Quarterly Planning

Start the quarter, set the cadence, track the pace

At the start of each quarter:

start a new quarter for this client
set up Q3 with these rocks: [list them]
begin the new quarter

Coppermind initializes the quarter with your rocks, sets the sprint cadence, and starts tracking progress week by week.

Weekly pacing

Check anytime: are we on pace this quarter? (or quarterly pacing). Coppermind shows expected progress vs. actual — like a burn-down chart for your rocks.

Quarter transitions

At quarter end: transition to next quarter. Coppermind carries over incomplete rocks, closes out completed ones, and generates the retro data for your quarterly review.

Read the full guide →

Try it now

start a new quarter
are we on pace this quarter?
transition to next quarter