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INTRO
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Step 3: Alignment PLAN

Use template
Build Quarterly Alignment Plan. The Alignment Plan combines Mission+Vision with Quarterly Objectives and Key Metrics based on your SWOT Conclusions. It's anchored in a strong foundation built on purpose and values, and pushed forward by vision and mission. The objectives and key results are rooted in quarterly urgency and provide clarity on what you and your team are working on next to achieve the long-term vision.

AUTHOR
Project Activity
The Alignment Plan
Frameworks
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Jim Benton deleted section STRATEGY on Thu Sep 26 2024 undo
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Jim Benton deleted MISSION [add link to Purpose, Vision, and Values] in STRATEGY on Thu Sep 26 2024 undo
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Jim Benton deleted [Create a roles based Mission, Vision, Responsibilities](https://www.swotanalysis.com/16100/Mission-Vision-Values) in STRATEGY on Thu Sep 26 2024 undo
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Jim Benton deleted SWOT [add link to SWOT Analysis, force rank all items] in STRATEGY on Thu Sep 26 2024 undo
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Jim Benton deleted Complete a quarterly SWOT Analysis based on your objective. Look at your SWOT from every dimension and every area of responsibility. Seek input from your peers and those that rely on your function. [Create SWOT Analysis](https://www.swotanalysis.com/create?source_swot_id=2647) in STRATEGY on Thu Sep 26 2024 undo
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Jim Benton deleted RETRO [add link to retrospective, force rank all items] in STRATEGY on Thu Sep 26 2024 undo
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Jim Benton deleted Complete a quarterly Retrospective based on your objective. Look at your RETRO from every dimension and every area of responsibility. Seek input from your peers and those that rely on your function. [Perform a Retrospective](https://www.swotanalysis.com/2923/Retrospective-Template) in STRATEGY on Thu Sep 26 2024 undo
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Jim Benton deleted section WEEKLY TOP 6 on Thu Sep 26 2024 undo
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Jim Benton deleted Type '/' to link to weekly Top 6 mapped to OKR objectives, aggregated for all direct reports, ranked in order of importance in WEEKLY TOP 6 on Thu Sep 26 2024 undo
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Jim Benton deleted section TEAM PLANS on Thu Sep 26 2024 undo
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Jim Benton deleted Type '/' to link to my direct reports OKR plans in TEAM PLANS on Thu Sep 26 2024 undo
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Jim Benton deleted Each team members Alignment Plan should have a Mission, SWOT, Retro in the strategy section in TEAM PLANS on Thu Sep 26 2024 undo
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Jim Benton updated section Shared core values on Thu Sep 26 2024 undo
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Jim Benton updated section Key performance metrics on Thu Sep 26 2024 undo
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Jim Benton updated section OBJECTIVE background from gray to darkgray on Thu Sep 26 2024 undo
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Jim Benton updated section OBJECTIVE background from gray to darkgray on Thu Sep 26 2024 undo
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Jim Benton updated section OBJECTIVE background from gray to darkgray on Thu Sep 26 2024 undo
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Jim Benton updated section OBJECTIVE background from gray to darkgray on Thu Sep 26 2024 undo
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Tiffany Little updated section VALUES background from blue to darkblue on Mon Jan 08 2024 undo
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Tiffany Little updated section METRICS background from green to darkgreen on Mon Jan 08 2024 undo
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Tiffany Little moved WEEKLY TOP 6 from after VALUES to after TEAM PLANS on Sun Feb 06 2022 undo
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Tiffany Little deleted OPERATING REVIEW [add link to google slides operating deck] in STRATEGY on Wed Feb 02 2022 undo
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Tiffany Little deleted in STRATEGY on Wed Feb 02 2022 undo
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Tiffany Little updated section InputKey KPIsperformance to drive resultsmetrics on Wed Feb 02 2022 undo
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Tiffany Little updated section CoreShared core values to guide success on Wed Feb 02 2022 undo
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Tiffany Little added Type '/' to link to my direct reports OKR plans in TEAM PLANS on Sun Dec 19 2021 undo
