Quarterly Strategic Planning & Goal Setting Workflow

A comprehensive Tallyfy template for quarterly strategic planning sessions. Estimated time: 3-4 hours total. Difficulty: Intermediate. Ideal team size: 4-8 leadership team members. Target audience: Executives, department heads, and senior managers who need to align on quarterly objectives, allocate resources, and set measurable goals that drive company performance.

7 steps

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Process steps

Revisit annual plan goals

1 day from previous step

task

Start by reviewing your annual plan, making sure all team members understand the long-term goals at hand.

Break down goals into smaller chunks

2 day from previous step

task

Divide your overarching annual goals into a series of smaller, more targeted focus areas that can be tackled in three months or less.

Review budget and benchmarks

2 day from previous step

task

It’s crucial always to keep your budget in mind when making quarterly plans. Were you over budget or under budget last quarter? Are additional resources required to meet this quarter’s benchmarks? Keep all team members aware of budget constraints so there are no surprises down the line.

Create action steps and benchmarks

3 day from previous step

task

Brainstorm and determine what specific actions are needed to meet the short-term goals for the quarter, in each focus area.

Set expectations and timelines

4 day from previous step

task

Having a specific timeline to follow throughout the quarter, ideally built into your enterprise work management solution, will ensure priorities are clear and work is done efficiently.

Delegate and clearly express responsibilities

5 day from previous step

task

Each team member needs a clear understanding of their own tasks, as well as the tasks assigned to those they work most closely with. Use a shared document or calendar to maintain accountability and monitor each team member’s work, or use work management software.

Identify the criteria for success

6 day from previous step

task

The definition of success will look different for each focus area. Be sure to clearly and specifically identify these with your team in a shared document that all can access and refer back to as needed.