PM Workflow: Quarterly Planning Cycle
Skill Verified ActiveMulti-skill workflow that runs the full quarterly planning cycle. The "big one." Chain: (1) Strategic review of past quarter, (2) North star validation, (3) OKR definition, (4) Quarterly planning with capacity and bets, (5) Roadmap generation. Each stage builds on the previous. Complete quarterly planning ceremony. Use when someone says "quarterly planning", "Q[N] planning", "quarterly cycle", "next quarter", "planning ceremony", "OKRs", "roadmap planning", "quarterly review".
To provide a structured, end-to-end workflow for conducting a complete quarterly planning cycle, ensuring alignment and strategic focus.
Features
- Orchestrates a 5-stage quarterly planning cycle
- Generates detailed planning artifacts for each stage
- Supports mid-entry into the workflow
- Adapts to company and personal context
- Includes checkpoints for validation and alignment
Use Cases
- When kicking off a new quarterly planning process
- When needing to align stakeholders on quarterly objectives and plans
- When transitioning from one quarter's review to the next quarter's planning
- When seeking a standardized process for product planning ceremonies
Non-Goals
- Defining specific product features or initiatives
- Managing daily sprint tasks or execution
- Conducting detailed market research beyond strategic context
- Replacing individual decision-making with automated outputs
Workflow
- Execute Stage 1: Strategic Review of Past Quarter
- Execute Stage 2: North Star Validation
- Execute Stage 3: OKR Definition
- Execute Stage 4: Quarterly Planning (Capacity + Bets)
- Execute Stage 5: Roadmap Generation
- Conduct Mid-Quarter Review (Weeks 6-7)
- Deliver Full Cycle Summary
Installation
First, add the marketplace
/plugin marketplace add marfoerst/the-pragmatic-pm/plugin install the-pragmatic-pm@the-pragmatic-pmQuality Score
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