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Jim Benton updated The Alignment Plan on Mon Dec 13 2021 undo
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Jim Benton updated The Alignment Plan on Mon Dec 13 2021 undo
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Jim Benton added [Link to each team members Alignment Plan here, each plan should have a Mission, SWOT, Retro in the strategy section] in TEAM PLANS on Mon Dec 13 2021 undo
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Jim Benton updated The Alignment Plan combines Purpose, Vision, Mission, Values with quarterly OKRs. It's anchored in a strong foundation built on purpose and values, and pushed forward by vision and mission. The objectives and key results are rooted in quarterly urgency and provide clarity on what you and your team are working on next to achieve the long-term vision. RHYTHM - Every team member performs the following each quarter. 1. Each team member clicks above "use template" and sets visibility to "Team Edit" 2. Each team member completes all 4 aspects of the STRATEGY section, each project set to "Team Edit" 3. Team leader meets with each team member and reviews SWOTPurpose+Vision conclusion and Retrospectiveoverall actioncrisp itemsmission statement, get into alignment 4. EachGroup leader aggregates top three items from each leaders SWOT and Retro for group discussion and voting. 5. Group leader divides team memberinto poststhree theirgroups OKRsof 3-4 to draft their Alignmentview OKRof planthe 5conclusion, compare, align, set master conclusion 6. Conclusion becomes the foundation of the quarterly objectives 7. Team membersleaders givethen andcomplete recordtheir ateam "Howplans to8. achieveTeam presentation"leader layingobjectives outmostly howbecome theykey results on master alignment plan 9. Group leader asks team to achievecomplete OKRsWeekly Top 6 mapped to Alignment Objectives by Tuesday at 7am PST. Weekly Operating Review previous- Review Alignment and nexteach quartersection highestvia levelGoogle AlignmentSlides OKRweekly. planDiscuss duringprogress theand nextblockers. allForecast success using color [green = 80+, Yellow = 60-hands79, meetingRed = 59 and below]. Update result scores [%] based on actual results received or completed on Mon Dec 13 2021 undo
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Jim Benton updated [add link to weekly Top 6, mapped by objective, aggregated for all direct reports, force ranked] in WEEKLY TOP 6 on Mon Dec 13 2021 undo
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Jim Benton updated section WEEKLY TOP 6 on Mon Dec 13 2021 undo
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Jim Benton updated section Top 6 priorities this week on Mon Dec 13 2021 undo
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Jim Benton moved TEAM PLANS on Mon Dec 13 2021 undo
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Jim Benton moved TEAM PLANS from after STRATEGY to the top on Mon Dec 13 2021 undo
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Jim Benton added new section TEAM on Mon Dec 13 2021 undo
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Jim Benton added [add link to weekly Top 6, mapped by objective, aggregated for all direct reports] in TOP 6 on Mon Dec 13 2021 undo
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Tiffany Little moved TOP 6 from after STRATEGY to the top on Wed Dec 08 2021 undo
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Tiffany Little added new section TOP 6 on Wed Dec 08 2021 undo
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Tiffany Little moved OBJECTIVE from after STRATEGY to after OBJECTIVE on Fri Jul 30 2021 undo
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Tiffany Little added new section OBJECTIVE on Fri Jul 30 2021 undo
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Tiffany Little added new section Key priority this cycle on Fri Jul 30 2021 undo
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Tiffany Little deleted Q2 New Bookings $xxx [QDT: $xx] [Forecast: $xxx] in METRICS on Fri Jul 30 2021 undo
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Jim Benton updated The Alignment OKR Plan on Mon Jul 26 2021 undo
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Jim Benton deleted List out our core values here, one per line, log examples of where living the value is demonstrated in notes in VALUES on Mon Jul 26 2021 undo
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Jim Benton deleted Key input metrics that drive financial results output metric in METRICS on Mon Jul 26 2021 undo
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Jim Benton deleted Tip: Share updates on your progress by "adding notes" - click notes icon to the right. in OBJECTIVE on Mon Jul 26 2021 undo
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Jim Benton deleted Tip: Type '/' to link to a sub project in OBJECTIVE on Mon Jul 26 2021 undo
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Jim Benton deleted Key results - How will we know if we were successful? in OBJECTIVE on Mon Jul 26 2021 undo
