The Execution Playbook

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 2024
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2024

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2023

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CEO Execution Playbook
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Frameworks 2024 CEO Execution Playbook

Frameworks 2024 Lean Canvas

Frameworks 2024 Mission

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Unite your team to make the best decisions to achieve your vision.

WORKSPACE

Go to alignment.io and create an account for your organization

CUSTOMIZE WORKSPACE: Customize your workspace name, team name, and setup billing.

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SETUP TEAMS: Setup your direct reports teams and initial misison, make the Exec leadership team the parent

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INVITE EXEC MEMBERS - In workspaces, invite your direct team members to the Exec team and their new teams.

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PREWORK

Complete the following pre-work ahead of the offsite

EXEC MISSION: CEO align leadership team on the overall MISSION [purpose > vision > values > metrics] →

Approach:

Example completed mission, this is how it should look then all done:

https://www.alignment.io/87115/BetaWorks-Exec-2023-Mission

PURPOSE

CEO to share the draft purpose, short 5-6 words on why the company ultimately exists and how it helps people

Go around the room and ask each leader on a scale of 1-10, 10 being 100% aligned, how aligned are you with this purpose? If not a 10, what would you add or change to make it a 10?
If there are many 8's and below, then ask everyone in the room to go to this project [invite them if needed] and spend 5 minutes drafting a revised purpose for the room to review.
After 5 minutes, ask everyone to read the new purpose statements and using the "star" next to each item, vote for the one that speaks to you the most. You only get one star vote.
CEO, refresh the page, hover over the star count to review vote tally. Discuss best options, delete un-used options so you ultimately have just one top option listed.
Go around the room and ask everyone 1 by 1 on scale of 1-10, how aligned are you with this. If everyone is an 9's or above, then you are now aligned, move on . Don't focus on getting perfect or perfect words. You can clean up afterwards. This is internal as well.

VISION

CEO to share the draft vision, short 5-6 words on the ultimate long term goal for the business, a clear 10yr+ bold goal.

Go around the room and ask each leader on a scale of 1-10, 10 being 100% aligned, how aligned are you with this vision? If not a 10, what would you add or change to make it a 10?
If there are many 8's and below, then ask everyone in the room to go to this project and spend 5 minutes drafting a revised vision for the room to review.
After 5 minutes, ask everyone to read the new purpose statements and using the "star" next to each item, vote for the one that speaks to you the most. You only get one star vote.
CEO, refresh the page, hover over the star count to review vote tally. Discuss best options, delete un-used options so you ultimately have just one top option listed.
Go around the room and ask everyone 1 by 1 on scale of 1-10, how aligned are you with this. If everyone is an 9's or above, then you are now aligned, move on . Don't focus on getting perfect or perfect words. You can clean up afterwards. This is internal as well.

VALUES

CEO to review company core values, list out top 4-6 company core values. These core values and behaviors that are important to follow to achieve the vision

Go around the room and ask each leader on a scale of 1-10, 10 being 100% aligned, how aligned are you with these values? If not a 10, what would you add or change to make it a 10?
If there are many 7-8's and below, then ask everyone in the room what vales are missing or should be removed or tuned.
CEO to tune and make changes based on team feedback
Go around the room and ask everyone 1 by 1 on scale of 1-10, how aligned are you with this. If everyone is an 9-10's or above, then you are now aligned, move on.

METRICS

CEO to review and align the team on the core company board metric. This is ideally the current year board plan metric and forecast of next years board plan metric. [ex: Reach $120M ARR FY'25, path to $240M ARR FY'26]

Go around the room and ask each leader on a scale of 1-10, 10 being 100% aligned, how aligned are you with this metric? If not a 10, what would you add or change to make it a 10?
If there are many 7-8's and below, then ask everyone in the room for feedback to make it a 10.
CEO to tune and make changes based on team feedback
Go around the room and ask everyone 1 by 1 on scale of 1-10, how aligned are you with this. If everyone is an 9-10's or above, then you are now aligned, move on.

MISSION

The mission area is where you draft out the final one line mission based on the work done above. It combines the purpose and vision into a single line. Ex: if purpose is to revolutionize space and vision is to ultimately be a multi-planet species, then the mission could be "Revolutionize space by ultimately becoming a multi-planet species"

CEO to share a mission draft.

