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Quarterly Planning Meetings
Quarterly Planning Meetings

Quarterly Planning Meetings work just like Weekly Meetings. Use the Meetings Tool to select the team and start the meeting.

Christine Watts avatar
Written by Christine Watts
Updated over a week ago

Terms that appear with an asterisk (*) are configurable and may differ from your Ninety. Explore our glossary of terms.

Meeting Tips

  • The Quarterly Planning Meeting* agenda populates — this plan is customizable via the settings icon before the meeting.

  • A copy of the team's Vision* is archived when the meeting starts.

  • Use Show Notes to record notes throughout the meeting.

  • Attendees can add attachments (PDFs, Docs, whiteboard images, slide decks, etc.) during or after the meeting.

  • Utilize the Mastery* tool to check off tools/concepts as the team masters them to see progress quarter after quarter

  • The Rocks* section displays Long-Term Issues*.

  • Users can visit the Rocks* tab to see what they have created and make their Rocks* SMART.

  • Upon concluding the meeting, the recap email includes Rocks* created during the session and similar details to the Weekly Team Meetings* recap email.

Plus, we provide tips and tricks throughout the meeting!

What else can we help with? Use the live chat to ask questions, look through more articles for info, or check out our Meetings Best Practices page.

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