Back arrow
Back to templates

Quarterly Planning / Executive Strategy Meeting

Drive your long-term strategy forward with a meeting optimized for the 3-month plan.
Calendar icon
Quarterly Planning / Executive Strategy Meeting
,  Wednesday, August 17 (note)
BoldItalicsUnderlineFormatBulletNumberedLinkMentionTagAttach
Profile pictureProfile pictureProfile picture

Welcome

  • Review agenda
  • Confirm objectives


Opening Session

Check-in and good news

Review previous quarter

  • Results
  • Bright spots
  • Lessons learned

Stop, Keep, Start

  • What are we doing now?
  • What are 1-2 things we can work on?
  • What should we stop doing?

Review annual plan

  • YTD progress
  • Opportunities
  • Threats


Break


Quarterly Execution Plan

What should be the focus of this quarter?

  • Develop theme/subthemes
  • What is your company’s number one thing?

Priorities

Company top 3-5 priorities

  • Determine top priorities
  • Assign each priority an owner
  • Set success criteria

Individual top 3-5 priorities

  • Determine top priorities for individuals
  • Set success criteria

Communication plan for the rest of the company

Wrap Up

  • Summarize and commit.

How to use this template

This sample agenda for having effective quarterly planning meetings balances discussion of your day-to-day needs with the planning required for a successful long term strategy.

In the opening session, the executive team will look at past results and compare them with the plan. When productive, this discussion will reveal what is going well, but also what needs to be changed.

Following a brief break, it’s time to move on from the past and into the future. First, the leadership team will decide what the focus will be for the upcoming quarter. Then the discussion turns to how each individual executive can contribute to success by aligning their main priorities to the company focus. While this is a somewhat short section on the sample agenda, it will usually require the most time as part of the broader quarterly planning meeting.

Illustration for templates
Illustration of silos

Once priorities and actions have been decided, you must consider how the content of this meeting should be shared with the rest of the company. This is usually good material for an All Hands type of meeting, but that doesn’t mean that should be the only way information is disseminated. What information must be shared ASAP? What can wait?

Finally, summarize the key decisions made in the meeting, and together, commit to them. Because quarterly planning meetings can be mentally rigorous, this moment for reflection is to stop and say, “Wait a minute, what did we just agree on?” Doing this will help everyone leave the meeting with as clear a picture as possible on what will come next.

20+ Agenda Templates

Get the same library of Hugo agenda templates that's in our product.
Download the bundle

Can't find what you need?

Create your own templates for you, your team or whole your business - in minutes.
Create a custom template

Hugo. Connected Meeting Notes.

See exactly how Hugo works.

White Play button
Video thumbnail
Close icon
See Pricing for Teams
Start for Free