The Pinnacle quarterly planning meeting resets focus every ninety days. Based on the Pinnacle model by Pinnacle Business Guides, it scores the last quarter, refreshes the One-Page Plan, and sets a short list of quarterly priorities that the team can actually finish. It is the engine that keeps the annual plan moving.

When to use it

Run this near the start of each quarter, ideally a week or two before the quarter begins so owners can start clean. It is the recurring heartbeat between annual planning sessions and the place where annual goals get broken into executable work.

Who attends

Keep the room to the leadership team, three to ten people who own quarterly priorities. This is a working session, not a broadcast, so resist the urge to add observers who slow the pace and dilute ownership.

How to run it

Open with a check-in to get everyone present, then score last quarter honestly before setting anything new. Review the One-Page Plan and annual goal progress so the new quarter sits in context. Spend the largest block choosing a focused set of quarterly priorities with one owner each, then move into issues solving to clear what would otherwise block them. Close by confirming owners and to-dos and rating the meeting so the cadence keeps improving.

Facilitator tips

Cap quarterly priorities at three to five per person; more is a wish list.
Score last quarter before drafting the new one so lessons carry forward.
Drive issues to root cause, not just the symptom.
End with owned to-dos and a meeting rating.

Common mistakes

Setting too many priorities so attention fragments and nothing finishes.
Skipping the prior-quarter score and repeating the same misses.
Letting issues solving turn into venting with no decisions.
Leaving without a single accountable owner per priority.

Make every quarter count. Run it in OrgTP, where a flexible meeting cadence adapts cleanly to the Pinnacle quarterly, monthly, and weekly rhythm.

Agenda

480 minutes total · 7 sections

Check-in and segue 30 min

Open with a personal and business check-in so the team arrives present and focused before the work begins.
Review last quarter priorities 60 min

Score each quarterly priority done or not done, discuss what drove the result, and capture lessons for the next quarter.
Review the One-Page Plan 45 min

Walk the One-Page Plan and confirm purpose, vision, annual goals, and metrics still hold or need adjustment.
Annual goal progress check 45 min

Measure progress against annual goals so the new quarter is set in the context of the year.
Set quarterly priorities 120 min

Choose three to five quarterly priorities for the company and for each leader, each with a single owner and a clear definition of done.
Issues solving 90 min

Work the most important issues to root cause and resolution so they do not block the new quarter.
Conclude and commit 30 min

Recap decisions, confirm owners and to-dos, rate the meeting, and agree the next steps.

Download .md

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.

Start free → See how it works

Related templates

← Back to all templates

Pinnacle Quarterly Planning Meeting Template