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playbook

Quarterly Replan

Strategic Reset

New quarter.

When to run
"Quarterly replan" or start of quarter
Time saved
~2 days strategic offsite → ~2 hrs automated
How often
Quarterly
Compounds
Each quarter builds on prior diagnosis — strategic drift detected faster

How it runs

  1. business-baseline → current state map
  2. growth-scaling-playbook → diagnose stage
  3. Confirm growth stage
  4. strategy-frameworks → strategic choices
  5. okr-frameworks → draft OKRs
  6. Adjust OKRs
  7. prioritization-craft → RICE initiatives
  8. project-schedule → quarter timeline

What it needs

  • last-quarter-results.md
  • strategic-constraints.md

What you get

  • growth_diagnosis.md
  • quarterly_okrs.md
  • quarter_timeline.md