# AOS Quarterly Planning Meeting Template

Purpose: Review the quarter using the Accelerate Operating System (AOS) model, clear the issues list, set a focused set of quarterly priorities and scorecard targets, and commit the team to a 90-day plan.

- Duration: 240 minutes
- Cadence: Quarterly
- Participants: Leadership team (5-12 people)

## Agenda

- [ ] Check-in and prior quarter review (30 min)
- [ ] Annual direction recap (25 min)
- [ ] Issues list review and resolution (40 min)
- [ ] Set quarterly priorities (60 min)
- [ ] Refresh the scorecard and targets (40 min)
- [ ] Commit, owners, and confirm rhythm (45 min)

## Facilitator tips

- Cap quarterly priorities at a handful.
- Resolve the biggest issues before setting priorities.
- Give every priority a single accountable owner.
- Tie each priority back to an annual priority.

## Notes

Prior quarter review:

Quarterly priorities:

Scorecard targets:

Owners and rhythm:

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Free template from OrgTP. Adapt or run it live at orgtp.com/templates/aos-quarterly-planning