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Jim Benton deleted [Initiative]+[KPI]+[Improvement] or [Target Result]. [Confidence 1-10], [Ease 1-10, 10 highest]. in OBJECTIVE on Mon Jul 26 2021 undo
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Tiffany Little deleted Q1 2020 | Net New ARR $XXX in METRICS on Mon Jan 25 2021 undo
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Tiffany Little updated Q2 2020New |Bookings Net$xxx New[QDT: ARR $XXXxx] [Forecast: $xxx] in METRICS on Mon Jan 25 2021 undo
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Tiffany Little moved RETRO [add link to retrospective, force rank all items] from after Mission, Vision, Strategy, and Values [add link to Mission] to after My how to achieve my OKR plan presentation on Mon Jan 25 2021 undo
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Tiffany Little added RETRO [add link to retrospective, force rank all items] in STRATEGY on Mon Jan 25 2021 undo
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Tiffany Little moved SWOT [Add link to SWOT Analysis, items force ranked] from after Type '/' to link to your role based Mission, Vision, Strategy, and Values to after My how to achieve my OKR plan presentation on Mon Jan 25 2021 undo
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Tiffany Little deleted section RESULTS on Sat Aug 08 2020 undo
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Tiffany Little deleted section Results vs financial goals on Sat Aug 08 2020 undo
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Tiffany Little moved Q2 2020 | Net New ARR $XXX [Forecast] from RESULTS to METRICS on Sat Aug 08 2020 undo
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Tiffany Little moved Q2 2020 | Net New ARR $XXX [Forecast] from the top to after Q1 2020 | Net New ARR $XXX on Sat Aug 08 2020 undo
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Tiffany Little moved Q1 2020 | Net New ARR $XXX from RESULTS to METRICS on Sat Aug 08 2020 undo
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Tiffany Little moved Q1 2020 | Net New ARR $XXX from the top to after Key input metrics that drive financial results output metric on Sat Aug 08 2020 undo
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Jim Benton deleted Type '/' to link to your 360 Retrospective on previous quarterly performance in STRATEGY on Mon Mar 23 2020 undo
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Jim Benton deleted Complete a quarterly 360 Alignment Plan Retrospective based upon your previous quarters OKR performance. Look at your Retrospective from every dimension of your role and areas of responsibility. Seek input from your peers and those that reply on your function. [Create Retrospective](https://www.swotanalysis.com/create?source_swot_id=2923) in STRATEGY on Mon Mar 23 2020 undo
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Jim Benton updated Alignment OKR Plan featured from N to Y on Mon Feb 03 2020 undo
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Jim Benton updated The Alignment OKR Plan on Mon Feb 03 2020 undo
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Tiffany Little deleted section TEAM on Tue Jan 28 2020 undo
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Tiffany Little deleted Type '/' to link to my direct reports OKR plans in TEAM on Tue Jan 28 2020 undo
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Tiffany Little deleted Type '/' to link to my managers OKR plan in TEAM on Tue Jan 28 2020 undo
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Tiffany Little deleted Type '/' to link to the company OKR plan in TEAM on Tue Jan 28 2020 undo
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Jim Benton deleted section WEEKLY TOP 6 on Mon Jan 27 2020 undo
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Jim Benton deleted Rank in priority your top 6 measurable goals for the week to advance your OKRs in WEEKLY TOP 6 on Mon Jan 27 2020 undo
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Tiffany Little added Rank in priority your top 6 measurable goals for the week to advance your OKRs in WEEKLY TOP 6 on Sat Jan 25 2020 undo
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Tiffany Little updated section Results vs financial goals on Mon Jan 20 2020 undo
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Tiffany Little updated section RESULTS background from green to on Mon Jan 20 2020 undo
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Tiffany Little updated section METRICS background from orange to green on Mon Jan 20 2020 undo
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Tiffany Little updated section Results vs financial goals on Sun Jan 19 2020 undo
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Tiffany Little updated section ValuesCore values to liveguide bysuccess on Sun Jan 19 2020 undo
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Tiffany Little updated section METRICS background from green to orange on Sun Jan 19 2020 undo
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Tiffany Little updated section RESULTS background from darkgray to green on Sun Jan 19 2020 undo
