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How To Run A Quarterly Review Meeting

Conduct a Quarterly Review Meeting by preparing an agenda that includes reviewing past performance, discussing ongoing projects, setting goals for the upcoming quarter, receiving team feedback, and developing strategies for improvement.

A Quarterly Review Meeting is a regular gathering that takes place every three months between a team, department or entire organization and is focused on reviewing the performance and progress made during the past quarter. It involves examining key metrics, goals, completed projects and any challenges encountered. The meeting’s ultimate aim is to ensure that the team or organization is on track towards meeting its yearly objectives, to address issues, and strategize plans for improvements or changes in the next quarter if necessary. These meetings play a crucial role in building transparency, fostering alignment, encouraging communication, and maintaining a continuous loop of feedback.

What is the purpose of a Quarterly Review Meeting?

Running a quarterly review meeting as a leader serves the purpose of evaluating and assessing the progress of the team’s goals and objectives. It provides an opportunity to analyze team performance, identify areas for improvement, celebrate achievements, and make necessary adjustments to ensure continued success and growth.

How To Run A Quarterly Review Meeting: Step-By-Step


Step 1: Preparation

In this stage, it’s vital to collect all pertinent data, reports, or performance measurements related to the previous quarter. Make sure to analyze these comprehensively well before the meeting. You should create a clear, well-defined agenda for your meeting, mentioning all the key points you plan on discussing. This strategy ensures that the meeting remains focused and productive.

Our application, ZipDo, simplifies the process of preparing for team meetings. Meeting leads can quickly retrieve all relevant information from past sessions, including agendas and notes, stored in one place. This facilitates a smoother preparation process and guarantees no key points are missed.

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Step 2: Scheduling

First, carefully select a date and time for the quarterly review meeting, ensuring that your choice takes into consideration the schedules of all relevant team members or departments. It is essential to communicate this information promptly, providing ample lead time for the participants to prepare. In addition to the meeting details, it’s also crucial to share the agenda so that everyone understands the meeting’s objectives and can be ready to contribute to the discussions productively.

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Step 3: Review of Previous Goals

In our recent meeting, we established various objectives and goals. We need to evaluate the advancements made towards reaching these goals, spanning progress on projects, performance metrics, and overcoming any difficulties faced. This process ensures our team remains aligned and are effectively working towards common goals.


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Step 4: Presentation of Current Performance

In this phase, we’ll provide a comprehensive summary of the quarter’s performance, encompassing the company’s or department’s financial operations, sales achievements, customer feedback, and any other pertinent indicators, thereby offering a holistic view of our progress and challenges.

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Step 5: Discussion & Feedback

This is a critical time for team members or departments to gather and exchange thoughts on current updates, offer valuable feedback, and recount any obstacles encountered that may have hindered their overall performance. This platform facilitates mutual learning, improved communication, and identifies strategies for overcoming future challenges.

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Step 6: Goal-Setting for Next Quarter

After assessing past performance and engaging in fruitful dialogue, it’s essential for the team to establish new objectives for the subsequent quarter. These goals should adhere to the SMART criteria- they ought to be Specific, set clear expectations; Measurable, to track progress; Attainable, realistic and practical; Relevant, aligning with larger objectives; and Time-bound, having a specific timeline for completion.

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Step 7: Action Plan

After defining ambitious but attainable goals, it’s essential to design a comprehensive action plan to reach them. This involves defining responsibilities for each team member, setting realistic yet challenging timelines, and identifying the necessary resources. This detailed action plan works as a strategic road map, guiding and aligning the team’s efforts towards the goals over the next quarter, ensuring continued progress and success.

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Step 8: Conclusion

Conclude the meeting by summarizing the key topics we covered, detailing our new objectives and our devised action plan. Show appreciation for everyone’s contributions and underscore our shared responsibility as a team to achieve these targets in the next quarter. Your involvement and continuous endeavours drive our success.

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Step 9: Distribution of Meeting Minutes

Following a meeting, formulate a concise summary encapsulating the primary discussions, decisions made, and action plans established. Dispatch this synopsis to all attendees and pertinent individuals to ensure they’re informed. The meeting minutes act as an authoritative record, accessible for future consultations and continuity.

Our application, ZipDo, simplifies the process of generating meeting minutes. Meetings from your calendar are automatically imported and categorized into channels within the app. You can invite your team to these channels, ensuring they have meeting access. Once minutes are posted in the channel’s workspace, they become instantly accessible to all members, ensuring team-wide updates.

Questions to ask as the leader of the meeting

1. “What were the key achievements during this quarter?” – This question helps to assess the progress and identify the areas where the team has excelled.

