The AOS 90-day planning session turns a year of intent into the next 90 days of focused work. Based on the Accelerate Operating System (AOS) model, it grounds the team in annual direction, reviews the last quarter honestly, and lands on a short set of quarterly priorities the team can actually finish.

When to use it

Run it at the start of each quarter. It is a deeper, working version of quarterly planning, useful when the team wants real time to debate trade-offs and sequence the first steps rather than just listing priorities.

Who attends

Keep it to the leadership team, five to twelve people who shape and commit to the plan. Cascade the detailed team-level priorities afterward so the main session stays focused on the few that matter most.

How to run it

Ground everyone in annual direction, review the last 90 days against priorities and the scorecard, then surface candidates into one list. Narrow hard to a set the team can finish in 90 days, give each an owner, set scorecard targets, and sequence the first steps. The discipline is choosing few. Note: this agenda is an independent interpretation of the AOS quarterly-rhythm model and is not affiliated with or endorsed by any provider.

Facilitator tips

Anchor every candidate priority to the annual direction.
Choose a set the team can realistically finish in 90 days.
Give each priority a single accountable owner.
Sequence the first concrete steps before leaving the room.

Common mistakes

Overloading the quarter so nothing actually finishes.
Setting priorities with no link to the annual plan.
Skipping the review of the last 90 days and repeating misses.
Leaving without owners, targets, or first steps.

Make the next 90 days count. Run it in OrgTP and connect annual direction to quarterly priorities and weekly execution, with OrgTP adapting to your cadence.

Agenda

180 minutes total · 6 sections

Ground in annual direction 20 min

Restate the annual priorities and themes so the 90-day plan extends the year rather than starting a new and unrelated agenda.
Review the last 90 days 30 min

Assess the prior 90 days against priorities and the scorecard, capturing what worked, what slipped, and what carries over.
Surface candidate priorities 35 min

Collect candidate priorities from across the team into one visible list, tied to the annual direction and current reality.
Choose the few that matter 45 min

Debate and narrow to a small set of quarterly priorities the team can realistically finish in 90 days, each with one owner.
Set scorecard targets 30 min

Confirm the weekly numbers and targets that will signal whether the 90 days are on track.
Sequence first steps and rhythm 20 min

Define the first concrete steps for each priority and confirm the weekly cadence that keeps the 90 days moving.

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AOS 90-Day Planning Session Template