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Quarterly Planning Agenda
Get this templateLooking for a template to guide your quarterly planning sessions? This agenda is to add structure to your meeting and ensure your staff is on the same page.
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Preview template
What’s inside this Quarterly Planning Agenda:
1 👋 Check-In
Share recent updates and good news with the team.
2 ✨Ending the quarter
Review the ending of the quarter. What were the results? What were the highlights? What did we learn?
3 🚦Start, stop, continue
For the next quarter, what should we start, stop and continue?
4 🕒 Wasted time
Discuss the year-to-date progress, opportunities and threat
5 ✅ Next steps
What are the next steps after this meeting?