Impact Society
Quarterly Planning Toolkit.
US$135
NEW
Designed to help your team focus and achieve measurable results every quarter, this toolkit provides a straightforward approach to setting clear priorities and tracking performance. Whether you’re leading an organisation or managing a team, it gives you the tools and structure to set and track quarterly goals that translate your strategic vision into actionable results.
- Actionable steps you can implement immediately
- Complete with instructions, templates and agendas
- Suitable for organisations or teams across industries
- Works for business, government and non-profit teams
30-day money back guarantee
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Join almost 5,000 people from 50+ countries.
Our community includes almost 5,000 people from 50+ countries. Our tools have been used by people from many great organisations, including the ones below.
Description.
Achieve focus and results with quarterly planning.
This toolkit offers a practical and efficient way to create a focused quarterly plan. By setting clear, actionable goals that align with your long-term strategy, you can ensure your team stays on track and delivers results each quarter.
- Clear priorities
Set quarterly goals that drive meaningful progress towards your strategic objectives.
- Consistent performance
Track key performance metrics to maintain continuous improvement and accountability. Includes a process for developing key performance objectives.
- Complete toolkit
Includes step-by-step instructions, templates and agendas to make quarterly planning simple and effective, by running your own quarterly workshop. - Designed to integrate
Works seamlessly with the Strategic Planning Toolkit to ensure your quarterly goals align with long-term strategic priorities.
Details.
Digital download. Includes:
- 50 page guidebook
- 10+ templates
30-day money back guarantee.
If you’re not 100% satisfied with the purchase, or it’s not what you were expecting, just reply to the e-mail receipt within 30 days, and you’ll get a full refund. No questions asked.
A toolkit to suit your role.
Executive manager
Free up time to focus on big-picture strategy while ensuring your team’s efforts align with long-term objectives. This toolkit helps you manage daily operations more effectively, keeping everything on track.
Team manager
Build confidence by bringing structure to your team and improving delegation. This toolkit helps you align your team’s work with broader company goals, making leadership feel less overwhelming.
Entrepreneur
Bring structure to your business, making it easier to balance growth with daily operations. This toolkit helps you align your team’s efforts with your long-term vision while reducing stress during rapid scaling.
Management consultant
Get teams across any organisation aligned with its strategic objectives. This toolkit provides a proven framework that drives progress without constant oversight, giving you a headstart on both process and materials.
30-day money back guarantee
Good planning is a great investment.
70%
of fast-growing companies
have good planning in place1
+30%
faster growth for organisations
with good planning1
Organisations that execute strategy well are likely to deliver above average financial performance2
- Burke, A, Fraser, S & Green, F (2010). The Multiple Effects of Business Planning on New Venture Performance. Journal of Management Studies, 47(3), 391-415. Source
- Economist Intelligence Unit (2013). Why good strategies fail: Lessons for the C-suite. Source.
Develop and execute your quarterly plan in just a few steps.
1. Review
Reflect on the previous quarter’s performance to identify next steps and process improvements.
2. Workshop
Work with your team to develop sharp quarterly objectives that align with long-term team strategy.
3. Execute
Monitor weekly performance and course-correct as needed to stay on track.
Achieve measurable results quarter after quarter.
Without a plan, managers tend to feel more stressed and overwhelmed. We don’t want that for you. We want to help your organisation aim high and reach its potential. To make a big impact on the world around you and to provide fulfilling work for your people.
What you get in the toolkit.
The toolkit contains everything you need (and nothing you don’t) to run the quarterly planning process yourself and deliver a focused, effective plan in a few days.
It’s designed to help your team achieve measurable results every quarter without unnecessary complexity.
50 page guidebook
This guidebook walks you through the quarterly planning process with simple, actionable steps. It links to templates and checklists to ensure you’re equipped to set Quarterly Priority Objectives (QPOs) and Standard Operating Objectives (SOOs) that you can track throughout the quarter.
Checklists
Checklists help keep you on track for each step of the quarterly planning process.
Communication tools
Email and calendar templates help you schedule workshops and communicate updates on quarterly goals to stakeholders.
Quarterly review tools
Use these analysis templates to assess team performance, gaps and next steps.
Quarterly workshop and weekly review meeting agendas
The toolkit includes two key agendas to keep your team on track:
- Quarterly workshop: A structured agenda guides your team through setting Quarterly Priority Objectives (QPOs) and Standard Operating Objectives (SOOs), reflecting on past performance and aligning on priorities for the next quarter.
