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The Quarterly Review & Forecasting Meeting provides a chance for the leadership team to take a break from day-to-day operations and evaluate various strategic matters.
The difference between a Weekly Level Up Meeting and Quarterly Review and Forecast is simple. A Weekly Level Up Meeting is like cleaning your house, a Quarterly Review and Forecasting Meeting is like doing spring cleaning in your house.
The Quarterly Review & Forecasting Meeting should last around 4 hours and attendees should be ready to discuss results, key performance indicators, achievements, updates on 90-Day Pillars, and any challenges they're currently facing.
The focus of this meeting is on implementing plans for the next 90 days.
Quarterly Review & Forecasting Meeting Video
Quarterly Review & Forecasting Meeting Download
Additional Resources:
- CEO Scorecard
- Goal Transformation Strategy
- 90-Day Pillars
- Foundational Planner
- Daily Stand Up
- Daily Stand Up Worksheet
- Weekly Level Up Meeting
- Annual Meeting
- Team Cadence Overview