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Quarterly Planning Meeting Template

Examine progress metrics, identify learnings, and set new priorities based on the previous quarter.

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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
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Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

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    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

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    Head of Customer Success, KeepTruckin

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