Quarterly Planning
Review Last Quarter:
Which goals were achieved?
Which fell short and why?
What did you learn?
Set Next Quarter Goals:
3-5 major objectives maximum
Focus on what matters most
Balance aggressive and achievable
Align with annual strategy
Define Key Results:
Connect to Vendro metrics (Revenue, ROAS, Orders, etc.)
Use data from Dashboard, KPI Brain, Funnel Architect
Set based on historical performance + growth targets
Assign Ownership:
Clear accountability for each goal
Owner updates progress weekly
Team reviews progress in meetings
Monthly Check-ins
Review all goals in progress
Update key result values from latest data
Adjust strategies for at-risk goals
Create Actions for behind goals (use Vendro Actions tool)
Document learnings and pivots
Weekly Updates
Quick progress check on all active goals
Update current values for key results
Flag blockers or issues
Celebrate wins