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INTRO
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2022 Quarterly Planning Process
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Our approach to strategic planning timeline for 2022. Use this template to track your strategic planning process.
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by Alignment.io
Strategic Planning Playbook
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Judy Butler
10:15pm
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Burt Crumb
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2022 Quarterly Planning Process
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WORKSPACE
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CYCLE
2024
Q1
Q2
2023
Q4
Quarterly Planning
PROJECT
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Our approach to strategic planning
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2.21.22 MISSION [Have team mission updated by 2.21 by 8am]
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5.23.22 MISSION [Have team mission updated by 5.23 by 8am]
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8.22.22 MISSION [Have team mission updated by 8.22 by 8am]
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10.24.22 MISSION [Have team mission updated by 10.24 by 8am]
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FINANCIAL MODEL
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2.25.22 MODEL [Have team model metrics locked by 2.25 by 8am]
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5.27.22 MODEL [Have team model metrics locked by 5.27 by 8am]
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8.26.22 MODEL [Have team model metrics locked by 8.26 by 8am]
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10.28.22 MODEL [Have team model metrics locked by 10.28 by 8am]
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SWOT
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3.4.22 SWOT+RETRO [Have team swot+retro completed by 3.4 by 2pm]
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6.3.22 SWOT+RETRO [Have team swot+retro completed by 6.3 by 2pm]
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8.26.22 SWOT+RETRO [Have team swot+retro completed by 8.26 by 2pm]
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11.4.22 SWOT+RETRO [Have team swot+retro completed by 11.4 by 2pm]
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STRATEGY OFFSITE
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3.7.22 Company Q1 Objectives & 2022 Strategy Drafted [Mission+SWOT+Retro Prioritization Discussions]
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6.6.22 Company Q1 Objectives & 2022 Strategy Drafted [Mission+SWOT+Retro Prioritization Discussions]
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8.29.22 Company Q1 Objectives & 2022 Strategy Drafted [Mission+SWOT+Retro Prioritization Discussions]
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11.7.22 Company Q1 Objectives & 2022 Strategy Drafted [Mission+SWOT+Retro Prioritization Discussions]
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PLAN
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3.18.22 PLAN [Have completed by 3.18 by 12 noon]
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6.17.22 PLAN [Have completed by 6.20 by 12 noon]
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9.16.22 PLAN [Have completed by 9.16 by 12 noon]
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12.2.22 PLAN [Have completed by 12.12.22 by 12 noon]
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PLAN REVIEW ONSITE
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3.21.22 - Present Q2 Plans [Team Plans Presented. Aggregated Company Plan Drafted]
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6.20.22 - Present Q3 Plans [Team Plans Presented. Aggregated Company Plan Drafted]
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9.19.22 - Present Q4 Plans [Team Plans Presented. Aggregated Company Plan Drafted]
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12.05.22 - Present Q1 Plans [Team Plans Presented. Aggregated Company Plan Drafted]
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COMPANY KICKOFF
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4.6.22 Company Kickoff [All-hands] - 2022 Strategy / Q2 Alignment Plan Roll-out
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7.13.22 Company Kickoff [All-hands] - 2022 Strategy / Q3 Alignment Plan Roll-out
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10.5.22 Company Kickoff [All-hands] - 2022 Strategy / Q4 Alignment Plan Roll-out
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1.11.23 Company Kickoff [All-hands] - 2023 Strategy / Q1 Alignment Plan Roll-out
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