The Quarterly Planning Meeting: A Coach's Guide

The Quarterly Planning Meeting is where your client checks in, clears their Issues, and sets the Rocks that will drive the next 90 days. This course teaches you to run it with the pace and judgment it actually requires: less teaching, more facilitating a team that already knows the material.

  • Format

    Online Course

  • Duration

    3 Hours

  • Level

    All Experience Levels

  • Certification

    Scaler Program

Why should I take this course?

A well-run Quarterly Planning Meeting is what keeps a client's Business Operating System alive. It's where alignment gets renewed, Issues get cleared, and the next 90 days get real Rocks instead of good intentions.
This course teaches you to run a QPM the way it's meant to run: flyover the prior quarter instead of auditing it, tackle Issues before Rocks and know why that order matters, and close the day with clear accountability instead of loose ends. You'll also pick up the facilitation instincts that don't show up in a framework, and see where AI can sharpen a Rock without replacing your own judgment.

By the end of this course, you'll be able to:

  • Open and run a Quarterly Planning Meeting with the pacing it actually requires: a flyover of the prior quarter, not an audit
  • Guide your client through Raise, Discuss, Resolve before setting Rocks, and explain why that order gets better results
  • Facilitate a confident Rock-setting process and a quick check-in on the 9 Core Competencies
  • Use AI to sharpen a Rock or surface a pattern in the data without letting it replace your own facilitation judgment
  • Close a QPM with clear accountability, and set your client up for the State of the Company Meeting and their next 90 days
This course is for coaches who have completed Builder Certification. You'll need it: the Quarterly Planning Meeting assumes your client already has Rocks, Issues, and the 9 Core Competencies in place, and this course picks up from there, applying what you've already taught rather than teaching it again.

What's included?

  • Video lessons
  • Coaching Reflections
  • Facilitation Scenarios
  • Knowledge Checks
  • Downloadable guides and templates

Run It at Pace

Learn to flyover the prior quarter and vision review instead of re-teaching them.

Issues Before Rocks

Clear your client's Issues before you set Rocks, and see why the sequence gets better results.

AI as a Partner

Use AI to sharpen Rocks and surface patterns in the data without losing your own judgment.

Keep the Momentum Going

Close this course ready for the State of the Company and Annual Planning Meeting next.
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