Quarterly Planning and Goal Setting

Organizations have the best chance of achieving their annual goals if they revisit these goals regularly, evaluating their progress and adapting as necessary to stay on track. For this reason, we offer a one-day workshop for quarterly planning and goal setting.

The quarterly planning workshop includes an assessment of progress in the prior quarter, a review of the company vision and values, a review of the 1-year plan, and a discussion to set clear, measurable goals for the next 90 days.

Participants leave this collaborative workshop with a clear sense of the company's priorities for the next 90 days, how these priorities contribute to the 1-year plan and broader company vision, and what they are individually accountable for contributing.

The workshop is also a self-reflective exercise that executives get better at over time, so that they not only make progress against their objectives but also continually improve their ability to set goals and predict how much they can accomplish.

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Annual Strategy Planning

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Org Design and People Operations Consultation