📆🌟 Quarterly Quest
Reflect on our quarterly journey! Let’s celebrate milestones, tackle challenges, and chart our path for the next quarter—together, we’ll make each one better than the last.
Template Columns
🏅 Quarterly Wins
Share and celebrate the achievements and highlights from this past quarter.
Base column: What Went Well🧩 Quarterly Challenges
Discuss the hurdles or setbacks faced during the quarter and their impact.
Base column: What Went Wrong🚀 Next Quarter Goals
Suggest improvements and set actionable goals to enhance our performance in the coming quarter.
Base column: What We Want to ImproveAbout this template
The Quarterly Quest retrospective is a structured review of the past quarter, focusing on achievements, obstacles, and setting clear goals for future improvement as a team.
When to use this template
Use this retrospective at the end of each quarter to review progress, realign on priorities, and collaboratively set goals for the upcoming quarter. It's ideal for teams seeking structured, big-picture reflection and planning.
How to facilitate
Open the session with an overview of the quarter and the retrospective’s purpose, setting a safe, positive tone for sharing.
Invite team members to add notes to the Quarterly Wins column, highlighting key achievements and personal or team milestones.
Ask the team to discuss and post entries in the Quarterly Challenges column, focusing on significant hurdles, setbacks, or missed goals from the quarter.
Guide the group in brainstorming practical ideas and aspirations for the Next Quarter Goals column, encouraging actionable, realistic objectives.
Facilitate a group discussion to identify patterns or recurring themes across all columns and capture insights.
Prioritize the most important goals or actions as a team, ensuring alignment and ownership for the next quarter.
Close by recapping main takeaways, celebrating team efforts, and outlining next steps for following up on agreed actions.
Pro Tips
Bring relevant data or visuals (like metrics or timelines) to help spark specific memories and discussion.
Rotate the facilitator role each quarter to get fresh perspectives and increase team engagement.
Allow asynchronous input before the session so quieter or remote team members have time to reflect and contribute thoughtfully.
Encourage team members to connect wins or challenges to team values or broader company goals for deeper alignment.
FAQ
How can we avoid repeating the same challenges each quarter?
Spend extra time identifying root causes and ensure each challenge leads to a specific, owner-assigned action for the upcoming quarter.
What if team members feel uncomfortable discussing missed goals?
Start with achievements to build confidence, remind everyone the focus is on learning and growth, and model vulnerability as the facilitator.
How do we ensure next quarter’s goals are achievable?
Break down larger aspirations into smaller, actionable steps, and use team voting to prioritize the most realistic, high-impact goals.
Can remote teams get as much value from a quarterly retrospective?
Yes, as long as you create space for thoughtful input, encourage honest sharing, and use features like anonymous note posting to prevent bias.
At a glance
- Duration
60–75 min
- Team Size
4-15 people
- Columns
3 columns
- Base Format
What Went Well, What Went Wrong, What We Want to Improve
Tags
Ready to get started?
Use this template to run your next retrospective