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THE JOURNEY TO CEO SUCCESS, Patrick Thean’s latest book, is now available. Learn more >

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Download The Quarterly Planning Agenda

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Download For A Smoother Planning Session

If you are planning to facilitate your quarterly planning session, here is the Quarterly Planning Agenda we use.

Quarterly planning is critical to the success of the next 90 days.  You have 4 quarters to hit the goals you have set for your annual plan. It is critical that you use your teams time and resources well.

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