Central hub for
quarterly objectives setting
Put an end to scattered goal setting and big picture action plans with monday.com Work OS. Sync team members and key stakeholders with your most important data related to day-to-day and long-term goals.
With the freedom to update and collaborate and in real-time, easily drag and drop and edit to meet changing needs related to your top priorities without losing site of your bottom line.
How do I make a quarterly plan?
While many teams like finance or HR tend to think only in terms of annual goals or the most high level objectives, organizations should take a page from sales teams’ book, who tend to set quarterly goals. Setting quarterly goals can actually position teams to more efficiently drive company goals.
Here are 6 things you should include in your quarterly plans — and monday.com Work OS can help.
A review the previous quarter’s work, including objectives and key results
Areas of focus for the next quarter
Risks and opportunities for these goals and OKRs
An action plan for teams and how they relate to the bigger picture
Stretch goals that push your team to perform creatively
Here are 6 things you should include in your quarterly plans — and monday.com Work OS can help.
monday.com provides the full package to set up quarterly objectives that make an impact
The advanced capabilities of our Work OS make it easy to plan for any period of time and for any initiative. Check out just a few of the ways you can customize your experience.
Templates Center
Our platform includes 200+ templates for any type of goal or industry. Tap into pre-made templates like team calendars or performance reviews or build upon existing templates to design customized templates for SMART goals or quarterly team check-ins.
Widgets
Widgets are useful tools you can add to your board to see your data and keep you motivated. The Goal Widget can be added to your dashboard to keep an eye on your quarterly goals and objectives throughout the course of your project.
Delegation
Keep track of task and project owners with the ability to assign one person, multiple team members, or entire teams to items. The People Column can be renamed and incorporated in automations that notify owners when they’re needed.
Gantt View
Get visual with our Gantt View and see key milestones and tasks spread over the quarter and year. Enjoy the ability to add owners and dependencies in real-time unlike a traditional Gantt chart.
workdocs
Most quarterly objectives planning starts with a kickoff meeting to go over big ticket ideas and to start fleshing them out. monday workdocs is a great place to create interactive meeting agendas and minutes.
Integrations
If your workflows incorporate your most-loved tools, so should your quarterly objectives planning. Enjoy 37+ integrations like Quickbooks and Todoist to help you execute and track your progress how you see fit.
Frequently asked questions
The main difference between an objective and a goal is that goals are meant to be achieved over a long period, and objectives are what help you get there in a shorter time frame. It’s important to make these tangible and specific.
Quarterly planning can certainly be a routine part of Agile and Scrum teams’ workflows. Your quarterly planning will look different depending on how you approach sprints. monday.com has great templates for this.
Quarterly meeting agendas can vary, but they generally will cover these types of topics:
Revisiting original strategies
Clarifiying business goals and objectives
Reviewing previous quarter’s progression as they relate to your goals Identifying targets and expectations Setting benchmarks Sharing key learnings
What is an example of an objective goal?
The main difference between an objective and a goal is that goals are meant to be achieved over a long period, and objectives are what help you get there in a shorter time frame. It’s important to make these tangible and specific.
Is quarterly planning Agile?
What do you talk about in a quarterly meeting?