Book free demo

5 Steps to Effective Quarterly Meeting Planning and Execution for Managers

5 Steps to Effective Quarterly Meeting Planning and Execution for Managers

This is a definitive guide to help leaders plan and execute quarterly meetings.

If you want to:

  • Keep your team members accountable for tasks, goals, and priorities each quarter,
  • Stop scrambling and sorting through paperwork to prepare for your quarterly meeting,
  • Easily plan your next quarter with integrated data,

… then you’ll love this guide. Let’s get started.

Your AI-powered meeting assistant — Huddles

Smarter agenda , valuable conclusions

What is Quarterly Planning?

Quarterly planning is a way to develop your company’s 90-day goals, key performance indicators (KPIs) and other metrics, critical to-dos, as well as the objectives and the key results (OKRs) for your team. It’s a strategic approach to breaking down your yearly planning into smaller parts, so it’s easier to see what you’ve already achieved and use it to set new goals and establish performance measurements for the next quarter.

What Months are Quarterly Meetings?

Typical months for quarterly meetings are March, June, September, and December — which is the last month of each quarter.

No matter when your company’s fiscal year begins, a quarter consists of three months or about 90 days. Multiplied, four quarters equal one year or 12 months. 

Quarter 1: January, February, March

Quarter 2: April, May, June

Quarter 3: July, August, September

Quarter 4: October, November, December

When should you hold a quarterly planning meeting? A quarterly meeting schedule is four times a year, either at the start or the end of each quarter.

Quarterly meetings are also sometimes called:

  • Quarterly planning
  • Quarterly business reviews or QBRs, where teams review quarterly goals and results.
  • Quarterly board meetings, where the Board of Directors review quarterly financial results against a set budget.
  • Quarterly customer meetings, where teams answer client or customer questions about your products and services.

Why Quarterly Planning is So Important

Quarterly planning is a more effective way to create and track long-term goals. It gives your team structured guidance for achieving those goals faster. You can also check the progress of shorter-term objectives and individual goals to ensure everyone is on the same page.

How often you and your team decide to have meetings is called meeting cadence. By choosing the right number of meetings, such as planning four times a year, you can:

  • Break down goals into smaller chunks to review targets and benchmarks more efficiently.
  • Analyze previous challenges and achievements to decide on a better action plan.
  • Set a fresh tone to motivate your team in the next quarter.
  • Create focused time to zero in on the exact projects that need to get done.
  • Avoid the dread of attending too many meetings.
  • Feel like your time is put to good use.
  • Actually get tasks and responsibilities crossed off your list.
  • Improve overall productivity.

What is the Purpose of Quarterly Meetings?

  1. To review last quarter’s results.

This is your chance to celebrate team achievements and give shout-outs to everyone who went the extra mile during the past quarter. It’s a great motivational and team-building experience.

It’s also an opportunity to discuss what you and your team learned in the last 90 days. Since your results are the foundation for next quarter’s goals, it helps to analyze where you succeeded, where you came up short, and why.

  1. To check the current health of company culture.

Review your core values to discover if everyone is living up to them. Consider developing company stories around legendary behavior, enabling your values to stay influential in your organization. Evaluate where leaders and teams need to improve so they can create value and achieve desired outcomes.

  1. To keep leaders and teams sharp.

Keeping the flow of new ideas going helps grow the company. It gives you a competitive edge when employees stay informed on important industry developments, new software, and supply chain improvements that affect how you run your company.

  1. To plan the next successful quarter.

This is the most critical purpose of quarterly planning. Your next successful quarter will get you 90 days closer to achieving your annual goals. So it’s a best practice to review your one- and three-year plans each quarterly meeting.  Leaders also choose one thing to focus on for the planning quarter, even if it’s necessary to change the plan if challenges arise.

Table of Contents

Fast AI Transcription

Transcription conversation to text & and get real-time insights