2. “What were the major challenges faced by the team?” – Understanding the hurdles encountered by the team gives insights into potential problems and helps in finding solutions.

3. “Did we meet our quarterly goals? If not, what hindered our progress?” – This question helps in evaluating the team’s performance against set targets and determining the factors that may have prevented success.

4. “What improvements or changes would you suggest for the upcoming quarter?” – Seeking suggestions for improvement from team members encourages collaboration and helps identify opportunities for growth.

5. “What lessons have we learned from our failures or mistakes?” – This question promotes a culture of learning from setbacks and ensures future avoidance of similar issues.

6. “Are there any skill gaps or training requirements within the team?” – Identifying skill gaps helps in planning training programs and ensures the team has the necessary capabilities to achieve future goals.

7. “How well did we communicate and collaborate as a team?” – This question assesses the effectiveness of teamwork, communication channels, and collaboration practices.

8. “What were the most successful initiatives we undertook during this quarter?” – Understanding the successful strategies and initiatives helps in replicating them and maximizing positive outcomes.

9. “Are there any concerns or bottlenecks that need to be addressed?” – Addressing concerns promptly prevents potential issues from escalating and improves overall productivity.

10. “What can we do to better support individual team members?” – Recognizing and addressing individual needs and challenges fosters a supportive and motivating work environment.

11. “What is the overall morale of the team, and how can it be improved?” – Assessing team morale helps in maintaining a positive work culture, addressing any dissatisfaction, and enhancing motivation.

12. “Based on the quarter’s performance, what are our priorities for the upcoming quarter?” – Determining priorities ensures the team focuses on the most critical tasks and aligns efforts towards achieving strategic goals.

Remember, these questions can be tailored to the leader’s specific objectives and organizational context.

To prepare a quarterly review meeting agenda as a leader, start by identifying key objectives and goals to discuss. Include updates on projects, financial performance, and team accomplishments. Allocate time for open discussions, addressing challenges, and setting action plans for the next quarter. Finally, communicate the agenda in advance to ensure everyone is prepared for a productive meeting.

How To Prepare For A Quarterly Review Meeting
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During a quarterly review meeting, it is essential to discuss topics such as financial performance and sales goals, project updates and milestones, customer feedback and satisfaction, employee performance and development, market trends and competition, and potential opportunities and challenges in the coming quarter.

See Our Quarterly Review Meeting Template
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Software tools to facilitate a Quarterly Review Meeting

Software helps leaders run quarterly review meetings by providing a centralized platform to track key performance indicators, analyze data, and set goals and targets. It streamlines the process by automating report generation, facilitating collaboration among team members, and ensuring that everyone is aligned on objectives. With real-time insights and analytics, leaders can make informed decisions, identify areas for improvement, and drive business growth effectively.

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Running a successful Quarterly Review Meeting hinges on excellent preparation, clarity in communication, strategic time management, constructive feedback, and reinforcing a collaborative environment. By ensuring that everyone is on the same page, setting clear expectations, promptly addressing issues, and celebrating successes, you can optimize productivity and boost morale. Remember, the goal of these meetings isn’t just to go over figures and percentages but to also humanize the process, encouraging team growth, and fostering a culture of shared accomplishment. With these pointers in your arsenal, your next Quarterly Review Meeting is set to be a fruitful one!

Jannik Lindner

I'm Jannik and I write on MeetingFever about the experiences from my career as a founder and team lead.

If you have any questions, please contact me via LinkedIn.

Popular Questions

What is the primary goal of a Quarterly Review Meeting?

The main goal of a Quarterly Review Meeting is to analyze the performance of the company over the past quarter. This includes evaluating the success of implemented strategies, identifying areas of improvement, and planning action steps for the upcoming quarter.

Who should attend a Quarterly Review Meeting?

The attendees usually include the CEO, department heads, or team leaders. However, it can vary based on the company’s structure. It’s important to include those who can provide valuable input on the company’s performance and who have decision-making power.

What are some common topics discussed in Quarterly Review Meetings?

Common topics include an overview of the past quarter’s results, performance against Key Performance Indicators (KPIs), updates on ongoing projects, strategic plans for the next quarter, and any market or external factor updates that can impact the business.

How long does a typical Quarterly Review Meeting last?

The length of a Quarterly Review Meeting can vary, but they typically last between 2 to 3 hours. This allows enough time to thoroughly discuss all topics, but is also brief enough to maintain focus and engagement.

How should a Quarterly Review Meeting be structured?

Start with an overview of the previous quarter’s achievements and challenges, followed by a detailed discussion of various departmental performances. After this, discuss the strategic plan for the next quarter, and allocate some time at the end for questions and open discussion.

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