What is Quarterly Planning?
The Quarterly Planning Workflow helps you prioritise and commit the right strategic bets for the coming cycle — based on data, leverage, and confidence rather than intuition alone. It turns planning into a structured reasoning process where each decision is tied to measurable outcomes.
Instead of static roadmaps or wish lists, you build a strategic portfolio of bets connected to the metrics they influence — giving every commitment clear purpose and expected impact.
Why It Matters
Planning often drifts toward output over outcome. The Flow Board makes impact explicit by connecting each bet to its target metrics and confidence range, letting teams:
- Compare bets by expected value and effort
- Align cross-functionally on measurable goals
- Adjust dynamically as data and context shift
The result is a focused, evidence-based plan that compounds progress instead of fragmenting it.
How It Works
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Map Key Metrics Identify your top outcome metrics and the supporting drivers that define success.
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List Strategic Bets Capture all active and proposed initiatives. Add effort, confidence, and reach estimates.
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Connect Bets to Metrics Define which metrics each bet aims to move — these relationships power your analysis.
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Run Bet Impact Analysis Quantify the expected leverage and prioritise based on impact-to-effort ratios.
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Commit and Monitor Finalise the quarter’s bet portfolio and track progress directly from the same Flow Board.
What You’ll Get
- Prioritised bet portfolio with expected impact and confidence levels
- Quantified impact forecasts per key metric
- Resource allocation clarity across teams
- Traceable decisions linking strategy to outcomes
Best Practices
- Focus on a few meaningful bets — 3–5 per cycle is ideal.
- Use confidence weighting to balance ambition with realism.
- Revisit analyses mid-cycle to capture learnings.
- Treat each quarter as an iteration, not a reset.
Summary
The Quarterly Planning Workflow turns planning from guesswork into structured strategic choice. By quantifying impact and connecting every bet to measurable outcomes, teams align around leverage — not just activity.