Quarterly planning is the recurring 90-day cycle of setting OKRs, prioritizing initiatives, reviewing prior-quarter performance, and adjusting tactical execution within the annual strategic framework. Conducted as a 1-2 week process at quarter boundaries, the cadence provides tactical agility (more frequent than annual planning) without overhead (less frequent than monthly). It is widely adopted at growth-stage companies as the operational rhythm that connects annual strategy to execution, and the discipline that distinguishes companies executing well from companies drifting.
The quarterly planning process:
Pre-quarter (week before quarter-end):