deeper: How to create a business plan cover page

How to use AI to help write your business plan

Generative AI tools such as ChatGPT can speed up the business plan writing process and help you think through concepts like market segmentation and competition. These tools are especially useful for taking ideas that you provide and converting them into polished text for your business plan.

The best way to use AI for your business plan is to leverage it as a collaborator , not a replacement for human creative thinking and ingenuity. 

AI can come up with lots of ideas and act as a brainstorming partner. It’s up to you to filter through those ideas and figure out which ones are realistic enough to resonate with your customers. 

There are pros and cons of using AI to help with your business plan . So, spend some time understanding how it can be most helpful before just outsourcing the job to AI.

Learn more: 10 AI prompts you need to write a business plan

• Writing tips and strategies

To help streamline the business plan writing process, here are a few tips and key questions to answer to make sure you get the most out of your plan and avoid common mistakes .  

Determine why you are writing a business plan

Knowing why you are writing a business plan will determine your approach to your planning project. 

For example: If you are writing a business plan for yourself, or just to use inside your own business , you can probably skip the section about your team and organizational structure. 

If you’re raising money, you’ll want to spend more time explaining why you’re looking to raise the funds and exactly how you will use them.

Regardless of how you intend to use your business plan , think about why you are writing and what you’re trying to get out of the process before you begin.

Keep things concise

Probably the most important tip is to keep your business plan short and simple. There are no prizes for long business plans . The longer your plan is, the less likely people are to read it. 

So focus on trimming things down to the essentials your readers need to know. Skip the extended, wordy descriptions and instead focus on creating a plan that is easy to read —using bullets and short sentences whenever possible.

Have someone review your business plan

Writing a business plan in a vacuum is never a good idea. Sometimes it’s helpful to zoom out and check if your plan makes sense to someone else. You also want to make sure that it’s easy to read and understand.

Don’t wait until your plan is “done” to get a second look. Start sharing your plan early, and find out from readers what questions your plan leaves unanswered. This early review cycle will help you spot shortcomings in your plan and address them quickly, rather than finding out about them right before you present your plan to a lender or investor.

If you need a more detailed review, you may want to explore hiring a professional plan writer to thoroughly examine it.

Use a free business plan template and business plan examples to get started

Knowing what information to include in a business plan is sometimes not quite enough. If you’re struggling to get started or need additional guidance, it may be worth using a business plan template. 

There are plenty of great options available (we’ve rounded up our 8 favorites to streamline your search).

But, if you’re looking for a free downloadable business plan template , you can get one right now; download the template used by more than 1 million businesses. 

Or, if you just want to see what a completed business plan looks like, check out our library of over 550 free business plan examples . 

We even have a growing list of industry business planning guides with tips for what to focus on depending on your business type.

Common pitfalls and how to avoid them

It’s easy to make mistakes when you’re writing your business plan. Some entrepreneurs get sucked into the writing and research process, and don’t focus enough on actually getting their business started. 

Here are a few common mistakes and how to avoid them:

Not talking to your customers : This is one of the most common mistakes. It’s easy to assume that your product or service is something that people want. Before you invest too much in your business and too much in the planning process, make sure you talk to your prospective customers and have a good understanding of their needs.

• Overly optimistic sales and profit forecasts: By nature, entrepreneurs are optimistic about the future. But it’s good to temper that optimism a little when you’re planning, and make sure your forecasts are grounded in reality. 
• Spending too much time planning: Yes, planning is crucial. But you also need to get out and talk to customers, build prototypes of your product and figure out if there’s a market for your idea. Make sure to balance planning with building.
• Not revising the plan: Planning is useful, but nothing ever goes exactly as planned. As you learn more about what’s working and what’s not—revise your plan, your budgets, and your revenue forecast. Doing so will provide a more realistic picture of where your business is going, and what your financial needs will be moving forward.
• Not using the plan to manage your business: A good business plan is a management tool. Don’t just write it and put it on the shelf to collect dust – use it to track your progress and help you reach your goals.
• Presenting your business plan

The planning process forces you to think through every aspect of your business and answer questions that you may not have thought of. That’s the real benefit of writing a business plan – the knowledge you gain about your business that you may not have been able to discover otherwise.

With all of this knowledge, you’re well prepared to convert your business plan into a pitch presentation to present your ideas. 

A pitch presentation is a summary of your plan, just hitting the highlights and key points. It’s the best way to present your business plan to investors and team members.

Dig Deeper: Learn what key slides should be included in your pitch deck

Use your business plan to manage your business

One of the biggest benefits of planning is that it gives you a tool to manage your business better. With a revenue forecast, expense budget, and projected cash flow, you know your targets and where you are headed.

And yet, nothing ever goes exactly as planned – it’s the nature of business.

That’s where using your plan as a management tool comes in. The key to leveraging it for your business is to review it periodically and compare your forecasts and projections to your actual results.

Start by setting up a regular time to review the plan – a monthly review is a good starting point. During this review, answer questions like:

• Did you meet your sales goals?
• Is spending following your budget?
• Has anything gone differently than what you expected?

Now that you see whether you’re meeting your goals or are off track, you can make adjustments and set new targets. 

Maybe you’re exceeding your sales goals and should set new, more aggressive goals. In that case, maybe you should also explore more spending or hiring more employees. 

Or maybe expenses are rising faster than you projected. If that’s the case, you would need to look at where you can cut costs.

A plan, and a method for comparing your plan to your actual results , is the tool you need to steer your business toward success.

Learn More: How to run a regular plan review

Free business plan templates and examples

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How to write a business plan FAQ

What is a business plan?

A document that describes your business , the products and services you sell, and the customers that you sell to. It explains your business strategy, how you’re going to build and grow your business, what your marketing strategy is, and who your competitors are.

What are the benefits of a business plan?

A business plan helps you understand where you want to go with your business and what it will take to get there. It reduces your overall risk, helps you uncover your business’s potential, attracts investors, and identifies areas for growth.

Having a business plan ultimately makes you more confident as a business owner and more likely to succeed for a longer period of time.

What are the 7 steps of a business plan?

The seven steps to writing a business plan include:

• Write a brief executive summary
• Describe your products and services.
• Conduct market research and compile data into a cohesive market analysis.
• Describe your marketing and sales strategy.
• Outline your organizational structure and management team.
• Develop financial projections for sales, revenue, and cash flow.
• Add any additional documents to your appendix.

What are the 5 most common business plan mistakes?

There are plenty of mistakes that can be made when writing a business plan. However, these are the 5 most common that you should do your best to avoid:

• 1. Not taking the planning process seriously.
• Having unrealistic financial projections or incomplete financial information.
• Inconsistent information or simple mistakes.
• Failing to establish a sound business model.
• Not having a defined purpose for your business plan.

What questions should be answered in a business plan?

Writing a business plan is all about asking yourself questions about your business and being able to answer them through the planning process. You’ll likely be asking dozens and dozens of questions for each section of your plan.

However, these are the key questions you should ask and answer with your business plan:

• How will your business make money?
• Is there a need for your product or service?
• Who are your customers?
• How are you different from the competition?
• How will you reach your customers?
• How will you measure success?

How long should a business plan be?

The length of your business plan fully depends on what you intend to do with it. From the SBA and traditional lender point of view, a business plan needs to be whatever length necessary to fully explain your business. This means that you prove the viability of your business, show that you understand the market, and have a detailed strategy in place.

If you intend to use your business plan for internal management purposes, you don’t necessarily need a full 25-50 page business plan. Instead, you can start with a one-page plan to get all of the necessary information in place.

What are the different types of business plans?

While all business plans cover similar categories, the style and function fully depend on how you intend to use your plan. Here are a few common business plan types worth considering.

Traditional business plan: The tried-and-true traditional business plan is a formal document meant to be used when applying for funding or pitching to investors. This type of business plan follows the outline above and can be anywhere from 10-50 pages depending on the amount of detail included, the complexity of your business, and what you include in your appendix.

Business model canvas: The business model canvas is a one-page template designed to demystify the business planning process. It removes the need for a traditional, copy-heavy business plan, in favor of a single-page outline that can help you and outside parties better explore your business idea.

One-page business plan: This format is a simplified version of the traditional plan that focuses on the core aspects of your business. You’ll typically stick with bullet points and single sentences. It’s most useful for those exploring ideas, needing to validate their business model, or who need an internal plan to help them run and manage their business.

Lean Plan: The Lean Plan is less of a specific document type and more of a methodology. It takes the simplicity and styling of the one-page business plan and turns it into a process for you to continuously plan, test, review, refine, and take action based on performance. It’s faster, keeps your plan concise, and ensures that your plan is always up-to-date.

What’s the difference between a business plan and a strategic plan?

A business plan covers the “who” and “what” of your business. It explains what your business is doing right now and how it functions. The strategic plan explores long-term goals and explains “how” the business will get there. It encourages you to look more intently toward the future and how you will achieve your vision.

However, when approached correctly, your business plan can actually function as a strategic plan as well. If kept lean, you can define your business, outline strategic steps, and track ongoing operations all with a single plan.

