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Execute for Growth: 2-Day Annual Planning Session Overview

Join us for a comprehensive 2-day Annual Planning Session focused on strategic growth and execution. We will review our past year, refine our strategy, and set ambitious goals for the upcoming year. Engage in strategic discussions to identify winning moves and outline 3–5 key initiatives that drive our objectives forward. Collaborate on the Q1 execution plan and develop a communication plan to effectively cascade strategies throughout the company. Your input is vital as we share successes, insights, and lessons learned to prepare for a successful year ahead.

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Execute for Growth: 2-Day Annual Planning Session Overview

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  1. Execute For Growth 2 Day Annual Planning Session Release: 11-1-12

  2. Opening Session • Objectives • Review & confirm our strategy • Set Annual Goals and 3-5 Key Initiatives for the new year • Begin/Finish Q1 Execution Plan • Create plan to cascade to teams & roll out to the rest of the company

  3. Agenda • Opening Session • Welcome • Review Previous Year • Review Prep Work • Part 1: Strategic Thinking • Review Strategy (Col. 1-3 OPSP) • Strategic Discussions (Agenda Items) • Winning Moves • 3-5 Year Plan • Part 2: Execution Planning • One Year Plan • Q1 Execution Plan • Cascade Plan • Communication Plan

  4. Opening Session Step 1 Check In • Everyone share: • a piece of good news • or a recent victory • or a brag 4

  5. Opening Session Step 2 The Year in Review • Results • What was our plan? • What did we accomplish? • Brightspots • What improvements did we achieve? • What worked well that we can use going forward? • Lessons Learned • What did not work so well, and what did we learn from it? 5

  6. Opening Session Step 3 Review Prep Work • Each person shares their: • Stop/Start/Keeps • Opportunities & Threats • Vote and agree on the top SSKs • Vote and agree on top 3 Opportunities • Vote and agree on top 3 Threats

  7. Agenda • Opening Session • Welcome • Review Previous Year • Review Prep Work • Part 1: Strategic Thinking • Review Strategy (Col. 1-3 OPSP) • Strategic Discussions (Agenda Items) • Winning Moves • 3-5 Year Plan • Part 2: Execution Planning • One Year Plan • Q1 Execution Plan • Cascade Plan • Communication Plan

  8. Strategic Thinking Part 1: Strategic Thinking • Step 1: Review Strategy • Step 2: Strategic Discussions • Step 3: Winning Moves • Step 4: 3-5 Year Plan

  9. Strategic Thinking Step 1 Review Strategy • Review the first three columns of the One-Page Plan: • Core Values • Core Purpose • BHAG • Brand Promise OR..... • Spend time working on ONE of these items

  10. Strategic Thinking Strategic Discussions Step 2 • Specific Agenda Items • Develop with the help of your Rhythm Coach

  11. Strategic Thinking Discussion Framework Step 2 • 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

  12. Update changes in Rhythm Strategic Thinking 12

  13. Strategic Thinking Step 3 a Winning Moves • A Winning Move is a specific 3-5 year Strategy designed to dramatically increase revenue. • Evaluate progress and potential of current Winning Moves • OR • Brainstorm new Winning Moves if needed

  14. Strategic Thinking Step 3 b Brainstorm Winning Moves • Brainstorm 20 ways to increase revenue • What are we GREAT at? • Revisit our BHAG, Brand Promise • New markets, new products • Vote and narrow down to top 5-10 for evaluation

  15. Strategic Thinking Step 3 c Evaluate Your Winning Moves • Use the Winning Moves tool to chart each of your top 5-10 moves • Identify the Winning moves you want to pursue • Your goal is to identify 1-3 Winning Moves to include in your 3-5 Year pan

  16. Strategic Thinking Step 4 3-5 Year Plan • Set revenue and profit targets • In addition to your Winning Moves, what other Operational Thrusts/Capabilities must you develop to achieve your targets? • The right mix will include: • 1-3 Winning Moves • 2-3 Operational Thrusts/Capabilities

  17. Strategic Thinking Update changes in Rhythm 17

  18. Summarize • We have completed Part 1: Strategic Thinking • What have we accomplished so far? • Each person share a favorite takeaway from our • Strategic Thinking time.

