Quarterly planning prep

Quarterly planning synthesizes strategy, resources, and execution into actionable plans. ChatGPT accelerates preparation by generating agendas, consolidating inputs, and creating planning templates. Use it for OKR workshops, priority setting sessions, resource allocation meetings, or retrospective analyses.

Develop thorough prompts like: "Create quarterly planning materials for [Q# YYYY] including: retrospective on last quarter, proposed priorities with rationale, resource requirements, and key decisions needed. Context: [team size, current initiatives, constraints]." Include performance data, market changes, and team feedback. Request facilitation guides and pre-read documents.

Don't rely on AI to set priorities without human insight as it lacks context about political dynamics and unstated constraints. Avoid generic planning templates; customize for your team's specific needs and company culture. Ensure the output includes time for retrospectives and learning, not just forward planning.