Guide
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
Related resources
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Brief
Weekly Team Meetings
Purposeful Weekly Team Meetings are so important to how we operate — this brief describes the seven sections of our default weekly meetings and offers insights into how to make yours thrive.
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Brief
Quarterly Planning Meetings
This brief details how to run a Quarterly Planning Meeting for any team in an organization.
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Guide
On Annual Planning Meetings
Annual Planning Meetings keep us on track as we build, operate, and scale — this guide teaches you how.