Go around the room and ask each leader on a scale of 1-10, 10 being 100% aligned, how aligned are you with this mission one liner? If not a 10, what would you add or change to make it a 10?
If there are many 8's and below, then ask everyone in the room to go to this project [invite them if needed] and spend 5 minutes drafting a revised mission for the room to review.
After 5 minutes, ask everyone to read the new purpose statements and using the "star" next to each item, vote for the one that speaks to you the most. You only get one star vote.
CEO, refresh the page, hover over the star count to review vote tally. Discuss best options, delete un-used options so you ultimately have just one top option listed.
Go around the room and ask everyone 1 by 1 on scale of 1-10, how aligned are you with this. If everyone is an 9's or above, then you are now aligned! Don't focus on getting perfect or perfect words.
GREAT, you are now aligned on the mission of the business and exec team

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TEAM MISSIONS: Leaders repeat mission exercise with their teams to design team missions that align up

Update each teams mission in workspaces > teams area of alignment.io once the mission is set.

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TEAM RETRO: Leaders create a team RETRO based on their team mission. Invite team to it to share input.

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TEAM SWOT: Leaders create a team SWOT based on their team mission. Invite team to it to share input.

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PRIORITIZATION

Unite team to make the best decisions to achieve your vision

OPENING > 8:00-8:45am - Desired Outcome / Team Exercise

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MISSION > 9 - 10am - What’s important about what we do? What do we want? Review team mission one liners.

REVIEW PROCESS

After the leader shares their tea mission, go around and ask the room, one a scle of 1-10, 10 being 100% aligned, how aligned are you with this team mission? If not a 10, what would you add or change to make it a 10?

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EXEC RETRO > 10 - 11am - A look back at what overall went well, not so well, learnings

EXEC RETRO: Each leader to add their top 3 went well, not so well, learnings, and action items to team Exec RETRO

CEO to lead session, spending 20 minutes were section, starting with "what went well"

The What Went Well section includes the top 3 items from each teams Retro by section [leaders added these here].
Give the team 5 minutes to read the list and star the top 4 items that are the biggest "went well" for achieving the mission.
Refresh the page so it sorts by highest star count items. Hover over the star to see star count.
Discuss the top items, discuss what has votes but not in the top 5. Ask for people to advocate for the low star count items if needed - asking people to change their star votes if needed.

Repeat for What didn't go well

Repeat for Learnings

Repeat for Action Items

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EXEC SWOT > 11:15 - 12:30 - Align on our overall current state, what we need to focus on next.

EXEC SWOT: Each leader to add their top 3 strengths, weaknesses, opps, threats, & conclusions items to Exec SWOT

CEO to lead session, spending 20 minutes were section, starting with strengths

The strengths includes the top 3 strengths from each teams SWOT [leaders added these here].
Give the team 5 minutes to read the list and star the top 4 items that are the biggest strengths fro achieving the mission.
Refresh the page so it sorts by highest star count items. Hover over the star to see star count.
Discuss the top items, discuss what has votes but not in the top 5. Ask for people to advocate for the low star count items if needed - asking people to change their star votes if needed.

Repeat for Weaknesses

Repeat for Opportunities

Repeat for Threats

Next, Break into 2-3 groups to draft the conclusion

Draft out a company conclusion based on SWOT
3-5 Objectives for the Alignment plan - what we must focus on next to make the greatest progress against our mission

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EXEC OKR > 12:45-1:15 - Draft and align on OKR plan objectives & giving guidance to build team plans

PROCESS

Start by copying over the Exec SWOT conclusion items to your plan. Each conclusion item should be added as a unique objective. This is the format we recommend:

ALL CAPS THEME WORD

Objective description written as an aspirational goal.

Ex:

OWN THE CATEGORY

Recognized as the #1 brand for BI software in the Enterprise

Once you have your 3-4 objectives set and tuned a bit, plus your metrics and values sections, you now have a based line plan. Here is an example plan for review: https://www.alignment.io/79385/BetaWorks-Exec-Q3-2023-OKR-Plan

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ALIGNED PLAN

Two weeks after offsite, and before quarter start

OPENING > 8-8:30 - Recap of where we are in the process, shoutouts, next steps

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EXEC OKR FINALIZED > Each leader adds their top 3-4 team OKRs to the Exec OKR plan mapped to an objective

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TEAM OKR PRESENTATIONS [20 min each] > Review full team OKR plans - objectives, key results, metrics

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EXECUTION

Execute the Alignment Rhythm weekly to achieve vision

Company Kickoff > Exported google slides deck format

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Weekly Operating Meeting > Alignment OKR operating review

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Weekly Top 6 > Align the execution

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The Execution Playbook

WORKSPACE

PREWORK

PRIORITIZATION

ALIGNED PLAN

EXECUTION

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