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Alignment Execution Playbook

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Use the Execution Rhythm Plan each quarter to execute the Alignment Rhythm within your team. Look for the small notes icons on each item to expand detailed guidance on each step. Use the chat to discuss the overall strategic planning as a team and guide everyone together. Unite your team to make the best decisions to achieve your vision.
AUTHOR
Overview Deck
Alignment Rhythm
Template Library Frameworks | Q3 2024 Alignment Execution Playbook
Frameworks
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Tiffany Little updated Template Library Frameworks | Q3 2024 Alignment Execution RhythmPlaybook 78 days ago undo
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Tiffany Little updated Alignment Execution RhythmPlaybook 78 days ago undo
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Tiffany Little updated section SYSTEM OF ALIGNMENT 78 days ago undo
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Tiffany Little updated section Setup your workspace 78 days ago undo
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Tiffany Little updated Template Library Frameworks | Q3 2024 CEO Execution Rhythm on Fri Aug 30 2024 undo
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Tiffany Little updated CEO Execution Rhythm on Fri Aug 30 2024 undo
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Tiffany Little updated Use thisthe CEOExecution planningRhythm rhythmPlan toeach unitequarter your team to makeexecute the bestAlignment decisionsRhythm towithin achieve your visionteam. ClickLook onfor the small notes icons inon each item forto expand detailed guidance on each step. Use the chat to discuss the overall strategic planning as a team and guide everyone together. Unite your team to make the best decisions to achieve your vision. on Fri Aug 30 2024 undo
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Tiffany Little updated BOARD MEETING: OKR > exported. Exec summary, review results by objective, bring to life go-forward plan by objective. in ALIGN THE EXECUTION on Thu Aug 22 2024 undo
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Tiffany Little updated MONTHLY REVIEW: CEO to do a 90 min 1:1 session with each leader to review team OKR. No slides. in ALIGN THE EXECUTION on Thu Aug 22 2024 undo
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Tiffany Little updated INVITE EXEC MEMBERS - In workspaces, invite your direct team members to the Exec team and their new teams. in SYSTEM on Thu Aug 22 2024 undo
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Tiffany Little updated SETUPCREATE TEAMS: Setup your direct reports teams and initial misison, make the Exec leadership team the parent in SYSTEM on Thu Aug 22 2024 undo
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Template Library
Frameworks
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Q3 2024
Alignment Execution Playbook

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

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SYSTEM OF ALIGNMENT

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Setup your workspace
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ALIGNMENT.IO: Create your account, customize your workspace name, team name, and setup billing. 
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CREATE TEAMS: Setup your direct reports teams and initial misison, make the Exec leadership team the parent 
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INVITE MEMBERS - In workspaces, invite your direct team members to the Exec team and their new teams. 
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ALIGN THE VISION

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With a strong sense of purpose, a bold vision, and clear metrics
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EXEC MISSION: Pre-work - CEO align leadership team on the overall MISSION [purpose > vision > values > metrics] → 
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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: Pre-work - Leaders repeat mission exercise with their teams to design team missions that align up 
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Update each teams mission in workspaces > teams area of alignment.io once the mission is set.

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MISSION REVIEW: Day 1, 9 - 10am - What’s important about what we do? What do we want? Review team mission one liners. 
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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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ALIGN THE STRATEGY

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Making the best prioritization decisions to achieve your vision
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TEAM RETRO: Pre-work - Understand recent performance. Leaders perform a team RETRO based on their team mission. 
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TEAM SWOT: Pre-work - Define the current state. Leaders perform a team SWOT based on their team mission. 
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EXEC RETRO: Day 1, 10 - 11am - Align the learings. A look back at what overall went well, not so well, learnings 
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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 > Day 1, 11:15 - 12:30 - Align on our overall current state, what we need to focus on next. 
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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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ALIGN THE PLAN

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With a focused Exec OKR Plan that unites your team goals
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EXEC O's DRAFTED: Day 1, 12:45-1:15 - Draft and align on OKR plan objectives & giving guidance to build team plans 
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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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EXEC OKR FINALIZED: 14 days later, Each leader adds their top 3-4 team OKRs to the Exec OKR plan mapped to an objective 
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TEAM OKRS: 14 days later, Review team OKR plans, 15 min each - mission, objectives, key results, metrics 
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ALIGN THE EXECUTION

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In a high velocity rhythm that brings everyone together
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WKLY EXEC MEETING: OKR > exported into unique slides. Bring the discussion to life, review Top 6. 
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WKLY TOP 6: By Monday at 10am, every team as a Top 6 set by each individual, one shared Top 6 plan. 
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WKLY ALL-HANDS: Bring to life OKR via Exec meetings slides by objective, pass ownership 
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MONTHLY REVIEW: CEO to do a 90 min 1:1 session with each leader to review team OKR. 
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QTR KICKOFF > Look back and celebrate results by objective, look forward by bringing the plan to life. 
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BOARD MEETING: OKR exported. Exec summary, review results by objective, bring to life go-forward plan by objective. 
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