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Annual Strategy Meeting: Set Quarterly Objectives

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 July 31st, 2024

What are the priorities for the next quarter?

Discuss amongst the leadership team what they think are the priorities for the coming 90 days.

 


💡 Use a physical whiteboard with sticky notes
💡 Or this Miro (digital whiteboard) template for setting OKRs

Step 1:

  • Have each leader write down what they think the business should focus on for the next quarter 
    • One thought per sticky note
  • Each leader in turn presents their thinking

Step 2:

  • Get all the sticky notes up on a whiteboard and Keep, Kill, or Combine (KKC) until you have a list of 3-7 priorities for the quarter
  • Encourage debate and robust discussion until you agree on the 3-5 objectives

Step 3:

  • Assign owners to each objective, remember owning an objective means you are responsible for driving that objective, not that you'll be the one doing all the work
  • Working individually or in pairs, record the objective and key results in the platform
  • Present back to the team, discuss & refine as required

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