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Rhythm Coaching Program

Rhythm Coaching Program. Quarterly Planning Learning Module: Execution Rhythm. 2 Day Planning Agenda. Day 1 Opening Session: Check in and set the tone and pace Review Last Quarter: Bright Spots; Lessons Learned Strategic Topic Discussions / Learning Module Day 2 KPIs for the Company

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Rhythm Coaching Program

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  1. Rhythm Coaching Program • Quarterly Planning • Learning Module: Execution Rhythm

  2. 2 Day Planning Agenda • Day 1 • Opening Session: Check in and set the tone and pace • Review Last Quarter: Bright Spots; Lessons Learned • Strategic Topic Discussions / Learning Module • Day 2 • KPIs for the Company • People Plan - Organizational Plan • Execution Plan for the Next Quarter • Theme for the quarter • Company Top 3-5 Priorities • Individual Top 3-5 Priorities • QA and Test your plan • Execution Rhythm - Executing your Plan • Ready for the Quarter: Summary and Close

  3. Objectives • Develop a Winning Plan for the Next Quarter • Habit: Develop our Execution Rhythm

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

  5. Day 1 Agenda • Opening Session • Opening remarks by CEO - What is important to focus on? • Our Questions? • Top questions we are wrestling with? • Topics we do not want to discuss but need to? • Check In - Victories & Core Values • Review Previous Quarter & Think about the New Quarter • The Numbers: How did we do? (KPIs, Dashboards, Priorities) • Bright Spots; Lessons Learned • Review Annual Plan • Opportunities & Threats • Strategic Topics - Discuss and arrive at Solutions • Strategy Review

  6. Opening Session • CEO Remarks • Top Questions? • Check In

  7. The Questions? • What are the Top 1-2 Questions we need answered? • Any questions we are afraid to ask (and therefore must!)?

  8. Check In (2 min/person) • Top 3 Personal Victories • Top 1-2 Brags - teammate in the room

  9. Review Last Quarter • Results - What did we achieve? • Bright Spots (and Starts and Stops) • Lessons Learned

  10. Review & Learn • Bright Spots • Stop Doing • Start Doing 10

  11. Review Annual Plan How are we executing to achieve our Key Initiatives and Main Thing for the Year? 11

  12. Opportunities & Threats • Time Horizon: 1 Year • Step 1: 5-10 mins independent work • Step 2: Share and discuss • Step 3: Vote on the best ideas (3-5 votes each person) 12

  13. Strategic Discussions 13

  14. Strategic Topics • Pick a topic from columns 1-3 of your 1-page plan and review and work it with your team. • (i.e. Core Values, BHAG, Brand Promise, 3-5 Year Plan)

  15. 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

  16. Preview for Day 2 • Learning: Execution Rhythm • Quarterly planning • Weekly execution to avoid getting blindsided • Use Priorities and KPIs • Discuss • KPIs for the company • People Plan • Build • Our plan for the Quarter

  17. Day 2 - Welcome Back • Our FOCUS - Strong Execution Plan for the Next Quarter

  18. Day 2 Agenda • KPIs for the Company • People Discussion • Our current Organizational Chart • Roles? What results is each role is accountable for? • Any missing seats? Anyone wearing too many hats? • Action Plan based on discussion • Plan the New Quarter • What’s the quarter all about? • Review Bright Spots, Opportunities/Threats, Annual plan • Choose the #1 thing - the Main Thing we will focus on • Build your theme • Company top 3-5 priorities (Theme based) • Individual Priorities - Everyone must have own List • QA your Plan • Weekly Execution • Ready for the Quarter - Summary and Close

  19. KPIs for the Company 19

  20. Lagging Indicators-(Outcomes-Results)

  21. Future VisionLeading Indicators

  22. KPI Examples • Process • Make / Buy • Quality / Bugs • Supplier mistakes • Project Health Index (Actual vs Plan) • Sell • Sales actual vs plan • Pinkie Report • Records (Finance) • A/R Days • Cashflow • Relationships/People • Employee • Voluntary Attrition • Keep Smart (Learning) • Strengths Survey Index • Employee NPS • Customer • NPS - Net Promoter Score • Shareholders • Dry Powder (Investors) • Burn Rate • # Months cash runway

  23. KPI Exercise • People • Employee • Customer • Shareholder • Process • Make/Buy • Sell • Records (Financial)

  24. Summarize KPIs • Top 10 - 12 KPIs the Executive Team Reviews Weekly

  25. People Discussion

  26. People Discussion • Review our Roles • Results expected? • On the right track? • Seats • Missing any key Seats? • Sitting in too many seats? 26

  27. Execution Rhythm #1 Plan Your Quarter #2 Execute Your Plan 27

  28. Plan Your Quarter • Begin with success in mind • Clear, Exciting, Measurable • Resources deployed right

  29. Execute Your Plan • Avoid being blindsided • Adjust weekly for success • Focus on Solutions

  30. Plan Your Quarter • Purpose • 100% Alignment with clear sense of Mission • Resources deployed on the Right Things • How • Step 1: Main Thing (Theme) • Critical #? • Step 2: Company Top 3 • Step 3: Individual Top 3 • Step 4: QA & Test

  31. Step 1:The Main Thing? 31

  32. What is Our Main Thing? • Consider • Bright Spots • Opportunities/Threats • Strategic Discussions • Choose • 1 Thing to FOCUS on 32

  33. Step 1: The Main Thing • What is the Most Important thing to achieve this quarter? • How to measure? • Critical Numbers • Use Top half of the Tool

  34. Step 2: Company Top 3 • Company Top 3 • The 3 to 5 Top Priorities • 2-3 for the Theme • 1-2 could be Operational • At least 1 Connects to an Annual Key Initiative • No more than 5 Priorities!! • Use Bottom half of Tool 34

  35. Step 3: Personal Top 3 • Personal Top 3-5 • 2-3 Personal focused on theme • 1-2 Operational (My Day Job) • Energy - Where is it going to? • Link this to company priorities • Know were your energy is being used

  36. Did You RedYellowGreen Your Priorities?

  37. 5Tests to Check Your Plan 37

  38. Readiness Checklist • Ready if... • Have a clear Main Thing? • Everyone know company Top 3 priorities? • Know personal Top 3? • Energy focused on #1 Rock? • Red Yellow Green done? 38

  39. #2 Execute Your Plan with 100% Confidence 39

  40. Execute My Plan • Weekly • Monthly • Coaching 40

  41. Why Weekly Meetings? • Headlights... Future Vision • Avoid being blindsided • Adjust weekly for success • Focus on Solutions

  42. Meeting with Myself to Prepare for the Weekly Meeting

  43. Meeting with Myself to Prepare for the Weekly Meeting • Exercise: Prepare for your weekly meeting

  44. Update Status Weekly

  45. Next Steps • Weekly Execution • Discuss Company plan • Discuss Solutions weekly • Monthly Check • Review progress monthly with your coach • Insights for adjusting your plan 45

  46. Ready to WIN! • Summarize our 2 days • Key Actions • Close with • 1 phrase or 1 word close around the room

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