Quarterly Priorities & Plans

A strategic space to define 90-day goals and the actionable steps needed to reach them. Template.

Sessions
4
Steps
24
Last edited
Jul 16, 2026
Created by
Nova

About this process

Bridge the gap between big-picture thinking and daily execution. This section empowers you to establish your top quarterly priorities and map out the specific work streams required to achieve them. The layout is intentionally open-ended, allowing you to organize your action items, milestones, and resource planning in whichever way best aligns with your team's workflow. This is a Visual Template.

Sessions at a glance
#SessionSteps
01Action Plan - Q1602Action Plan - Q2603Action Plan - Q3604Action Plan - Q46

The process in detail

4 sessions · 24 steps
01

Action Plan - Q1

6 steps
  1. 1

    🏆 🗓️ Month O1: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

  2. 2

    🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

  3. 3

    🏆 🗓️ Month O2: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

  4. 4

    🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

  5. 5

    🏆 🗓️ Month O2: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

  6. 6

    🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

Read the full text
1. 🏆 🗓️ Month O1: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

🔢 Number the priorities if needed.

🚫Avoid adding tasks or anything that is not a priority. If circumstances change, update the priorities to reflect those changes—changes are expected! 🔄

Add tasks
2. 🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

Have we achieved this month's priorities, and how difficult was it to achieve them? Select how you felt, discuss it, move priorities that were not achieved to next month, and explore better ways to prioritize.

Choose one
  • No, we didn't achieve it. 😫 (Exhausted/Overwhelmed)
  • We partially achieved it. 😮‍💨 (Strained but moving)
  • Yes, 90% there! 🙂 (Content/Steady)
  • Yes, 100%! 😌 (Relaxed/Accomplished)
3. 🏆 🗓️ Month O2: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

🔢 Number the priorities if needed.

🚫Avoid adding tasks or anything that is not a priority. If circumstances change, update the priorities to reflect those changes—changes are expected! 🔄

Add tasks
4. 🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

Have we achieved this month's priorities, and how difficult was it to achieve them? Select how you felt, discuss it, move priorities that were not achieved to next month, and explore better ways to prioritize.

Choose one
  • No, we didn't achieve it. 😫 (Exhausted/Overwhelmed)
  • We partially achieved it. 😮‍💨 (Strained but moving)
  • Yes, 90% there! 🙂 (Content/Steady)
  • Yes, 100%! 😌 (Relaxed/Accomplished)
5. 🏆 🗓️ Month O2: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

🔢 Number the priorities if needed.

🚫Avoid adding tasks or anything that is not a priority. If circumstances change, update the priorities to reflect those changes—changes are expected! 🔄

Add tasks
6. 🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

Have we achieved this month's priorities, and how difficult was it to achieve them? Select how you felt, discuss it, move priorities that were not achieved to next month, and explore better ways to prioritize.

Choose one
  • No, we didn't achieve it. 😫 (Exhausted/Overwhelmed)
  • We partially achieved it. 😮‍💨 (Strained but moving)
  • Yes, 90% there! 🙂 (Content/Steady)
  • Yes, 100%! 😌 (Relaxed/Accomplished)
02

Action Plan - Q2

6 steps
  1. 1

    🏆 🗓️ Month O1: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

  2. 2

    🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

  3. 3

    🏆 🗓️ Month O2: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

  4. 4

    🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

  5. 5

    🏆 🗓️ Month O2: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

  6. 6

    🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

Read the full text
1. 🏆 🗓️ Month O1: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

🔢 Number the priorities if needed.

🚫Avoid adding tasks or anything that is not a priority. If circumstances change, update the priorities to reflect those changes—changes are expected! 🔄

Add tasks
2. 🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

Have we achieved this month's priorities, and how difficult was it to achieve them? Select how you felt, discuss it, move priorities that were not achieved to next month, and explore better ways to prioritize.

Choose one
  • No, we didn't achieve it. 😫 (Exhausted/Overwhelmed)
  • We partially achieved it. 😮‍💨 (Strained but moving)
  • Yes, 90% there! 🙂 (Content/Steady)
  • Yes, 100%! 😌 (Relaxed/Accomplished)
3. 🏆 🗓️ Month O2: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

🔢 Number the priorities if needed.

🚫Avoid adding tasks or anything that is not a priority. If circumstances change, update the priorities to reflect those changes—changes are expected! 🔄

Add tasks
4. 🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

Have we achieved this month's priorities, and how difficult was it to achieve them? Select how you felt, discuss it, move priorities that were not achieved to next month, and explore better ways to prioritize.

Choose one
  • No, we didn't achieve it. 😫 (Exhausted/Overwhelmed)
  • We partially achieved it. 😮‍💨 (Strained but moving)
  • Yes, 90% there! 🙂 (Content/Steady)
  • Yes, 100%! 😌 (Relaxed/Accomplished)
5. 🏆 🗓️ Month O2: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

🔢 Number the priorities if needed.

🚫Avoid adding tasks or anything that is not a priority. If circumstances change, update the priorities to reflect those changes—changes are expected! 🔄

Add tasks
6. 🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

Have we achieved this month's priorities, and how difficult was it to achieve them? Select how you felt, discuss it, move priorities that were not achieved to next month, and explore better ways to prioritize.

