90-Day Priority Planning Template

Company: _____________________ Quarter: Q___ 20___ Planning Date: _____________________ Team Members: _____________________

---

🎯 WHAT ARE QUARTERLY PRIORITIES?

Quarterly Priorities are your 3-7 most important focus areas for the next 90 days. They're the big, important things that move your business forward — not the endless stream of daily tasks. Different frameworks call them by different names: Scaling Up calls them Priorities, OKRs calls them Objectives, 4DX calls them Wildly Important Goals (WIGs).

Good Quarterly Goals are: ✅ Specific and measurable ✅ Achievable in 90 days ✅ Aligned with your 1-Year Plan ✅ Owned by one person ✅ High-impact priorities

---

📅 QUARTER OVERVIEW

Quarter Dates: ______________ to ______________ Days in Quarter: 90

This Quarter's Theme/Focus:

_________________________________________________________________
_________________________________________________________________

---

🎯 QUARTERLY GOAL SELECTION PROCESS

STEP 1: Review Your 1-Year Plan

What are your top 3-5 goals for this year?

1. ---

2. ---

3. ---

4. ---

5. ---

Which of these goals need focus THIS quarter?

_________________________________________________________________
_________________________________________________________________

---

STEP 2: Brainstorm Potential Quarterly Goals

What are all the potential priorities for this quarter?

Potential Quarterly Goal	Impact (H/M/L)	Effort (H/M/L)	Score

---

STEP 3: Prioritize Using the Impact/Effort Matrix

High Impact + Low Effort = DO FIRST High Impact + High Effort = IMPORTANT QUARTERLY GOALS Low Impact = NOT A QUARTERLY GOAL (or delegate)

    HIGH IMPACT
        ▲
        │  [2]          [1]
        │  Important    DO FIRST
        │  Goals        Quick Wins
        │
        │
        │  [4]          [3]
        │  Maybe        Time Wasters
        │  Later        Avoid
        └──────────────────────►
    LOW EFFORT      HIGH EFFORT

Quadrant 1 (High Impact, Low Effort):

_________________________________________________________________
_________________________________________________________________

Quadrant 2 (High Impact, High Effort):

_________________________________________________________________
_________________________________________________________________

---

STEP 4: Select Your 3-7 Company Quarterly Goals

Remember: Less is more. 3-7 quarterly goals only. If everything is a priority, nothing is.

---

🪨 COMPANY QUARTERLY GOALS FOR Q___ 20___

QUARTERLY GOAL #1

Goal Title:

_________________________________________________________________

Owner: _____________________

Due Date: _____________________

Success Criteria (How do we know it's done?):

_________________________________________________________________
_________________________________________________________________
_________________________________________________________________

Why This Goal Matters:

_________________________________________________________________
_________________________________________________________________

Milestones:

• Week 4: _______________________________________________________
• Week 8: _______________________________________________________
• Week 12: ______________________________________________________

Dependencies/Blockers:

_________________________________________________________________

Resources Needed:

_________________________________________________________________

---

QUARTERLY GOAL #2

Goal Title:

_________________________________________________________________

Owner: _____________________

Due Date: _____________________

Success Criteria (How do we know it's done?):

_________________________________________________________________
_________________________________________________________________
_________________________________________________________________

Why This Goal Matters:

_________________________________________________________________
_________________________________________________________________

Milestones:

• Week 4: _______________________________________________________
• Week 8: _______________________________________________________
• Week 12: ______________________________________________________

Dependencies/Blockers:

_________________________________________________________________

Resources Needed:

_________________________________________________________________

---

QUARTERLY GOAL #3

Goal Title:

_________________________________________________________________

Owner: _____________________

Due Date: _____________________

Success Criteria (How do we know it's done?):

_________________________________________________________________
_________________________________________________________________
_________________________________________________________________

Why This Goal Matters:

_________________________________________________________________
_________________________________________________________________

Milestones:

• Week 4: _______________________________________________________
• Week 8: _______________________________________________________
• Week 12: ______________________________________________________

Dependencies/Blockers:

_________________________________________________________________

Resources Needed:

_________________________________________________________________

---

QUARTERLY GOAL #4 (Optional)

Goal Title:

_________________________________________________________________

Owner: _____________________

Due Date: _____________________

Success Criteria:

_________________________________________________________________

---

QUARTERLY GOAL #5 (Optional)

Goal Title:

_________________________________________________________________

Owner: _____________________

Due Date: _____________________

Success Criteria:

_________________________________________________________________

---

QUARTERLY GOAL #6 (Optional)

Goal Title:

_________________________________________________________________

Owner: _____________________

Due Date: _____________________

Success Criteria:

_________________________________________________________________

---

QUARTERLY GOAL #7 (Optional)

Goal Title:

_________________________________________________________________

Owner: _____________________

Due Date: _____________________

Success Criteria:

_________________________________________________________________

---

👥 INDIVIDUAL QUARTERLY GOALS (Optional)

Each leadership team member can have 1-3 individual quarterly goals in addition to company goals.