See why 1.2 million entrepreneurs have written their business plans with LivePlan

Noah is the COO at Palo Alto Software, makers of the online business plan app LivePlan. He started his career at Yahoo! and then helped start the user review site Epinions.com. From there he started a software distribution business in the UK before coming to Palo Alto Software to run the marketing and product teams.

Table of Contents

• Use AI to help write your plan
• Common planning mistakes
• Manage with your business plan
• Templates and examples

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The 12 Week Year approach to productivity and planning

Isn’t it frustrating when you’ve worked hard toward your goals yet see no progress? That was my experience a few years ago when I was trying to level up my productivity while pushing to reach my personal and professional goals.

It wasn’t about how hard I was working, but about how efficiently I was working. My frustration wasn’t with setting goals, but realizing that I was falling short when I assessed my progress.

I explored various productivity techniques, from reading books like Cal Newport’s Deep Work to employing the Pomodoro Technique. My journey led me to a transformative book — The 12 Week Year .

In this article, we’ll talk about what the 12 Week Year is, how it works, and how you can implement it to better your goal setting and execution.

Background information: The 12 Week Year book

As I mentioned, the 12 Week Year idea actually comes from a book written by Brian Moran and Michael Lennington.

In the book, Brian Moran argues that the problem with the traditional yearly goal-setting system is that it allows people to procrastinate. People wait until the end of the year to realize how far off track they are. Upon this realization, people who want to reach their quotas or sales targets scramble and start making last-minute efforts, often without success.

Have you ever wondered why you see so many end-of-quarter deals? People are scrambling to hit their targets, and you benefit from their urgency. People have targets to meet and get discounts because they’re eager to achieve their goals.

Imagine now a novel approach to work: the 12 Week Year framework offers a structured, time-bound approach to setting and achieving goals.

The proposed method shortens the time frame to accomplish your goals, putting tactics and a scoring system in place to monitor each goal’s progress.

Brian’s system encourages immediate action, ongoing metrics, continuous measurement, accountability for all activities, sustaining focus, and review sessions to evaluate performance.

So, where does the inspiration for the 12 Week Year System come from?

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Where does the 12 Week Year system come from?

The book’s core idea is simple: shorter, manageable timeframes.

When this book was published, other popular systems were also gaining traction.

The book draws inspiration from various fields:

• Project management — A systematic approach to breaking down the vision into bite-sized chunks. From planning to execution of tasks, enhancing productivity by following a step-by-step plan
• Agile methodologies — Agile lets you refine the journey as you go. It promotes flexible, iterative development cycles and focuses on quick adaptation and continuous improvement. It is about boosting productivity while minimizing waste of time and resources
• Lean startup — A methodology that prioritizes customer feedback and iterative design, improving productivity by focusing on creating products people want
• Performance coaching — A personal trainer for your work life. One-on-one guidance aimed at turning your weak points into strengths. The goal is to unlock individual potential, boosting productivity
• Quarterly business reviews — A popular process used by businesses. Regularly scheduled assessments of goals, strategies, and performances, enhancing productivity by aligning efforts with objectives

Those methods are spread across the world and used by millions. Brian Moran and Michael Lennington stand out by integrating these practices into a system applicable to organizations and individuals for professional and personal life.

Though primarily sales-oriented, the system and accompanying training apply to other domains, such as healthcare and financial services. The focus remains the same — improving outcomes.

At its core, the book’s philosophy links to Parkinson’s Law:

• “Work expands to fill the time available for its completion.”
• Allowing yourself more time to complete a task will make the task more complex and time-consuming than necessary
• The law underscores the inefficiency that can infiltrate your work

Both Parkinson’s Law and the 12 Week Year concept tackle the intricate relationship between time and productivity but from different angles.

We can’t expand time. Yet, we can try to control it. Going faster only comes with specific characteristics.

One of them is the notion of constraint. In this case, Brian Moran creates a new constraint by adding a sense of urgency.

How does it work, and how can you put it in place?

More great articles from LogRocket:

• How to implement issue management to improve your product
• 8 ways to reduce cycle time and build a better product
• What is a PERT chart and how to make one
• Discover how to use behavioral analytics to create a great product experience
• Explore six tried and true product management frameworks you should know
• Advisory boards aren’t just for executives. Join LogRocket’s Content Advisory Board. You’ll help inform the type of content we create and get access to exclusive meetups, social accreditation, and swag.

What is the 12 Week Year method?

As explained, Brian Moran points out a crucial flaw in setting up goals: “Business will make plans that are due for the end of the year with no robust tracking system.”

You could be planning for a whole year, but if you put suitable activities in place, measuring progress and doing the work regularly, you are setting yourself up for success. This is how the 12 Week Year flips the script entirely.

The fundamentals

The system is a well-oiled machine with five components: vision, working from a plan, process control, scorekeeping, and time use.

There is also nothing new under the sun, as it takes back prioritization tactics such as focusing on the two or three activities that are the biggest needle movers.

A big part of the book is accountability, honesty, and transparency concerning work. Two particular chapters, one on “confronting the truth” and the second one on “accountability as ownership,” highlight the importance of being honest with yourself week after week in the progress you are making.

Your actions align with a new mindset, as a year is not 52 weeks anymore. It is 12 weeks.

A month becomes a week. A week becomes a day. You can get four times the work output per year by compressing down what a year is.

It also means for your organization that the traditional year is gone. Each 12-week cycle stands alone.

The concepts and tools

The 12 Week Year book provides various tools and techniques to set you up for success in achieving your goals.

Here are some of the essential tools:

• Visualization tools — Brian Moran advocates using mind maps, flowcharts, and other visual aids to help plan your strategy, processes, and dependencies
• Commitment and weekly plan sheets — These individual documents let you structure your weekly goals and the specific tasks you commit to. They also act as a scorecard and are used during planning and review sessions to ensure you’ve completed your actions as planned
• Strategic blocks last 2–3 hours and focus on high-level, strategic tasks, free from distractions. These could involve mapping out a roadmap or planning a new strategy
• On the other hand, Buffer blocks last about 30 minutes and are used for unplanned, low-value activities like answering emails or taking phone calls
• Lead indicators — These are metrics you can directly influence. When outlining the tactics to reach your goals, you’ll want to define them based on lead indicators. Tasks might include “reach out to 10 potential users every week” or “spend an hour a day conducting customer interviews.”
• Lag indicators — These are outcome-based metrics that result from your actions. They measure goals like “increase revenue by 15 percent” and set them at the beginning of your 12-week plan. Lag indicators give you a snapshot of the results you aim to achieve

This toolkit aims to guide you in making the most out of your time and effort. It supports the process we are going to review below.

How do I set up a 12 Week Year plan?

Here are five steps to follow to put in place a 12 Week Year system:

1. Build your vision statement

A vision statement is your aim and guide for the 12-week plan.

There are three steps to build your vision statement:

• The aspirational vision answers what you desire
• The three-year vision is a progress towards the aspirational vision
• The 12-month vision is used to give a vision for the year

The three steps help you clarify what you’re working towards long-term and ensure that the short-term goals align with the vision.

2. Create your 12-week plan

Break down your vision into actionable goals you can accomplish in 12 weeks.

These should be specific, measurable, achievable, relevant, and time-bound (SMART) .

The 12-week plan must contain your tactics for each goal. The tactics are short-term and action-oriented, laying out the tasks required to achieve each 12-week goal.

It’s important to remember the lag and lead indicators for this step.

3. Model your week through weekly planning and accountability meetings

Plan the weekly execution of tasks to stay on track for your 12-week goals.

Allocate specific blocks of time to particular tasks (strategic and buffer blocks). Make appointments with yourself and treat these blocks as non-negotiable.

Schedule weekly accountability sessions with a peer or by yourself. Review your performance metrics and make necessary adjustments.

4. Implement scorekeeping and performance metrics

Keep a scorecard to track your actions and outcomes.

The scorecard helps in measuring your effectiveness and areas that need improvement. It might include efficiency ratios, financials, or engagement ones.

It’s essential to look at it from the perspective of your lag and lead indicators. Following the performance indicators, you will know which actions to put in place to stay on track for your goals.

5. Review and reset

At the end of the 12 weeks, stopping and regrouping is vital.

Review your outcomes at the end of the 12 weeks, analyze what worked and what didn’t, and begin the process anew for the next 12 weeks.

There are three views for this last part: the 12 Week Year process review, the performance review and a review of your life balance.

12 Week Year in practice: Example and use case

So the big question is, what do you do with these goals once you understand how the 12 Week Year works?

Generally, you need to set up a plan and to set it, you must establish tactics.

It would be best to remember the difference between lag and lead indicators. A lag indicator is an outcome you can’t directly impact. It reflects the result of your actions.

Take, for example, an OKR from your company based on revenue: “increase revenue by 15 percent” or “gain 1,000 new customers”.

Let’s say your team focuses on increasing retention rate. Engaged users offer two results:

• It gives you a solid foundation for growth
• It directly impacts the lifetime value of a customer and revenue

This will be your lag indicator.

Conversely, a lead indicator is an immediate metric you can control.

So, what actions can you take that have a direct impact?

Using analytics or reviewing them is neither a lead indicator nor a real tactic because it only tells you a little.

