Quarterly Planning Agenda

Looking for a template to guide your quarterly planning sessions? This agenda is to add structure to your meeting and ensure your staff is on the same page.

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Meeting Scope
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Meeting type
Quarterly Meeting
Host Role / Title
Team Lead
Tone of the meeting


Share recent updates and good news with the team.

✨Ending the quarter

Review the ending of the quarter. What were the results? What were the highlights? What did we learn?

🚦Start, stop, continue

For the next quarter, what should we start, stop and continue?

🕒Wasted time

Discuss the year-to-date progress, opportunities and threats.

✅Next Steps

What are the next steps after this meeting?

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