Cross-Functional · Playbook · Intermediate · Saves 50+ hours
Quarterly Planning Process
A playbook for running quarterly planning.
What's included
- Planning calendar
- Pre-work requirements
- Planning sessions
- Finalization process
- Communication approach
- Adjustment triggers
Best used when
- Running quarterly planning
- Improving planning process
- Training new leaders
- Cross-functional coordination
Why this is Gold
Chaotic planning creates chaotic execution. This process ensures smooth, aligned quarterly planning.
The template
The Template
QUARTERLY PLANNING
Planning Calendar
QUARTERLY PLANNING CALENDAR
WEEK -3: PREPARATION
☐ Previous quarter review complete
☐ Company priorities drafted
☐ Planning materials distributed
WEEK -2: DRAFTING
☐ Departments draft OKRs
☐ Resource needs identified
☐ Dependencies mapped
WEEK -1: ALIGNMENT
☐ Cross-functional reviews
☐ Conflict resolution
☐ Final adjustments
WEEK 0: FINALIZATION
☐ Leadership approval
☐ All-hands communication
☐ Systems updated
Planning Session Agenda
| Session | Duration | Participants | Output |
|---|---|---|---|
| Kickoff | 60 min | All managers | Context set |
| Draft review | 90 min | Leadership | Draft OKRs |
| Alignment | 60 min | Cross-functional | Resolved conflicts |
| Finalization | 60 min | Leadership | Approved OKRs |
Frequently asked questions
What is the Quarterly Planning Process?
A playbook for running quarterly planning.
Who is the Quarterly Planning Process for?
It is built for Cross-Functionals and their teams working on Planning. The AI coach adapts it to your company, stage, and goals.
How long does the Quarterly Planning Process take to use?
It saves roughly 50+ hours versus building from scratch. Our AI coach can tailor the playbook to your situation in minutes, then hand you a step-by-step plan.
Is the Quarterly Planning Process free?
Yes. You can read the full playbook and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Quarterly Planning Process?
The coach teaches you the framework, asks a few questions about your business, tailors the playbook to you, and gives you measurable next steps to execute.