#43: Quarterly Planning Prework

Prepare for quarterly planning with a structured prework process that ensures alignment, clarity, and execution for your leadership team.

Quarterly planning isn’t just about setting goals—it’s about ensuring your company is focused, aligned, and equipped to execute effectively. In this episode, Megan Long breaks down the essential prework every second-in-command should complete before heading into a quarterly planning session. From reviewing financials to aligning with your CEO, these steps will help you walk into the room prepared, confident, and ready to lead a productive strategy meeting.

You'll hear all about:

• 00:28 – The purpose of quarterly planning: alignment, focus, and execution

• 00:36 – The impact of preparation on a successful planning session

• 01:15 – Review last quarter’s results

• 01:56 – Evaluate last quarter’s rocks (goals)

• 02:47 – Review key business metrics and trends

• 03:17 – Meet with department heads

• 04:32 – Personal pre-planning session

• 05:19 – Align with your CEO

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Links mentioned in the episode:

• Second First Membership
• Second First One-on-One Coaching
• Second First on Instagram
• Second First on LinkedIn
• Megan Long on LinkedIn