Context · Where we are going

Goals.

[Last updated: YYYY-MM-DD. Update this file at the start of each quarter.]

Template. Set annual targets first, then break the current quarter into the smaller bets that get the team there. Every executive loads this so plans converge.

Annual Targets

Revenue

$[target]

Profit

$[target]

Vision: [One or two sentences on what this business is being built toward at the broader level. Lifestyle, scale, exit, mission. Whatever is true.]

Current Quarter: [Name the quarter and the theme]

The One Thing

[The single most important outcome this quarter. If only one thing happened, this is it.]

Quarter Targets

Floor (acceptable): [Bottom-line measurable outcome.]
Stretch (great quarter): [Ambitious but possible outcome.]
Starting point: [Where we are today.]

Key Goals

[Goal 1] -- [Brief description.]
[Goal 2] -- [Brief description.]

Last Quarter Retrospective

What Shipped

[List actual shipped outcomes.]

What Did Not Ship

[Honest list of misses.]

Key Learnings

[The lessons that should change next quarter's plan.]