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.
or Try this template in Lucid!
22-page Facilitator's Guide with tips, step-by-step instructions, & resources
Meeting Goal
Review results from the past quarter and plan for the next quarter.
About
- Author: Elise Keith
- Duration: 4 - 8 hours
- Group Size: 12 or fewer
- Solution Categories: Leadership Teams
- Meeting Types: What is a Planning Meeting? What is a Workshop Meeting?
Agenda Overview
- Welcome. Connect.
- Review Agenda
- State of the Strategy
- Discuss Key Learnings and Insights
- Plan the Next Quarter
- Confirm the Plan
- Close
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