A more actionable approach could be to spend two hours a week reviewing user session recordings alone or as a team. By “sessions,” I mean the recorded experiences of users interacting with your app.

Reviewing these sessions allows you to identify trouble spots where users struggle, offering insights on where to improve your product.

In essence, this can become your lead indicator. Improvements here will lead to better user engagement and retention and increased revenue.

So, you can see how the tactics you put in place can directly impact your goals. You can schedule these weekly tasks for yourself or your team to review and adapt as necessary.

12 Week Year template

For many people, having a template or visual aid helps increase their productivity. It’s often easier when it’s laid out in front of you, as opposed to having a few different documents or trying to keep things in your head.

For that reason, I created a free 12 Week Year template that’s accessible to download through Google Docs. Click File > Make a copy to download it for your own use and customize it as needed:

Last thoughts

The 12 Week Year system is a complete approach and a game changer regarding productivity. It offers a step-by-step tested process supported by tools and documentation.

By adding this approach, whether for personal or professional purposes, you can change the outcomes of your process as fast as in three months.

All documentation to help you set up your 12 Week plan is available on their website .

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12 Week Year

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Plan and track your goals and actions for each week of the year

What is 12 week year template.

The 12 Week Year Templates are designed to help you plan and track your goals and actions for each week of the year. This template includes fields for the week number, start and end dates, goal or objective, key actions, priority, progress, and notes. It allows you to clearly define your goals, identify the necessary actions to achieve them, prioritize these actions, and track your progress. With this template, you can ensure that you are always on track towards achieving your goals.

Try this template now

Who is this 12 Week Year Template for?

This template is perfect for individuals, teams, and organizations who want to improve their productivity and achieve their goals in a structured and organized manner. Whether you are a project manager overseeing multiple projects, a business owner planning your business growth, or an individual setting personal goals, this template can help you stay focused and organized. It allows you to break down your goals into manageable weekly tasks, prioritize them, and track your progress, making it easier for you to achieve your goals.

Why use this 12 Week Year Template?

Using the 12 Week Year Templates can bring numerous benefits to your work and personal life. Here are a few reasons why you should use this template:

1. Clear Goal Setting: This template allows you to clearly define your goals and break them down into manageable weekly tasks. This makes it easier for you to understand what needs to be done and how to do it.

2. Prioritization: With this template, you can prioritize your tasks based on their importance and urgency. This helps you focus on the tasks that are most critical to achieving your goals.

3. Progress Tracking: This template allows you to track your progress towards your goals. This can help you stay motivated and make necessary adjustments to your plans.

4. Improved Productivity: By planning your tasks and tracking your progress, you can improve your productivity and efficiency. This can help you achieve your goals faster and more effectively.

5. Better Collaboration: If you are working in a team, this template can help improve collaboration. Team members can see what tasks need to be done, who is responsible for them, and how they are progressing.

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2. After signing up for Lark, you will be directed to the 12 Week Year Templates on Lark Base. Click 'Use This Template' on the top right corner of Lark Base to copy a version of the 12 Week Year Templates to your workspace.

3. Change fields of the template to fit your needs

4. Take advantage of the full potential of this 12 Week Year Templates.

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Evaluate crm systems for crm managers, mobile device management policy for it departments, manage your mobile device security policies with ease, remote work software toolkit for hr departments, optimize your hr processes with the best remote work software tools, cloud storage options comparison for cloud analysts, compare cloud storage options for cloud architects.

Tech Innovation Log For Innovation Managers

Track and manage tech innovation projects with ease.

IT Emergency Response Plan For IT Departments

Create an it emergency response plan for it directors, digital asset management strategy for digital asset managers, efficiently manage and organize your digital assets with ease, monthly utility usage report for facilities managers, track and analyze monthly utility usage for multiple facilities.

Biodegradable Products Tracker For Environmental Managers

Track and manage biodegradable products disposal for environmental officers.

Local Supplier Assessment For Procurement Specialists

Evaluate local suppliers for procurement specialists.

Sustainability Goals Tracker For Sustainability Coordinators

Track and manage sustainability goals for your organization.

Energy Efficient Equipment List For Energy Managers

Optimize your energy consumption with the right equipment, vegan and vegetarian options planner for dietary specialists, plan your vegan and vegetarian menu with ease, sustainability project budget template for financial managers, track and manage sustainability projects with ease, corporate social responsibility report for csr departments, create a comprehensive corporate social responsibility report for csr managers.

Green Event Checklist For Event Coordinators

Plan your eco-friendly event with ease, sustainability award application form for pr departments, submit your sustainability projects for recognition, green product development brief for product developers, develop sustainable green products with ease.

Eco-Friendly Employee Incentives For HR Departments

Implement eco-friendly employee incentives to promote sustainable practices in the workplace, community green initiative planner for community relations managers, plan and manage community green initiatives for enhancing local biodiversity, environmental sustainability training for new employees, track employee training progress and completion status.

Zero Waste Challenge Tracker For Project Managers

Track and monitor your team's progress in implementing sustainability initiatives, eco-tourism project proposal for marketing departments, create eco-tourism project proposals for marketing managers.

Sustainable Agriculture Practices For Agricultural Managers

Implement sustainable agriculture practices for agricultural managers, green roof installation guide for building managers, guide for building managers to install a green roof on their building.

Water Reclamation System Setup For Environmental Managers

Efficiently manage water reclamation system setup projects, sustainable fishing practices for restaurant managers, track your sustainable seafood purchases and costs.

Green IT Practices For IT Departments

Implement sustainable it practices for a greener workplace, seasonal specials planner for restaurants, plan your seasonal specials with ease, recipe standardization form for kitchen managers, standardize your recipes for efficient kitchen management, dish removal assessment for executive chefs, evaluate dishes for retention or removal based on sales volume, cost, preparation time, customer feedback, and chef's notes, competitor menu comparison for strategy managers, compare competitor menus for strategic decision-making.

Dish Development Timeline For Product Development Teams

Track the development timeline of new dishes from idea submission to launch.

Cost Reduction Strategies For Menu Items For Cost Control Departments

Implement cost reduction strategies for menu items to save on expenses, themed menu planner for event coordinators, create themed menus for your events with ease, special event menu template for catering departments, create customized menus for special events with ease.

New Recipe Costing Template For Cost Analysts

Calculate the cost of ingredients and recipe yield for new recipes, ingredient substitution guide for nutritionists, easily substitute ingredients in your recipes with this comprehensive guide.

Seasonal Ingredient Tracker For Inventory Managers

Track seasonal ingredient availability, stock levels, and suppliers.

Menu Translation Sheet For Multilingual Restaurants

Translate your menu items into multiple languages for a diverse customer base.

Kids Menu Planner For Family-Friendly Restaurants

Plan your kids menu with ease for family-friendly restaurants.

Vegan Menu Development Template For Menu Developers

Create a diverse and delicious vegan menu with ease, gluten-free menu planner for dietary specialists, plan your gluten-free meals with ease, special diets menu planner for nutritionists, plan your special diets menu with ease, limited time offer menu template for marketing departments, create a limited-time offer menu for marketing managers.

Cultural Cuisine Introduction Plan For Culinary Teams

Introduce students to diverse cultural cuisines through hands-on cooking lessons, cross-utilization of ingredients plan for cost reduction teams, optimize ingredient usage and reduce costs with cross-utilization plan, seasonal menu change checklist for operations managers, streamline your seasonal menu change process with this checklist, recipe modification log for chefs, track recipe modifications and improvements for r&d teams.

Recipe Book Template For Cookbook Publishers

Create a stunning recipe book template for cookbook authors, restaurant theme concept proposal for business developers, create a unique restaurant concept proposal for business developers.

Catering Menu Proposal Template For Catering Sales Managers

Create a professional catering menu proposal for catering sales managers.

Holiday Menu Specials Planner For Event Coordinators

Plan your holiday menu specials with ease, takeout and delivery menu optimizer for operations managers, optimize your takeout and delivery menu for maximum profitability, menu cost review for financial controllers, optimize your menu pricing strategy with detailed cost analysis, chef's special planner for head chefs, plan your chef's special dishes with ease, upselling strategy for menu items for sales teams, boost your restaurant's revenue with strategic upselling techniques, interactive digital menu setup for it departments, create an interactive digital menu for restaurants and bars, menu layout design for graphic designers, create a visually appealing menu layout design for graphic designers, food trend analysis for market researchers, analyze food trends for market researchers, gourmet food pairing guide for gourmet restaurants, pair gourmet dishes with the perfect beverages for a delightful dining experience.

Farm-To-Table Menu Strategy For Sustainability Managers

Create a sustainable farm-to-table menu strategy for your restaurant, event inquiry form for event coordinators, streamline event planning with an easy-to-use form, event timeline planner for project managers, plan your event timeline with ease, event staffing requirements for hr departments, efficiently manage event staffing requirements for hr managers.

Catering Delivery Checklist For Delivery Teams

Efficiently manage catering delivery schedules and logistics, post-event evaluation form for quality assurance departments, evaluate event success and identify areas for improvement, catering equipment checklist for catering equipment managers, keep track of your catering equipment inventory and maintenance schedule, food safety plan for events for safety managers, ensure food safety at your events with this comprehensive plan.

