# Pinnacle Quarterly Planning Meeting Template

Purpose: Review last quarter, refresh the One-Page Plan, set a focused list of quarterly priorities, and solve the issues that would block the new quarter.

- Duration: 480 minutes (full or half day)
- Cadence: Quarterly
- Participants: Leadership team (3-10 people)

## Agenda

- [ ] Check-in and segue (30 min) - arrive present and focused
- [ ] Review last quarter priorities (60 min) - score done or not done
- [ ] Review the One-Page Plan (45 min) - confirm it still holds
- [ ] Annual goal progress check (45 min) - set the quarter in context
- [ ] Set quarterly priorities (120 min) - 3 to 5 with owners
- [ ] Issues solving (90 min) - root cause and resolution
- [ ] Conclude and commit (30 min) - to-dos and meeting rating

## Facilitator tips

- Cap quarterly priorities at 3 to 5 per person.
- Score last quarter before drafting the new one.
- Drive issues to root cause.
- End with owned to-dos and a rating.

## Notes

Last quarter results:

One-Page Plan updates:

Quarterly priorities and owners:

Issues solved:

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