On Quarterly Planning Meetings

The purpose of meetings is to have a group of people align on their goals, progress, and to-dos while discussing and solving the Issues in the way of getting work done. We recommend Quarterly Planning Meetings for any kind of team to reconnect and calibrate. This guide provides the intricate details for each phase of an effective quarterly meeting.

In this guide, you’ll learn:

  • The importance of working on your business rather than simply working in it
  • The benefits of an intentional Quarterly Planning Meeting
  • How to prepare for a quarterly meeting
  • The details for each segment of the meeting