Templates

Free strategy and goal templates

Downloadable Excel and PowerPoint templates for every framework and cadence: OKRs, EOS, OGSM, the Balanced Scorecard, SMART goals, and the reviews that keep them on track. Preview each one, download the file, no signup or email wall.

OKR . XLSX

OKR Template for Excel and Google Sheets

A clean structure for one Objective and three to five measurable Key Results, with owners and baselines.

OKR . PPTX

Quarterly OKR Planning Doc

A full planning document to draft, debate, and finalize a team's OKRs for the quarter.

Cadence . PPTX

QBR Template: Agenda and Deck Structure

A QBR template covering the agenda and the deck: scores first, decisions at the center, status compressed to minutes.

Cadence . PPTX

Monthly Business Review Template

A monthly review focused on trajectory: are the trends heading toward the quarterly target?

Cadence . XLSX

Weekly Check-in Template

A short weekly update on goal progress, confidence, and blockers, designed to stay honest.

EOS . PPTX

EOS Level 10 Meeting Agenda

The standard 90-minute L10 agenda, weighted toward solving issues, not reporting status.

EOS . PPTX

EOS Vision/Traction Organizer (V/TO)

The two-page V/TO that captures an EOS company's vision and the traction to deliver it.

OGSM . PPTX

OGSM One-Page Plan

The classic OGSM on one page: Objective, Goals, Strategies, and Measures, linked top to bottom.

Balanced Scorecard . XLSX

Balanced Scorecard Template

Objectives, measures, targets, and initiatives across the four Balanced Scorecard perspectives.

SMART . XLSX

SMART Goal Worksheet

Turn a vague intention into a Specific, Measurable, Achievable, Relevant, Time-bound goal.

Any framework . PPTX

Strategy on a Page

A framework-neutral one-pager: where we are going, how we win, and what we will not do.

Reporting . XLSX

Project Status Report Template

A one-sheet status report: progress against plan, risks with owners, decisions needed, and the trend since last period.

Hoshin Kanri . XLSX

Hoshin Kanri X-Matrix Template

The classic X-matrix in Excel: breakthrough objectives, annual objectives, improvement priorities, targets, and owners.

Operating model . PPTX

Operating Model Canvas

A one-page canvas for how the organization runs: value delivery, structure, systems, governance, and capacity.

Scenario planning . PPTX

Scenario Planning Template

From focal question to four scenarios: driving forces, critical uncertainties, implications, and early-warning indicators.

Alignment . PPTX

Team Alignment Canvas

A working canvas for aligning teams behind one goal: ownership, dependencies, weekly signals, and escalation.

Try Vindaris free

Templates get you started. Vindaris keeps them alive.

Every template here becomes a living, connected plan in Vindaris, with each goal tied to the work that proves it. Start free, no credit card required.