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Transitioning Between Quarters
Using the Planning Feature to Plan and Prioritize Future Objectives
Using the Planning Feature to Plan and Prioritize Future Objectives

Elate's planning feature helps your team collaborate on what to focus on next.

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Written by Support Team
Updated over a week ago

Typically, the planning feature is used for executive offsites or for a team planning meeting. It helps teams have a loose framework to prioritize and finalize objectives.

Planning Next Quarter or Year

To get started with your planning process, navigate to the team you would like to plan for.

Click the "Planning" tab.

Use the planning page to add potential objectives in for future quarters.

Statuses during the planning phase are defined as follows:

  • Proposed Objectives

    • An objective in the idea phase that a team member thinks should be a priority for next quarter or year.

  • Objectives in Review

    • An objective that is a priority, but needs to have more details finalized, such as key results or who is responsible.

  • Finalized Objectives

    • An objective that is prioritized and all detail has been added. It is ready to be started next quarter.

When an objective is marked in the status "Finalized Objectives," it will display for that

time period on the "Objectives" tab.

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