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Tiffany Little moved VALUES from after METRICS to the top on Sun Jan 19 2020 undo
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Tiffany Little updated section RESULTS background from white to darkgray on Sun Jan 19 2020 undo
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Tiffany Little moved Q2 2020 | Net New ARR $XXX [Forecast] from METRICS to RESULTS on Sun Jan 19 2020 undo
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Tiffany Little moved Q2 2020 | Net New ARR $XXX [Forecast] from after Key input metrics that drive financial results output metric to after Q1 2020 | Net New ARR $XXX on Sun Jan 19 2020 undo
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Tiffany Little updated section Input KPIs andto financialdrive targetsresults on Sun Jan 19 2020 undo
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Tiffany Little moved Q1 2020 | Net New ARR $XXX from METRICS to RESULTS on Sun Jan 19 2020 undo
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Tiffany Little moved Q1 2020 | Net New ARR $XXX from after Key input metrics that drive financial results output metric to the top on Sun Jan 19 2020 undo
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Tiffany Little updated section RESULTS background from gray to on Sun Jan 19 2020 undo
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Tiffany Little added new section RESULTS on Sun Jan 19 2020 undo
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Tiffany Little added Tip: Share updates on your progress by "adding notes" - click notes icon to the right. in OBJECTIVE on Sun Jan 19 2020 undo
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Tiffany Little added Tip: Type '/' to link to a sub project in OBJECTIVE on Sun Jan 19 2020 undo
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Tiffany Little deleted section TARGET on Sun Jan 19 2020 undo
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Tiffany Little moved Q2 2020 | Net New ARR $XXX [Forecast] from TARGET to METRICS on Sun Jan 19 2020 undo
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Tiffany Little moved Q2 2020 | Net New ARR $XXX [Forecast] from the top to after Q1 2020 | Net New ARR $XXX on Sun Jan 19 2020 undo
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Tiffany Little moved Q1 2020 | Net New ARR $XXX from TARGET to METRICS on Sun Jan 19 2020 undo
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Tiffany Little moved Q1 2020 | Net New ARR $XXX from the top to after Key input metrics that drive financial results output metric on Sun Jan 19 2020 undo
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Tiffany Little updated section KPIsMETRICS on Sun Jan 19 2020 undo
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Tiffany Little updated section Input KPIs toand achievefinancial targettargets on Sun Jan 19 2020 undo
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Jim Benton updated section Input KPIs to achieve resultstarget on Sun Jan 19 2020 undo
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Jim Benton updated section RESULTS vs PLANTARGET on Sun Jan 19 2020 undo
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Jim Benton invited Tiffany [email protected] on Sun Jan 19 2020 undo
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Jim Benton updated The Alignment OKR Plan on Sat Jan 18 2020 undo
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Jim Benton updated The Alignment Plan combines Purpose, Vision, Mission, Values with quarterly OKRs. It's anchored in a strong foundation built on purpose and values, and pushed forward by vision and mission. The objectives and key results are rooted in quarterly urgency and provide clarity on what you and your team are working on next to achieve the long-term vision. RHYTHM - Every team member performs the following. [Theeach number is the weeks before or after the start of the quarter]. -5:1. Each team member clicks above "use template" and sets visibility to "Team Edit" -5:2. Each team member completes all 4 aspects of the STRATEGY section, each project set to "Team Edit" -5: Each team member encourages 3-5. team members to add input to their retrospective and SWOT Analysis -4: Team leader meets with each team member and reviews and confirms SWOT conclusion and Retrospective action items -4:. Each team member completes the TEAM section by link to other team members plans -3: Each team member posts their OKRs to their Alignment OKR plan -3:5. Team spends 50 minutes reviewing each team members draft OKRs - discusses possible initial concerns, discuss dependencies -2: Discuss and confirm with direct team members and with the teams upper direct leader [maybe the board in some cases] -1: Team members give and record a "How to achieve presentation" laying out how they plan to achieve objectives and key results +0: Team kicks off The Alignment OKR Plan for current quarter as final and active +1: Review previous and next quarter highest level Alignment OKR plan during the next all-hands meeting ++: Each Monday by 8:35am - Each team member adds their WEEKLY TOP 6 to do [ranked by priority] to their Alignment OKR Plan ++: Each Friday by 1pm - Each team member scores their WEEKLY TOP 6 - updating colors, % ++: Each Friday by 1pm - Each team member updates each key result score and color forecast and adds an updates to the "notes" area on Sat Jan 18 2020 undo
