Start the quarter with a plan you believe in.
A half-day planning intensive to set priorities, numbers and rhythms for the quarter ahead.
Quarterly Reset Intensive
Strategy session
Who it’s for
Format
1:1 or with your team · Half day · Remote
Length
4 hours at the start of a quarter
Sessions
Prep call, intensive, written quarterly plan
Where
Remote, by video
Next step
Ready when you are
30 min
Online
01
Overview
What this program is for.
The Quarterly Reset is a structured half day to review the last quarter honestly and set up the next one with intention. It works on your own or with the two or three people who lead the business with you.
We leave the session with three priorities, a short scorecard and a simple weekly rhythm to keep the plan alive.
You’ll leave with
Three clear priorities for the quarter
A simple scorecard to track progress
A planning rhythm you can repeat
02
How it works
Where we’ll focus, and how it unfolds.
The same honest, practical process sits under every program — shaped around your business.
Focus areas
An honest review of the last quarter
Choosing three priorities and their owners
A short scorecard of leading indicators
A weekly and monthly review rhythm
The framework
Prep call: goals, context and the right people in the room
Review: wins, lessons and loose ends
Prioritize: three outcomes for the quarter, with owners
Plan: milestones, scorecard and review rhythm
03
What’s included
Everything you need to follow through.
Sessions run remotely by video, with light-touch support in between so progress keeps moving.
no hidden extras
Included
30-minute prep call
4-hour facilitated intensive
Written quarterly plan and scorecard
One 30-minute mid-quarter check-in
Investment
Shared on your strategy call
04
Outcomes
What progress can look like.
A leadership team aligned on what matters most
Fewer competing projects and clearer owners
A repeatable way to plan every quarter
Elena R.
Managing director, boutique agency
05
Program FAQ
Before you decide.
Switching, rescheduling and working with your team.
06
Explore more
Other ways to work together.
Your turn
Ready when you are.
Book a free 30-minute strategy call. We’ll talk through where your business is, where you want it to go, and whether coaching is the right next step.
Free · 30 min