Team Meeting
Quarterly
90 Minutes

About this template 🧰

Once your team goals are determined, plan more strategically around projects, tasks and responsibilities for your team using this meeting agenda.

Retro on last quarter Laundry list brainstorm: With unlimited time and budget, what would you do to move the needle next quarter? What of the above will have a direct impact on our goals? How? What is happening throughout the quarter (events, absences, org. changes) that we need to factor into our planning? What obstacles could arise in the next quarter that would prevent us from achieving our goals? NEW ITEMS 1 member Schedule this meeting Quarterly Planning Meeting

Meeting rating

Encourage team members to rate each meeting after it's finished so you can see how your meetings are trending over time. This is the Meeting Rating question and the pre-defined responses. To change the Meeting Rating question go to your meeting's settings page.

Question

Has your outlook for the future changed?

Responses

🌤Better

Same

Worse

Group software that makes life easier

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Save time

Our meeting management tools make it easy to prep for your quarterly planning meeting quickly and easily. Keep your group as efficient as possible with our shared agendas and integrated meeting minutes.

Boost your productivity

Never lose track of a follow-up item again: our summary feature and action item tracker makes it easy to track decisions and next steps, right in your quarterly planning meeting agenda.

Have better conversations

Meaningful conversations happen when everyone in your group is prepared. Use our suggested items and agenda templates to get the conversation flowing in your quarterly planning meeting.

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