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Jim Benton updated GuideMaster tothe CreatingAlignment thePlan PerfectRhythm Quarterly+ PlanPlanning on Sat Jan 18 2020 undo
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Jim Benton updated Name Q1 2020 | 3-5 Word Quarterly Theme link url from https://www.swotanalysis.com/blog/alignment-rhythm-showcase-plan-inspire to https://www.alignment.io/plan on Sat Jan 18 2020 undo
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Jim Benton moved WEEKLY TOP 6 from the top to after VALUES on Sat Jan 18 2020 undo
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Jim Benton updated MyThe Alignment OKR Plan on Sat Jan 18 2020 undo
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Jim Benton updated The Alignment Plan combines Purpose, Vision, Mission, Values with quarterly OKRs. It's anchored in a strong foundation built on purpose and values, and pushed forward by vision and mission. The objectives and key results are rooted in quarterly urgency and provide clarity on what you and your team are working on next to achieve the long-term vision. RHYTHM - Every leaderteam member performs the following planning with their team. [The number is the weeks before or after the start of the quarter] -5: Each team member clicks above "use template" and sets visibility to "Team meetsEdit" are-5: sharesEach SWOTteam bymember rolecompletes dimensionall 4 aspects of the STRATEGY section, aggregateseach topproject itemsset intoto central"Team Edit" -5: Each team SWOT,member defineencourages key3-5 prioritiesteam formembers quarterto add input to their retrospective and SWOT Analysis -4: Team membersleader postmeets OKRswith toeach thisteam pagemember and discussesreviews itand inconfirms SWOT conclusion and Retrospective action items -4: Each team member completes the weeklyTEAM section by link to other team meetingmembers plans -3: Each team member posts their OKRs to their Alignment OKR plan -3: Team spends 50 minuteminutes reviewing alleach team members draft OKRs - discusses possible initial concerns, discuss dependencies -2: Discuss and confirm with thedirect team planmembers and with the teams upper direct leader [maybe the board in some cases] -1: Team members give and record a "How to achieve presentation" laying out how they plan to achieve objectives and key results +0: Team kicks off The Alignment OKR Plan for current quarter as final and active +1: Review previous and next quarter highest level Alignment OKR plan during the next all-hands meeting ++: Each Monday by 8:35am - Each team member adds their WEEKLY TOP 6 to do [ranked by priority] to their Alignment OKR Plan ++: Each Friday by 1pm - Each team member scores their WEEKLY TOP 6 - updating colors, % ++: Each Friday by 1pm - Each team member updates each key result score and color forecast and adds an updates to the "notes" area on Sat Jan 18 2020 undo
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Jim Benton updated Complete a quarterly 360 Role Mission SWOT Analysis based on your role objective. Look at your SWOT from every dimension of your role and areas of responsibility. Seek input from your peers and those that reply on your function. [Create SWOT Analysis](https://www.swotanalysis.com/create?source_swot_id=2647) in STRATEGY on Sat Jan 18 2020 undo
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Jim Benton added Type '/' to link to your 360 SWOT Analysis based on your role responsibilities in STRATEGY on Sat Jan 18 2020 undo
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Jim Benton updated Complete a quarterly 360 Alignment Plan Retrospective based upon your previous quarters OKR performance. Look at your Retrospective from every dimension of your role and areas of responsibility. Seek input from your peers and those that reply on your function. [Create Retrospective](https://www.swotanalysis.com/create?source_swot_id=2923) in STRATEGY on Sat Jan 18 2020 undo
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Jim Benton added Type '/' to link to your 360 Retrospective on previous quarterly performance in STRATEGY on Sat Jan 18 2020 undo
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Jim Benton updated [Create a roles based Mission, Vision, Responsibilities](https://www.swotanalysis.com/2695/Mission-Vision-Values) in STRATEGY on Sat Jan 18 2020 undo
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Jim Benton added Type '/' to link to your role based Mission, Vision, Responsibilities in STRATEGY on Sat Jan 18 2020 undo