Wedding Catering Planner For Wedding Planners

Effortlessly plan and manage wedding catering details for your clients.

Corporate Event Menu Planner For Corporate Event Managers

Plan your corporate event menus with ease, vip event management template for vip relations managers, efficiently manage vip events with ease, award ceremony catering schedule for event coordinators, plan your catering schedule for an award ceremony with ease.

Art Exhibition Reception Planner For Art Coordinators

Effortlessly plan and execute art exhibition receptions with this comprehensive planner, fundraiser event checklist for nonprofit event planners, stay organized and on track with your nonprofit fundraiser event planning.

New Year'S Eve Party Planner For Event Managers

Plan your new year's eve party with ease.

Theme Party Catering Guide For Party Planners

Plan your theme party catering with ease.

Culinary Workshop Schedule For Culinary Instructors

Plan your culinary workshop schedule with ease, food festival planner for festival coordinators, plan your food festival events with ease, banquet setup guide for banquet managers, create detailed event setup guides for banquet managers.

Live Cooking Demonstration Organizer For Event Managers

Organize live cooking demonstrations for chefs, charity event catering planner for charity coordinators, effortlessly plan catering for charity events with detailed event information and supplier details, public event safety protocol for safety managers, ensure the safety and security of public events with comprehensive protocols, food and beverage service training for training departments, plan your training sessions with ease, corporate retreat food planner for retreat organizers, effortlessly plan meals for corporate retreats with ease.

Bridal Shower Catering Guide For Event Planners

Streamline your catering planning for events with ease.

Movie Premiere Catering Layout For Event Coordinators

Plan your event catering with ease, product launch party menu for marketing departments, plan your product launch party menu with ease, book signing reception planner for public relations managers, plan your book signing reception with ease, art gallery opening catering guide for gallery managers, streamline your catering orders for art gallery openings, interactive menu development tracker for f&b product developers, track and manage the development stages of f&b products with ease.

Dynamic Beverage Stock System For Bar Managers

Efficiently manage your beverage stock with real-time updates and analytics, customer allergy and preferences log for restaurant staff, customize meals based on customer allergies and preferences, detailed event catering project planner for event managers, efficiently plan and manage event catering details for seamless execution, optimized food truck route planner for mobile food operators, optimize your food truck route with ease.

F&B Industry Compliance Audit Toolkit For Compliance Managers

Streamline your compliance audit process for food and beverage establishments.

Action Plan For Remediation

Create an action plan for remediation to address and resolve issues effectively.

Create personalized email templates for various occasions

Visualize and organize your ideas with a mind map

College resume, create a professional college resume to showcase your achievements and skills.

Letter Of Interest

Create professional and compelling letters of interest with ease.

Sign In Sheet

Efficiently track visitor sign-ins and sign-outs.

Play Bingo with your team and have fun while working

Job Description

Create comprehensive job descriptions for various positions.

Job Application

Track and manage job applications with ease.

Frayer Model

Organize and analyze information with the frayer model.

Create a professional one-pager for your project

Executive Summary

Summarize key findings and strategic direction in an executive summary, fishbone diagram, identify and analyze potential causes of a problem with a fishbone diagram.

Create a professional About Me page with ease

Budget Temp

Track your expenses and manage your budget with ease.

Vehicle Bill Of Sale

Create a professional vehicle bill of sale with ease.

Plot Diagram

Visualize the plot of your story with a plot diagram.

Lined Paper

Create lined paper templates for various purposes.

Book Report

Create professional book reports with ease, create an eye-catching pamphlet for your business or event, all about me, create a personalized 'all about me' template.

Create professional name tags for your events

Chore Chart

Keep track of household chores with this chore chart template.

Table Of Contents

Create a professional table of contents for your document.

Rent Receipt

Create professional rent receipts with ease.

Budget Sheet

Daily Planner

Stay organized and maximize productivity with our daily planner template, budget planner, track your income and expenses with ease.

Capture and showcase your favorite memories with a Polaroid-style photo template

Streamline communication and reporting with the sbar template, sign up sheet, efficiently manage event sign-ups and preferences.

Concept Map

Visualize and organize complex concepts with a concept map.

Christmas List

Keep track of your christmas gift list with ease.

Create a comprehensive shot list for your film or video project

Essay Outline

Create a comprehensive essay outline for environmental conservation.

Grocery List

Keep track of your grocery list and expenses with ease.

Create and customize your own Bingo cards

Learn about different butterfly species and their characteristics

Efficiently manage work orders and track progress

Raffle Ticket

Create professional raffle tickets for your event.

Track and manage your investment portfolio with ease

Visualize and analyze circle data with ease

Personal financial statement, track your assets, liabilities, and net worth with ease.

Missing Poster

Create missing person posters with ease, evaluate and grade student work with ease using this rubric template, create mla format citations with ease, study guide, stay organized and track your study progress with this comprehensive study guide template, manage your book collection with ease.

Create professional quotes for your business

Create a comprehensive fish database with Lark

Employment verification letter, generate employment verification letters with ease.

2 Week Notice Letter

Create professional 2-week notice letters with ease.

Spelling Test

Track and analyze spelling test results, visualize your family tree with a genogram.

Book Review

Capture and organize book reviews with ease, eisenhower matrix, organize your tasks based on urgency and importance with the eisenhower matrix, employee evaluation, streamline employee evaluations and performance tracking, review of systems, review your symptoms and medical history with this comprehensive template.

Certificate Of Completion

Create professional certificates of completion for courses and workshops.

Organize and share your favorite recipes with ease

Construction contract, create and manage construction contracts with ease.

Employee Of The Month

Recognize and reward outstanding employees with the employee of the month template.

Weekly Budget

Character Reference Letter

Create a character reference letter with ease.

Create an organized outline for your projects

Decision Tree

Make informed decisions with a decision tree template.

Create a fact sheet to showcase your company's key information

Cleaning Schedule

Keep your workspace clean and organized with this cleaning schedule template, doctors note for work, generate doctors' notes for work with ease, streamline your essay writing process with this comprehensive essay template.

Organize travel itinerary with ease

Create a comprehensive syllabus for your course.

User Persona

Create user personas to understand your target audience, trading card, organize and track your trading card collection, credit dispute letter, resolve credit report inaccuracies with a professional dispute letter.

Discover different types of flowers and their characteristics

Create professional lab reports with ease, keep track of your professional references, logic model, create a logic model to plan and evaluate your projects.

Create your own cookbook with ease

Stay organized and on top of your tasks with this checklist template.

Simple Budget

Recipe card, create beautiful recipe cards with ease.

Create professional cover pages for your documents

Professional references, organize and manage your professional references with ease, create mla citations with ease.

Create engaging blog posts with ease

Recipe book, create your own recipe book with ease.

Binder Cover

Create personalized binder covers for your projects, letter of authorization, authorize parties and grant specific authorities with this letter of authorization template.

Acting Resume

Create a professional acting resume with ease, graph paper, create custom graphs and charts with ease, cease and desist letter, send professional cease and desist letters to protect your intellectual property rights, terms and conditions, create a comprehensive terms and conditions template for your website, free monthly budget, organize and track your board game collection, permission slip, create permission slips for student activities, attendance sheet, track employee attendance and manage work hours.

Business Contract

Create professional business contracts with ease, reading log, keep track of your reading progress and insights, create and manage scripts for your film or theater production.

Thesis Statement

Create effective thesis statements for various topics, create professional case study reports with ease.

Manage your bill of lading (BOL) with ease

Generate professional check stubs for your employees, employment letter, create personalized employment letters for your employees, debt verification letter, verify and dispute alleged debts with ease, shopping list, stay organized and never forget your shopping list again.

Door Hanger

Efficiently distribute messages and promotions with door hangers.

Baseball Lineup

Create and manage your baseball lineup with ease, plan and track your work projects with ease, demand letter, demand payment for outstanding invoices and unpaid fees, puzzle piece, organize and track your puzzle pieces with ease.

Notebook Paper

Organize your biology class with this notebook paper template.

Keep track of tree information and conservation status

Create a professional price list for your products or services.

Check Register

Place Setting

Create personalized place settings for your event.

Gantt Chart Templ

Track project progress and manage tasks with this gantt chart template.

Needs Assessment

Assess your organization's needs and prioritize projects.

Mental Status Exam

Conduct comprehensive mental status exams with ease, checkbook register, keep track of your expenses and manage your finances with ease, customer journey map, visualize and understand your customer journey with ease, free org chart, visualize your organization's structure with ease.

Simple Monthly Budget

Letter of employment, generate professional letter of employment templates, problem statement, streamline problem identification and resolution.

Collect signatures for your petition with ease

Create personalized personas for your target audience.

Bill Of Sale

Create professional bill of sale documents with ease, research proposal, streamline your research proposal process with this template, create and analyze surveys with ease, buyer persona, create personalized buyer personas for your marketing strategy, certificate of appreciation, recognize and appreciate outstanding achievements with personalized certificates, social security card, create professional and secure social security card templates, one on one meeting, streamline your one-on-one meetings with this template, story board, visualize your story with a storyboard template.

