Business & Strategy
Business Plan Roadmap: Three Years Broken into Quarters
For founders and business leads, opened at the start of a fiscal year or ahead of a funding round to turn a three-year picture into work that can start this quarter. The whiteboard holds the three-year goal and its assumptions, the steps for breaking years into quarters, a year-by-lane roadmap grid, a matrix for choosing what to do first, and the rules that keep the plan alive. The task board runs from ideas through this quarter's execution to review in five columns, starting with five parent tasks - the goal, today's numbers, yearly targets, this quarter, and the review rhythm - each with its own subtasks.
Other language versions
Sign up free and use this template
Once you have a free account, you can copy this template from the marketplace
Whiteboard preview
Task board contents
Backlog 16 items
Set the 3-year goal
Take stock of today
Set yearly targets
Plan this quarter
Run progress reviews
Write the goal
Set 3-year numbers
List current numbers
List the constraints
Set revenue by year
Plan hiring by year
Pick a quarter theme
Rank the moves
Add owners and dates
Fix the review dates
Log plan vs actual