2027 Annual Planner for Excel (German) | Team Annual Planning, Team Goals, Milestones, Annual Calendar with Week Numbers | Quarterly Planning (No Macros)

What do we want to achieve as a team next year – and when will we tackle it? This Excel template lets you plan your team's year in one place: goals, milestones, and deadlines. The annual calendar displays everything on a single A4 page for hanging, while the quarterly overview helps you prepare for your team meeting.

Designed for team leaders and small teams – in every industry. You set the year yourself (pre-selected: from October onwards, the following year).

SYSTEM REQUIREMENTS
Excel file (.xlsx) without macros – no security warning. Works with Excel 2016 and later – Microsoft 365 is not required, newer versions also work (Windows or Mac). Works in Excel (Windows & Mac) and also in Google Sheets – the buttons open with two clicks. Also tested with LibreOffice Calc. Not intended for use with Excel on a mobile phone.

IT'S THAT EASY
• Set year and team name
• Enter goals and check off focus quarters
• Milestones and team meetings included – the calendar calculates itself.

WHAT'S INSIDE
• Goals: up to 12, with "how will we know?", accountability, focus quarter, status and progress from completed milestones
• Milestones: 120 lines, notification when overdue and soon due
• Appointments: 120 lines, 6 types (names can be changed), also multi-day
• Annual calendar: all calendar weeks on one landscape A4 page – appointments by type, milestones by goal, focus quarters, current week marked. Calendar weeks according to ISO, also years with week 53.
• Quarterly review: Goals, upcoming milestones and deadlines for the quarter, plus a three-line review – for printing for the team meeting
• Homepage with key figures and 4 color designs

PRACTICAL
• Runs on Excel 2016 and later – no Microsoft 365 required
• Year freely selectable – for 2027 and the years thereafter
• Leaf protection without password – you can customize everything
• Includes sample file and instructions (PDF)

YOU WILL RECEIVE (Instant Download, ZIP)
• Team annual planning.xlsx (empty) + sample file with a fantasy team
• Instructions as PDF (4 pages) + “Read first”

UPDATES
Minor updates (1.x) are free.

GOOD TO KNOW
This is about the team's goals: "responsible" simply means who takes responsibility. No personal performance targets, no evaluation of individuals, and no reference to bonuses or salaries. The review focuses on the team as a whole, not on individuals. The file contains information about your team – please keep it confidential. This template is a planning tool and does not replace legal review.

It fits with that
For personal goals and discussions, my shop offers the templates "Employee Interview" and "1:1 Team Discussions" (section "Team & Leadership").

I created this template with the support of AI tools and have personally reviewed it.

Digital article – nothing will be shipped. No subscription fees, your data stays with you.

Manufacturer(s):

MindOnDigital – Inhaber Dieter Strak, Strandbadstr. 18a, 88090 Immenstaad am Bodensee, Deutschland, info [!at] mindondigital.de, https://mindondigital.de

Product safety:

Digital item: Excel file (.xlsx) and PDF for download. No physical product is delivered. The file contains no macros or executable programs. No special security instructions are included. This template is a working aid and does not replace legal review.