> ## Documentation Index
> Fetch the complete documentation index at: https://docs.buildbetter.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Plan Quarterly OKRs with Customer Data

> Turn customer and team insights into OKRs and roadmap priorities

End of quarter. Time to plan Q2. You have data scattered everywhere—customer calls, team meetings, support tickets, sales pipeline. How do you turn all that into clear OKRs and priorities?

**This guide shows you how to use BuildBetter to aggregate insights and plan your quarter based on data, not opinions.**

## The Planning Problem

**Traditional planning:**

* 📊 Spreadsheets of metrics (lagging indicators)
* 🗣️ Team opinions (loudest voice wins)
* 📝 Gut feel about priorities
* 🎲 Hoping you're building the right things

**The gap**: You have conversations with customers every week. Those contain leading indicators. But they're never part of planning.

## What You'll Achieve

Using BuildBetter for quarterly planning:

* ✅ **Aggregate all insights** (customer + internal + support)
* ✅ **Find strategic themes** across all data
* ✅ **Prioritize OKRs** based on actual customer needs
* ✅ **Align team** with data everyone can see
* ✅ **Track progress** quarter-over-quarter

<Info>
  **Time saved**: Planning used to take 1-2 weeks of meetings. With BuildBetter: 1 day of analysis + 1 planning session.
</Info>

***

## Step 1: Aggregate Your Data

\[screenshot: Collections showing Q1 data organized]

<Steps>
  <Step title="Create Q1 Review Collection">
    Gather all Q1 conversations:

    * All customer calls
    * Internal team meetings
    * All-hands recordings
    * Strategy sessions
    * Support ticket data
  </Step>

  <Step title="Ask Strategic Questions">
    **Query Chat**:

    * "What are the top customer problems from Q1?"
    * "What did we commit to but didn't ship?"
    * "What internal blockers came up repeatedly?"
    * "What market opportunities did customers mention?"
  </Step>
</Steps>

***

## Step 2: Find Strategic Themes

\[screenshot: Chat identifying strategic themes from Q1]

<Steps>
  <Step title="Identify Patterns">
    **Query**: "Based on all Q1 data, what are the top 3-5 strategic themes that should guide Q2?"

    **Example output:**

    ```
    Q2 Strategic Themes from Q1 Data:

    1. Enterprise Readiness (78 mentions)
       - SSO/SAML requests
       - Compliance requirements
       - Advanced permissions

    2. Mobile Experience (54 mentions)
       - App crashes
       - Missing mobile features
       - On-the-go access needs

    3. Integration Ecosystem (47 mentions)
       - Salesforce requests
       - API limitations
       - Zapier needs
    ```
  </Step>

  <Step title="Generate OKR Recommendations">
    **Query**: "Based on these themes, suggest OKRs for Q2 with measurable key results."

    Creates data-backed OKRs instead of guesses.
  </Step>
</Steps>

***

## Step 3: Build Q2 Roadmap

\[screenshot: Generated Q2 planning document]

<Steps>
  <Step title="Prioritize with Customer Impact">
    **Query**: "For each potential roadmap item, tell me: customer mentions, revenue impact, and urgency."

    Creates prioritization matrix based on real data.
  </Step>

  <Step title="Generate Planning Doc">
    Click **Generate** → **Generate Document** → "Quarterly Planning"

    Creates formatted doc with:

    * Q1 retrospective
    * Customer insights
    * Strategic themes
    * Proposed OKRs
    * Roadmap recommendations
  </Step>
</Steps>

***

## Step 4: Team Alignment

Share planning doc with team. Everyone sees the same customer data. Less debate, faster alignment.

\[screenshot: Team planning meeting with BuildBetter dashboard]

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Company Intelligence" href="/pages/Use%20Cases/founder/company-intelligence">
    Build ongoing intelligence system (stub)
  </Card>

  <Card title="Strategic Planning" href="/pages/Use%20Cases/leadership/strategic-planning">
    Advanced strategic planning for leadership
  </Card>
</CardGroup>

***

<Note>
  **To be expanded**: Full content coming soon with detailed quarterly planning frameworks, OKR templates, and team alignment workflows.
</Note>