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Planning & Processnoun · /ˈkwɔːtərli ˈplænɪŋ/

quarterly planning

In simple English

Quarterly planning is a structured business process that happens four times per year, dividing the fiscal year into manageable three-month cycles. In tech companies, it usually involves engineers, product managers, and leadership meeting to decide what the team will accomplish in the next quarter. This includes defining features, performance improvements, technical debt reduction, and hiring plans. Quarterly planning allows teams to stay agile—they can adjust course every three months based on market changes, customer feedback, or technical discoveries—while still maintaining longer-term strategic direction. It sits between daily sprint planning (which is very short-term) and annual strategy (which is very long-term).

Learn what quarterly planning means and how tech teams use it to organize work into three-month cycles.

At a glanceCEFR B2
Commonness5/5
Versatility4/5
FormalityCasualFormalNeutral
Spoken ↔ WrittenSpokenWrittenBoth
Directness ↔ DiplomaticDirectDiplomaticDirect
RegionUS and UK
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Say it like this

We need to lock in our quarterly planning by end of week.
The quarterly planning meeting revealed we were over capacity.
During quarterly planning, we always reassess our technical debt.

Real examples

in a standup

"The team lead mentioned that quarterly planning revealed we should prioritize API stability over new features this quarter."

in a meeting with leadership

"Based on our quarterly planning, we are allocating 30 percent of engineering resources to infrastructure improvements."

in a Slack channel

"Does anyone have the quarterly planning slides? I want to check which projects got approved."

Don't say this

Handle with care. Do not confuse with annual planning. Quarterly refers to three-month periods, not yearly cycles. Also, it is a noun, not a verb—you do quarterly planning, not quarterly plan.

We quarterly planned the next three months yesterday.
We completed quarterly planning for the next three months yesterday.Quarterly planning is a noun, not a verb. Use the verb form conduct or complete with it.
The quarterly planning will happen in six months.
The next quarterly planning cycle begins in three months.Quarterly planning happens every three months, not every six months. If something happens in six months, use different language like next cycle or mid-year review.
We do our annual quarterly planning in January.
We conduct quarterly planning four times per year, with the first cycle starting in January.Quarterly and annual are contradictory. Do not combine them. Quarterly means it repeats four times yearly, not once.

Other forms

noun

quarterly planning

"Quarterly planning is scheduled for next Tuesday at 10 am."

noun

quarterly planning cycle

"Each quarterly planning cycle lasts approximately two weeks from kickoff to final approval."

verb phrase

conduct quarterly planning

"We conduct quarterly planning every thirteen weeks."

Often used with

quarterly planning meetingThe formal gathering where leadership and teams align on goals for the next three months
quarterly planning cycleThe entire process from initial goal-setting through final commitment, typically two to three weeks
quarterly planning documentThe written output that captures goals, metrics, resource allocation, and priorities
conduct quarterly planningThe verb phrase meaning to run or execute the quarterly planning process
quarterly planning sessionAn informal term for the working meetings where teams break down and refine goals

Similar words

quarterly reviewSimilar timeframe, but typically refers to evaluating past performance rather than setting future goals
quarterly goal-settingMore focused on objectives; quarterly planning is broader and includes resource allocation
quarterly roadmap planningEmphasizes the product roadmap aspect; quarterly planning is wider and includes operations and staffing

Opposites

ad hoc decision-makingunstructured workannual planning

Practice

Try it

4 quick exercises

Pick the most natural phrasing

1. Your manager asks when the next round of planning happens. How do you respond?

Complete the sentence

2. During _______, we decided to pause new feature development and focus on performance optimization.

Spot the mistake

3. Which sentence uses quarterly planning incorrectly?

Rewrite naturally

4. Rewrite this in natural tech English using quarterly planning: Every three months, we get together and decide what we will build, fix, and improve, and then we tell everyone what we committed to.

Questions

Quick poll

Have you said "quarterly planning" in a standup this week?

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