Presentation Templates

The 10 Presentation Templates You Need to Set Clear Goals for Q4

Jordan Turner
August 30, 2023
 min read
The 10 Presentation Templates You Need to Set Clear Goals for Q4The 10 Presentation Templates You Need to Set Clear Goals for Q4
Table of Contents

The fourth— and final— quarter of the year is a team’s last effort to hit business goals and quotas. However, with seasonality and budget constraints, Q4 can require extra planning to do more with fewer resources. We’re sharing 10 presentation templates that can help teams plan for Q4 more efficiently to set clear and attainable goals. 

B2B marketing plan

B2B (business-to-business) marketing is geared towards organizations or companies rather than individual consumers. Because it’s geared towards an entirely different audience, B2B marketing strategies differ from B2C (business-to-consumer) marketing. 

If you don’t have a B2B marketing plan to outline your buyer persona, budget, promotions and advertising, and other strategies, your efforts won’t be as effective. Take the time to put together a B2B marketing plan that gives your campaigns context, examines your resources, analyzes your current marketing performance, and sets up a strategy to achieve your goals.

Use our B2B marketing plan template to dive deep into your market and the competitive landscape, plan content with an editorial calendar, or outline marketing campaign goals for Q4 and beyond.

Budget proposal

It’s not enough to come up with a list of goals or brainstorm a list of ideas for your business. You have to map out how you’ll accomplish those goals or make your ideas come to life… within a reasonable budget. 

When you need to make your case to managers or executives for additional resources, a budget proposal presentation is an essential tool. Your presentation should explain your idea, what obstacles you may come across, and why your desired budget is necessary for your project. 

Use a budget proposal presentation to gain funding for your department, explain the budget for a new project or initiative, and fund new hires for your team.

Business plan

A business plan presentation is used to explain how a business will reach its goals and to show value to potential investors and partners.

Using a business plan presentation template, you remove some of the stress involved in developing individual slides to suit each purpose of your project. Instead, the templates leave room for customization, while providing the space and tools necessary for successful business plan design.

A business plan presentation can be useful for a new product launch in Q4, business planning, or investor updates for the previous quarter. 

Throughout your business plan, you might show your audience what types of products or services you provide or plan to release, financial targets, current investors, recent upgrades, information on patents and legalities, and other important information.


The DMAIC process uses a data-driven strategy to improve the quality of a project, product, or feature. DMAIC— which stands for define, measure, analyze, improve, and control— is a problem solving method that can be beneficial for many teams. A DMAIC presentation helps teams communicate their process better so everyone is on the same page. Organizations can do this more efficiently with’s DMAIC presentation example.   

The customizable template has everything you need to communicate and collaborate on a project. A successful DMAIC presentation can help teams create and share analysis to increase quality on output.  

Our DMAIC template can also help you define and measure the goals of upcoming projects with your team, share an analysis with key stakeholders and discuss how the project can be improved, and track improvements to control the final product.

Feature planning

Creating a new feature can be a daunting task with tedious steps. Feature planning helps teams develop a process for building new features so you can set yourself up for success. The planning allows you to have a clear process in place as you create your product or iterate on it with additional features. Teams can plan for and launch new features more effectively with’s feature planning presentation example.  

The customizable template has everything you need to plan for product feature development, release, and testing. A successful feature planning presentation can help product managers and teams communicate internally and put their best foot forward before a new launch. 

Our feature planning template can help teams list out steps of the process for getting a new product feature off the ground, communicate timelines and deliverables for Q4 with key stakeholders, and get feedback on a new feature from internal teams or product users before a release.

Operations plan presentation

Need to keep your team on track towards a goal or objective? Use an operations plan to outline your business strategy. An operations plan presentation keeps all of your team members on the same page, ensuring that they understand their roles, responsibilities, and how they fit into the overall project. An operations plan is an essential component to your project’s success.

Use an operations plan to outline a Q4 project’s objectives, strategy, and goals, reflect on the project roll-out by team, or show managers and executives how the project is progressing. 


Objectives and key results (OKRs) is a process that helps leadership engage employees and drive high-performance results. Teams that are focused on goals tend to be more productive in order to achieve those wins. But how do you get everyone aligned on the objectives of projects and campaigns? Teams can set clear OKRs more effectively with’s OKR presentation example.   

The customizable template has everything you need to set expectations, achieve measurement, and establish accountability. A successful OKR presentation can help leadership and teams communicate internally and turn ideas into results. 

Our OKR template can also help you set clear expectations for business goals and success with key stakeholders, hold yourself and your team accountable for Q4 initiatives, and drive high-performance results within each department.

Product roadmap

Make your next product roadmap presentation your most impressive one yet with our customizable template. Perfect for bringing your vision to life, this product roadmap template has all the essential elements for a successful pitch: vision and strategy, goals and objectives, launch timelines, and more. 

Even better? This template is already professionally designed and will come together in just minutes – helping you get your product roadmap off the ground. Whether you’re pitching to investors or training an in-house development team, you can easily tailor our product roadmap template to any audience. 

Our product roadmap template can also help you pitch new products to investors and customers, visualize the trajectory of research and development work for the quarter, and inform and educate your sales team of up-and-coming products in the Q4 pipeline.

Project plan

Do you have an upcoming project plan you need to present? Look no further than our Project Plan Template, a simple presentation template that takes just minutes to customize and bring to life. 

With all the core elements needed for a successful presentation, this easy-to-create template can help you visualize your project plan and sell it to your target audience. From project timelines and goals to requirements and budgets, this template outlines everything you need to take your detailed plan and turn it into a streamlined presentation.

Our project plan template can also help you kick-off new projects in Q4, detail project plan specifics— like which resources will be required, and pitch and win new work for the quarter.

Sales projection

A sales projection is the amount of revenue your business expects to earn in the future. Also called a sales forecast or a business forecast, a sales projection gives you insight into the short-term and long-term health of the company. A set of sales projection slides is essential for sharing the results of your calculations companywide. 

Use the sales projection presentation template to analyze the health of the company going into Q4, compare projections to past sales numbers, or inform company operations.

Jordan Turner

Jordan Turner

Jordan is a Bay Area writer, social media manager, and content strategist.