Ultimate 8 Best Business Goal Planners!

The hunt for the perfect business goal planner can be a challenging one. With the wave of traditional and digital planners, knowing which one to choose can be overwhelming. Whether you’re a creative entrepreneur looking for the perfect planner or a business owner needing an organizational tool, this list covers you. Let’s dive right in.

1. Week Plan

Week Plan

Week Plan stands out as a comprehensive planner tailored to meet the demands of a bustling entrepreneur. What’s striking about this platform is its fusion of vision board practices with daily task management. Week Plan makes the job straightforward for those aiming to align their daily habits with broader business goals.

The application’s emphasis on weekly planning makes it an essential tool for entrepreneurs who need daily planning and long-term vision setting. Every feature seems designed with the mindset of helping users become more productive while keeping their broader business ideas in mind.

Features

  • Weekly planner
  • Roles definition
  • Goals (OKRs)
  • Vision board
  • Time tracking
  • Journal
  • Tasks & subtasks
  • Collaboration & team sharing
  • Workspaces
  • Day & week views

Top 3 Features of Week Plan 

1. Role-Based Task Setting Role-Based Task Setting

This feature empowers users to set tasks based on their various roles. As an entrepreneur, you might be a marketer one moment and an accountant the next. Week Plan lets you categorize tasks accordingly, streamlining your day.

2. Vision and Goals Setting Vision and Goals Setting

With Week Plan, users can seamlessly map out their vision, break it down into monthly goals, and further down to daily tasks. This holistic approach ensures every daily action aligns with more extensive business activities.

3. Quadrant-based Prioritization Quadrant-based Prioritization

The quadrant system helps users organize tasks based on urgency and priority. It aids in filtering out the noise and focusing on crucial tasks that drive business growth.

Pros 

  • Intuitive interface which aids in easy navigation
  • Emphasis on role-based tasking, which is perfect for multitasking entrepreneurs
  • Provides a holistic approach from vision setting to daily task management

Cons 

  • It might be slightly overwhelming for beginners due to the feature-rich environment
  • The quadrant system, although practical, requires a bit of a learning curve
  • Some users might find the role-based approach too structured

Supported Platforms

Week Plan’s availability spans primarily as a web-based application. However, for those always on the move, mobile apps are unrestricted on both iOS and Android.

Pricing

Starting at $10.83/month, Week Plan offers a range of features in its tiered pricing that caters to individual entrepreneurs and larger teams.

Final Verdict

Choosing Week Plan as the Best Goal Planner is a nod to its comprehensive approach. It’s not just a to-do list; it’s a vision board, a bucket list, and a daily planner all in one. For entrepreneurs seeking alignment in their business activities, Week Plan is the way to go.

2. Monday.com

Monday.com

Monday.com, combined with the business goal planner feature, is more than just your typical business planner; it’s an entire suite of organizational tools. With a visually appealing interface and jam-packed features, it’s the go-to for many businesses across various industries, aiming to combine their business goals into their daily workflows seamlessly.

Features

  • Workspaces
  • Visual project tracking
  • Workflow automation
  • Time tracking
  • Collaboration tools (e.g., document sharing, communication)
  • Multiple views (List, Board, Timeline, etc.)
  • Reporting
  • Forms

Top 3 features of Monday.com 

1. Visual Project Tracking Visual Project Tracking

A comprehensive board system lets users track tasks, projects, and milestones visually, ensuring they align with overarching business goals.

2. Automated Workflows Automated Workflows

Automate repetitive tasks, ensuring your team remains productive and focused on crucial business activities that drive towards the company’s goals.

3. Time Tracking  Time Tracking

Monitor the time spent on each task, ensuring efficient workload distribution and project planning while gauging how much effort is directed toward achieving business goals.

Pros 

  • Provides an excellent visual overview of projects and how they tie into larger business objectives
  • Supports customizable workflows and boards tailored to goal achievement

Cons 

  • It can feel overwhelming due to the multitude of features combined with goal-setting functionalities
  • Requires a learning curve, especially for new users, to blend and track business goals efficiently

Supported Platforms

This platform-rich tool offers a business goal planner feature on web access, desktop applications for Windows and macOS, and mobile applications available for iOS and Android.

Pricing

Pricing starts at $8/Month.

Final Verdict 

Monday.com, combined with the business goal planner feature, stands out as a game-changer in business tools. Its integration of visual project tracking and time management tools makes it perfect for teams that want an all-encompassing solution that assists in day-to-day tasks and realizing long-term business objectives. If you’re an entrepreneur striving to align every project with your business goals, Monday.com might be your ideal companion.

