Quarterly Plan Template

Create a comprehensive quarterly plan to drive success and your goals for the quarter!
Or import into an existing account
Quarterly Plan Template

What is a Quarterly Plan?

A Quarterly Plan is a strategic planning template that helps teams and organizations of all sizes and industries to create and execute their strategies on a quarterly basis. This plan helps to ensure that goals are achieved and objectives are met in a timely and efficient manner. It also helps to prioritize tasks, track progress and measure performance.

What's included in this Quarterly Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Quarterly Plan template for?

The Quarterly Plan template is designed for teams and organizations of all sizes and industries. Whether it’s a small business or a large corporation, the Quarterly Plan template helps to create and execute strategies that align with organizational goals and overall objectives.

1. Define clear examples of your focus areas

A focus area in the context of this plan is a broad goal that your company is trying to achieve. Examples of focus areas could include improving operational efficiency, increasing customer experience, or improving team performance. Your objectives, actions and KPIs should align with the focus areas that you define.

2. Think about the objectives that could fall under that focus area

Objectives are the desired outcomes that fall under each of the focus areas. For example, if your focus area is to improve operational efficiency, your objectives could be to reduce shipping wait times or streamline warehouse processes.

3. Set measurable targets (KPIs) to tackle the objective

KPIs are measurable targets that you set to track the progress of your objectives. For example, if your objective is to reduce shipping wait times, a KPI could be to decrease the average shipping wait time from 2.2 days to 1.5 days.

4. Implement related projects to achieve the KPIs

Projects, also known as actions, are initiatives that are designed to help you achieve your KPIs. For example, if your KPI is to decrease the average shipping wait time, an action could be to increase shipping capacity.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade is a strategy execution platform that provides you with the necessary tools and resources to effectively manage and track your strategy. With Cascade, you can easily monitor progress, create action plans, and adjust your strategy as needed to ensure faster results and higher success rates.

No items found.
Getting started with your
Quarterly Plan Template
only takes 20 seconds.
Or import into an existing account