Back to Template Gallery

Quarterly Planning Meeting Template

Use this template to examine progress metrics, identify adjustments, and set new goals based on the previous quarter.

Template preview

Magnify Preview template

  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

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
  • Highlights
  • 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
Get this template

Template preview