Good preparation is key to ensuring you create the right strategy and execution for your quarter (we call it a13-Week Race), to stay on track to hitting your annual goals. You should be thinking of prepping for the next one as soon as every new quarter starts.
Three months prior you should set the date, place and time. Determine who should come and secure a facilitator. The facilitator can be the CEO or any team member. We strongly advise companies larger than $10mm in revenue with 50 or more employees to use an outside facilitator, your team will have a more successful session with an impartial view at the helm. If you are going to do-it-yourself:
Download this step-by-step Meeting Facilitation Guide
One month prior you should hold a pre-planning meeting with a core group to review your Annual Plan and determine the meeting objectives. Discuss strategic and operational topics that might be useful during the session and gather as much employee and customer feedback possible.
One week prior you need to send out the agenda. Also, give the team homework and create a place for them to state what they think the company should Start Doing, Keep Doing and Stop Doing in order to be successful. Make sure the meeting room is stocked with all your facilitation tools.
We have done some of the pre-session work for you!
Download the Pre-Quarterly Planning Bundle:
- Quarterly Meeting Planning Checklist
- Quarterly Planning Agenda
- Start-Stop-Keep Tool w/Directions