Literature Review

Organize and analyze research literature for your literature review.

Bill Tracker

Track and manage your bills with ease, consulting contract, create a comprehensive consulting contract with ease, create your own screenplay with ease.

Exit Ticket

Gather feedback and assess student understanding with this exit ticket template, interview thank you email, express gratitude and follow up after an interview.

Bill Of Sale Word

Create a captivating story with our story map template.

Cleaning List

Keep your space clean and organized with this cleaning list template, police report, efficiently manage and track police reports with this template, succession planning, plan for the future of your organization with a comprehensive succession planning template, blank check, create professional and customizable blank checks.

Streamline user registration and account management

Reference List

Create a professional reference list for your research papers and publications, simple will, create a simple will to distribute your assets.

Grant Proposal

Streamline your grant proposal process and increase your chances of securing funding, essay format, format your essays with ease using this template.

Budget Tracker

Track your expenses and income with ease, letter of support, show your support with a letter of endorsement, college essay, streamline your college essay writing process with this comprehensive template, thank you letter, express gratitude and follow-up with personalized thank you letters, create your own game board with ease.

Collection Letter

Streamline your collection letter process with this customizable template, bullet journal, stay organized and productive with a bullet journal template, news article, create professional news articles with ease, birthday calendar, never miss a birthday with this customizable birthday calendar template.

Monthly Bills

Stay on top of your monthly bills with ease.

Visualize your data on a bubble map

Create an elegant gala event booklet

Stock Certificate

Create professional stock certificates for your shareholders.

Exit Interview

Streamline your exit interview process and gather valuable feedback from departing employees, financial plan, manage your personal finances with ease.

Value Proposition

Create compelling value propositions for your target customers, event proposal, create professional event proposals with ease, verification of employment letter, verify employment details with ease.

Doctor Excuse

Generate doctor excuse notes for patients, policies and procedures, manage and track your organization's policies and procedures, job posting, create professional job postings with ease, movie script, create a movie script with ease, food journal, track your daily meals and nutritional intake with ease.

Memo Format

Create professional and organized memos with ease, corrective action plan, track and manage corrective actions for identified issues, mission statement, craft a compelling mission statement for your organization.

To Whom It May Concern Letter

Create professional recommendation letters with ease.

Keep track of your calls and follow-ups with ease

Waiver of liability, create a waiver of liability for your activities, track your business financial performance and growth.

Monthly Work Schedule

Manage your team's work schedule with ease.

Block Schedule

Organize your school's block schedule with ease, birthday list, keep track of birthdays and gift ideas for your friends and family.

Journey Map

Visualize and analyze customer journey with ease, create a comprehensive site map for your website, notary acknowledgement, create professional notary acknowledgement templates with ease, job proposal, create professional job proposals with ease.

Rent Ledger

Track rent payments and balances with ease, cleaning checklist, efficiently manage cleaning tasks with this comprehensive checklist template.

Potluck Sign Up Sheet

Organize your potluck event with ease.

Birth Certificate

Create personalized birth certificates for newborns, questionnaire, create engaging and interactive quizzes with our questionnaire template, certificate of origin, create professional certificate of origin documents with ease, envelope address, create professional envelope addresses with ease, notarized letter, create professional notarized letters with ease.

Stakeholder Analysis

Analyze and manage project stakeholders effectively.

Instagram Carousel

Create engaging instagram carousels with ease.

Decision Matrix

Make informed decisions with the decision matrix template.

Create stunning mood boards with a variety of visual elements

List of references, create a comprehensive list of references for your research projects, bill of lading, create professional bill of lading documents with ease, monthly expenses, track and manage your monthly expenses with ease, reference sheet, organize and manage your references with ease, efficiently manage household chores with this chore list template, happy birthday, plan and organize birthday celebrations with ease.

Blank Bingo

Create your own customized bingo game, bank statement, track your financial transactions and balance with ease.

Create a personalized birth plan for a smooth delivery

Free itinerary, create a personalized travel itinerary with ease.

Custody Agreement

Create a comprehensive custody agreement for co-parenting, visualize your data with a colorful bar graph.

Policy And Procedure

Standardize your company policies and procedures with this template.

Track and manage handovers between team members

Create professional and customizable quotes for your clients

Contractor estimate, estimate the cost and materials needed for your construction project, itinerary temp, plan your travel itinerary with ease, create a personalized will with ease, free work schedule, efficiently manage employee schedules with this free work schedule template, manage your cloud resources with ease.

Rent To Own Contract

Create a rent-to-own contract for tenants and landlords, sales funnel, track your sales pipeline and manage deals effectively, budget proposal, create a budget proposal for your projects.

Create professional doctor's note templates for patients

Script Format

Create professional scripts with ease, gift letter, create personalized gift letters for donors and recipients.

Letterhead Word

Create professional letterheads with ease, missing person, track missing persons and their case details.

Contractor Agreement

Create a comprehensive contractor agreement with ease, recommendation letter, create personalized recommendation letters with ease, wanted poster, create a professional wanted poster for fugitives, monthly budget, track your monthly budget and manage your expenses with ease, letter of recommendation, create professional and compelling letters of recommendation, doctors note, keep track of patient visits and medical recommendations with this doctor's note template, create a professional newspaper with ease, vision board, visualize your goals and dreams with a vision board, create professional and personalized envelopes for your business, business plan, create a comprehensive business plan with ease, project plan, plan your projects with ease.

Create professional newsletters with ease

Account Based Marketing

Manage your account-based marketing strategies effectively.

Price Matrix

Track and compare product prices, bulk prices, and vendor details.

Content Calendar

Organize and plan your content strategy with ease.

Product Roadmap

Track and manage your product features with ease.

Gantt Chart

Track your project progress with a comprehensive gantt chart.

Availability

Manage your resources and schedule with ease, inventory sheet, manage your inventory with ease and precision, income statements, streamline your request for quotation process with this rfq template, manage your projects efficiently with a clear overview of all activities, project status report, track your project's progress, budget, and health with ease.

Requirements Gathering

Streamline your project requirements with a comprehensive overview.

Staff Availability

Manage your staff's availability with ease and efficiency.

Weekly Stand Up Meeting

Streamline your weekly stand-up meetings and keep track of team progress.

Release Management

Manage your software releases efficiently and effectively, networking spreadsheet, manage your professional contacts and networking activities effectively, process documentation, streamline your business processes with a comprehensive documentation, account planning, streamline your account management and planning process.

Action Item

Track and manage your team's tasks efficiently.

Business Requirements Document

Streamline your project requirements with a comprehensive and organized approach, communications plan, streamline your communication strategy with a comprehensive plan.

Post Mortem

Analyze your projects, identify successes and failures, and improve future endeavors.

Party Planning

Organize your party planning with ease and efficiency.

Vacation Itinerary

Plan your dream vacation with ease, business model canvas, visualize, design, and reshape your business model with ease, track your company's financial health with a comprehensive p&l statement, manage your marketing campaigns effectively and efficiently.

Production Schedule

Streamline your production process with a comprehensive schedule, sprint planning, streamline your sprint planning with a comprehensive overview of tasks, assignments, and deadlines, construction daily report, track your construction project progress daily.

Product Backlog

Manage your product backlog with ease and efficiency, release plan.

10 Year Plan

Plan your personal and professional life for the next 10 years.

Event Run Of Show

Efficiently plan and manage your event schedule, 3 year plan, plan your business objectives and strategies for the next three years, order tracker, track your orders and deliveries in real-time, grant management, manage your grants effectively and efficiently, trade show planning, streamline your trade show planning process.

Manage your customer relationships with ease

Training plan, streamline your training sessions with a comprehensive plan.

Project Outline

Streamline your project management with a comprehensive outline, organize your meetings effectively with a comprehensive overview, interview guide, streamline your interview process with a comprehensive guide, manage and organize your team's profiles in one place, vendor management, manage your vendors, contracts, and services in one place, real estate schedule, manage your real estate showings, agent details, and property status in one place.

Jira Checklist

Streamline your project management with a comprehensive checklist, class schedule, organize your class schedule with ease, marketing campaign, plan, track, and analyze your marketing campaigns in one place, design brief, streamline your design projects with a comprehensive brief, manage and analyze your product reviews in one place.

Compare and contrast different products with ease

Project milestone, track your project milestones with ease and precision, track your events, responsibilities, and status with ease, manage your projects efficiently with a clear overview of tasks, deadlines, and priorities.

Holiday Schedule

Manage your team's holiday schedule with ease.

Interior Design Schedule

Manage your interior design project with ease, legal case management, manage your legal cases efficiently and effectively, grant calendar, track and manage your grant applications with ease, sales training plan, streamline your sales training with a comprehensive plan.

Key Policy For Employees

Manage and track your employees' key issuance and return with ease, track your project milestones, dependencies, and status with ease, book of business, manage your client's financial portfolio with ease, long term planning, strategize your long-term goals and track progress with ease, action plan for students, track your goals, actions, and progress with ease.

