Template
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
- Draft the sheet with the team most affected.
- Fill in the form below. Be specific in the measure field; vague measures hide problems.
- 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.
Fillable form
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