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What this play is + why should you care

In this play, you’ll run your quarterly planning session—the meeting that turns strategy into execution. Every 90 days, you’ll step back from the daily noise, review what’s working, and decide where to focus next. This is how you set priorities, align your team, and give everyone a clear direction for the next sprint.

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By the time you’re done:

You’ll have a fresh Operational Clarity Canvas that defines your quarterly goals, key initiatives, and success metrics—so the team knows exactly what to execute on next.

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How to get started

1. Create a new entry in the Operational Clarity Canvas database and title it with the upcoming quarter (e.g., Q1 2026).
2. Open that new canvas and follow the prompts to:
   • Review the previous quarter’s results
   • Set 3–5 clear company goals for the next 90 days
   • Break them down into initiatives and assign owners
3. Once complete, review the full canvas with your leadership team and confirm alignment before locking in the quarter’s plan. </aside>

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Time Required:

60-90 minutes

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Who Participates:

Founder + Leadership team + external stakeholders

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Refresh Every:

Year

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