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Quarterly Biz Planning – Canva Template


Level up your business game with the Quarterly Biz Planning Template.

Plot out your major goals and projects for every quarter, along with the nitty-gritty tasks to conquer them. The best part? This template is a total chameleon – fully customizable, allowing you to shake things up and adapt for a fresh approach each quarter!

This meticulously crafted template is your roadmap to success, providing a structured and efficient framework to outline, analyze, and optimize your business goals every quarter. Streamline your planning process with easy-to-use sections for goal setting, performance metrics, and action plans. Stay ahead of the curve by identifying trends, challenges, and opportunities, ensuring your business adapts and thrives in today’s dynamic landscape. From budget projections to milestone tracking, this template is your secret weapon for strategic excellence.

Don’t just plan – plan with precision, purpose, and power using our Quarterly Biz Planning Template. Elevate your business game and set the stage for quarterly triumphs!


  • Cover
  • Table of Contents
  • Top goals for the quarter
  • Task list to achieve goals
  • Detail goal 1
  • Detail goal 2
  • Detail goal 3
  • Quote to inspire
  • Top projects for the quarter
  • Task list to achieve projects
  • Detail project 1
  • Detail project 2
  • Detail project 3
  • Back cover

Score your purchase, and bam! Instant access to snag a PDF loaded with the link to your Canva template. Dive in and unleash your creative ninja – tweak colors, fonts, images, and layout to mold this template into your business’s ultimate cool factor.

All you need is a FREE Canva account. Sign up is easy! 

The branding fonts used are available in Canva or you can pick a new Canva font to use if you wish.

Feel the freedom to switch up all the images. If you’re rocking a Canva Pro account, the included photos are your playground.

Given the digital vibe of our templates, we’re riding the no-returns, no-exchanges wave. Once you’ve snagged your purchase, refunds are off the table. Got questions? Hit us up directly, and let’s keep the digital vibe going.


Will I need to purchase anything extra on top of the template?

Nope! All you need is a free Canva account to use these templates.

Who are these templates for?

The templates were created for small business owners, social media managers, virtual assistants, content creators and entrepreneurs to take the stress out of branding, marketing and social media.

How do I customize it?

Access the template in Canva via the PDF you receive after your purchase and replace the generic content with your own.

What can I customise?

You can move, edit or delete the existing frames and text. When it comes to colors, you can change the entire color palette to suit your needs. Canva makes it super easy to change everything and anything, using a simple drag-and-drop interface.

the small print

Important: Due to the digital nature of this product, no refunds or exchanges are offered. Please contact us if you need support or have a question. This design may not be sold or shared in any form.

Note: Mock-ups and images are not included.