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Free Quarterly Planning template for Jira: the Goal-Clarity Canvas
A practical template for teams that want clarity, not ceremony. Learn the simple habits that make plans stick, then grab the canvas to put them into practice today.
Why you need this template
Imagine asking three people in a team to explain the quarterly goal in one sentence, and getting three different answers. Or opening Jira and seeing a lot of activity, but not the “why” behind it. Or sitting through a long update with no clear next move.
The Goal-Clarity Canvas solves these everyday problems with a few simple habits: one clear outcome, a small set of objectives, a shared Business Value score, and a short weekly check-in that leads to action.
What’s inside
A single page you can print or paste into your workspace. It includes:
- a space for the one-line outcome and the few KPIs that prove it,
- an objectives table with Committed/Stretch and Business Value,
- a simple way to link work to those objectives,
- a clean dependencies grid,
- and a compact weekly review table you can update live.
Plus a short guide that shows how to use each part in under an hour. Works with any toolset; pairs neatly with Easy Agile Programs in Jira.
What changes after you download
- You’ll replace guesswork with shared language.
- “What are we doing?” becomes a one-line outcome with 1–3 proof KPIs.
- Prioritisation stops being circular because you’ve agreed a Business Value (1–10) anchor.
- Work in Jira gains purpose because epics and stories tie back to objectives.
- And the weekly review turns from status theatre into a 15-minute rhythm of status → risk → next action.
A quick taste before you commit
The outcome test. Say your goal out loud. Ask three people in different teams to repeat it. If you don’t hear the same words back, tighten the sentence. You’ve just felt the first job of the template.
The dependency rule of one. Every dependency has one owner and one dated next step. If it’s Yellow or Red, it needs a due date. That clarity is baked into the grid you’ll get.
Who gets value from this
- Product, engineering and delivery leads who need clarity across many moving parts
- Teams that want fewer meetings and more shared context
- People who prefer plain language over frameworks
Works even better with Easy Agile Programs
- Objectives board to create objectives, mark committed or stretch, and set Business Value
- Program Board to see timelines and dependency lines and adjust sequence with confidence
- Objectives report to share progress by group and objective in seconds
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