Product

5 min read

Planning a quarter in an afternoon

A four-step planning ritual for teams of five to fifty, with the roadmap template we use internally.

Priya Nair

Head of Product

Quarterly planning expands to fill the time you give it. We give it one afternoon.

The four steps

Review the top twenty themes by revenue. Check the account counts for anything small but widespread. Place what fits into the quarter. Write one sentence per item on why it made the cut.

Share it the same day

Publish the roadmap view to the company and to customers who asked. The sentence you wrote becomes the public explanation.

Written by

Priya Nair

Head of Product

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