# 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.

**Category:** Executive & Founder

**When to use:** Last week of each quarter, before the new quarter starts.

**Trigger:** Last week of the quarter

## 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 toolkit
- Customer-interview notes
- Scorecard

## Notes

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.

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Free SOP from the OrgTP Process Library — https://orgtp.com/process-templates/quarterly-planning-and-rocks
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