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name: quarterly-planning description: Quarterly planning process for roadmap and resource allocation

Quarterly Planning

Strukturierter Prozess für Quartalsplanung mit Roadmap und Ressourcen-Allokation.

Quarterly Planning Overview

Copy┌─────────────────────────────────────────────────────────────────────────────┐
│                                                                             │
│   WEEK -4: PREPARATION                                                      │
│   └── Retro, Input gathering, Strategic priorities                         │
│                                                                             │
│   WEEK -3: IDEATION                                                        │
│   └── Brainstorming, Opportunity assessment                                │
│                                                                             │
│   WEEK -2: PRIORITIZATION                                                   │
│   └── Stack ranking, Trade-offs, Resource planning                         │
│                                                                             │
│   WEEK -1: FINALIZATION                                                     │
│   └── OKRs, Roadmap, Communication                                         │
│                                                                             │
│   WEEK 0: KICKOFF                                                           │
│   └── Team alignment, Sprint 1 planning                                    │
│                                                                             │
└─────────────────────────────────────────────────────────────────────────────┘

---

Phase 1: Preparation (Week -4)

Previous Quarter Review

Copy## Q[X] Review

### Goal Achievement
| Goal | Target | Actual | Status |
|------|--------|--------|--------|
| [Goal 1] | [Target] | [Result] | Met/Missed |

### Key Metrics
| Metric | Q Start | Q End | Change |
|--------|---------|-------|--------|
| [Metric 1] | [X] | [Y] | [+/-Z%] |

### Wins
- [Win 1]
- [Win 2]

### Challenges
- [Challenge 1]: [Learning]

### Carryover Items
- [ ] [Item that didn't get done]

Strategic Input

Copy## Strategic Priorities for Q[X+1]

### From Leadership
1. [Priority 1]
2. [Priority 2]

### Market/Customer Input
- [Customer feedback theme 1]
- [Market trend 1]

### Technical Priorities
- [Tech debt item]
- [Infrastructure need]

### Team Input
- [Suggestion from team]

---

Phase 2: Ideation (Week -3)

Opportunity Assessment

Copy## Opportunity Backlog

| Opportunity | Problem | Impact | Effort | Score |
|-------------|---------|--------|--------|-------|
| [Feature A] | [Problem it solves] | [H/M/L] | [H/M/L] | [X] |
| [Feature B] | [Problem it solves] | [H/M/L] | [H/M/L] | [X] |
| [Tech Initiative] | [Problem it solves] | [H/M/L] | [H/M/L] | [X] |

### Scoring
- Impact: High=3, Medium=2, Low=1
- Effort: High=1, Medium=2, Low=3
- Score = Impact + Effort (higher = better)

Capacity Planning

Copy## Team Capacity Q[X]

### Available Capacity
| Team Member | Weeks Available | Notes |
|-------------|-----------------|-------|
| [Name] | [X] | [Vacation/Training] |
| [Name] | [X] | |
| **Total** | [Y] | |

### Capacity Allocation
| Category | % | Weeks |
|----------|---|-------|
| New Features | 60% | [X] |
| Tech Debt | 20% | [X] |
| Support/Bugs | 15% | [X] |
| Buffer | 5% | [X] |

---

Phase 3: Prioritization (Week -2)

Stack Ranking

Copy## Prioritized Roadmap

### Must Have (P0)
| Item | Owner | Weeks | Dependencies |
|------|-------|-------|--------------|
| [Item 1] | [Name] | [X] | [Deps] |
| [Item 2] | [Name] | [X] | [Deps] |

### Should Have (P1)
| Item | Owner | Weeks | Dependencies |
|------|-------|-------|--------------|
| [Item 3] | [Name] | [X] | [Deps] |

### Nice to Have (P2)
| Item | Owner | Weeks | Dependencies |
|------|-------|-------|--------------|
| [Item 4] | [Name] | [X] | [Deps] |

