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Quarterly Goal Sheet

For quarterly planning.

Strategy means choosing what matters most. It also means choosing what can wait.

A quarterly goal is a public promise about where the team will spend its attention. The Quarterly Goal Sheet keeps the goal short, concrete, and measurable so progress is visible.

When to use it

  • At the start of every quarter.
  • Whenever priorities shift mid-quarter and need to be re-named.
  • Before any large initiative is committed to.

How to use it

  1. Draft the sheet with the team most affected.
  2. Fill in the form below. Be specific in the measure field; vague measures hide problems.
  3. Re-read it at the start of every weekly status update for the rest of the quarter.

What good looks like

A good goal sheet names a small number of things to focus on, an even smaller number of measures that prove progress, and at least one thing the team has explicitly decided not to do. If everything is a priority, nothing is.

A note on the habit-anchor field

The final field asks for one behavior from the program you are anchoring for the next 90 days. Just one.

Cognitive-behavioral research is consistent: one specific habit practiced for 90 days outperforms five intentions practiced for one quarter. Given five new behaviors to try, most people try all five poorly for two weeks and then drop all five.

Bring your anchor to your peer-coaching pair check-ins. The two monthly questions (Operating the program) — where did you use the language, where did you not — are in practice the anchor check-in.

Fillable form

Fill it in

Type your answers below. Nothing is saved on a server — what you write stays in your browser unless you copy, download, or email it yourself.

For example, Q3 2026.

Use the format: We will improve [thing] so that [result]. We will know it worked when [measure].

Strategy means choosing. Naming what we are NOT doing is part of the work.

Pick ONE behavior from the program — not five. Examples: 'I will end every meeting I run with owner, next step, and date.' 'Every time bad news arrives, my first sentence will be: thank you for raising this.' 'Every project I own will have a written not-doing line before I start it.' See Operating the program for more.

About this form

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