Choose one
  • No, we didn't achieve it. 😫 (Exhausted/Overwhelmed)
  • We partially achieved it. 😮‍💨 (Strained but moving)
  • Yes, 90% there! 🙂 (Content/Steady)
  • Yes, 100%! 😌 (Relaxed/Accomplished)
03

Action Plan - Q3

6 steps
  1. 1

    🏆 🗓️ Month O1: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

  2. 2

    🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

  3. 3

    🏆 🗓️ Month O2: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

  4. 4

    🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

  5. 5

    🏆 🗓️ Month O2: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

  6. 6

    🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

Read the full text
1. 🏆 🗓️ Month O1: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

🔢 Number the priorities if needed.

🚫Avoid adding tasks or anything that is not a priority. If circumstances change, update the priorities to reflect those changes—changes are expected! 🔄

Add tasks
2. 🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

Have we achieved this month's priorities, and how difficult was it to achieve them? Select how you felt, discuss it, move priorities that were not achieved to next month, and explore better ways to prioritize.

Choose one
  • No, we didn't achieve it. 😫 (Exhausted/Overwhelmed)
  • We partially achieved it. 😮‍💨 (Strained but moving)
  • Yes, 90% there! 🙂 (Content/Steady)
  • Yes, 100%! 😌 (Relaxed/Accomplished)
3. 🏆 🗓️ Month O2: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

🔢 Number the priorities if needed.

🚫Avoid adding tasks or anything that is not a priority. If circumstances change, update the priorities to reflect those changes—changes are expected! 🔄

Add tasks
4. 🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

Have we achieved this month's priorities, and how difficult was it to achieve them? Select how you felt, discuss it, move priorities that were not achieved to next month, and explore better ways to prioritize.

Choose one
  • No, we didn't achieve it. 😫 (Exhausted/Overwhelmed)
  • We partially achieved it. 😮‍💨 (Strained but moving)
  • Yes, 90% there! 🙂 (Content/Steady)
  • Yes, 100%! 😌 (Relaxed/Accomplished)
5. 🏆 🗓️ Month O2: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

🔢 Number the priorities if needed.

🚫Avoid adding tasks or anything that is not a priority. If circumstances change, update the priorities to reflect those changes—changes are expected! 🔄

Add tasks
6. 🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

Have we achieved this month's priorities, and how difficult was it to achieve them? Select how you felt, discuss it, move priorities that were not achieved to next month, and explore better ways to prioritize.

Choose one
  • No, we didn't achieve it. 😫 (Exhausted/Overwhelmed)
  • We partially achieved it. 😮‍💨 (Strained but moving)
  • Yes, 90% there! 🙂 (Content/Steady)
  • Yes, 100%! 😌 (Relaxed/Accomplished)
04

Action Plan - Q4

6 steps
  1. 1

    🏆 🗓️ Month O1: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

  2. 2

    🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

  3. 3

    🏆 🗓️ Month O2: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

  4. 4

    🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

  5. 5

    🏆 🗓️ Month O2: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

  6. 6

    🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

Read the full text
1. 🏆 🗓️ Month O1: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

🔢 Number the priorities if needed.

🚫Avoid adding tasks or anything that is not a priority. If circumstances change, update the priorities to reflect those changes—changes are expected! 🔄

Add tasks
2. 🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

Have we achieved this month's priorities, and how difficult was it to achieve them? Select how you felt, discuss it, move priorities that were not achieved to next month, and explore better ways to prioritize.

Choose one
  • No, we didn't achieve it. 😫 (Exhausted/Overwhelmed)
  • We partially achieved it. 😮‍💨 (Strained but moving)
  • Yes, 90% there! 🙂 (Content/Steady)
  • Yes, 100%! 😌 (Relaxed/Accomplished)
3. 🏆 🗓️ Month O2: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

🔢 Number the priorities if needed.

🚫Avoid adding tasks or anything that is not a priority. If circumstances change, update the priorities to reflect those changes—changes are expected! 🔄

Add tasks
4. 🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

Have we achieved this month's priorities, and how difficult was it to achieve them? Select how you felt, discuss it, move priorities that were not achieved to next month, and explore better ways to prioritize.

Choose one
  • No, we didn't achieve it. 😫 (Exhausted/Overwhelmed)
  • We partially achieved it. 😮‍💨 (Strained but moving)
  • Yes, 90% there! 🙂 (Content/Steady)
  • Yes, 100%! 😌 (Relaxed/Accomplished)
5. 🏆 🗓️ Month O2: Define the key priorities for the month, considering the decisions and deliverables that must be completed.

🔢 Number the priorities if needed.

🚫Avoid adding tasks or anything that is not a priority. If circumstances change, update the priorities to reflect those changes—changes are expected! 🔄

Add tasks
6. 🎯Have we achieved this month's priorities, and how difficult was it to achieve them?

Have we achieved this month's priorities, and how difficult was it to achieve them? Select how you felt, discuss it, move priorities that were not achieved to next month, and explore better ways to prioritize.

Choose one
  • No, we didn't achieve it. 😫 (Exhausted/Overwhelmed)
  • We partially achieved it. 😮‍💨 (Strained but moving)
  • Yes, 90% there! 🙂 (Content/Steady)
  • Yes, 100%! 😌 (Relaxed/Accomplished)
Use this process
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Created byNova·Official process
Last edited Jul 16, 2026·4 sessions · 24 steps