3. Asana

Asana

Asana is a powerhouse in task and project management and is a practical business goal planner. Whether tracking daily duties, planning a monthly project plan, or mapping out long-term business objectives, Asana offers features to help you stay on top of everything.

Features

  • Tasks & subtasks
  • Project timelines
  • Workspaces
  • Milestones
  • Board view
  • List view
  • Calendar view
  • Reporting
  • Portfolios
  • Goals
  • Collaboration tools
  • Workflow automation

Top 3 features of Asana

1. Task and Project Management Task and Project Management

ASANA’s task and project management allows you to manage daily tasks effortlessly, set pivotal milestones, and monitor project progression. Incorporating the business goal planner enables you to weave your business objectives into your daily, weekly, or monthly schedule, providing clarity and direction to your agenda.

2. Milestone Tracking Milestone Tracking

The milestone tracking feature in ASANA ensures that you always remember crucial dates, deliverables, and overarching business aims. With the business goal planner, your milestones are not just about meeting deadlines but also aligning with the strategic goals of your enterprise, ensuring every project steers in the right direction.

3. Workload View Workload View

ASANA’s workload view offers insight into your team’s tasks and business goals. By including the business goal planner, this feature doesn’t just give an overview of the tasks but also ensures they are distributed fairly and delegated efficiently while keeping business objectives at the forefront.

Pros 

  • The intuitive interface makes business goal planning and daily scheduling a breeze
  • Seamless integrations with popular tools and platforms streamline business goal-tracking
  • Customizable views cater to various planning and business objective strategies

Cons 

  • The multitude of features might be overkill for solo entrepreneurs primarily focused on goal planning
  • Pricing can be steep for larger teams
  • Requires an initial investment of time to set up, customize, and align with business objectives

Supported Platforms

Asana can be accessed via the web and provides dedicated mobile applications for Android and iOS devices, making it easier for businesses to track and manage their goals. 

Pricing

Pricing starts at $10.99/Month.

Final Verdict

Asana proves its worth for teams and businesses seeking a robust tool to manage daily tasks and larger projects while keeping an eye on long-term business goals. Its features and customization options ensure it caters to various business needs. Solo entrepreneurs might find it overwhelming, but for larger teams with a focus on goal planning, it’s indispensable.

4. Trello

Trello

With its drag-and-drop interface, Trello offers an intuitive way to manage tasks as a business goal planner. Its board system allows users to customize their workflow, making it a favorite among personal users and businesses seeking to plan and track their goals.

Features

  • Boards, lists, and cards
  • Custom backgrounds and stickers
  • Labels & tags
  • Checklists
  • Power-ups (extensions)
  • Attachments
  • Team collaboration
  • Automation with Butler

Top 3 features of Trello 

1. Drag-and-Drop Task Management Drag-and-Drop Task Management

Quickly move tasks between lists and boards with a simple drag-and-drop. It makes tracking progress toward business goals seamless.

2. Customizable Boards Customizable Boards

Set up boards for business objectives and quarterly or yearly targets, making it a customizable business goal planner.

3. Power-Ups Power-Ups

With the right integrations, Trello can be enhanced as a powerful business goal-setting and tracking tool.

Pros 

  • User-friendly interface ideal for beginners looking to plan business objectives
  • Offers a free version that is quite capable of essential business goal planning
  • Supports numerous integrations via Power-Ups, making it adaptable for various business needs.

Cons 

  • Might feel limited in terms of features compared to specialized business goal-planning tools
  • Advanced goal tracking and analysis features are locked behind the premium version
  • Not suitable for in-depth or complex business strategy planning

Supported Platforms

As a business goal planner, Trello is accessible through its web platform and offers mobile apps for iOS and Android devices, allowing businesses to keep track of their goals on the go.

Pricing

Free for basic goal planning features with premium options for enhanced business functionalities starting at $9.99/Month.

Final Verdict 

Trello excels in simplicity and usability, making it a go-to choice for businesses that require an essential tool to set, track, and achieve their goals. While it might lack some complex goal-planning features, the free version will be more than adequate for many users, especially SMEs. It’s ideal for teams that favor a visual, board-based goal-setting and tracking approach.

5. ClickUp

ClickUp

Tagged as “one app to replace them all,” ClickUp aims to be the definitive work platform for business goal planners and other professionals. With a range of tools encompassing task management, docs, goals, and chat, it’s designed to be an all-in-one solution.

