Quarterly Planning

A Quarter Plan is the essential approach for aligning management with what needs to be done (management prioritization) and can be done (team capacity) in the next quarter. Say goodbye to the side projects that drain your resources, and focus your efforts on the initiatives that really move your business forward.

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Quarter plan

Why choose AirSaas?

+50% buy-in from IT & business teams
Why AirSaaS

A clear framework facilitates collaboration between IT and business teams, reducing frustration and improving commitment to cross-functional projects.

Percent AirSaaS
100%
Why AirSaaS

That's the rate of reduction in the number of projects launched without capacity to do or without a clear goal.
Companies that adopt quarterly cycle management significantly improve their project completion rates, by reducing drift and avoiding dispersion of effort.

Why AirSaaS
-40% useless meetings
Why AirSaaS

By structuring priorities and ensuring clear team alignment, Quarterly Planning reduces time wasted in ineffective debate, and refocuses attention on execution.

AirSaaS days

Track overall delivery rate

Visualize the progress of deliveries in real time and obtain a clear indicator of the organization's ability to achieve what was planned: the percentage of completion of the quarterly plan. At last, you have a simple indicator that rewards the work of the teams who “do it”.

Easily visualize overloaded teams

Quickly identify teams under pressure to adjust workloads and prevent the risk of delays. If 80% of projects are behind schedule because of too many “changes in priority” or “parallel projects”, you've lost the battle. What you approve at the start of a quarter plan can actually be done in the course of the quarter.

Portfolio timeline
Presentation scope

Breakdown efforts by team in demand

Gain insight into where and how efforts are invested in projects. Make trade-offs easier by showing what is really being invested for each department.

Declare "reserved time" for projects

Easily define available project time by team. This visibility allows you to secure time for key initiatives, while limiting unnecessary distractions.

Flash report ppt

Simply draw up an annual scenario with top management

Want to show off the year's trend? The scenario feature will help: organize projects and visualize the impact on teams until you find the scenario they can all carry out successfully.

Can we do more projects? Do we have to cut them off?
What are the milestones that are weighing us down? Can they be cut?
Should we recruit or put more workload on the existing team? For how long?

Capacity planning

10 FAQs before embarking on a Quarterly Planning (and their answers)

mora

We aren't mature enough on project management yet, is it not too early for us?

It is precisely when there is a lack of structure that -Quarterly Planning is useful! It's not a question of “framing everything” but of gradually introducing a clear prioritization logic based on the real capacity of the teams. A well-done Quarter Plan prevents overload and helps structure efforts without bureaucracy.

mora

Won't a Quaterly Planning add even more processes and slow down my teams?

No, on the contrary! A Quarter Plan aims to simplify priority management. Rather than multiplying  parallel projects without a clear vision, it establishes a structured framework that allows teams to focus on what matters most. This reduces dispersion and improves productivity.

mora

Is the Quarter Plan only for large companies or tech teams?

Not at all. It works for any business that needs to align multiple teams around clear priorities. It is particularly useful in high-growth or crisis contexts. The majority of our customers do a lot of projects and a lot of continuous improvement.

mora

We have too many unforeseen events, our business is too unstable to work with a 3-month plan.

Precisely, the Quarter Plan makes it possible to better absorb the unexpected. It sets high priorities while leaving flexibility on how to get there. And above all, it includes moments to adjust without questioning everything.

mora

How do I get my teams to adopt this approach?

Buy-in comes from a clear understanding of the benefits: fewer changes of direction, better coordination and clear goals. It's essential to involve teams upstream, to show them the positive impact on their workload, and to give them real autonomy over execution.

mora

We don't know how to properly estimate our projects. What can we do to avoid failing in the first cycle?

The idea is to make this estimate easier by breaking it down by quarter, by deliverable and by team. If you ask your teams to say what they think they'll be doing in the next few quarters, and then combine this with a macro sizing by deliverable, you've already made a good start!

mora

How long does it take to set up an effective Quarter Plan?

The initial set-up takes a few weeks, but learning takes place on the go. The first cycle is often imperfect, but as early as the second quarter, the benefits are visible. It's not a brutal revolution, but a continuous improvement.

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We organize PI Plannings, is that compatible?

Yes, you can use Airsaas to simplify the preparation of your ceremonies when your PI lasts a quarter. You can prepare your artifacts in just a few clicks, and record the results of dependency identification or scripting workshops directly in the tool.