Story Mapping

Map your user stories and prioritize tasks with ease, social media content calendar, plan, schedule, and manage your social media posts effectively, hourly calendar, organize your day with precision using the hourly calendar template, marketing strategy, strategize your marketing efforts with clear objectives, target audience, key messages, and more, personal budget, performance evaluation, streamline your employee performance evaluations with ease, contact list, organize your contacts in one place, invoice tracker, track your invoices and payments with ease, schedule of real estate, manage your real estate activities with ease, media brief, organize your media briefs with ease and efficiency, manage your it assets efficiently and effectively, vacation coverage plan, ensure smooth operations during employee vacations with a comprehensive coverage plan.

Msp Client Onboarding Checklist

Streamline your client onboarding process with a comprehensive checklist.

Product Testing

Track and manage your product testing with ease, talent planning, track and plan your employees' career development, volunteer spreadsheet, manage your volunteers and their contributions effectively, intern onboarding, streamline your intern onboarding process with ease, product training, streamline your product training process with a comprehensive schedule, retrospective, track and improve your team's performance with a retrospective template.

Risk Matrix

Manage and mitigate risks effectively with our risk matrix template, project overview, manage your projects effectively with a comprehensive overview, google calendar, manage your events, meetings, and appointments with ease, organize your tasks, groceries, work, and home maintenance with ease.

Sprint Retrospective

Track and improve your team's sprint performance, event program, streamline your event planning with a comprehensive schedule, staff schedule, efficiently manage your staff's schedule and roles, track and improve your employees' performance with ease, product comparison.

Track your project tasks and employee hours with precision

Activity calendar, organize your team's activities with a comprehensive calendar.

Product Design

Streamline your product design process with a comprehensive overview, project portfolio management, manage your projects, track progress, and align with strategy.

Free Pay Stub

Manage your employee payroll with ease and accuracy, manage your project tasks, deadlines, and deliverables effectively, operations plan, streamline your operations with a comprehensive plan.

Goal Tracking

Track your personal and professional goals with ease, training schedule, organize and manage your training sessions effectively.

Lifecycle Powerpoint

Manage your project lifecycle with ease and precision.

Grant Tracking

Track your grants, deadlines, status, and more with ease.

Conference Itinerary

Organize your conference itinerary with ease.

Subscription

Manage your subscriptions with ease and never miss a renewal date, sprint demo, track and manage your sprint demos with ease.

Consultant Timesheet

Track your consultants' work hours and billable status with ease, project scope, define your project's boundaries with clarity and precision, track and achieve your personal and professional goals with ease, project management plan, manage your project tasks, resources, and timelines effectively, manage your project estimates with ease and precision, manage your sales and purchases with a comprehensive proforma invoice, hourly weekly schedule, organize your week with precision and ease.

Request For Quote

Streamline your procurement process with a comprehensive rfq template, strategic roadmap, strategically plan your company's future with a comprehensive roadmap.

5 Whys Root Cause Analysis

Identify, analyze, and solve problems effectively, manage your volunteers and their tasks efficiently, purchase order, streamline your purchase order process with ease.

Donation Tracker

Track your donations and donors with ease, requirements document, manage your project requirements with ease and efficiency, marketing brief, plan and execute your marketing strategies effectively, monthly goals, track and manage your monthly goals effectively, track, manage, and resolve issues efficiently, travel planner.

Board Meeting Agenda

Streamline your board meetings with a comprehensive agenda.

Fundraising

Track your donors, donations, and follow-ups with ease, project retrospective, analyze your project's success and areas for improvement, conference planning, effortlessly plan and manage your conferences.

Product Launch Plan

Efficiently plan and track your product launches, manage your project backlog with ease and efficiency, sprint planning meeting, streamline your sprint planning meetings and keep track of your team's progress.

Reporting Specifications

Streamline your reporting process with a comprehensive overview, 24 hour planner, plan your day hour by hour with this 24 hour planner template, workback plan, streamline your project management with a comprehensive workback plan, template management, manage your templates effectively and efficiently, event schedule, organize and manage your events with ease, resource planning, efficiently manage your resources and tasks with a comprehensive view, construction proposal, manage your construction proposals efficiently, project kickoff, kickstart your projects with a comprehensive plan.

Organize and analyze your data with ease

Best Practices Documentation

Document and implement best practices across various business functions.

Supply Request Form

Streamline your supply requests with a simple and efficient form, legal case management spreadsheet.

Legal Case Tracking

Track and manage your legal cases efficiently, track and manage your project tasks efficiently, account plan, manage your client relationships effectively with a comprehensive account plan, employee task list, manage your team's tasks efficiently and effectively, weekly goals, track and manage your team's weekly goals with ease, daily task employee task list, streamline your daily tasks and improve productivity, deliverables, track and manage your project deliverables with ease, project pipeline, manage your projects efficiently with a clear overview, streamline your order management process with ease, track and evaluate participant performance with ease, manage your request for information (rfi) process with ease, professional development plan, track your professional growth and plan for future skills with ease, competitive analysis, analyze your competition with a comprehensive overview, google sheets calendar temp, manage your personal and professional life with a comprehensive calendar.

24 Hourly Schedule

Organize your day with a 24-hour schedule, create a new database from the time card, track your employees' work hours and tasks efficiently, case management, manage your cases efficiently and effectively, risk benefit analysis, analyze the potential benefits and risks of your business decisions, business case, streamline your business case creation process, manage your projects efficiently with a comprehensive overview, gap analysis, identify and address gaps in your business operations, workforce planning, streamline your workforce planning with a comprehensive overview of your employees, streamline your project management with clear roles and responsibilities, streamline your testing process with a comprehensive test case template.

30 60 90 Day Plan

Streamline your first 90 days in a new role with a clear plan, performance review, streamline your performance review process with a comprehensive template, strategic planning, strategically plan and track your company's goals with ease.

Software Comparison

Compare and choose the best software for your needs, interview notes, streamline your interview process with a comprehensive overview of each candidate, success plan, track your goals and measure your success with ease, risk register, manage and mitigate potential risks with a comprehensive overview, creative brief, streamline your project management with a comprehensive creative brief.

Student Progress Tracker

Track and analyze student progress with ease, construction budget template goog, track your construction budget with ease and accuracy, employee availability, manage your team's availability and shift preferences with ease, sprint backlog, manage your project tasks efficiently with a sprint backlog.

Google Docs Timeline

Track your project's progress with a comprehensive timeline, elevator pitch, craft compelling elevator pitches with ease, strategize your business goals and objectives with ease, event budget, track and manage your event expenses effectively, team charter, streamline your team's mission, roles, and norms with a comprehensive team charter, social media calendar template goog, streamline your social media posts and track engagement metrics.

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The 12 week year: a time management system

Have trouble thinking about the future? Does it seem so far away that it’s not all that important?

The 12 week year might be just the thing you need. This time management system focuses on goal-setting in 12 week sprints so that every three months or so, you’re making major headway on projects.

Sound interesting? Keep reading to find out what this system is, who came up with it, how it works, tips for success, and more.

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What is the 12 week year?

The 12 week year is a time management system created by Brian P. Moran, who authored the book by the same title. Moran describes the gist of the 12 week year in a single sentence: “Stop thinking in terms of a year; instead focus on shorter time frames.”

While most organizations set long-term goals based on the calendar year, Moran’s system takes a different approach wherein a “year” is 12 weeks long. Thinking about goals in more short-term sprints (12 weeks at a time, that is) forces you to act with urgency and to focus on what matters most, thus avoiding the pitfalls that come with more annualized thinking.

“We mistakenly believe that there is a lot of time left in the year, and we act accordingly. We lack a sense of urgency, not realizing that every week is important, every day is important, every moment is important. Ultimately, effective execution happens daily and weekly,” Moran writes.

How does the 12 week year work?

When it comes to the 12 week year, there are some important steps to take as you leverage this time management system:

Define your why.

As you sit down to think about what you want to accomplish in the next 12 weeks, you’ll want to first get clear about the why that’s driving those efforts. Ask yourself: Why are these projects/goals important? How will they help my team?

From there, write two different statements: One should be aspirational and should speak to how you want your life to look from a big-picture perspective. The other should be short-term, speaking to key goals you want to accomplish within the next 1-3 years. This will serve as your foundation as you move forward and provides meaningful context on what you’re ultimately working towards.

Establish goals for each of the 12 weeks.

12 week is the same as three months, so you’re essentially asking yourself: What do I need to accomplish in this short time frame? Remember to set SMART goals so that you’re not setting yourself up for failure.

“Whether it’s 12 weeks or a quarter, the magic is in these short term sprints that help you stay focused and that keep you from procrastinating or forgetting about things.” -Genki Hagata, Web Developer at HugeInc

Build a plan of action.

To start making progress toward your 12-week goals, you’ll need an actionable series of steps that’ll help you get to the finish line. Assign realistic due dates to each task and consider the potential roadblocks ahead of time so you can anticipate them and proactively plan for those as well.

“I’ve found that using quarters as my main time horizon is the perfect balance between the extremes of daily/ weekly planning and the annual review.” – Roxine Kee , freelance marketer

Review often.

A key component to the 12 week year is frequent review of progress so you can accurately assess how things are going. Schedule a block of time (no more than 30 minutes) into your weekly calendar to look back at what’s been accomplished and what’s still left to do.

