<aside> 🎯 Run on day 1 of every quarter. 90 minutes. Locks the 3-5 bets that define the next 90 days.

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Last quarter review

• [ ] Which initiatives shipped?
• [ ] Which ones missed — why?
• [ ] Lagging KPI movement vs targets

This quarter — top 3-5 initiatives

• [ ] Each: name, owner, target date, success metric, budget
• [ ] Why this initiative? (linked to which strategic goal)

KPI targets

• [ ] For each KPI, set this-quarter target
• [ ] Confirm owner
• [ ] Confirm review cadence (weekly / monthly)

Communication plan

• [ ] When does the team see updates?
• [ ] When do investors / board see updates?
• [ ] What's the demo cadence for stakeholders?

<aside> 💡 To use this: ⋯ menu on this page → Duplicate → drag to wherever you need it.

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