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Strategic Quarterly Planning: Execution Rhythm Coaching Program

Join our two-day Execution Rhythm Coaching Program designed to enhance your quarterly planning skills. Engage in strategic discussions that reflect on the previous quarter's bright spots and lessons learned. Focus on KPI development, individual and organizational priorities, and create a winning execution plan for the upcoming quarter. Our sessions emphasize alignment, accountability, and clear objectives to ensure your team is ready and equipped for success. Build a cohesive execution rhythm and foster a culture of excellence within your organization.

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Strategic Quarterly Planning: Execution Rhythm Coaching Program

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  1. Rhythm Coaching Program • Quarterly Planning • Learning Module: Execution Rhythm

  2. 2 Day Planning Agenda • Day 1 • Opening Session: Check in and set the tone and pace • Review Last Quarter: Bright Spots; Lessons Learned • Strategic Topic Discussions / Learning Module • Day 2 • KPIs for the Company • People Plan - Organizational Plan • Execution Plan for the Next Quarter • Theme for the quarter • Company Top 3-5 Priorities • Individual Top 3-5 Priorities • QA and Test your plan • Execution Rhythm - Executing your Plan • Ready for the Quarter: Summary and Close

  3. Objectives • Develop a Winning Plan for the Next Quarter • Habit: Develop our Execution Rhythm

  4. Know what the Quarter is All About (Build a Theme) A Winning Plan is... 3-5 Company Priorities (RedYellowGreened) 3-5 Personal Priorities (RedYellowGreened) Simple Tools

  5. Day 1 Agenda • Opening Session • Opening remarks by CEO - What is important to focus on? • Our Questions? • Top questions we are wrestling with? • Topics we do not want to discuss but need to? • Check In - Victories & Core Values • Review Previous Quarter & Think about the New Quarter • The Numbers: How did we do? (KPIs, Dashboards, Priorities) • Bright Spots; Lessons Learned • Review Annual Plan • Opportunities & Threats • Strategic Topics - Discuss and arrive at Solutions • Strategy Review

  6. Opening Session • CEO Remarks • Top Questions? • Check In

  7. The Questions? • What are the Top 1-2 Questions we need answered? • Any questions we are afraid to ask (and therefore must!)?

  8. Check In (2 min/person) • Top 3 Personal Victories • Top 1-2 Brags - teammate in the room

  9. Review Last Quarter • Results - What did we achieve? • Bright Spots (and Starts and Stops) • Lessons Learned

  10. Review & Learn • Bright Spots • Stop Doing • Start Doing 10

  11. Review Annual Plan How are we executing to achieve our Key Initiatives and Main Thing for the Year? 11

  12. Opportunities & Threats • Time Horizon: 1 Year • Step 1: 5-10 mins independent work • Step 2: Share and discuss • Step 3: Vote on the best ideas (3-5 votes each person) 12

  13. Strategic Discussions 13

  14. Strategic Topics • Pick a topic from columns 1-3 of your 1-page plan and review and work it with your team. • (i.e. Core Values, BHAG, Brand Promise, 3-5 Year Plan)

  15. Discussion Framework: • Successful Discussion if.... • List the Facts • Brainstorm ideas (keep these positive) • Any risks to consider? • Intuition (really like and want to sell us on before we vote) • Vote (3 votes each to determine the top items to do) • Conclusion – Actions to Take

  16. Preview for Day 2 • Learning: Execution Rhythm • Quarterly planning • Weekly execution to avoid getting blindsided • Use Priorities and KPIs • Discuss • KPIs for the company • People Plan • Build • Our plan for the Quarter

