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Execute For Growth

Execute For Growth. 2 Day Quarterly Planning Session. Release: 11-1-12. Objective. Develop a Winning Plan for the Next Quarter. Know what the Quarter is All About (Build a Theme). A Winning Plan is. 3-5 Company Priorities (RedYellowGreened). 3-5 Personal Priorities

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Execute For Growth

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  1. Execute For Growth 2 Day Quarterly Planning Session Release: 11-1-12

  2. Objective • Develop a Winning Plan for the Next Quarter

  3. Know what the Quarter is All About (Build a Theme) A Winning Plan is... 3-5 Company Priorities (RedYellowGreened) 3-5 Personal Priorities (RedYellowGreened)

  4. Agenda • Review, Discuss, Brainstorm • Check In & Good News • Review Ending Quarter • Review Prep Work • Review Annual Plan • Strategic Thinking • Review Strategy (Col. 1-3 OPSP) • Strategic Discussions (Agenda Items) • Quarterly Execution Planning • Main Thing & Critical Numbers • Company Top 3-5 Priorities? • Individual Top 3-5 Priorities? • QA the Plan • Cascade Plan • Communication Plan

  5. Opening Session Step 1 Check In • Everyone share: • a piece of good news • or a recent victory • or a brag 5

  6. Opening Session Step 2 Review The Ending Quarter • Results • What was our plan? • What did we accomplish? • Bright Spots • What improvements did we achieve? • What worked well that we can use going forward? • Lessons Learned • What did not work so well, and what did we learn from it? 6

  7. Opening Session Step 3 Review Prep Work • Each person shares their: • Stop/Start/Keeps • Vote and agree on the top 3 SSKs • Any items in your Parking Lot?

  8. Opening Session Step 4 Review Your Annual Plan Year to Date Progress: • Financial Goals • Key Initiatives • Critical Numbers 8

  9. Opening Session Step 4 Opportunities & Threats1 Year Time Horizon • Step 1: 5-10 mins independent work • Step 2: Share and discuss as a team • Step 3: Vote on Top 3 Opportunities and Threats 9

  10. Agenda • Review, Discuss, Brainstorm • Check In & Good News • Review Ending Quarter • Review Prep Work • Review Annual Plan • Strategic Thinking • Review Strategy (Col. 1-3 OPSP) • Strategic Discussions (Agenda Items) • Quarterly Execution Planning • Main Thing & Critical Numbers • Company Top 3-5 Priorities? • Individual Top 3-5 Priorities? • QA the Plan • Cascade Plan • Communication Plan

  11. Strategic Thinking Step 1 Review Strategy • Review the first three columns of the One-Page Plan: • Core Values • Core Purpose • BHAG • Brand Promise OR..... • Spend time working on ONE of these items

  12. Strategic Thinking Step 2 Strategic Discussions • Specific Agenda Items • Develop with the help of your Rhythm Coach

  13. Strategic Thinking Step 2 Discussion Framework • Successful Discussion if.... • List the Facts • Brainstorm ideas (keep these positive) • Any risks to consider? • Intuition (really like and want to sell us on before we vote) • Vote (3 votes each to determine the top items to do) • Conclusion – Actions to Take

  14. Strategic Thinking Update changes in Rhythm 14

  15. Agenda • Review, Discuss, Brainstorm • Check In & Good News • Review Ending Quarter • Review Prep Work • Review Annual Plan • Strategic Thinking • Review Strategy (Col. 1-3 OPSP) • Strategic Discussions (Agenda Items) • Quarterly Execution Planning • Main Thing & Critical Numbers • Company Top 3-5 Priorities? • Individual Top 3-5 Priorities? • QA the Plan • Cascade Plan • Communication Plan

  16. Execution Planning What’s the Main Thing this Quarter? Your Theme Step 1 Opportunities Threats Start / Stop / Keep Key Initiatives 3 Year Key Thrusts Habit / Skill 16

  17. Execution Planning Step 2 Top 3-5 Company Priorities • What are the Top 3-5 Priorities for the company this quarter? • Assign an owner for each • Determine Red/Yellow/Green criteria for each

  18. Execution Planning RedYellowGreen • 2 ways to RYG: • Use a NUMBER • Use a Date • Tips • Focus on specific results • What does success look like?

  19. Record your Quarterly Plan in Rhythm Execution Planning

  20. Execution Planning Step 3 Top 3-5 Individual Priorities • What are the Top 3-5 Priorities for each of us? How do each of us support the theme? • Determine Red/Yellow/Green criteria for each • Share and agree as a team on each person’s Individual Priorities

  21. Execution Planning Step 4 QA Your Plan • Ready if... • Have a clear Main Thing? • Individual Priorities for each of us done? • Energy focused on #1 Priority? • Red Yellow Green done?

  22. Record your Quarterly Plan in Rhythm Execution Planning

  23. Execution Planning Step 5 Create Plan to Cascade to Teams • Your Rhythm Coach will help you • Schedule your Team Planning sessions

  24. Execution Planning Step 6 Communication Plan • Make sure everyone in the company understands the company’s execution plan for the quarter.

  25. Final Step • Review your Plan with your Rhythm Coach to: • Ensure completeness • Check that you are ready to Do the Work 25

  26. 1 Word / 1 Phrase Close

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