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Quarterly Strategic Refresh

How to Run a Strategic Plan Refresh Meeting

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.

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The 4 Meeting Agendas that Drive Strategic Execution

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Meeting Goal

Review results from the past quarter and plan for the next quarter.


  • Author:  Elise Keith
  • Duration:  4 - 8 hours
  • Group Size:  12 or fewer
  • Solution Categories:  Leadership Teams
  • Meeting Types:  Team Cadence Meetings Workshops

Agenda Overview

  1. Welcome. Connect.
  2. Review Agenda
  3. State of the Strategy
  4. Discuss Key Learnings and Insights
  5. Plan the Next Quarter
  6. Confirm the Plan
  7. Close

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