Elementum

Planning Rhythm.

Establish the cadence of planning, so planning becomes a discipline rather than a once-a-year scramble.

An annual plan touched once a year is stale by spring. The quarterly rhythm is what keeps the plan alive between annual cycles, treat it as a living document revisited each quarter, not a filed one.

Cadence	What happens	Who is involved
Annual	Set or refresh strategy and annual goals and plan
Quarterly	Set near-term priorities, review, and adjust

Cadence

What happens

Who is involved

Annual

Set or refresh strategy and annual goals and plan

Quarterly

Set near-term priorities, review, and adjust

Make it stick

When is your next annual planning session, and who owns scheduling it?

What are the four quarterly dates on the calendar for the year ahead?

What will you do each quarter to treat the plan as living, not filed?

Your answers stay in your browser on this page and are never sent anywhere. Planning discipline is a practice you keep, not a project you complete.

Hands into the execution and review work. Back to the guide, or start over.