Go to main content

Description of the Template and Guide

During this meeting, teams review their strategic progress and establish targets for the next 90 days. Part retrospective, part working session, and part time-out, running a Quarterly Refresh makes sure your organization’s strategy stays present in everyone’s mind, up-to-date with changes in your environment, and relevant to everyday operations.

Use this meeting agenda template as a starting place when designing your Quarterly Refresh, and adapt the agenda to fit your team.

Get the Guidebook

22-page Facilitator's Guide with tips, step-by-step instructions, & resources

See More Templates

  • A free guide for running your strategic pivot meeting during times of intense change or opportunity. Use this meeting to create new near-term strategy when a big change in the market means your existing strategy won’t work.

  • A free meeting agenda template for establishing decision-making criteria as a team. Includes a 19-page Facilitator's Guide with tips, step-by-step instructions, & resources.

  • A free meeting agenda template that creates a safe and productive way to surface concerns of a team. MS Word and online formats. Includes a 13-page detailed instruction guide.

  • A free meeting agenda template for setting mindfulness-based guidelines for a sensitive discussion. Includes a 16-page detailed instruction guide.