- Quarterly Plan Meeting
- I. Meeting overview
- II. Quarterly objective
- III. Break down objectives
- 9. Data indicators
- 10. Key strategy
- Ⅳ. Quarterly roadmap
- 11. Objective 1: Write down a detailed project name
- 12. Objective 2: Write down a detailed project name
- V. Resource support
- 13. Organizational structure
- 14. Budget
- VIII. Meeting conclusions
Quarterly Plan Meeting
Quarterly Plan Meeting
Doc Meeting guide
1.
Prepare relevant meeting documents and materials prior to the meeting.
2.
Once the meeting starts, all participants read the document for 15 minutes silently, leave comments and raise questions for further discussion. Once everyone is done reading, participants can click the Finished Reading button to synchronize their reading progress with the host.
3.
When most participants finish reading, everyone will discuss all comments one by one, solve issues immediately and clarify confusions.
4.
At the end of the meeting, the presenter will add to-dos to the document, clarify upcoming tasks, set expected timelines, and @ mention task owners.
5.
Each owner checks off their to-do list after their tasks are completed, keeping the team updated.
I. Meeting overview
Quarterly report time range: Record the time range of the quarterly report, such as 7.1 - 9.30.
Meeting time:
Host:
Participants:
Recorder:
Required readings:
II. Quarterly objective
6.
Objective I: Enter the key objective here. Be measurable and specific.
7.
Objective II: ...
8.
...
III. Break down objectives
9. Data indicators
Further break down quarterly objectives so that they can be better carried out. Use @ to insert tools such as images and tables, and @ mention task owners for each key data indicator.
10. Key strategy