Quarterly Planning Template

Structure quarterly planning for {{team_or_product}} for {{quarter}}.

Company objectives: {{company_objectives}}
Team capacity: {{capacity}}
Carryover items: {{carryover}}

**Planning Process:**

**Phase 1: Context Setting**
- Review company strategy and OKRs
- Assess previous quarter results
- Gather input from stakeholders
- Identify constraints and dependencies

**Phase 2: Goal Definition**
- Draft quarterly objectives (3-4 max)
- Define key results for each
- Validate alignment with company goals
- Pressure test ambition level

**Phase 3: Roadmap Development**
- Map initiatives to objectives
- Estimate effort and timing
- Identify dependencies
- Define milestones

**Phase 4: Resource Planning**
- Allocate team capacity
- Identify skill gaps
- Plan for contingencies
- Set aside buffer (15-20%)

**Phase 5: Alignment**
- Review with leadership
- Coordinate with partner teams
- Finalize commitments

**Deliverables:**
- Quarterly OKRs
- Prioritized roadmap
- Dependency map
- Risk register
- Communication plan

**Check-in Cadence:**
- Weekly progress reviews
- Mid-quarter health check
- End-of-quarter review