Process Library

Quarterly Planning and Rocks

A quarter-close process that reviews honestly, mines customer themes, and sets three to five owned rocks with a real definition of done.

Executive & Founder 7 steps
When to use

Last week of each quarter, before the new quarter starts.

Trigger
Runs when: Last week of the quarter

The procedure

7 steps

  1. Review last quarter's rocks honestly: completed, partial, or dropped.
  2. Review the scorecard trend: which metrics improved, slid, or were ignored.
  3. Pull the quarter's customer-interview notes and extract the most repeated themes, not the loudest ones.
  4. Set three to five rocks for next quarter, one per leadership team member.
  5. Give each rock an owner, a definition of done, and a 90-day plan with weekly checkpoints.
  6. Update the accountability chart for any role changes coming next quarter.
  7. Send a short rocks-and-themes doc to the team before the quarter starts.
Outputs
  • A quarterly report
  • A new rocks list with owners and definition of done
  • An updated accountability chart if anything moved
Tools
Planning toolkitCustomer-interview notesScorecard
Note: A rock with a vague definition of done will be late and half-blamed on someone else. Spend the time on the definition of done; the work plan is easier.
Download .md

Use this SOP in OrgTP

Don't just download it. Drop this SOP onto a seat in OrgTP and every AI agent under that seat inherits and runs it at runtime — with the trigger, steps, outputs, and tools already filled in.

Use in OTP → Browse more SOPs
Related searches
quarterly planning sop rocks setting process okr planning quarterly goals checklist strategic planning cadence

Related SOPs

Executive & Founder
Leadership Meeting
7 steps
Executive & Founder
Stakeholder Update
6 steps
Executive & Founder
Decision Log
6 steps
Executive & Founder
Annual Offsite
6 steps
← Back to the Process Library