What’s inside this Quarterly Planning Meeting Template:
Quarterly planning meetings are a great opportunity for teams to come together to discuss what went well in the previous quarter and what to focus on in the upcoming months.
In order to have a productive conversation, ask your team members to review and populate each section of this meeting template prior to the quarterly planning meeting. You’ll be more likely to have a productive conversation if everyone prepares in advance!
1 Previous Quarter
Review results, highlights, and lessons learned from the previous quarter.
- Metrics and results
- Insights and learnings
2 Upcoming Quarter
After reflecting back on the previous quarter, it’s time to discuss the overall company goals, team priorities, and the key activities and individuals needed to accomplish those goals.
- Company goals
- Team priorities
- Key activities and responsible individuals