Quarterly Priorities Template

This template helps organizations outline their quarterly priorities within a two-year strategic plan. It includes sections to assess strengths, weaknesses, opportunities, and threats (S.W.O.T.) for the upcoming quarter. The template breaks down each priority with SMARTIE goals, assigns ownership using the MOCHA framework (Managers, Owners, Collaborators, Helpers, Approvers), and tracks data collection to monitor progress, ensuring alignment with long-term objectives while addressing short-term needs.

To learn more about quarterly priorities, check out our course on “Strategic Planning and Goal Setting.”