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Quarterly Planning

Overview

Quarterly planning is a process that helps teams set goals and priorities for the upcoming quarter. It is an opportunity to align on objectives, key results, and initiatives that will drive the team forward. This document outlines the process for quarterly planning and provides a template for teams to use.

Process

The quarterly planning process typically involves the following steps:

  1. Review Previous Quarter
    • Review the objectives, key results, and initiatives from the previous quarter.
    • Evaluate what worked well and what didn't.
    • Identify any learnings or insights that can be applied to the upcoming quarter.
  2. Set Objectives
  3. Define Key Results
  4. Identify Initiatives
  5. Assign Ownership
  6. Review and Finalize
  7. Communicate and Align

Template

The following template can be used to guide teams through the quarterly planning process:

Objectives

  1. Objective 1
  2. Key Results:
    1. Key Result 1
    2. Key Result 2
    3. Key Result 3
  3. Initiatives:
    1. Initiative 1
    2. Initiative 2
    3. Initiative 3
  4. Ownership: Team Member

Some things that can help in quarterly planning:

  1. Size and shape features.
  2. Prioritize features.
  3. Plan for the unexpected. Flag risks.
  4. Raise resolutions and actions to try and mitigate risks.
  5. Communicate and align.
  6. Review and adjust.
  7. Create a sprint plan of features.