“I love the aspect of ‘halting production’ and getting up in the helicopter to review whether we’re still moving in the right direction. We use the same methodology with our clients, and it works so well.” -Andrew Lolk, Founder of Savvy Revenue

Schedule time for deep work.

Speaking to slotting time–you’ll also want to schedule in blocks of time during which you can focus on strategic progress toward your goals. This may mean saying “no” to phone calls and/or closing your office door for heads-down work, but it’ll help ensure you eliminate distractions and can realistically have time for the tasks that need to get done.

“The 12 week year is the only system I’ve stuck to for years, so I always go back and reference the book. I don’t always stick to it 100%, but it’s the underlying system I use for everything!” – Marie Poulin , business system designer

Key elements to the 12 week year

Moran writes that there are eight elements that are crucial to the success of this time management system working for you:

• Vision : A compelling vision creates a clear picture of the future.
• Planning : An effective plan clarifies and focuses on the top priority initiatives and actions needed to achieve the vision.
• Process control: A set of tools and events that align your daily actions with the critical actions in your plan.
• Measurement : Lead and lag indicators that provide comprehensive feedback necessary for informed decision-making.
• Time use: Using your time with clear intention is a must.
• Accountability: Accountability is ultimately ownership. It is a character trait, a life stance, a willingness to own actions and results, regardless of the circumstances.
• Commitment : Keeping your promises to others build strong relationships, and keeping promises to yourself builds character, esteem, and success.
• Greatness in the moment: The results are not the attainment of greatness, but simply confirmation of it.

If any of these don’t seem like a natural fit for your work style, type of work, or general perspective, this may not be the right strategy for you.

Pitfalls to be aware of with the 12 week year

Setting unrealistic goals.

If you’re not setting goals you can realistically achieve within 12 weeks, you’re setting yourself up for failure. Make sure that the objectives you’re working toward are ones you can accomplish without overextending yourself and causing unnecessary stress.

Too much too soon

When you’re first getting started with the 12 week year, it’s better to start slow and then ramp things up as time goes on. For your first sprint, maybe set smaller, simpler goals so you can gain traction and work out the kinks before trying this model at a more aggressive pace.

Not tracking progress

If you’re not tracking progress as you work using this time management model, you’ll have no real way to gauge your success or to see where changes need to be made. Set up a spreadsheet to take notes, to track deadlines, and to keep your moving parts in an easy to view and easy to use format.

No accountability partner

The 12 week year works best when you have an accountability partner. Make sure you have a point person in place who can keep you in check with your goals, progress, and deadlines. This is a simple way to build in an external accountability measure that will help boost your success rate.

Find out if the 12 week year is right for you

You can read and learn all you want about this time management system, but you won’t know for sure if it’ll work for you until you give it a try. See if shorter “years” are the mental model you need to accomplish more and to achieve maximum productivity.

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How to create a 12 week plan for your business

Do you know that you need a plan for your business but aren’t sure how to get started? I’m going to share how to create a 12 week plan for your business so that you can start planning for your business like a professional.

Hopefully, you already know the importance of planning in life, but especially in business.

As Benjamin Franklin famously said,

“If you fail to plan, you are planning to fail”

A good plan enables you to understand what you are trying to achieve and ensure that you are focusing your resources into the right areas. Now it is common for businesses to have annual plans. These can often be in line with the financial year. However, an alternative way of planning is to create a 12 week plan.

I first came across the idea of having a 12 week plan when The 12 Week Year by Brian P. Moran and Michal Lennington, back in 2016. (I reviewed the book and you can check out my review by clicking here )

The idea behind setting plans over 12 weeks instead of a year is that 12 weeks “ provides a fine horizon that is long enough to get things done, yet short enough to create a sense of urgency and a bias for action”.

This makes sense and as soon as I read the book I could see how it was already being used. I noticed how big businesses report on their performance per quarter and I spotted how lots of coaching programmes would last for 90 days.

I decided to give the 12 week planning process a go. First, I tried it with my accountability partner and the results were amazing that I worked all of my services around it. For example, if you sign up for a strategy day we create a 90-day action plan in that session.

STEP 1: DEFINE YOUR GOALS FOR THE 12 WEEK PERIOD

As with any planning process the first thing you need to do is define your goals. In order to achieve anything you have to be super clear about what you want.

I would suggest you have a maximum of 3 goals and ideally these should be SMART goals. If you haven’t come across SMART before the acronym is used differently by different people, but my understanding is

S is for SPECIFIC

M is for MEASURABLE

A is for ACTIONABLE

R is for REALISTIC

T is for TIMED

Ultimately you want the goals to be clear enough that another person can judge if you have achieved it.

STEP 2: WORK OUT WHAT ACTIONS YOU WILL NEED TO TAKE OVER THE 12 WEEKS TO ACHIEVE YOUR GOALS

Once you know what you want to achieve you will need to start working out how you are going to achieve it. Now don’t fret if you don’t know exactly how you are going to achieve it right now but you at least should know some actions you get you started.

Actions can be broken down into two categories: independent and sequential. For example, independent actions are these that you can do on week 1 or week 12. The timing of taking the action doesn’t matter. However, sequential actions are actions that are reliant on something else. For example, if your goal is to launch a podcast then you would have actions such as record an episode, edit an episode and upload episode to host. These have to be done in that order. You can’t upload an episode that hasn’t been recorded or edited.

For sequential actions, you will need to write these out in the right order ready for the next stage.

STEP 3: CREATE AN 12 WEEK ACTION TIMELINE

Once you clear on the actions you have to take (or as many you are aware of) it is time to start creating a timeline. For each week you want to start adding in your actions. This is where knowing your sequential actions is key. You will need to work out what actions you need to take first and put these into Week 1 and then keep on going. As mentioned in Step 2, you might not know all of the things you have to do. Fill in as much as you can and leave space. This means as the week progress you can add actions as you become aware of them.

STEP 4: ADD IN MILESTONES

The next step is to add in milestones. A major reason for people not achieving their goals is because their big goal feels very far away and they don’t set points in between for them to review their progress. Milestones are designed to stop this from happening. For each goal you want to identify a few milestones. They should represent you reaching a certain stage towards your goal and have a date. For example, with the launching the podcast goal you could have to recorded 3 episodes by week 6 and then to have the 3 episodes uploaded into your host system by week 8. Like with setting goals it should be easy for you to know if you have achieved a milestone or not.

STEP 5: REVIEW AND REVISE ON A WEEKLY BASIS

The key to this plan working is to not set it and forget it, but to use it. As you take some actions you may realise other actions you need to take so your weekly action lists should be updated. Also once a week you should review how the last week has gone and then for the week ahead you should review your upcoming actions and then plot into your calendar when you are going to actually do those actions.

YOU ARE READY TO GO! If you follow those 5 steps you will be able to create a 12 week plan for your business.

However, if you want to go further you should add in this extra element – ACCOUNTABILITY!

Accountability is where you share your goals and plan with someone else and you have them check in with you. As I mentioned in the beginning, I first tried this planning method with an accountability partner and it worked great. Knowing that someone else is going to be checking up on should help you to keep to your word and follow the plan.

READY TO CREATE YOUR OWN 12 WEEK PLAN?

You have everything you need to know to start creating your 12 week plan for your business. if you would like to work with someone to create and ensure you implement your plan then you can check out how to work with me by clicking here . i follow this format across all of the services i provide., share this:, related posts.

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The effectiveness of traditional goal setting using “annual goals” has long been debunked as an ineffective goal-achieving approach for eight out of ten people.

That’s why respected business publications like Forbes, Fast Company, Entrepreneur Magazine, and dozens of others, have published numerous articles exposing the pitfalls of traditional goal setting.

The 12 Week Year book will walk you through the proven step-by-step system for achieving more in 12 weeks than others do in 12 months.

12 Week Year Fast Start Training

For the individual that wants to get started on their own.  This package contains videos and handouts to get you up and running with the 12 Week Year system.  It also comes with a subscription to Achieve! our powerful software.

12 Week Year Fast Start Training for Teams

For the Leader that wants to train his or her team themself.  This easy-to-use training content is designed to get you and your team up to speed with the 12 Week Year both quickly and effectively. We provide access to everything you need to train your team, and to build momentum week after week.  

12 Week Year Performance Coaching

12 Week Year Coaching is all about increasing accountability and driving results through more effective execution.

The number one problem holding most people back from achieving more is not a lack of knowledge, intellect or information. Nor is it some missing secret strategy, idea or sales technique. The number one problem for most individuals and teams alike, is a fundamental lack of Execution.

At the 12 Week Year everything we do is structured to ensure you and your team execute on the top priorities.  The 12 Week Year Coaching program employs a proven process that leverages the 12 Week Year as the execution platform.

About Brian Moran

My name is, Brian Moran, Co-Author of the New York Times Bestseller, The 12 Week Year. Over the last several years, my business partner, Michael Lennington and I have had the good fortune of aligning ourselves with many of the largest organizations in the world.

After exhaustive testing, we were able to strip away the noise, and isolate the proverbial “simple hidden on the other side of complex,” which has now become the bedrock of our 12 Week Year Methodology.