[Team Member Name]: _____________________

Individual Quarterly Goal #1:

_________________________________________________________________
Due: _____________________ | Success Criteria: ___________________

Individual Quarterly Goal #2:

_________________________________________________________________
Due: _____________________ | Success Criteria: ___________________

---

📊 QUARTERLY GOAL TRACKING

Weekly Quarterly Goal Review (in Weekly Leadership Meetings)

Quarterly Goal	Owner	Week 1	Week 2	Week 3	Week 4	Week 5	Week 6	Week 7	Week 8	Week 9	Week 10	Week 11	Week 12
1.		🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴
2.		🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴
3.		🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴
4.		🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴
5.		🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴	🟢🟡🔴

Status:

• 🟢 On Track - Will complete on time
• 🟡 At Risk - May not complete without intervention
• 🔴 Off Track - Will not complete without major changes

---

🎯 EXAMPLES OF GOOD QUARTERLY GOALS

Good Examples:

✅ "Launch new product with 100 beta customers by March 31" ✅ "Hire and onboard VP of Sales who generates $500K pipeline by Q end" ✅ "Reduce customer churn from 8% to 5% by implementing retention program" ✅ "Complete office move and have all team fully operational by June 15" ✅ "Achieve 95% customer satisfaction score through improved support process"

Bad Examples:

❌ "Work on marketing" - Too vague ❌ "Improve sales" - Not measurable ❌ "Be more profitable" - Not specific ❌ "Redesign entire product line" - Too big for 90 days ❌ "Send weekly reports" - That's a to-do, not a Quarterly Goal

---

🚨 QUARTERLY GOAL RESCUE: When Goals Go Off Track

If a Quarterly Goal turns yellow or red for 2+ weeks:

1. Make it an Issue in your Weekly Leadership Meeting
2. Use Issue Resolution (Identify, Discuss, Solve)
3. Options:
   • Remove blockers
   • Add resources
   • Adjust scope
   • Change owner
   • Drop the Quarterly Goal (if no longer relevant)

Track Off-Track Quarterly Goals:

Quarterly Goal	Weeks Off Track	Root Cause	Action Plan

---

✅ QUARTERLY GOAL REVIEW

At End of Quarter (Before Next Planning Session)

Completion Rate

Quarterly Goals Completed: _____ / _____ Completion Rate: _____% Target: 80%+

What Went Well:

_________________________________________________________________
_________________________________________________________________
_________________________________________________________________

What Didn't Go Well:

_________________________________________________________________
_________________________________________________________________
_________________________________________________________________

Lessons Learned:

_________________________________________________________________
_________________________________________________________________
_________________________________________________________________

What to Do Differently Next Quarter:

_________________________________________________________________
_________________________________________________________________
_________________________________________________________________

---

💡 QUARTERLY GOAL PLANNING BEST PRACTICES

DO:

✅ Limit to 3-7 company quarterly goals ✅ Make them specific and measurable ✅ Assign one clear owner ✅ Set realistic 90-day timeframes ✅ Break into monthly milestones ✅ Review weekly in Weekly Leadership Meetings ✅ Celebrate completions

DON'T:

❌ Have more than 7 quarterly goals ❌ Make them too vague ❌ Assign to multiple people ❌ Set unrealistic goals ❌ Ignore them between planning sessions ❌ Punish for failure (learn instead) ❌ Change quarterly goals mid-quarter without good reason

---

🔄 CONNECT QUARTERLY GOALS TO PROJECT MANAGEMENT

GoalCadence Integration:

• Sync Quarterly Goals with Asana, Monday.com, or Jira
• Automatic progress updates from project tasks
• See real completion %, not estimates
• Update once in PM tool, reflects everywhere

Manual Tracking:

• Weekly status updates in Weekly Leadership Meeting
• Progress percentages based on milestones
• Owner provides quick update (30 seconds max)

---

Ready to stop losing track of your quarterly priorities? Try GoalCadence free!