Quarterly Planning Template


While quarterly product plans are critical, the process can be cumbersome. Juggling stakeholder requests and competing OKRs with limited resources and dependencies can feel like an impossible task. How can you plan your quarterly roadmap effectively? Try this well-tested quarterly roadmap template.

Why Do You Need a Quarterly Planning Template?

Quarterly planning is a “necessary evil” every product and program manager faces.
Juggling requests, priorities, resources and dependencies can feel like an impossible task but it doesn’t have to be. A well-built template accounts for these moving pieces and enables you to keep stakeholders and goals aligned.

Tired of spreadsheets?

Sign up for a free Dragonboat trial to streamline your quarterly planning and automate subsequent tracking and reporting with Jira integration.

  • Connect OKRs, Customers, Product and Resources
  • Prioritize with RICE, MoAR, ROI, and custom formulas
  • Visualize plan with real-time allocation
  • Engage stakeholders and provide transparency
  • Integrate with Jira for auto tracking and smart alerts

Spreadsheet for now?
Download Quarterly Planning Template

Build data-driven and stakeholder aligned quarterly plans with this 3-tab spreadsheet. It captures stakeholder inputs, OKRs, enables RICE or MoAR prioritization, and displays pivot table and allocation chart on tab 3.
  • Connect OKRs and product
  • Apply themes to product ideas
  • Data-driven prioritization (RICE, MoAR)
  • Allocate resources & stakeholders
  • T shirt sizing


After I evaluated 25 tools, I finally found Dragonboat - the only tool that suits all our use cases and is flexible to fit our ways of working, not forcing us to follow the predefined framework.
Anton Zhavkin,
Sr Manager of Product Dev Ops, Miro
Dragonboat is the only tool I've seen that really understands what's needed to run an effective product organization. We can now connect initiatives to goals for OKR roadmapping. It's a must-have for every modern product leader.
Sauraubh Bajaj
VP Product, F5 Networks
Dragonboat is the only vendor out there who really understood my problems as a Product Operations leader and spent the time building what almost feels like a custom solution just for me.
Jackie Orlando
Director of Product Ops, Tealium

Ready to get started with quarterly planning?

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