Stay Focused on
What Matters Most
Quarterly planning sessions keep your team aligned, focused, and moving toward your vision. Review progress, solve issues, and set new Rocks every 90 days.
Quarterly Planning Session Manager
Strategic Focus
Review the past quarter and set 3-7 new Rocks for maximum impact
Team Alignment
Get everyone on the same page about priorities and direction
Continuous Improvement
Learn from wins and losses to improve every quarter
Everything for Effective Quarterly Planning
MeetingTango provides all the tools you need to run productive quarterly planning sessions.
Structured Agenda
Follow a proven agenda: Previous quarter review, V/TO™ update, Issues identification, and Rock setting.
Progress Tracking
Automatically pull in Rock completion data, Scorecard trends, and Issues resolved from the past quarter.
Lessons Learned
Capture what worked, what didn't, and key insights to apply in the next quarter.
Rock Creation
Set new quarterly Rocks directly in the planning session with AI-powered suggestions based on your V/TO™.
V/TO™ Updates
Review and update your Vision/Traction Organizer as your business evolves and market conditions change.
Session History
Keep a complete record of every quarterly session to track your evolution and refer back to decisions.
Your Quarterly Planning Agenda
A proven full-day agenda to review, realign, and relaunch your business every 90 days.
Review Previous Quarter (30 min)
Review Rock completion rates, Scorecard trends, and key wins/losses. Celebrate successes and learn from challenges. What worked? What didn't? Why?
Update V/TO™ (45 min)
Review your Vision/Traction Organizer. Update 3-Year Picture, 1-Year Plan, and Marketing Strategy as needed. Ensure vision remains relevant and inspiring.
Identify & Solve Critical Issues (60 min)
Surface the most critical issues facing the business. Use IDS™ (Identify, Discuss, Solve) to address major obstacles before setting new priorities.
Set Quarterly Rocks (90 min)
Establish 3-7 company Rocks that will move you toward your 1-Year Plan. Assign ownership, set clear success criteria, and ensure Rock quality using SMART goals.
Conclude & Rate Session (15 min)
Recap decisions, confirm Rock ownership, and schedule next quarterly session. Rate the session effectiveness and identify how to improve next time.
The Power of Quarterly Rhythm
90 days is the perfect planning horizon: long enough to accomplish meaningful goals, short enough to maintain focus and urgency. Companies that plan quarterly consistently outperform those that don't.
Teams Love Quarterly Planning
See how MeetingTango's quarterly planning tools help teams stay focused and aligned.
"Our quarterly sessions went from chaotic 2-day affairs to focused 6-hour sessions. The structured agenda keeps us on track and productive."
"Having all our data in one place makes quarterly reviews so much easier. We can see trends instantly and make better decisions."
"The Rock creation feature is brilliant. We set better priorities now because we can see how they connect to our 1-Year Plan."
"We've had 8 consecutive quarters of hitting at least 5 out of 7 Rocks. The discipline of quarterly planning changed everything."
"The lessons learned feature is gold. We review previous quarters' insights before every session and avoid repeating mistakes."
"Everyone looks forward to quarterly sessions now. It's our chance to step back, celebrate wins, and reset priorities."
Related EOS® Tools
These tools work together with this feature for maximum effectiveness
Rocks
Set and track your 90-day priorities during quarterly planning
V/TO™
Update your vision and traction organizer each quarter
Scorecard
Review quarterly scorecard trends to inform planning
📚 Helpful Resources
Stop Wasting HoursCopying Data Between Tools
🌟 Join leading mid-market companies already connected
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