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Quarterly Review LaTeX Template
OKR-style quarterly plan: theme, three objectives with key results, monthly progress, and a structured reflection.
What’s included
This template builds on the article document class and the following packages, already wired up in the preamble:
inputencfontenclmoderngeometryxcolorbooktabstabularxenumitemmicrotype
Full source
Copy it, or hit Open in editor to load it into the live preview and start editing immediately.
\documentclass[11pt,a4paper]{article}
\usepackage[utf8]{inputenc}
\usepackage[T1]{fontenc}
\usepackage{lmodern}
\usepackage[margin=2cm]{geometry}
\usepackage{xcolor}
\usepackage{booktabs}
\usepackage{tabularx}
\usepackage{enumitem}
\usepackage{microtype}
\definecolor{accent}{RGB}{13,148,136}
\renewcommand{\arraystretch}{1.6}
\setlength{\parindent}{0pt}
\pagestyle{empty}
\newcommand{\heading}[1]{%
\vspace{0.7em}%
{\large\bfseries\color{accent}#1}\\[-0.5em]%
{\color{accent!35}\rule{\linewidth}{1pt}}\\[0.4em]}
\begin{document}
{\Huge\bfseries Quarterly Review}\hfill{\large Q\_\_ / Year}\\[0.2em]
{\color{accent}\rule{\linewidth}{2pt}}
\heading{Theme of the Quarter}
{\large\itshape\color{accent!80}\dotfill}
\heading{Objectives \& Key Results}
\textbf{Objective 1:} \dotfill
\begin{itemize}[leftmargin=1.6em, label=$\bullet$, itemsep=0.4em, topsep=0.3em]
\item KR \dotfill
\item KR \dotfill
\end{itemize}
\textbf{Objective 2:} \dotfill
\begin{itemize}[leftmargin=1.6em, label=$\bullet$, itemsep=0.4em, topsep=0.3em]
\item KR \dotfill
\item KR \dotfill
\end{itemize}
\textbf{Objective 3:} \dotfill
\begin{itemize}[leftmargin=1.6em, label=$\bullet$, itemsep=0.4em, topsep=0.3em]
\item KR \dotfill
\item KR \dotfill
\end{itemize}
\heading{Progress by Month}
\begin{tabularx}{\linewidth}{@{}p{2.4cm} X@{}}
\toprule
Month & Key wins \& blockers \\
\midrule
Month 1 & \\
Month 2 & \\
Month 3 & \\
\bottomrule
\end{tabularx}
\heading{Reflection}
{\bfseries Biggest win:}\\[0.3em]\dotfill\\[1em]
{\bfseries Biggest lesson:}\\[0.3em]\dotfill\\[1em]
{\bfseries Focus for next quarter:}\\[0.3em]\dotfill
\end{document}
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FAQ
Is the Quarterly Review template free?
Yes — every latexci template is free, open-source, and needs no signup. Open it in the browser editor or copy the full source.
How do I use this template?
Click “Open in editor” to load it straight into the live LaTeX preview, or copy the source into Overleaf or your local TeX editor (TeX Live, MiKTeX).