Coming together every 90 days to dust yourselves off from the previous quarter, get on the same page, solve Issues and plan the next 90 days’ priorities for the company helps you avoid “getting off track, getting disconnected, losing focus and starting to scatter.
Ninety days is about as long as we humans can focus, which is why things begin to fray beyond the 90-day mark.
Well-run quarterly planning meetings help teams become healthier, execute better and resolve issues permanently.
So how should a solid quarterly planning session be structured?
Here’s a seven-part agenda for a solid and highly productive quarterly session.
Item number 1: The Check-In
Allow 30 minutes for this.
This is where each member of your team shares one personal and business best from the previous quarter.
In addition, they give an update on what they feel is and isn’t working in your organization.
They then share their expectations for the quarterly planning session.
This check-in is a segue to help your team dust themselves off from the previous quarter.
It helps to keep everyone in the loop and understanding each other’s perspective.
It helps to level-set the team.
It’s also a great opportunity to pause and let your team take a deep breath and think about the current state of the company.
Check out the video for the complete agenda.