Annual Planning templates

Start your company's year off right with our annual planning templates. Set goals, plan projects, organize budget, and track metrics all in one place, with customizable tables, calendars, and timelines that help you organize things your way.

18 Templates
A template preview for Notion’s Annual Planning Exercise
A template preview for Business & Company Roadmap
A template preview for Ultimate Goal Tracker
A template preview for Annual Planning
A template preview for 3-year Business Plan
A template preview for Quarterly Goals
A template preview for My Business - A Year in Review
A template preview for Level Up! Gamified Second Brain
A template preview for Omnipotent planning
A template preview for Grants Management Dashboard
A template preview for [External] 2022 Annual Reflection [Gumroad v1]
A template preview for Solo CEO Hub
A template preview for 2024 Slime Mobile Calendar (Two Versions)
A template preview for Annual Subscription Tracker
A template preview for The change management toolkit
A template preview for Team OKR
A template preview for Annual Planning Meeting
A template preview for Annual Work Plan for the Team

FAQs

What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to share your favorite workflows with the community, or duplicate other workflows that you want to use.

How do I use a template?

Once you identify the template(s) you’d like to use, click the Start with this template or Get Template button. If you’re already signed into Notion, the template will automatically be added to your workspace in the Private section of your sidebar. If you’re logged out or don’t have a Notion account, you’ll be prompted to sign in or create an account first.

How do I make a Notion template?

You can make any Notion page a template by clicking Share in the top right, select the Publish tab, and click the Publish to web button. Make sure the Allow duplicate as template is toggled on. To share, use the public-facing URL or click the Copy web link button in the Publish tab.

How do I submit my template to the Notion Template Gallery?

To submit a template to the gallery, go to notion.so/templates and click the Submit a template button in the upper right corner or visit notion.so/submit-a-template. Fill out the form (including your public template link, template name, template descriptions, and template category) to share your template with the Notion community!

How can I customize the template?

Once you’ve added a template into your workspace, you have endless options for what you can change, edit, or update to fit your needs. Templates are just a starting point to help you create your ideal workspace.

Here are a few common updates and changes that you can make once duplicating a template:

  • Pages — Update the page cover photo, add/change an icon, and change the page title.

  • Text — Add formatting, like bold, italics, text color, and background color. Change heading levels, add bullet or numbered lists, and move sections around.

  • Blocks — Add blocks like callouts, toggle lists, or tables. Remove blocks that you don’t need to reduce clutter or make space for extra blocks.

  • Databases — Change property names, types, and icons, or add/remove properties that don’t fit your needs. Add new database views, like boards, lists, calendars, timelines, or galleries.

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