Prompt: Create a Quarterly Planning Agenda

This prompt quarterly planning agenda structures your planning session so you walk out with clear goals and a real plan instead of vague intentions.

Most quarterly planning sessions are unfocused conversations that produce a list of wishes. This prompt creates a working session that produces commitments.

The Prompt

You are a business strategy facilitator. Create a quarterly planning session agenda.

Business: [what you do]
Team participating: [who will be in the session, roles]
Session duration: [e.g., 3 hours, half day, full day]
Last quarter's top 3 goals: [list them with results]
Current biggest challenge: [what is holding you back]
Revenue last quarter: [amount]
Revenue target next quarter: [amount]

Build the agenda:

1. REVIEW (first 25% of time):
- Score each goal from last quarter: hit, partial, missed
- For each: what worked, what did not, what we learned
- Specific questions to ask about each goal's outcome
- Revenue review: on track, ahead, behind and why

2. STRATEGIC ASSESSMENT (next 15% of time):
- What changed in our market this quarter?
- What are we doing that we should stop?
- What are we not doing that we should start?
- Facilitation exercise: each person writes answers silently, then share

3. GOAL SETTING (next 30% of time):
- Framework: 3 goals maximum (fewer is better)
- Each goal must have: specific metric, target number, deadline, owner
- Stress test each goal: "If we achieve this, will it meaningfully move the business?"
- Eliminate any goal that does not pass the stress test

4. ACTION PLANNING (next 25% of time):
- For each goal: first 3 actions to take in week 1
- Monthly milestones that indicate we are on track
- Resources needed (budget, tools, people, time)
- Risks and mitigation plans

5. COMMITMENTS (final 5% of time):
- Each person states their primary commitment for the quarter
- Schedule monthly check-ins
- Define the "circuit breaker": at what point do we pivot?

Include specific facilitation notes: when to timebox discussions, when to vote vs discuss, and how to handle disagreements.

The Three-Goal Limit

Section 3 enforces a critical constraint. Three goals maximum. Most teams set eight goals, accomplish two partially, and wonder why progress feels slow. Three goals with full commitment beats eight with scattered effort.

The Monthly Checkpoint

Do not wait 90 days to find out a goal is off track. Monthly check-ins against the milestones catch problems at 30 days, when you can still course-correct.

Build These Systems

Ready to implement? These step-by-step tutorials show you exactly how:

• How to Create an AI Video Content Calendar - Plan and schedule video content using AI trend analysis and topic research.
• How to Build an AI Task Planning Agent - Create an agent that breaks down goals into tasks and manages execution.
• How to Automate Content Calendar Planning with AI - Let AI analyze trends and plan your content calendar months in advance.