How an EA Drives Quarterly Planning in 60 Minutes
Quarterly planning drags when everything’s a priority. A fast format sets focus, owners, and checkpoints.

Prep
List current metrics, active projects, and the biggest risks. Keep it short.
The 60‑minute agenda
- Pick three outcomes for the quarter.
- Assign owners and checkpoints.
- List risks and mitigations.
Relatable example
Instead of a long deck, you leave with a one‑page plan and a mid‑quarter review on the calendar.