Leadership Team Quarterly Planning Meeting Agenda (FREE) - AgencyDocs

Leadership Team Quarterly Planning Meeting Agenda (FREE)

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At the start of each quarter, our agency's partners meet on a Saturday for a daylong planning session for the next 3 months.

This is the agenda template that we use for each meeting. It's based on the format found in Traction by Gino Wickman. We highly recommend following his Entrepreneurial Operating System and doing the annual, quarterly, and weekly meetings he describes. You'll see that we’ve modified parts of the quarterly meeting format to fit our specific needs.