Quarterly Planning Deck
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Transcript of Quarterly Planning Deck
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Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
QUARTERLY PLANNING
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Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
WELCOME & KICKOFF
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Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
OBJECTIVE
Develop a Winning Plan for the Next Quar ter
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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®)
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Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
REVIEW, DISCUSS, BRAINSTORM
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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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REVIEW THE ENDING QUARTERR e s u l t s
W h a t w a s o u r p l a n ( P r i o r i t i e s , K P I s , Ta r g e t s ) ?W h a t d i d w e a c c o m p l i s h ?
B r i g h t S p o t sW h a t i m p r o v e m e n t s d i d w e a c h i e v e ?W h a t w o r k e d w e l l t h a t w e c a n u s e ?
L e s s o n s L e a r n e dW h a t d i d n o t w o r k w e l l ? W h a t d i d w e l e a r n ?
P a r k i n g L o t A n y i t e m s i n o u r P a r k i n g L o t n e e d d i s c u s s i o n ?
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Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University
REVIEW ENDING QUARTER
D i s c u s s t h e t o p C o m p a n y P r i o r i t i e s , T h e m e a n d C r i t i c a l # s f r o m l a s t q u a r t e r
D i s c u s s t h e B r i g h t S p o t s a n d L e s s o n s L e a r n e d
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REVIEW PARKING LOT
D i s c u s s i t e m s t h a t w e r e r e c o r d e d i n t h e P a r k i n g L o t t h r o u g h o u t t h e q u a r t e r .
C o u l d a n y e n d u p a s C o m p a n y o r I n d i v i d u a l P r i o r i t i e s i n t h e c o m i n g q u a r t e r ?
D o a n y r e q u i r e f u r t h e r d i s c u s s i o n ?
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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
Star t -S top-Keeps
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REVIEW ANNUAL PLAN
Ye a r t o D a t e P r o g r e s s :• F i n a n c i a l G o a l s
• A n n u a l I n i t i a t i v e s• C r i t i c a l N u m b e r s
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OPPORTUNITIES & THREATS
1 Ye a r T i m e H o r i z o n
• Think independently
• Share all ideas
• Narrow down to those that could have the biggest impact on this year
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CONNECT STRATEGY TO EXECUTION
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REVIEW STRATEGY
• Your Core:• Core Values• Core Purpose• Core Customer
• BHAG• Brand Promise• Winning Moves & 3-5
Year Plan
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DISCUSSION TOPICS
D e t e r m i n e i n a d v a n c e t o p i c s t h a t n e e d d i s c u s s i o nC o u l d b e i t e m s f r o m P a r k i n g L o t , S t a r t S t o p K e e p , e t c .C o n t i n u e w o r k i n g o n a T h i n k R h y t h m d i s c u s s i o nP i c k t o p i c s t h a t w i l l p r o v i d e t h e t e a m w i t h t h e p r o p e r i n s i g h t s n e e d e d t o h e l p t h e m s e l e c t p r i o r i t i e s o n D a y 2E x a m p l e s i n c l u d e : p r i c i n g m o d e l s , n e w m a r k e t o r c u s t o m e r o p p o r t u n i t i e s , n e w p r o d u c t / s e r v i c e i d e a s , p e o p l e n e e d s , c u l t u r e d e v e l o p m e n t , n e w t e c h n o l o g y, m a r k e t i n g i n i t i a t i v e s
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EXECUTION PLANNING
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DETERMINE QUARTER FOCUSTa r g e t s , M a i n T h i n g , C r i t i c a l N u m b e r s
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SET YOUR QUARTERLY TARGETS
What are some key financial targets for the next 13-week race?
Examples: Revenue, EBITDA, Retention, # of clients, Revenue per employee
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WHAT’S THE MAIN THING THIS QUARTER?
Y O U R T H E M E
OPPORTUNIT IES
THREATS
START/STOP/KEEP
ANNUAL INIT IATIVES
3 YEAR KEY THRUSTS
HABIT/SKILL
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WHAT ARE YOUR CRITICAL NUMBERS?
Critical Number #1•What is the best leading indicator to measure progress on your Main Thing?
Critical Number #2•What might slip through the cracks if you were too focused on your Critical #1?
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REVIEW KPIs
Part 1: Review KPIs that have carried over in Rhythm® from the previous quarter
Part 2: Add new KPIs as needed (ie critical numbers)
Part 3: Set Red-Yellow-Greens® & data standards
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REVIEW KPIs THAT HAVE CARRIED OVER IN RHYTHM ® FROM THE PREVIOUS QUARTER
Are all of these still relevant?
Do they all still provide valuable insight?
If one goes Yellow/Red, should it prompt an action?
I f t h e a n s w e r i s n o , d e l e t e i t ! R e m e m b e r, l e s s i s m o r e .
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ADD NEW KPIS AS NEEDED
• Do we have a good mix of leading and lagging indicators?
• Were we blindsided by anything last quarter?
• Is there a specific problem we need to solve?
• Do we have KPIs to measure our Critical Numbers?
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SET RED-YELLOW-GREEN ® & DATA STANDARDS
• Set Success Cr i t e r i a f o r each KPI :Green: Success: What’s our goal?
Red: Unacceptable: When do we have a real problem?Yellow: Between Red & Green: Our warning sign
Super Green: Time to Celebrate!
• Set d a t a s tan dards fo r each KPI :Make sure we are all measuring the same way
Agreement on a quarterly, monthly or weekly time horizon
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SET COMPANYTOP 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
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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
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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
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TEST YOUR PLAN
• Financial Test: if we successfully complete this plan, will we also achieve our financial goals?
• Energy Test: do we have enough energy (Individual & Group Priorities) focused on the #1 Priority?
• Accountability Test: do all Priorities have clear RYG success criteria?
• Focus Test: is our Main Thing clear to everyone and supported by the Company Priorities?
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WHAT IS YOUR DAILY QUESTION?
Take your Main Thing and transform it into a question that you can use every day to maintain focus
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CASCADE & COMMUNICATE
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CREATE PLAN TO CASCADE TO DEPARTMENTS
• Which Teams are Cascading this quarter?• Team Leaders should schedule their Planning sessions• Set a date and format for sharing Team Plans across Departments
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COMMUNICATION PLAN
•Make sure everyone in the company understands the company’s execution plan for the quarter.
•Make sure everyone knows the Daily Question.
•Challenge everyone in the company to have at least 1 priority.
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