All templates

Metronomics Quarterly Planning Template

Metronomics 480 min Quarterly Leadership team (5-12 people)

Metronomics quarterly planning is the reset that keeps the whole rhythm honest. Based on the Metronomics system by Shannon Susko, it gives the leadership team a full day to score the last quarter, reconnect to the 3HAG, refresh the team scoreboard, and set the handful of priorities that define the next ninety days.

When to use it

Run it every quarter, ideally in the week or two before the new quarter begins so owners start clean. It is the anchor session that the daily, weekly, and monthly meetings then execute. Skipping a quarter is how a rhythm quietly loses its direction.

Who attends

The leadership team, five to twelve people who will own quarterly priorities and build functional plans. A skilled facilitator, sometimes an external coach, helps the most senior leader participate as a thinker rather than spend the day running the room.

How to run it

Begin with an honest quarter in review, scoring priorities and reading the numbers. Reconnect to the 3HAG and annual plan so the new quarter serves the longer game, then refresh the team scoreboard. Set a small number of quarterly priorities with clear definitions of done and single owners. Let each function build a supporting plan and surface dependencies, then lock the set, agree the cascade, and confirm the weekly rhythm that will carry it. A quarter with no operating cadence drifts within weeks.

Facilitator tips

  • Score last quarter honestly before setting anything new.
  • Tie every priority back to the 3HAG and annual plan.
  • Keep priorities few enough that the team can name them.
  • Confirm the weekly rhythm that will actually execute the plan.

Common mistakes

  • Setting priorities that have no line back to the 3HAG.
  • Choosing so many priorities that focus dissolves.
  • Skipping the honest review and repeating the same misses.
  • Planning the quarter but never locking the rhythm to run it.

Set a quarter the team can actually execute. Run it in OrgTP and connect quarterly priorities to your scoreboard and weekly cadence.

Agenda

480 minutes total · 6 sections

  1. Quarter in review 60 min
    Score the prior quarter priorities, review the numbers, and pull out the lessons that should shape the next quarter.
  2. Revisit 3HAG and annual plan 60 min
    Reconnect the quarter to the 3HAG and the annual plan so new priorities move the longer game forward.
  3. Update the team scoreboard 60 min
    Refresh the key metrics and the team scoreboard so everyone tracks the right numbers for the coming quarter.
  4. Set quarterly priorities 90 min
    Choose the few quarterly priorities that matter most, define what done looks like, and assign a single owner each.
  5. Functional plans and dependencies 90 min
    Each function builds its plan to support the priorities, surfacing dependencies and resourcing conflicts.
  6. Commit, cascade, and close 60 min
    Lock the priorities, agree how they cascade to the company, and confirm the weekly rhythm that will execute them.

Run this meeting live in OrgTP

Stop copying agendas into a doc every week. OrgTP runs your meetings live — scorecard, rocks, issues, and to-dos all in one place, with your AI agents in the room.