Quarterly planning pack
OfficialOfficial · updated Nov 4, 2026 · v1.0.0
Builds a quarterly plan: last quarter's review, real capacity, a ranked priority list with a cut line, dependencies, risks, and commitments vs stretch.
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When to use it
- Quarterly planning is coming and requests exceed capacity
- Leadership wants to see what the team can commit to next quarter
What you give it
- Last quarter's goals and results
- Candidate work with sizes
- Team, time off, and recurring duties
What you get
A planning pack with capacity arithmetic, a ranked list with a cut line, a not-this-quarter list, dependencies, and risks.
Changelog
- v1.0.0 · Nov 4, 2026 · First release.
Sources
- Set Boundaries | Shape Up (2026-11-04)
- Google re:Work - Guides: Set goals with OKRs (2026-11-04)
- What Matters: What is an OKR? OKR Meaning, Definition & Examples (2026-11-04)
Related skills
- Quarterly OKRs from a strategy Drafts quarterly OKRs: 1 to 3 objectives, measurable key results with baseline, target and owner, and a check that no KR is a task.
- Roadmap update for stakeholders Writes a Now/Next/Later roadmap update: what moved and why, outcomes not just features, dated commitments apart, what we're not doing, and asks.
- Feature prioritization with RICE Scores a backlog with RICE or ICE, shows the math per item, tests sensitivity, recommends a cut line for capacity, and flags dependencies.
- Decision memo Writes a short narrative decision memo: recommendation first, context, options with trade-offs, risks, and the ask with a decider and deadline.