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Quarterly Roll

Quarterly roll is the process of closing out expiring derivative contracts and simultaneously opening new positions for the next quarter.


Welcome to the complete guide to Quarterly Roll – the strategic tool that can transform the way you approach your business objectives. In this comprehensive guide, we'll delve into the ins and outs of Quarterly Roll, exploring its significance, benefits, and how it can drive success for your organization.

What is quarterly roll?

Quarterly Roll is a powerful methodology designed to facilitate planning, execution, and assessment of business goals and strategies over a three-month period. It enables companies to break down larger goals into actionable and manageable tasks, fostering a more agile and focused approach to achieving success.

Key benefits of quarterly roll

  1. Enhanced focus: By setting specific and achievable goals for each quarter, Quarterly Roll keeps your team focused and aligned with the company's overarching objectives.
  2. Agility and adaptability: Its short-term focus allows for quick adjustments and adaptability to market changes, ensuring your business stays nimble.
  3. Accountability and measurement: Quarterly Roll encourages accountability as progress is consistently tracked, making it easier to measure success and identify areas for improvement.

How to implement quarterly roll

  1. Goal setting: Define clear and measurable goals for the quarter, ensuring they align with the company's long-term vision.
  2. Task allocation: Break down these goals into smaller, manageable tasks, assigning responsibilities to relevant team members.
  3. Regular evaluation: Consistently review progress and make necessary adjustments to stay on track.

Best practices for successful quarterly roll

  1. Communication is key: Keep your team informed and engaged throughout the process.
  2. Flexibility and adaptation: Embrace change and adjust strategies as needed to optimize results.
  3. Celebrate milestones: Recognize and celebrate achievements, fostering motivation within the team.


Quarterly Roll is a dynamic and effective approach to strategic planning, enabling businesses to achieve their objectives in a focused and adaptable manner. By breaking down long-term goals into manageable tasks, it fosters accountability and agility within organizations. Implementing Quarterly Roll can redefine how your company approaches its goals and paves the way for sustained success.