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Jim Benton updated **How to achieve presentation** - Detail how you plan to achieve your Key Results. This is not a status update on the previous quarters OKRs but a meeting to detail how you plan to achieve your proposed OKRs for the upcoming quarter. - 25 minute meeting with your team leader, everyone else on team optional - 1 week before the new quarter begins. - The meeting is fully interactive with questions being asked by other team members. - The meeting will recorded as a video and posted as an unlisted Youtube link in this notes area. **Youtube recording of How to Achieve** - link goes here in STRATEGY on Sat Jan 18 2020 undo
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Jim Benton added My how to achieve my OKR plan presentation in STRATEGY on Sat Jan 18 2020 undo
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Jim Benton updated section STRATEGY background from gray to white on Sat Jan 18 2020 undo
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Jim Benton added new section STRATEGY on Sat Jan 18 2020 undo
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Jim Benton updated section LivingValues ourto valueslive by on Sat Jan 18 2020 undo
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Jim Benton updated section Collective team on Sat Jan 18 2020 undo
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Jim Benton deleted Type '/' to link to your overall company-wide or team-wide missions by group in TEAM on Sat Jan 18 2020 undo
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Jim Benton deleted [Create Company-wide collection of all team members missions](https://www.swotanalysis.com/14793/Company-Mission-3-5-word-mission) in TEAM on Sat Jan 18 2020 undo
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Jim Benton added Type '/' to link to my direct reports OKR plans in TEAM on Sat Jan 18 2020 undo
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Jim Benton added Type '/' to link to my managers OKR plan in TEAM on Sat Jan 18 2020 undo
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Jim Benton added Type '/' to link to the company OKR plan in TEAM on Sat Jan 18 2020 undo
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Jim Benton deleted Q4 2020 | Net New ARR $XXX, P&L $XXX [Forecast] in RESULTS vs PLAN on Sat Jan 18 2020 undo
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Jim Benton deleted Q3 2020 | Net New ARR $XXX, P&L $XXX [Forecast] in RESULTS vs PLAN on Sat Jan 18 2020 undo
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Jim Benton updated Q1 2020 | Net New ARR $XXX, P&L $XXX in RESULTS vs PLAN on Sat Jan 18 2020 undo
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Jim Benton updated Q2 2020 | Net New ARR $XXX, P&L $XXX [Forecast] in RESULTS vs PLAN on Sat Jan 18 2020 undo
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Jim Benton updated section FINANCIALRESULTS RESULTSvs PLAN on Sat Jan 18 2020 undo
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Jim Benton updated section Board plan on Sat Jan 18 2020 undo
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Jim Benton moved WEEKLY TOP 6 from after TEAM to the top on Sat Jan 18 2020 undo
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Jim Benton added new section WEEKLY TOP 6 on Sat Jan 18 2020 undo
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Jim Benton updated section Collective team on Thu Jan 16 2020 undo
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Jim Benton updated section Board plan on Thu Jan 16 2020 undo
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Jim Benton updated section Living our values on Thu Jan 16 2020 undo
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Jim Benton updated [Create Company-wide collection of all team members missions](https://www.swotanalysis.com/14793/Company-Mission-3-5-word-mission) in TEAM on Thu Jan 16 2020 undo
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Jim Benton deleted section STRATEGY on Thu Jan 16 2020 undo
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Jim Benton deleted SWOT Analysis: https://www.swotanalysis.com/2647/SWOT-Analysis-Template in STRATEGY on Thu Jan 16 2020 undo
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Jim Benton deleted Collect input from each direct team member based on the dimensions of their role vs the mission at hand in STRATEGY on Thu Jan 16 2020 undo
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Jim Benton deleted Retrospective: https://www.swotanalysis.com/2923/Retrospective-Template in STRATEGY on Thu Jan 16 2020 undo
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Jim Benton deleted Collect input from each direct team member based on performance of last cycle vs the mission at hand in STRATEGY on Thu Jan 16 2020 undo
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Jim Benton deleted Key input metrics that drive financial results output metric in KPIs on Thu Jan 16 2020 undo
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Jim Benton deleted Team Playbook: Roles & Responsibilities Index in STRATEGY on Thu Jan 16 2020 undo
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Jim Benton moved CompanyType '/' to link to your overall company-wide howor toteam-wide achievemissions presentationsby completedgroup on Thu Jan 16 2020 undo
