Cascade Quarterly Planning
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Transcript of Cascade Quarterly Planning
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
Objective
Develop a Winning Plan for the Next Quarter
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Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
A winning plan is…
3-5 Team Priorities(RedYellowGreened®)
Know what the Quarter is All About (The Main Thing)
3-5 Individual Priorities(RedYellowGreened®)
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
Review, discuss, brainstorm
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
Check In
Everyone share: a piece of good news or a recent victory or a brag
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Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
Review The Ending QuarterResults
What was our plan (Priorities, KPIs, Targets)?What did we accomplish?
Bright SpotsWhat improvements did we achieve?What worked well that we can use?
Lessons LearnedWhat did not work well? What did we learn?
Parking Lot Any items in our Parking Lot need discussion?
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Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
Review Ending Quarter – Company
Discuss the top Company Priorities, Theme and Critical #s from last quarterDiscuss the Bright Spots and Lessons Learned
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
Review Ending Quarter – TEAM
Discuss the top Team Priorities & KPIsDiscuss the Bright Spots and Lessons Learned
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
Review team Parking Lot
Discuss items that were recorded in the Parking Lot throughout the quarter.
Could any end up as Team or Individual Priorities in the coming quarter?
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
Review Prep Work
• Share all ideas
• Narrow down to those that could have the biggest impact on the next quarter
• Discuss those ideas as a team
• Consider these as you create your plan for the next quarter
Start-Stop-Keeps
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
Opportunities & Threats for the team
1 Year Time Horizon
• Think independently
• Share all ideas
• Narrow down to those that could have the biggest impact on this year
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
Review Company Annual Plan
Year to Date Progress:• Financial Goals• Annual Initiatives• Critical Numbers
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Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
Review Company Quarterly Plan
• Discuss the Main Thing (Theme) to achieve this quarter• Discuss how it is measured• Critical Numbers
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Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
Review Company Priorities (Top 3-5)
Discuss the top Company Priorities and the Red-Yellow-Green® success criteria for eachShare Team Leader’s Individual Priorities for the QuarterDiscuss which Priorities your Team will work to support
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
Our Daily Question
Main Thing transformed into a question that we can use every day to maintain focus
<ADD DAILY QUESTION HERE>
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
Review team KPIs
•Does the list that carried forward in Rhythm® look correct?
•Do we need to delete any?
•Do we need to add any?
•Determine an owner and Red-Yellow-Green® criteria for each.
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
Set teamTop 3-5 Priorities
•What are the Top 3-5 Priorities for the Team this quarter?
•Assign an owner for each
•Determine Red-Yellow-Green® criteria for each
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
Determine Red-Yellow-Green®
2 ways to RYG Priorities:• Use a NUMBER• DESCRIBE successTips• Focus on specific results• What does success look
like?• What does failure look
like?• Avoid using dates
alone
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
Set Individual Top 3-5 Priorities
•What are the Top 3-5 Priorities for each of us? How do each of us support the Main Thing?
•Determine Red-Yellow-Green® success criteria for each
•Share and agree as a team on each person’s Individual Priorities
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
Test Your Plan
• Focus Test: Is the Main Thing clear to everyone and are Team Priorities aligned with the Company Priorities?
• Energy Test: Do we have enough energy (Individual & Team Priorities) focused on the #1 Priority?
• Accountability Test: Do all Priorities have clear RYG success criteria?
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
Share Plans Across Departments
Once Team Plans are complete, they should be shared across teams.
• Are we aligned?• Any concerns about
resources?• Any conflicts?• Make tough choices• Make adjustments as
needed
<Add Date Here>