Miro template for SaaS Teams
Stop starting from scratch every quarter.
One Miro board. Four quarters. The full year cycle.
From setting goals to closing each quarter with results, learnings, and a plan for what's next.
Demoed live at Miro Canvas 26
London, June 2nd
Goals planning breaks down before the quarter even starts.
Weeks of back and forth. Too many opinions in the room, too many priorities competing for the top spot. By the time everyone agrees, the list has ten goals nobody fully owns.
Then an investor weighs in. Sales has an urgent request. Soon, the quarter takes a different shape. The retro covers the same ground as last time.
The problem is the process. This template aims to fix that.
A complete quarterly goals planning system. Built into one Miro board.
The Goal Planning Pro Edition is a Miro OKR template designed for product teams running quarterly planning. It connects every stage of the quarter, planning, tracking, reporting, and reflecting, so nothing gets lost between sessions.
You buy it once. Then use it every quarter.
Here's how it works
01
Planning Workshop
Facilitate a structured session to align your team on what actually matters this quarter. Collect all needs and insights, prioritise together, and move from competing opinions to agreed objectives.
Includes: Strategic discussion framework, objectives ideation with dot voting, MoSCoW prioritisation, objectives refinement, metrics brainstorm, and finalised OKR-style tracking table.
02
Track & Document
No need to switch tools or chase updates. Everything lives in the same board, from January to December. One central table tracks objectives, metrics, initiatives, owners, deadlines, and status, for the whole team, the whole year.
Includes: Full tracking table with all fields, synced reporting tables filtered by status, and a strategic planning document.
03
Review & Reflect
Learn from each quarter. Review results and run a retrospective to gather different perspectives on the quarter's progress. The conversation starts from a shared picture, not a debate about what happened.
Includes: Synced quarter results tables, AI Flows to generate a summary presentation, and an executive summary document, and a retrospective workshop built in with a temperature check.
04
Quarter Close
Close the quarter properly. Share results with stakeholders, capture the key learnings, and set up the foundation for the next planning session, so next quarter doesn't start from scratch.
Includes: AI Flow to generate a combined results and retrospective slide deck and an executive summary document to share with stakeholders and kick-off the next cycle..
6 Miro AI Flows built in. Plus 2 synced tables that surface achievements and delays.
Powered by AI. Instead of spending hours writing reports, you run Miro Flows and get presentations and documents in seconds, built directly from your board content.
Tracking table with metrics, initiatives and progress
Quarterly plan presentations
Quarterly executive summary documents
Quarterly results materials for leadership review
Combined quarter close presentation
Quarter close executive documents
You buy it once. Then use it every quarter.
Built for SaaS teams.
This is for you if:
✔︎ You're a product manager, team lead, or founder running quarterly planning
✔︎ Your team is between 3 and 20 people
✔︎ You've tried OKR tools and found them too rigid or too complex
✔︎ You want a process that's structured but not bureaucratic
✔︎ You already use Miro for remote collaboration or are open to it
This is not for you if:
✘ You're looking for a lightweight checklist (the free version on Miroverse is a better fit)
✘ You need a tool that integrates with your existing project management stack
✘ Your team doesn't run quarterly cycles
Everything you need. Nothing you don't.
Full goal planning workshop (7 structured steps)
Complete objectives and metrics tracking table
Synced reporting tables filtered by status
Strategic planning documentation
Temperature check for retrospectives
Built in Retrospective workshop
6 AI Flows for automated output generation
Quarter Close slide deck and executive document
Facilitator guide with instructions for every section
Pre-filled demo showing a full quarter in action
Made by
Carolina Poll
Strategic Product Designer and Workshop Facilitator. Miro MVP and Miro Creator Partner with 125+ templates on Miroverse.
I built this template because goal planning was broken everywhere I worked. Weeks of back and forth, too many competing priorities, and goals that nobody fully owned.
I needed a process that could handle all the voices in the room, help a team decide together, keep everyone accountable through the quarter and make sure the team learned from every cycle.
faq
Do I need a paid Miro plan to use this?
You need a Miro account. Some features, including AI Flows and synced tables, require a paid Miro plan. Check Miro's current pricing at miro.com to confirm which plan fits your team.
Can I use this with my team or is it just for me?
It's designed for team use. You share the board with your team and run the sessions together. There's no per-seat cost on our end — Miro's own plan covers how many collaborators you can invite.
What if I've never facilitated a workshop before?
The template includes a facilitator guide with step-by-step instructions for every section. If you want hands-on support, I also offer facilitation services — see the contact details below.
Is this a subscription?
No. One payment of €79 gives you permanent access to the template. Use it every quarter, for as long as you like.
What's the difference between this and the free version on Miroverse?
The free Goal Planning Workshop covers the planning session and a basic tracking table. The Pro Edition adds the full tracking system, synced reporting tables, all seven AI Flows, the retrospective workshop, the quarter close stage, demo content, and the facilitator guide.
Can I get a refund?
Because this is a digital product delivered instantly, I don't offer refunds. If you have questions before buying, email me at [email protected].
Special Launch offer
€119€79
You buy it once. Then use it every quarter.