- Weekly performance review: A simple agenda for regular check-ins, focusing on progress towards goals, identifying any roadblocks, and making quick course corrections to ensure you stay on track throughout the quarter.
Quarterly plan and performance tracking templates
Editable templates allow you to set and present quarterly objectives clearly. These templates make it easy to update and track progress throughout the quarter.
Included are performance tracking spreadsheets that help monitor key metrics for both Quarterly Priority Objectives (QPOs) and Standard Operating Objectives (SOOs), providing regular insights into your team’s progress.
Translate strategy into actionable results. Every quarter.
We know you want to lead your team to success every quarter, hitting objectives that align with long-term goals. But constant firefighting and distractions can prevent you from focusing on what matters most.
The Impact Society Quarterly Planning Toolkit was developed to remove that burden. We’ve distilled our expertise into a simple, easy-to-use toolkit that equips you to create a quarterly plan in just a few days. No need to start from scratch – our proven framework includes everything you need: agendas, templates, checklists and performance tracking tools. Plus, it plugs seamlessly into our Strategic Planning Toolkit, ensuring your quarterly goals support your long-term strategy.
Whether you’re leading a team or managing an entire organisation, this toolkit helps you drive progress, stay focused and deliver results. It’s designed for leaders in businesses of all sizes, government agencies and non-profits who want to make a measurable impact every quarter.
30-day money back guarantee
Developed by strategy experts.
Joel Bailey
Co-Founder and Director
Joel founded a national consulting business, which was later acquired by a large multinational company. He is an experienced strategy consultant and facilitator, manager and company director. Joel’s passion is making a positive impact by helping people, organisations and communities create clarity, so they can thrive and be more fulfilled in their lives.
Sean Craig
Co-Founder and Managing Director
Sean is an experienced executive, with expertise in strategy development and execution, and employee engagement. His career has spanned start-ups to billion-dollar companies. Sean’s passion is helping organisations make a positive impact by combining simple strategy with strong employee engagement. Sean has founded and worked with consulting, infrastructure, technology, manufacturing, retail and hospitality companies.
30-day money back guarantee
30-day risk-free money-back guarantee
Got any regrets? Underwhelmed? No problem! Just send us an e-mail within 30 days of purchase and let us know that you don’t want the product. We’ll refund 100% of your money, no quibbles.
Still have questions?
Does the toolkit work for teams (not just organisations)?
Absolutely. This toolkit is designed for leaders at any level, from individual teams to entire organisations. It helps you develop a clear, actionable quarterly plan that aligns your team’s efforts with long-term goals.
Is this just for businesses? Can I use it for government bodies, not for profits, educational institutions and community groups?
No, the toolkit is versatile and can be applied to businesses, government agencies, non-profits and other organisations. It’s designed to fit any context where quarterly objectives are needed.
Why is Impact Society the best source for strategic planning advice?
Our founders have a combined 20+ years’ experience developing practical and effective strategic and quarterly plans for organisations across various sectors and industries, and of various size. We’ve tested many approaches and refined them over many years. We’ve taken the best of what we’ve learned and combined it into this toolkit, which strikes the right balance between detail and pragmatism, and gives organisations a flying chance of success.
Our tools have been used by people in high profile organisations, including Google, Amazon, Microsoft, Netflix, British Red Cross, Boeing, Warner Brothers, 3M, Comcast, the US Department of Agriculture, Doordash, Air Liquide, ABC Australia, The Ohio State University, Imperial College London and Nestlé Purina.
Can you guarantee the results?
Yes. If you’re in any way unhappy with the toolkit, you can request a money-back guarantee within 30 days of purchase. See below for further instructions.
What if I’m not happy with the toolkit? Can I get my money back?
We think you’ll love the toolkit, but if you’re in any way dissatisfied, we’ll gladly refund your money within 30 days of purchase. Just e-mail us here with a copy of your receipt and we’ll arrange it for you as soon as we can. No quibbles.
Does the toolkit come in physical form? Or is it digital only?
All materials are provided digitally. You can print the templates, agendas and checklists for easy offline use during the planning workshop and progress meetings.
I have more questions, how can I get in touch?
We’d love to hear from you! You can e-mail us here anytime. We’ll help you with any questions or advice you need on how the toolkit might be able to help your organisation or team.
30-day money back guarantee
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