# Quarterly Planning Meeting Template

Purpose: A full-day offsite to grade the prior quarter, refresh strategy, set a quarterly theme, and lock three to five company priorities plus individual priorities and KPIs. Based on the Scaling Up (Rockefeller Habits) model.

Duration: 480 min | Cadence: Quarterly | Participants: Leadership team (5-12 people), full day offsite

## Agenda
- [ ] (60 min) Check-in and prior quarter review (grade the rocks)
- [ ] (60 min) SWOT and trends
- [ ] (60 min) One-Page Strategic Plan refresh
- [ ] (45 min) Set the quarterly theme and critical number
- [ ] (90 min) Company priorities (3-5 rocks)
- [ ] (90 min) Individual priorities and KPIs
- [ ] (75 min) Cascade plan and commitments

## Facilitator tips
- Go offsite to change the thinking
- Grade last quarter honestly first
- Cap company priorities at 3-5
- Make every priority measurable with one owner

## Notes
Quarterly theme:
-

Company priorities (rocks):
-

Cascade plan:
-

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