Features

  • Tasks & subtasks
  • Goals
  • Docs & Wikis
  • Time tracking
  • Multiple views (List, Board, Box, etc.)
  • Custom fields
  • Automation
  • Dashboards & reporting
  • Collaboration & chat

Top 3 features of ClickUp 

1. Custom Views

Toggle between list, board, and calendar views to see duties the way you prefer.

2. Goal Setting Goal Setting

Set, monitor, and achieve goals using ClickUp’s dedicated goal-tracking system, making it a top choice for business goal planners.

3. Embedded Docs Embedded Docs

Create, store, and share documents directly within the platform, ensuring Business Goal Planners have all their essential resources at their fingertips.

Pros 

  • Comprehensive features make it an all-in-one solution for business goal planners
  • Offers a free version for primary use
  • Provides flexibility with customizable views and dashboards tailored for business goal planners

Cons

  • The vast array of features can be overwhelming for some
  • The learning curve is steeper compared to more straightforward task management tools for business goal planners
  • Some features may feel redundant for primary users

Supported Platforms

ClickUp is web-based but also offers Windows, macOS, iOS, and Android applications, ensuring business goal planners can access their tasks on the go.

Pricing 

Free for primary use, with premium features starting at $5/Month.

Final Verdict 

For businesses or individuals seeking a comprehensive work platform, ClickUp delivers on its promise. While it might be overkill for those needing a simple task manager for business goal planners searching for a feature-rich environment, ClickUp is a strong contender.

6. Miro

Miro

Miro is a visual collaboration platform ideal for teams and business goal planning. It’s an online whiteboard tool designed to enhance team collaboration, brainstorming sessions, and setting and tracking business goals.

Features

  • Infinite canvas
  • Pre-built templates
  • Sticky notes
  • Real-time collaboration
  • Drawing & shapes
  • Embedding media (Videos, Images)
  • Frames & slides
  • Voting & timer tools

Top 3 features of Miro

1. Interactive Whiteboards Interactive Whiteboards

Facilitate brainstorming, planning, and project mapping with an intuitive whiteboard interface tailored to business goal setting.

2. Pre-made Templates Pre-made Templates

Jumpstart your goal planning with various templates, from flowcharts to user story maps and business goal planners.

3. Real-time Collaboration Real-time Collaboration

Team partners can work on boards simultaneously, guaranteeing efficient brainstorming and goal alignment sessions.

Pros 

  • Encourages visual thinking, collaboration, and clarity in setting business goals
  • Broad range of templates to suit different business planning needs
  • Blends with popular tools like Slack, Trello, and Asana for a seamless workflow

Cons 

  • It is more of a visual collaboration tool than a dedicated business goal planner
  • It might be redundant if you already use other planning tools
  • Requires a learning curve for those new to digital whiteboard tools, especially for business goal planning

Supported Platforms

Miro can be accessed via the web and provides mobile apps tailored for business goal planning on iOS and Android.

Pricing

Miro offers a free version with basic features for business goal planning. Premium plans tailored for business planning start at $8/Month.

Final Verdict 

Miro is perfect for teams and individuals who value visual brainstorming and collaboration for business goal planning. While it’s not a traditional planner, its whiteboard capabilities for setting and tracking business goals are top-notch. Miro is necessary if visual planning and real-time collaboration are essential to your business goal-setting process.

7. Notion

Notion

Notion is an adaptable workspace tool that combines notes, tasks, and databases. With its modular system to content creation, it’s a favorite among businesses and individual users.

Features

  • Pages & subpages
  • Database (Table, Board, List, Calendar views)
  • Templates
  • Collaborative workspace
  • Kanban boards
  • Customizable content blocks (e.g., text, image, to-do, embeds)
  • Web clipper

Top 3 features of Notion 

1. Modular Content Creation Modular Content Creation

Build your workspace from the ground up using a combination of text, boards, tables, and more.

2. Database Capabilities Database Capabilities

Organize and store information in a structured manner with powerful database tools.

3. Templates Templates

Start with pre-made templates for various use cases, from project management to note-taking.

Pros 

  • Highly customizable to suit individual and business needs
  • Integrates notes, tasks, and databases in one platform
  • Collaborative capabilities for teams

Cons 

  • It might be overwhelming for users looking for a simple planner
  • Offline access can be limited
  • It needs an initial investment of time to set up and customize

Supported Platforms

Notion is accessible through its web platform, provides desktop apps for Windows and macOS, and offers mobile apps for both iOS and Android.