  17. Day 2 - Welcome Back • Our FOCUS - Strong Execution Plan for the Next Quarter

  18. Day 2 Agenda • KPIs for the Company • People Discussion • Our current Organizational Chart • Roles? What results is each role is accountable for? • Any missing seats? Anyone wearing too many hats? • Action Plan based on discussion • Plan the New Quarter • What’s the quarter all about? • Review Bright Spots, Opportunities/Threats, Annual plan • Choose the #1 thing - the Main Thing we will focus on • Build your theme • Company top 3-5 priorities (Theme based) • Individual Priorities - Everyone must have own List • QA your Plan • Weekly Execution • Ready for the Quarter - Summary and Close

  19. KPIs for the Company 19

  20. Lagging Indicators-(Outcomes-Results)

  21. Future VisionLeading Indicators

  22. KPI Examples • Process • Make / Buy • Quality / Bugs • Supplier mistakes • Project Health Index (Actual vs Plan) • Sell • Sales actual vs plan • Pinkie Report • Records (Finance) • A/R Days • Cashflow • Relationships/People • Employee • Voluntary Attrition • Keep Smart (Learning) • Strengths Survey Index • Employee NPS • Customer • NPS - Net Promoter Score • Shareholders • Dry Powder (Investors) • Burn Rate • # Months cash runway

  23. KPI Exercise • People • Employee • Customer • Shareholder • Process • Make/Buy • Sell • Records (Financial)

  24. Summarize KPIs • Top 10 - 12 KPIs the Executive Team Reviews Weekly

  25. People Discussion

  26. People Discussion • Review our Roles • Results expected? • On the right track? • Seats • Missing any key Seats? • Sitting in too many seats? 26

  27. Execution Rhythm #1 Plan Your Quarter #2 Execute Your Plan 27

  28. Plan Your Quarter • Begin with success in mind • Clear, Exciting, Measurable • Resources deployed right

  29. Execute Your Plan • Avoid being blindsided • Adjust weekly for success • Focus on Solutions

  30. Plan Your Quarter • Purpose • 100% Alignment with clear sense of Mission • Resources deployed on the Right Things • How • Step 1: Main Thing (Theme) • Critical #? • Step 2: Company Top 3 • Step 3: Individual Top 3 • Step 4: QA & Test

  31. Step 1:The Main Thing? 31

  32. What is Our Main Thing? • Consider • Bright Spots • Opportunities/Threats • Strategic Discussions • Choose • 1 Thing to FOCUS on 32

  33. Step 1: The Main Thing • What is the Most Important thing to achieve this quarter? • How to measure? • Critical Numbers • Use Top half of the Tool

  34. Step 2: Company Top 3 • Company Top 3 • The 3 to 5 Top Priorities • 2-3 for the Theme • 1-2 could be Operational • At least 1 Connects to an Annual Key Initiative • No more than 5 Priorities!! • Use Bottom half of Tool 34

  35. Step 3: Personal Top 3 • Personal Top 3-5 • 2-3 Personal focused on theme • 1-2 Operational (My Day Job) • Energy - Where is it going to? • Link this to company priorities • Know were your energy is being used

  36. Did You RedYellowGreen Your Priorities?

  37. 5Tests to Check Your Plan 37

  38. Readiness Checklist • Ready if... • Have a clear Main Thing? • Everyone know company Top 3 priorities? • Know personal Top 3? • Energy focused on #1 Rock? • Red Yellow Green done? 38

  39. #2 Execute Your Plan with 100% Confidence 39

  40. Execute My Plan • Weekly • Monthly • Coaching 40

  41. Why Weekly Meetings? • Headlights... Future Vision • Avoid being blindsided • Adjust weekly for success • Focus on Solutions

  42. Meeting with Myself to Prepare for the Weekly Meeting

  43. Meeting with Myself to Prepare for the Weekly Meeting • Exercise: Prepare for your weekly meeting

  44. Update Status Weekly

  45. Next Steps • Weekly Execution • Discuss Company plan • Discuss Solutions weekly • Monthly Check • Review progress monthly with your coach • Insights for adjusting your plan 45

  46. Ready to WIN! • Summarize our 2 days • Key Actions • Close with • 1 phrase or 1 word close around the room

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