  19. Agenda • Opening Session • Welcome • Review Previous Year • Review Prep Work • Part 1: Strategic Thinking • Review Strategy (Col. 1-3 OPSP) • Strategic Discussions (Agenda Items) • Winning Moves • 3-5 Year Plan • Part 2: Execution Planning • One Year Plan • Q1 Execution Plan • Cascade Plan • Communication Plan

  20. Execution Planning Step 1 Part 2: Execution planning Step 1: One Year Plan Step 2: Q1 Execution Plan Step 3: Cascade Plan Step 4: Communication Plan

  21. Execution Planning Step 1 One Year Plan • Create Destination Postcard • Set revenue and profit goals • Agree on 3-5 Top Key Initiatives • Determine Accountability, Milestones & Red/Yellow/Green

  22. Execution Planning Step 1a Create a Destination Postcard for Dec. 31st • Imagine that you have a time machine. You zip to the end of next year... you had a great year! • Describe the feelings and the vision of your successful year • What were the Top 3 things that you achieved?

  23. Execution Planning Step 1a Use the Annual Planning Destination Postcard Tool • Each person should share: • Tell us about your great year... what happened that made it great? • What are the top 3 things or projects that made the year great? Each team member shares.

  24. Execution Planning Step 1b Set Annual Goals • Revenue • Profit % or $ • Market Cap • Cash • Other.....

  25. Execution Planning Step 1c 3-5 Top Key Initiatives • Discuss • Debate • Agree

  26. Execution Planning Step 1d For each Key Initiative • Who owns it? • What is Red/Yellow/Green? • How will you execute it over 4 Quarters? • Which quarter will you emphasize what key initiatives?

  27. Record your new 1 Year Plan in Rhythm Execution Planning 27

  28. Execution Planning Step 2 Q1 Execution Plan • Main Thing/Theme for Q1 • Company Top 3-5 • Individual Top 3-5 Priorities • RedYellowGreen • QA Your Plan • Rhythm It!

  29. Execution Planning Main Thing Step 2a What’s the Main Thing in Q1? Opportunities Threats Start / Stop / Keep Key Initiatives 3 Year Key Thrusts Habit / Skill 29

  30. Execution Planning Step 2b Top 3-5 Company Priorities • What are the Top 3-5 Priorities for the company this quarter? • Assign an owner for each • Determine Red/Yellow/Green criteria for each

  31. Record your Q1Plan in Rhythm Execution Planning

  32. Execution Planning Step 2c Top 3-5 Individual Priorities • What are the Top 3-5 Priorities for each of us? • Determine Red/Yellow/Green criteria for each • Share and agree as a team on each person’s Individual Priorities

  33. Execution Planning Step 2d RedYellowGreen • 2 ways to RYG: • Use a NUMBER • Use a Date • Tips • Focus on specific results • What does success look like?

  34. Execution Planning Step 2e QA Your Plan • Check: • Each of us have Individual Top 3-5? • Bulk of energy focused on #1? • RedYellowGreened?

  35. Record your Q1Plan in Rhythm Execution Planning

  36. Celebrate!!! • We’ve worked hard! • We have: • Reviewed Our Strategy • Set Our Annual Goals • Determined 3-5 Key Initiatives for the year • Started our Q1 Execution Plan

  37. Execution Planning Step 3 Create Plan to Cascade to Teams • Your Rhythm Coach will help you • Schedule your Team Planning sessions • Agenda for session • Share the Company’s Key Initiatives • Discuss and build the Team’s Top 3-5 initiatives for the year & Q1

  38. Execution Planning Step 4 Communication Plan • Make sure everyone in the company understands the company’s goals and priorities for the next year, as well as the execution plan for the first 90 days.

  39. Final Step • Review your Plan with your Rhythm Coach to: • Ensure completeness • Check that you are ready to Do the Work 39

  40. 1 Word / 1 Phrase Close

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