Pricing

Free with limitations. Premium versions start at $4/Month.

Final Verdict 

For those who value customization and a singular platform for a myriad of tasks, Notion is the way to go. Its ability to mold into whatever you need it to be — from a simple note-taker to a comprehensive project management tool — makes it a top pick for many.

8. Panda Planner

Panda Planner

Panda Planner stands out as it bridges the gap between digital planners and traditional pen-and-paper planning. It’s a scientifically designed daily planner that helps improve productivity and happiness.

Features

  • Daily, weekly, monthly planning pages
  • Gratitude & affirmation sections
  • Habit tracking
  • Goals review
  • Weekly & daily reviews
  • Prioritization framework
  • Free E-books & videos with purchase

Top 3 features of Panda Planner 

1. Daily Review and Gratitude Daily Review and Gratitude

Start your day with a cheerful focus, setting the tone for productivity and well-being.

2. Goal Setting Goal Setting

Dedicated sections for daily, weekly, and monthly goals ensure you remain on track.

3. Reflection Reflection

End-of-day examination sections help you examine what went well and areas of improvement.

Pros 

  • Designed with principles of positive psychology and neuroscience
  • Encourages both productivity and well-being
  • Tangible pen-and-paper format can be appealing to many

Cons 

  • Not digital, hence lacks the features of modern planning apps
  • Requires a routine of daily manual entry
  • Physical format means limited space for entries

Supported Platforms

It’s a physical planner, so there’s no digital platform associated with it.

Pricing

Prices vary based on the format and version, but planners typically start at around $20.

Final Verdict

Panda Planner is an excellent choice for those who appreciate the tactile feel of pen-on-paper and want a planner based on psychological principles. It might lack the convenience and features of digital apps, but its design ensures a thoughtful approach to daily planning.

Best of Best Section

1. Week Plan

The one-stop solution for comprehensive business planning. Its unmatched feature of vision-aligned task setting combined with quadrant-based prioritization truly sets it apart. By incorporating daily tasks with a long-term vision, Week Plan ensures that every job you undertake brings you closer to your business’s ultimate goals.

2. Monday.com

A visual haven for project enthusiasts. With its intuitive visual project tracking and automated workflows, Monday.com is not just a task manager but a comprehensive project companion. Its time tracking ensures that every minute spent is accounted for.

3. Asana 

Simplifying task and project management. Asana creates an easy-to-navigate interface, ensuring that even the most complex projects can be easily managed. Its milestone tracking provides a bird’s-eye view of where you’re heading and what needs attention.

Conclusion

Finding the ideal business goal planner can seem daunting, but it doesn’t have to be. Whether you opt for the versatility of Week Plan or another tool from this list, the key is to start planning. After all, as they say, failing to plan is planning to fail. So why wait? Dive into Week Plan and give your business the organized boost it deserves.

Frequently Asked Questions (FAQs)

1. What is a business goal planner?

A business goal planner is a tool, often a digital application or physical book, designed to assist businesses in setting, tracking, and achieving their short-term and long-term objectives. 

2. How does a business goal planner differ from a regular planner?

While regular planners focus on daily tasks, appointments, and reminders, business goal planners emphasize the broader objectives of a business. 

3. Are digital business goal planners better than physical ones?

The preference between digital and physical planners depends on individual or business needs. Digital planners offer components like syncing across devices, reminders, integrations with other apps, and real-time collaboration. Physical planners can be tactile, more personal, and don’t require electronic devices. Both can be effective when used consistently.

4. Can I use a business goal planner for personal goals?

Absolutely! Many of the principles in business goal planning—like setting SMART goals, tracking progress, and reviewing outcomes—can be applied to personal goals. 

5. How often should I review and revise my business goals?

Regular reviews are essential for tracking progress. While daily or weekly reviews can help with short-term tasks and objectives, monthly, quarterly, and yearly inspections are necessary for long-term goals and strategy adjustments.

6. Do business goal planners combine with other business tools and platforms?

Many digital business goal planners offer integrations with popular business tools like CRM systems, project management apps, and communication platforms. 

7. How do I choose the best business goal planner for my company?

Consider your company’s size, the complexity of operations, the need for collaboration, and your budget. Consider whether you prefer a digital tool, a physical book, or a hybrid solution. 

8. Are there business goal planners tailored for specific industries?

Some planners cater to particular industries like retail, manufacturing, or services. These planners might have specialized sections relevant to the industry’s unique needs and challenges.

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