Quarterly planning template
Build a team plan that aligns with company goals and objectives using the Quarterly Planning template.Use Template
Build a team plan that aligns with company goals and objectives.
Quarterly planning is a common ritual for teams to look ahead into the next quarter and plan for activities, initiatives, and goals to help focus efforts. This Quarterly Planning template helps teams build a plan that supports high-level company goals and objectives to ensure that the entire organization is aligned for success.
How to use this template:
Step 1: Add the company goals and objectives
Write out each OKR on a sticky. Include objectives, key results and the approach.
Step 2: Add your team's objectives, goals and insights
Reflect on your team and think of goals or strategies to implement that would support each objective.
Step 3: Review together and map out dependencies
Gather all teams to review and discuss together and identify any dependencies.