Quarterly Planning Template Claude Skill — Leadership Offsite Plan

Run a quarterly planning offsite that produces commitments, not posters: pre-work, day-of agenda, exercises, OKR drafting, and the communication plan to the team.

What this Claude Skill does

• Send the right pre-work so the day-of isn't status updates
• Run the 6-hour agenda with reflection, themes, and OKRs
• Allocate resources and budget transparently
• Communicate decisions to the team within 5 days

Built for

• Founders running quarterly leadership offsites
• Chiefs of staff facilitating quarterly cadence
• Coaches and consultants leading client planning sessions

What's inside

• SKILL.md — the full skill file with frontmatter, methodology, phases, examples, anti-patterns, and recovery
• Step-by-step phases Claude follows to produce a senior-level output every time
• Worked examples with realistic detail you can adapt to your situation
• Anti-patterns + recovery playbook so the work survives edge cases
• Delivery file tree so outputs land organized for you or your client

How a Claude Skill works

This is a Claude Skill — a single SKILL.md file Claude reads as instructions for a specific kind of work. Drop it in your Claude Project, your /mnt/skills/user/ folder, or wherever Claude can read it. Claude triggers the skill automatically when your prompt matches its description, then follows the methodology end to end.

Author

Built by Ukiyo Productions — a strategy-led branding and growth agency. Part of a 100+ skill marketplace built for founders, operators, consultants, and agencies.