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Planning

Quarterly Planning Template

Creates a quarterly plan with themes, bets, and resource allocation

/quarterly-planning-template

Time Saved

1-2 weeks → 20 min

Compared to doing it manually

Slash Command

/quarterly-planning-template

Type this in Claude to run the skill

The Problem

Quarterly planning consumes weeks of meetings. Teams struggle to connect OKRs to actual work, and nobody can explain what they are NOT doing this quarter.

What You Get

  • ✓Quarterly plan document
  • ✓Strategic themes and bets
  • ✓Resource allocation by theme
  • ✓What we are NOT doing (with rationale)
  • ✓Dependencies and risks
  • ✓Milestones and checkpoints

How to use this skill

  1. 1Start your free trial — all 70 skills are included
  2. 2Set up your company context with /welcome
  3. 3Type /quarterly-planning-template in Claude to run the skill

Best For

Q1/Q2/Q3/Q4 planningAnnual planningStrategy offsites

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Daily Plan

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Generate your daily plan aligned to goals and priorities. Start every day knowing exactly what to focus on.

Weekly Plan

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Generate your weekly priorities aligned to quarterly goals. Know what matters this week and what can wait.

Frequently Asked Questions

Start with company goals, cascade to team goals, then plan initiatives that ladder up. Include capacity planning, dependencies, and risk assessment. Leave buffer for unexpected work (20-30%).

Plan 70-80% of capacity, leave 20-30% for unplanned work, tech debt, and opportunities. Over-planning leads to missed commitments or ignored priorities.

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