The Anatomy of a Great Quarterly Plan (Infographic)

By Jessica Wishart

Your Quarterly Planning session is arguably the most important day or two out of your nextquarterly-planning-session.jpg 90 days. You need to emerge from that session with a plan that will define the results you'll get this quarter, shape what your teams will be talking about every week in their Weekly Staff Meetings, and ultimately determine whether or not you'll hit those annual goals that are aligned to achieve your Company's long term strategy. This plan has to be great! No pressure, right?

Don't worry. Our team has facilitated hundreds of planning sessions and reviewed thousands of quarterly plans, and we know the patterns. We know what makes a great quarterly plan, and we're delighted to share what we know with all of you.

The infographic below details the anatomy of a great quarterly plan. Enjoy!


Rhythm Systems Pre-Quarterly Planning Bundle

Photo credit: iStock by Getty Images

Want to learn more about Quarterly Planning? Check out these additional quarterly planning resources:

Value of Outside Facilitation for Quarterly and Annual Planning

Lean Quarterly Planning: How Complex Companies Drive Out Waste

10 Tips for a Successful Quarterly Planning Session (Video)

How to Choose the Right Priorities During Your Quarterly Planning Session

Tips to Help You Prepare to Facilitate Your Next One-Day Quarterly Planning Session

How Much Time Should I Allocate for My Quarterly Planning Session?

The Definitive Guide to Quarterly Planning

Rhythm Systems Quarterly Planning Resource Center

Jessica Wishart


Photo Credit: iStock by Getty Images