Free template, copy and use

Free quarterly planning meeting template

Quarterly planning works when it ends with fewer priorities, not more. This template reviews last quarter, sets a few objectives with owners, and lists what to stop.

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Paste it into Google Docs, Word, Notion or an email. Replace the [brackets].

Quarterly planning meeting template

Planning

Team: [team] | Quarter: [Q] [year]

Last quarter

[Objective] | Result: [score or outcome] | Lesson: [one line]

Objectives for next quarter

Objective: [what]

Key results: [measurable result 1], [measurable result 2]

Owner: [name]

Resources and dependencies

[Need] | From: [team]

Risks

[Risk] | Owner: [name]

What we'll stop doing

- [item]

How to use this template

  • Keep it to three to five objectives.
  • Every objective needs one owner.
  • Agree what you'll stop doing to make room.

Skip the typing

Acta records your Zoom, Google Meet and Teams meetings, with or without a bot, and writes the notes for you: a summary, decisions, next steps and action items with owners, next to the transcript. Free for 15 days.

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Frequently asked questions

Related:

What are OKRs?

Objectives and key results: a goal and a few measurable results that show whether you reached it.

Who attends quarterly planning?

Team leads and the people who own each objective.

Is this quarterly planning meeting template free?

Yes. Copy it into Google Docs, Word, Notion or an email and use it as often as you like. No sign-up needed.

Can AI fill in the quarterly planning meeting for me?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, with or without a bot, or in person with the mobile app, and writes the notes, decisions and action items with owners afterwards. Anything the meeting didn't cover is left out, not made up.