1. Check In
With your 1 page strategic plan in hand, your meeting starts with a “check in.” Each individual team member lists their top three to five victories from the past quarter as well as a “brag” of one or more people on the team.
2. Core Values Health Check
The facilitator asks the team to share the company’s core values (of course the core values are stored within Rhythm™ to view at anytime). Core values are the handful of rules you have for your company and represent your corporate “DNA.” How do you know if they are intact? Have your team share stories about how they have lived your core values within the past year and record this in Rhythm™.
3. Three to Five Year Plan
Develop a three to five year plan that includes your financial targets, brand promise, sandbox, and key thrusts/capabilities.
4. Annual Theme
Look at your three to five year plan for inspiration and determine what actions you want to take this year to move your plan forward.
5. One-Year Execution Plan
Develop a successful plan that includes financial targets and top priorities. This plan helps you to visualize key initiatives that need to take place over the next four quarters.
6. Metrics for the Year
Determine success criteria for your top priorities as well as metrics for the company.
7. Develop Your First Quarter Plan
Develop a plan for the quarter which includes quarterly theme, top three to five priorities, individual accountabilities and metrics.
