Quarterly Planning Sessions are critical to the success of your organization. They serve as an opportunity to pull your head up from your week-to-week to evaluate recent performance, review & (re)set priorities for the next 90 days, and do a little housekeeping to ensure info/data does not grow stagnant & forgotten throughout the grind of a busy quarter.
Prepping for your Quarterly Planning Session
The Quarterly Planning Session typically covers the following agenda, so take time to prep by reviewing the data in Strety or by exporting a PDF report of the data to prep offline (see below)
Review Rocks: Check the completion status of the previous/current quarter's Rocks and mark them as done or missed then archive them. Identify any incomplete Rocks that are still priorities for the next quarter that you may want to keep open
Review Metrics: Analyze the scorecard for patterns and trends over the last 90 days to understand what worked, what didn't, and what needs to change
V/TO: Refresh your memory about the company vision and to ensure that everyone’s on the same page about the future. If anyone has concerns, questions, or confusion, address during this section and update accordingly
EOS Tools: Determine an EOS area to focus on for the upcoming quarter. Use this as an opportunity to define the mastery area and put a plan in place to coach-up and refine for your org
Rocks: Use Strety's Keep, Kill, Combine feature to review all current rocks, backlog Rocks, & long term issues and define the 3-7 new, measurable Rocks for the upcoming quarter that are (typically) tied to the annual plan
IDS: Review existing issues and add any new ones from the past quarter or "elephants in the room" that need to be addressed
Review Next Steps: Ensure there is clarity and commitment on all action items and To-Do's for the quarter.
How to Use Strety's Quarterly Pulse Agenda Template
Leverage Strety's Quarterly Pulse agenda template to reduce prep time & standardize the way your team meets, quarter over quarter, year over year - the consistency will yield results
To locate the Quarterly Pulse agenda template, click Create from your team space agenda pace and select Quarterly Pulse
Once created, you'll have a Strety agenda the will guide you through each step of your Quarterly
Watch as we demonstrate how to use Strety's Quarterly Pulse agenda facilitate your team's Quarterly session:
Taking your Quarterlies Offline
If you opt to perform your Quarterly Planning Session outside of Strety, we have customizable PDF reports you can print-off and take into your offline session
To pull a PDF report of any/all the data you need, click the 3-dot menu from your Team Overview page
Give the report a name, select the date range the report should cover - this will determine which rocks & metrics are included, and toggle on/off which tools you want included in the PDF and click Export to PDF
