A guide to quarterly planning (plus a template) - Nicole Kahansky, Hypercontext

This resource first appeared in issue #103 on 04 Dec 2021 and has tags Technical Leadership: Other, Becoming A Manager: Meetings

Kahansky gives an outline for a quarterly planning meeting. Quarterly is an excellent cadence for planning (and even performance reviews) for a lot of research computing teams; long enough between meetings that meaningful amounts of work can be done, but short enough to be able to react to our always-changing environment and needs. Kahansky outlines a five-point agenda:

Retrospective on last quarter
Brainstorm on what could be done to make a significant difference in the next quarter
What will have the biggest direct impact on goals
What external things are happening that need to be factored into the plan
What obstacles could stand in our way.