Prepare for quarterly planning with a structured prework process that ensures alignment, clarity, and execution for your leadership team. Quarterly planning isn’t just about setting goals—it’s about ensuring your company is focused, aligned, and equipped to execute effectively. In this episode, Megan Long breaks down the essential prework every second-in-command should complete before heading into a quarterly planning session. From reviewing financials to aligning with your CEO, these steps will help you walk into the room prepared, confident, and ready to lead a productive strategy meeting. You'll hear all about: 00:28 – The purpose of quarterly planning: alignment, focus, and execution 00:36 – The impact of preparation on a successful planning session 01:15 – Review last quarter’s results 01:56 – Evaluate last quarter’s rocks (goals) 02:47 – Review key business metrics and trends 03:17 – Meet with department heads 04:32 – Personal pre-planning session 05:19 – Align with your CEO   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn