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Planning Checklist
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Execute this Success Plan each quarter to bring your team together to make the best decisions to achieve your vision
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Judy Butler
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Burt Crumb
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@JaneSmith goes to the ocean
Went surfing today and rode a huge wave
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MARKETING SEO -
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WORKSPACE
Manage workspace
Frameworks
TEAM
New team
Manage team
|
Q2 2024
CYCLE
2024
Q1
Q2
2023
Q4
Planning Checklist
PROJECT
View Q1 projects (8)
View Q2 projects (6)
View Q3 projects (1)
23 items
, 6 users | updated 19 days ago
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23 items
, 6 users | updated 19 days ago
Frameworks
2024
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EXEC PLANNING
JB
Every team to make the best decisions to achieve their vision
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MISSION: Exec, then Team Mission confirmed -5wks. Align exec/company mission first, then team missions second.
JB
21
Owner
%
notes
none
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SWOT+RETRO: Team, then Exec SWOT & RETRO completed -4wks. Leaders do team retro's, force rank items to see top 3 by section
JB
21
Owner
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notes
none
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Exec Alignment Plan objectives drafted -3wks. Use Exec SWOT conclusion to draft core plan objectives/strategy. Teams do the same.
JB
21
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notes
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Alignment Plan FINAL: Team+Exec quarterly plan finalized -1wks. Leaders add their top 3 objectives to Exec plan, no wrapping.
JB
21
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notes
none
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Company kickoff - Strategy / Quarterly Alignment Plan +1wk - use the Exec Meeting Alignment format
JB
21
Owner
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notes
none
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EXEC RHYTHM
JB
Execute your vision with an inspiring high velocity rhythm.
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EXEC TOP 6: Exec Weekly Top 6 based on their teams alignment plan objectives, reviewed in exec meeting
JB
21
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notes
none
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EXEC MEETING: Exec Meeting: Follows Alignment plan flow and use the Alignment.io deck structure, plans updated weekly
JB
21
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notes
none
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ALIGNMENT PLAN REVIEWS: Monthly Alignment Reviews [MARS]: Sit on Alignment plan, use chat for notes, question, action items
JB
21
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BOD: Board Meeting: Follows Alignment plan flow for past quarter results, upcoming quarter plan
JB
21
Owner
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COACH
JB
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The Alignment Playbook (https://www.alignment.io/playbook)
JB
21
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