Plan your quarter. Manage delivery with ease.
Most quarterly plans are out of date before the quarter starts. This workshop teaches you how to build a plan that stays useful, and how to re-calibrate delivery when reality doesn't match the plan.
About the course
The Quarterly Planning workshop is a structured, hands-on walk-through of how to prepare, run, and work with a quarterly plan, across one team or many.
You and your cohort move through the entire planning cycle together: from pre-planning preparation through to mid-quarter re-calibration. The session ends with a full planning simulation, a scenario that starts simply and gets complicated fast, just like the real thing.
This is not a lecture about quarterly planning. It is quarterly planning, compressed into 3.5 hours.
What you’ll learn
The workshop gives you the full quarterly planning cycle, not just the meeting agenda.
• Prepare a quarterly plan that leadership and delivery teams can both commit to
• Run a quarterly planning event for one team or across multiple interdependent teams
• Identify and surface dependencies before they become blockers
• Re-calibrate the plan mid-quarter when priorities shift or surprises arrive
• Communicate plan status in a format that works for delivery teams and senior stakeholders alike
• Facilitate the escalation conversations that quarterly planning always surfaces
What's covered
3.5 hours. The full planning cycle. One simulation that gets complicated fast. The session runs as a simulation, from preparation to mid-quarter re-calibration.
Part 1: Preparation
• What makes a plan useful versus one that sits in a deck
• Pre-planning inputs: capacity, committed work, strategic priorities
Part 2: Running the Plan
• The planning sequence: vision to objectives to team plans to dependencies
• Getting to a plan the room can commit to, not just agree to
Part 3: The Simulation
• Full quarterly planning simulation from start to finish
• Mid-quarter interruptions, escalations, and re-planning triggers
What you need to bring
No prior certification or framework experience required.
• Helpful, not required: familiarity with how your organisation currently runs quarterly or programme planning
• Virtual session: set up Zoom and Mural (instructions provided)
Right for you if you are…
• A Product Owner who needs to coordinate delivery across a quarter and keep stakeholders aligned
• A Scrum Master or Agile Coach facilitating a quarterly or programme planning event
• A leader or manager who sponsors quarterly planning events and wants them to actually work
• A delivery team member trying to understand how the quarterly plan connects to sprint work
• Anyone responsible for a programme of interdependent teams who needs dependencies to be visible
Your Instructor
Dave is an acclaimed Scrum and Agile trainer, dedicated to helping individuals master Scrum methodologies for their personal growth and improved project management skills. His engaging and practical training approach empowers individuals to embrace an Agile mindset, driving their professional development and effectiveness in various team environments.
Everything included
• IncrementOne Accredited certificate of completion
• Full quarterly planning simulation, the centrepiece of the session
• Quarterly Planning artefact set: planning board template, dependency map, re-planning decision guide
• Pre-session preparation guide to orient your thinking before the workshop
• Post-session summary with the frameworks and decision tools covered in class
AI support for keeping your quarterly plan current
AI for spotting plan drift early
Plans go stale quietly. AI can help you compare this week's status against the original plan and flag the gaps before they become a quarter-end surprise.
Know what AI tracks, and what you decide
AI can summarize where the plan has drifted. It can't decide which trade-off to make when priorities shift. This workshop is explicit about that line, even in a course that's mostly about the human process of planning.
