team annual planning slides

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TEAM ANNUAL PLANNING


WELCOME & KICKOFF


OBJECTIVE

D e v e l o p a W i n n i n g P l a n f o r y o u r D e p a r t m e n t

f o r t h e N e x t Ye a r & t h e N e x t 9 0 d a y s

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CHECK IN

Everyone share: a piece of good news or a recent victory or a brag

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REVIEW, DISCUSS, BRAINSTORM


THE YEAR IN REVIEWR e s u l t s

W h a t w a s t h e c o m p a n y p l a n / r e s u l t s ?

W h a t w a s o u r t e a m ’s p l a n / r e s u l 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 g o i n g f o r w a r d ?

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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REVIEW PREP WORK

• Share all ideas

• Narrow down to those that could have the biggest impact on the next year/quarter

• Discuss those ideas as a team

• Consider these as you create your plan for the next year or quarter

Star t -S top-Keeps


OPPORTUNITIES & THREATS FOR THE TEAM

3 - 5 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


EXECUTION PLANNING


REVIEW COMPANY ANNUAL PLAN

Targets, Main Thing, Critical Numbers

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COMPANY’S TOP ANNUAL INIT IATIVES


DEVELOP TEAM’S ANNUAL PLANDiscuss what will make this a successful year for your Team?

• How will you contribute to the company’s success?• What departmental improvements do you want to make this year?

Set Team Targets for the year.


SET TOP 1-3 TEAM ANNUAL INITIATIVES

• Discuss

• Debate

• Agree


CREATE 4 QUARTER FLYOVER PLAN

F o r e a c h A n n u a l I n i t i a t i v e :

• W h o o w n s i t ?• W h a t i s R e d - Ye l l o w -

G r e e n ® ?• W h a t a r e t h e m a j o r

m i l e s t o n e s f o r e a c h p r i o r i t y o v e r t h e n e x t f o u r

q u a r t e r s ?


REVIEW THE COMPANY’S QUARTERLY PLAN

Ta 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


REVIEW COMPANY PRIORITIES (TOP 3-5)

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 a n d t h e R e d - Ye l l o w -G r e e n ® s u c c e s s c r i t e r i a f o r e a c h

S h a r e Te a m L e a d e r ’ s I n d i v i d u a l P r i o r i t i e s f o r t h e Q u a r t e rD i s c u s s w h i c h P r i o r i t i e s y o u r Te a m w i l l w o r k t o s u p p o r t


OUR DAILY QUESTION

Main Thing transformed into a question that we can use every day to maintain focus

< A D D D A I LY Q U E S T I O N H E R E >


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.


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


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


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


TEST & SHARE THE PLAN


TEST YOUR PLAN

• 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?

• Focus Test: Is the Main Thing clear to everyone and are Team Priorities aligned with the Company Priorities?


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

< A d d D a t e H e r e >


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team annual planning slides

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