Quarterly Planning Preparation Checklist
Get ready for planning with evidence.
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Prepare for quarterly planning. Results from last quarter: [LAST_QUARTER_RESULTS]. Company priorities: [PRIORITIES]. Team capacity: [CAPACITY]. Open commitments: [COMMITMENTS]. Produce: a checklist of inputs (metrics review, customer insight summary, technical debt and risk list, capacity calculation, dependencies, commitments); a capacity worksheet (people x available weeks x focus factor, minus planned leave and support load, with arithmetic and a buffer of 20 percent for unplanned work); a proposal format for each initiative (problem, outcome measure, scope, estimate range, dependencies, risks, confidence); and a review agenda for the planning meeting. Add decision rules: limit initiatives to what capacity supports, make tradeoffs explicit, and define what we will not do. Include a pre-read template of one page and a retrospective on last quarter's plan versus reality (planned versus delivered, why). Use only my details and mark gaps. State the output as a one-page plan: three to five initiatives, each with outcome, estimate range, owner, and dependency, plus a list of what is explicitly not being done this quarter and why.
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