Back to Template Gallery

Quarterly Strategic Meeting Template

Review the company's strategic progress using this Quarterly Strategic Meeting Template and establish targets for the next 90 days.

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 Strategic Meeting Template:

1⚡️ Past Quarter Highlights

Wins and positive news.

2💪 Strategy Review

Review the overall strategy and quarterly progress.

3💡 Learnings

What didn’t go well and why?

4💬 Context

What has changed in our overall context in the past 90 days?

5⏭ Next quarter

New quarterly targets and action plan.

6✅ Action Items

What came out of this meeting?

7📝 Notepad

Anything else to write down?

Get this free template

Template preview