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ceos-quarterly-planning

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Plan your next quarter with precision.

Product & Management#strategic planning#scorecard#eos#leadership meeting#rocks#quarterly planning
Authorbradfeld
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill streamlines the critical quarterly planning session, ensuring your leadership team aligns on priorities, reviews performance, and sets clear objectives for the upcoming quarter, preventing drift and maintaining execution momentum.

Core Features & Use Cases

  • Structured Agenda: Guides the team through a proven 6-section agenda (Rock Scoring, Scorecard Review, V/TO Check, IDS, Rock Setting, Conclusion).
  • Data Integration: Pulls data from Rocks, Scorecards, V/TO, and Issues to inform decisions.
  • Outcome Focused: Ensures new Rocks align with the 1-Year Plan and facilitates clear action item definition.
  • Use Case: Use this Skill at the end of Q1 to score outgoing Q1 Rocks, review the Q1 Scorecard trends, identify and solve key issues, and set the Rocks for Q2, ensuring a smooth transition and continued focus.

Quick Start

Run the quarterly planning session for the upcoming quarter.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: ceos-quarterly-planning
Download link: https://github.com/bradfeld/ceos/archive/main.zip#ceos-quarterly-planning

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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