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Quarterly Planning Agenda

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1. Welcome (15 min)!
Begin with the end in mind. The first step is to make sure that everyone knows what a successful
session looks like and the part they need to play.!
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• Confirm Objectives!
• Review Agenda!
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2. Opening Session!
Set a great tone for the day. Start by having each member share good news or victories and then
share learnings. Make sure to remind the team of your Annual Plan so you can confirm that Quarterly
Goals are helping to move the Annual Plan forward.!
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• Check In and Good News (15 min)!
• Review Ending Quarter (1 hour)!
a. Results!
b. Bright Spots!
c. Lessons Learned!
• Review Prep Work (1 hour)!
a. Review Start, Stop, Keep!
• Review Annual Plan (1 hour)!
a. YTD Progress!
b. Opportunities!
c. Threats!
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3. Lunch!
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4. Quarterly Execution Plan!
It’s time to get the detailed work. Focus on being effective, not efficient. Take the proper time to get
your team involved by discussing, debating and agreeing on decisions. Make sure to test that your
Quarterly Plan is helping you drive your Annual Plan forward.!
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• Main Thing and Critical Numbers (30 min)!
• Company Top 3-5 Priorities (1 hour)!
a. Determine Top Priorities!
b. Assign an Owner to Each!
c. Set Red-Yellow-Green Success Criteria!
• Individual Top 3-5 Priorities (1 hour)!
a. Determine Top Priorities!
b. Assign an Owner to Each!
c. Set Red-Yellow-Green Success Criteria!
• Test the Plan (15 min)!
• Communication Plan for the Rest of the Firm (15 min)!
• Wrap Up (15 min)

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