Maximizing Your Quarterly Meetings with Bloom Growth
Quarterly meetings are essential for teams to reflect on past performance, celebrate achievements, and set impactful goals for the upcoming quarter. These sessions play a crucial role in aligning the team’s vision and driving progress within the organization.
Accessing the Quarterly Planning Session
-
Use Your Weekly Meeting:
-
There’s no need to create a new meeting for quarterly planning. You can use your existing weekly meeting.
-
-
Switch to Quarterly Planning:
-
Go to your weekly meeting.
-
Click the down arrow in the meeting options menu.
-
Select Quarterly Planning from the dropdown.
- Hit Start
Tip: The agenda will change to the quarterly format, and it will go back to your regular weekly agenda once the session is over.
-
How the Quarterly Planning Session Works
1. Start with a Check-In
-
Begin with the same check-in process as your weekly meetings, but focus on reflecting on the past quarter.
2. Review the Last Quarter
-
Talk about what worked well and what didn’t.
-
Use the Context-Aware To-Do and Issue buttons to save important action items and discussion points.
3. Look at the Business Plan
-
Long-term issues from your business plan will already appear in the Issues section.
-
These can be addressed later during the meeting.
4. Discuss Learning Opportunities
-
Talk about key topics to uncover insights that can guide the team’s goals for the next quarter.
5. Set Quarterly Goals
-
Archive goals from the previous quarter.
-
Work together to create new goals for the next quarter.
-
Finalize everything during the session so there’s no extra work after the meeting.
6. Resolve Key Issues
-
Focus on important challenges your team needs to address.
-
Long-term issues from the business plan will be labeled "Long Term" for easy identification.
7. Manage To-Dos
-
Add action items for the next weekly meeting.
-
For example, you might add a to-do to create milestones for a new goal before your next meeting.
8. Wrap Up the Session
-
Add any last-minute to-dos.
-
Rate the meeting and complete the Concluding Actions section.
-
Once the session ends, the agenda will automatically return to your regular weekly format. workflow.
Your O&O list on the Quarterly Priorities page
In the Quarterly session, the Quarterly Priorities page now shows your team's O&O list above the priorities, in place of the Brainstorm card. You can set the new quarter's priorities while looking at the O&Os you just voted on.
Turn an O&O into a Quarterly Priority
During a strategic session you can create a Quarterly Priority straight from an O&O. The title, owner and notes carry over, so nothing needs to be retyped.
- Hover over the O&O and click the target icon, Create Quarterly Priority from this O&O. You'll also find it in the O&O's menu.
- Review the new Quarterly Priority. It shows From O&O at the top, is due in 13 weeks and starts On track.
- Choose the owner and meeting, then click Save.
note: Saving the Quarterly Priority marks the O&O as solved. Both of these options are available in strategic sessions on the Core, Scale and Flourish tiers.
Wrap-up questions on the page
The Wrap-up page of BGOS strategic sessions (Bloom Day, Quarterly and Annual) now shows the reflection questions and what is expected before the next session directly on the page, instead of an embedded workbook PDF.
