Prepare for quarterly planning with a structured prework process that ensures alignment, clarity, and execution for your leadership team.
Quarterly planning isn’t just about setting goals—it’s about ensuring your company is focused, aligned, and equipped to execute effectively. In this episode, Megan Long breaks down the essential prework every second-in-command should complete before heading into a quarterly planning session. From reviewing financials to aligning with your CEO, these steps will help you walk into the room prepared, confident, and ready to lead a productive strategy meeting.
You'll hear all about:
00:28 – The purpose of quarterly planning: alignment, focus, and execution
00:36 – The impact of preparation on a successful planning session
01:15 – Review last quarter’s results
01:56 – Evaluate last quarter’s rocks (goals)
02:47 – Review key business metrics and trends
03:17 – Meet with department heads
04:32 – Personal pre-planning session
05:19 – Align with your CEO
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