Leveraging the Quarterly Plan

Step away from the daily demands. Get clear on the next 90 days.

Daily demands can consume a leadership team’s attention while the business’s most important priorities keep getting pushed back. Quarterly planning creates dedicated time to step away, reconnect with your vision, and decide what needs to happen next.

In this two-hour workshop, you’ll learn the foundations of an effective quarterly plan: three to seven essential business priorities, clear ownership, achievable outcomes, and a consistent rhythm for checking progress. You’ll explore how to structure an off-site planning session, define what “done” looks like, and keep priorities active in your leadership meetings. Guided worksheets will help you begin identifying the goals and priorities that deserve your team’s focus.

Leave with the tools to establish your quarterly planning rhythm and turn your business’s vision into focused action.

What to expect

Each standalone, two-hour workshop is designed for active learning, with practical teaching, original worksheets, real-life examples, and small-group work. Where relevant, coached demonstrations and optional roleplaying give you a chance to practice real leadership conversations in a supportive setting.