Most quarterly plans fail before the quarter starts — too many goals, no owners, and a spreadsheet nobody opens again after week two. This kit is the antidote: the minimum structure a ~50-person company needs to set a quarter, connect every team to it, and actually track it week by week.
What's inside
Start here
How to use the kit, the three rules, and the legend — so anyone on your team can pick it up cold.
Company goals
3–5 goals for the quarter. Each with exactly one owner and a plain-English success measure.
Team goals
2–4 per team, each laddering to a company goal by number. Milestones or key results — your call, same column.
Weekly scorecard
5–8 numbers per team with owners, targets, and a 13-week grid. "Weeks on target" computes automatically. (Not sure which numbers? The scorecard starter pack has the libraries.)
Planning checklist
The 3-week sequence from blank sheet to published quarter: draft, ladder, publish.
Week 1 agenda
The 90-minute weekly review agenda that keeps the plan alive after the kickoff excitement fades.
The three rules baked in
One owner per row
Not a team, not a pair — one name. Shared ownership is how things fall between chairs.
Ladder everything
Team goals ladder to company goals. Orphaned work is where quarters leak.
Fewer, finished
A company that finishes 4 goals beats one that starts 9. The kit caps you on purpose.
Example data from a fictional company (Acme Co.) shows the expected format in every tab — delete it and make the quarter yours. And before you fill in the goals tabs, it's worth ten minutes with how to write key results people can't game — the difference between a quarter that tracks and one that argues.
Wondering how the planning day connects to the weekly meeting below it and the annual plan above? From weekly to quarterly to annual maps the full rhythm.