12 Week Year Introduction

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12 Week Year Planner Template

Download this 12 Week Year Planner Template Design in Excel, Google Sheets Format. Easily Editable, Printable, Downloadable.

Supercharge your productivity with our 12 Week Year Planner Template. Designed for focused goal-setting and execution, it offers a clear roadmap for achieving targets within a condensed time frame. Stay organized, track progress, and reach milestones effectively. Elevate your performance and make every week count. Start achieving more with our 12 Week Year Planner Template.

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The 12 Week Year is a refresh button for your brain.

A typical year for many of us goes like this:

• Dream up big goals/resolutions.
• Start strong in January
• Fall of course after January
• Procrastinate
• Fail at big goals/resolutions by end of year.

What’s worse is we typically just start the same terrible cycle the next year, promising ourselves “it will really be different this time.”

Unfortunately it never is.

Brian P. Moran and Michael Lennington, authors of The 12 Week Year, tell us this is because a year is way too long of a timeframe to get anything done.

Wait, that sounds counterintuitive. Too long to get something done? Isn’t it normally the opposite?

Moran and Lennington argue that if we look at smaller time frames for goals, we will be achieve better levels of efficiency and productivity.

We’ll take a look at anything that promises higher levels of productivity, so luckily we’ve already done the hard work for you.

You can check out our comprehensive 12 Week Year guide , or follow along how we made our own simple 12 Week Year template below.

12 Week Year Template Building Blocks

The first step in planning your 12 Week Year template is compiling all the information.

The information comes directly from yours truly.

12 Week Year Template Goals

First stop, dream up some big picture goals.

The 12 Week Year book recommends spending some time brainstorming every single thing you want or see yourself having out of life and writing it down. This could take more of a personal, professional, or combination approach depending on what you want.

We did a mix since a lot of personal and professional goals overlap anyway.

Once you have some big picture goals, start categorizing them.

• What could you accomplish in 10 years?
• What could you accomplish in 5 years?
• What could you accomplish in 2 years?
• What could you accomplish in 12 weeks?

Make sure to connect the dots too.

For example, if you have a goal you could accomplish in 10 years, what are smaller goals or projects that need to happen to get there?

Once you’ve broken down the big picture destination into smaller, bite sized trips, you should some ideas for your 12 Week Year template goals.

Your 12 Week Year template goals are the specific items you will work towards over a period of 12 weeks.

You could choose anywhere from one to three goals, depending on what you pick.

12 Week Year Leading Indicators

Once you have your goals, you have to think about how exactly you will get there.

The 12 Week Year authors point out that often even though we do a lot of activities or tasks, only a few of them can account for the largest amount of impact.

They suggest getting rid of the activities that make a small impact, and pouring all of your efforts into the ones that make the larger impact.

The tasks that you identify as having the largest impact on whether or not you meet your goal are your leading indicators.

Whether or not you complete these activities will be the biggest sign of whether or not you will meet your goals.

You should identify several key leading indicators for each goal.

For example, if weight loss was a goal, following a specific diet or caloric intake on a daily basis may be a leading indicator.

Another example of a professionally oriented goal may be to hit a certain amount of sales volume. If this were the case, you may have a leading indicator of making a designated amount of cold calls per day, or per week.

Identify which leading indicators make the most sense for your goals.

Remember, don’t choose something just to choose something. Only select indicators that will truly have an impact on your 12 Week Year template goals.

12 Week Year Template Lagging Indicators

On the flip side, your 12 Week Year template lagging indicators are how you will measure success.

Of course at the end of the 12 weeks you will know whether or not you meet the goal, but you need something to track impact along the way as well.

Using the same examples from above, your lagging indicator for the weight loss goal might be your weight, or perhaps your body fat percentage.

For the sales volume goal, your lagging indicator would probably be volume of closed sales.

Again, your lagging indicators are how you’ll measure overall progress throughout your 12 Week Year journey.

12 Week Year Template Sacrifices

If you’re anything like me, you’ve thought up some amazing goals, but are also thinking about how busy you are already.

So what’s going to give?

I think an important part of the 12 Week Year is realizing you have to give something up.

You cannot keep doing everything you’re doing now AND add in a ton of new activities for amazing results.

Unless you are just super lazy now and not doing much. If that’s the case, more power to you.

However, most of us are really busy.

So start thinking through what you actually do in a day. We all have SOMETHING we do that wastes our time.

What’s your vice?

• Scrolling through social media?
• Staring aimlessly at the TV?
• Playing weird games like Candy Crush on your phone?
• Binge watching shows on your tablet?
• Playing video games?

Identify what your “thing” is, and then ask yourself which is more important.

For me, it’s watching TV. Reality TV specifically.

So I had to ask myself, would I rather keep watching OTHER people live their lives, or should I start living mine a little more fully?

Now is when I might start to sound a little crazy, but giving up TV is really hard for me.

I actually fashioned some generalized leading indicators to help me focus on the right sacrifices and freeing up my time.

Mine involved giving up all TV except for one series that I love the most, and also waking up at 5am four times a week for extra work time.

What will your sacrifices be?

12 Week Year Template

Now, what we’ve all been waiting for, the actual 12 Week Year template!

Once you’ve nailed down all the components you can’t start building a 12 Week Year tracking template.

Accountability and following through on leading indicators is obviously an important part of 12 Week Year success. You’ll want someone accessible that you can easily track with on a daily basis.

Your two major options are to go digital, or old school.

I started by laying everything out in an excel spreadsheet since it’s easier to play around with. I wanted to nail down the right format before transfer to a notebook.

Ultimately I chose a notebook because I get a certain satisfaction of physically checking something off and writing something down.

It’s also something I can always carry with me in a bag or purse.

How you want to track your weeks it a totally personal choice.

If you do decide to go the old school paper route, consider choosing a dotted notebook so you have a framework to build out your plan and keep it organized.

12 Week Year Template Scoring System

One of the most important aspects of your template is the scoring system.

For each lagging indicator you will have a weekly score. That means you’ll need to assign a value that makes sense.

Ideally you’ll want something that you can either succeed or fail with, either on a weekly or daily basis.

A few examples:

• Weight loss goal. With our original weight loss goal example we chose a leading indicator of consuming a certain amount of calories per day (or less). The value I would assign here is 7 total possible points. That means each day that I ate within calorie allowance I would earn a point. Each day I did not, I would not earn a point. I would have an individual leading indicator score for this metric of X/7 per week.
• Sales volume goal. For the sales volume call we would choose a leading indicator of X amount of cold calls per week. Let’s say that number is 100. We would record the number completed each day and at the end of the week our score would be a X/100 based on the number of calls done. This metric differs because you could complete 100 calls in one day, or spread them across several days. People who need a more structure plan, may choose to spread them evenly for a daily goal allowance instead.
• No TV goal. In this example, I would use a one point per day system. My total earn option would be 7 points, and I would earn one point per every day that I did not watch TV.

Each leading indicator should have an associated score and total points available to earn.

At the end of the week you will total all actual earned points and compare to total available points. This will equal your raw score (example: 48/5). When you divide the raw score, you will get your percentage score.

Keep in mind, the authors of 12 Week Year include that even if you’re not operating at 100%, you will still be way more productive than you would have otherwise.

Digital 12 Week Year Template

There are obviously several ways you can lay out your template, but here is the version that worked well for us.

This is an empty 12 Week Year template in a digital format.

Notebook 12 Week Year Template

Here is an example of a similar 12 Week Year template, but in a dotted notebook. It has a few metrics starting to fill out.

And here is the same 12 Week Year template filled out for the week.

This life is what you make of it. You can accomplish your goals with a little disciple, a little motivation, and a 12 Week Year plan.

Need a refresher on exactly how this amazing productivity tool works? Check out this 12 Week Year Beginner’s Guide .

You can also grab your own copy of the 12 Week Year book to get a little more inspiration. It’s a quick but powerful read!

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12 Week Plan

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Getting organized can be a daunting task, no matter what you’re trying to accomplish. That’s why ClickUp’s 12-Week Plan Template is a must-have for anyone looking to plan out their next big project or goal.

This template helps you:

• Outline your main objectives and tasks
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With this ClickUp template, you can plan out everything with ease and have full visibility into progress at any time—making it easier than ever to reach your goals!

Having a 12-week plan template in place can help you stay focused and motivated on reaching your goals. By following this template, you can also:

• Create a timeline for achieving your goals by breaking them down into smaller tasks
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• Increase productivity and efficiency by staying on track

ClickUp's 12 Week Plan Template is designed to help you plan, track, and manage your progress on a 12-week goal. This Task template includes:

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Creating a 12-week plan can be a great way to break down a large project into achievable chunks. Here are some steps to help you get started:

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Set deadlines for tasks in ClickUp by setting up recurring tasks with specific deadlines.

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Use Gantt Charts in ClickUp to visualize your progress and track your progress over time.

Business owners, entrepreneurs, and project managers can use this 12 Week Plan Template to help everyone stay on the same page when it comes to developing a strategy and tracking progress.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

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Now you can take advantage of the full potential of this template to create a 12-week plan:

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