Quarterly Planning Meetings

Every quarter, your team should meet to review the previous 90 days to assess progress on goals, celebrate achievements, and discuss long-term Issues. Use Quarterly Planning Meetings to rate the quarter and outline new Rocks.

In this brief, you’ll learn:

  • How to organize your agenda to get the most out of a quarterly meeting
  • Ways to prepare for a Quarterly Planning Meeting
  • The importance of making Rocks SMART