### Not This Quarter
| Item | Reason | When |
|------|--------|------|
| [Item 5] | [Why not now] | [Q+1/Q+2] |

Trade-off Decisions

Copy## Trade-off Decisions

| Decision | Option A | Option B | Chose | Rationale |
|----------|----------|----------|-------|-----------|
| [Decision 1] | [A] | [B] | [A/B] | [Why] |
| [Decision 2] | [A] | [B] | [A/B] | [Why] |

Dependencies

Copy## Cross-Team Dependencies

| We Need | From Team | By When | Status | Contact |
|---------|-----------|---------|--------|---------|
| [What] | [Team] | [Date] | [Confirmed/Pending] | @person |

| They Need | From Us | By When | Status |
|-----------|---------|---------|--------|
| [What] | [Date] | [Committed/TBD] |

---

Phase 4: Finalization (Week -1)

Quarterly Roadmap

Copy# Q[X] Roadmap

## Overview
[2-3 Sätze was wir dieses Quartal erreichen wollen]

## Timeline

### Month 1 (Weeks 1-4)
| Week | Focus | Deliverables |
|------|-------|--------------|
| 1 | [Theme] | [What ships] |
| 2 | [Theme] | [What ships] |
| 3 | [Theme] | [What ships] |
| 4 | [Theme] | [What ships] |

### Month 2 (Weeks 5-8)
[Repeat]

### Month 3 (Weeks 9-13)
[Repeat]

## Key Milestones
| Date | Milestone | Owner |
|------|-----------|-------|
| [Date] | [Milestone 1] | @person |
| [Date] | [Milestone 2] | @person |

## Success Metrics
| Metric | Baseline | Target |
|--------|----------|--------|
| [Metric 1] | [Current] | [Goal] |
| [Metric 2] | [Current] | [Goal] |

## Risks
| Risk | Likelihood | Impact | Mitigation |
|------|------------|--------|------------|
| [Risk 1] | [H/M/L] | [H/M/L] | [Plan] |

## Out of Scope
- [What we're NOT doing]
- [What we're deferring]

Communication Plan

Copy## Q[X] Communication Plan

| Audience | Format | When | Owner |
|----------|--------|------|-------|
| Leadership | Deck | Week -1 | [Name] |
| All Hands | Presentation | Week 0 | [Name] |
| Team | Workshop | Week 0 | [Name] |
| Stakeholders | Email | Week 0 | [Name] |

---

Phase 5: Kickoff (Week 0)

Kickoff Agenda

Copy## Q[X] Kickoff

### Agenda (2 hours)
1. **Context** (15 min)
   - Company priorities
   - What changed since planning

2. **Roadmap Review** (30 min)
   - Walk through quarterly plan
   - Q&A

3. **OKR Deep Dive** (30 min)
   - Review each objective
   - Assign owners

4. **Dependencies & Risks** (15 min)
   - Cross-team coordination
   - Risk mitigation

5. **Sprint 1 Planning** (30 min)
   - First two weeks focus
   - Immediate actions

First Sprint Scope

Copy## Sprint 1 Focus

### Goals
- [Goal 1]
- [Goal 2]

### Stories
| Story | Points | Owner |
|-------|--------|-------|
| [Story 1] | [X] | [Name] |
| [Story 2] | [X] | [Name] |

### Non-Goals (Deferred)
- [What we're NOT doing in Sprint 1]

---

Quarterly Planning Template

Copy# Q[X] [Year] Planning

## Executive Summary
[3-5 Sätze: Was erreichen wir? Warum ist es wichtig?]

## OKRs
[Link to OKRs]

## Roadmap
[High-level view]

| Month | Theme | Key Deliverables |
|-------|-------|------------------|
| [M1] | [Theme] | [Deliverables] |
| [M2] | [Theme] | [Deliverables] |
| [M3] | [Theme] | [Deliverables] |

## Resource Allocation
| Category | % | Focus |
|----------|---|-------|
| New Features | X% | [What] |
| Tech Debt | X% | [What] |
| Support | X% | [What] |

## Dependencies
[Key dependencies]

## Risks & Mitigations
[Top 3 risks]

## Communication
[How we'll share progress]

## Appendix
- Detailed roadmap
- Capacity planning
- Prioritization rationale

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Check-in Cadence

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Anti-Patterns