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Jim Benton moved Type '/' to link to your overall company-wide or team-wide missions by group from STRATEGY to TEAM on Thu Jan 16 2020 undo
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Jim Benton moved Type '/' to link to your overall company-wide or team-wide missions by group from after Team Playbook: Roles & Responsibilities Index to the top on Thu Jan 16 2020 undo
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Jim Benton deleted Add team alignment plans as a sub-plan here by typing a forward slash / at the beginning of the line in TEAM on Thu Jan 16 2020 undo
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Jim Benton deleted section WEEKLY TOP 6 on Thu Jan 16 2020 undo
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Jim Benton deleted Add top 6 plan as a sub-plan here by typing a forward slash / at the beginning of the line in WEEKLY TOP 6 on Thu Jan 16 2020 undo
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Jim Benton added Key input metrics that drive financial results output metric in KPIs on Thu Jan 16 2020 undo
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Jim Benton updated ModelKey performanceinput targets,metrics ex:that Newdrive userfinancial signupsresults targetoutput 8,000 [QDT: 2,128]metric in KPIs on Thu Jan 16 2020 undo
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Jim Benton updated Why dodoes wethis role exist [how do weyou helpadvance peoplethe mission], what dois weour wantvision toor achieveBHAG, in 10 years [bhag], how would we knowultimately ifmeasure we were successfulsuccess? on Thu Jan 16 2020 undo
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Jim Benton updated Q4 2020 | Net New ARR $XXX, P&L $XXX [Forecast] in FINANCIAL RESULTS on Thu Jan 16 2020 undo
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Jim Benton updated Q3 2020 | Net New ARR $XXX, P&L $XXX [Forecast] in FINANCIAL RESULTS on Thu Jan 16 2020 undo
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Jim Benton updated Q2 2020 | Net New ARR $XXX, P&L $XXX [Forecast] in FINANCIAL RESULTS on Thu Jan 16 2020 undo
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Jim Benton updated Q4 2020 | FinancialNet planNew ARR $XXX, P&L $XXX in FINANCIAL RESULTS on Thu Jan 16 2020 undo
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Jim Benton updated Q3 2020 | FinancialNet planNew ARR $XXX, P&L $XXX in FINANCIAL RESULTS on Thu Jan 16 2020 undo
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Jim Benton updated Q2 2020 | FinancialNet planNew ARR $XXX, P&L $XXX in FINANCIAL RESULTS on Thu Jan 16 2020 undo
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Jim Benton updated Q1 2020 | FinancialNet planNew ARR $XXX, P&L $XXX in FINANCIAL RESULTS on Thu Jan 16 2020 undo
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Jim Benton updated section TEAM PLANS on Thu Jan 16 2020 undo
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Jim Benton updated section FINANCIAL PLANRESULTS on Thu Jan 16 2020 undo
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Jim Benton updated section Input KPIs we must hit to achieve the financial results? on Thu Jan 16 2020 undo
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Jim Benton added Q4 2020 | Financial plan $XXX in FINANCIAL PLAN on Thu Jan 16 2020 undo
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Jim Benton added Q3 2020 | Financial plan $XXX in FINANCIAL PLAN on Thu Jan 16 2020 undo
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Jim Benton updated Q2 2020 | Financial plan targets [annual period]$XXX in FINANCIAL PLAN on Thu Jan 16 2020 undo
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Jim Benton updated Q1 2020 | Financial plan targets [current period]$XXX in FINANCIAL PLAN on Thu Jan 16 2020 undo
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Jim Benton updated section WhatInput areKPIs thewe Input KPI/drivers must we hit to achieve the financial results? on Thu Jan 16 2020 undo
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Jim Benton updated section BOARDFINANCIAL PLAN on Thu Jan 16 2020 undo
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Jim Benton moved Financial plan targets [current period] from KPIs to BOARD PLAN on Thu Jan 16 2020 undo
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Jim Benton moved Financial plan targets [annual period] from KPIs to BOARD PLAN on Thu Jan 16 2020 undo
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Jim Benton moved Financial plan targets [annual period] from after Financial plan targets [current period] to the top on Thu Jan 16 2020 undo
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Jim Benton updated section What are the Input KPI/drivers must we hit to achieve the financial results? on Thu Jan 16 2020 undo
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Jim Benton added Company-wide how to achieve presentations completed in STRATEGY on Thu Jan 16 2020 undo
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Jim Benton updated section ResultsBOARD vs PlanPLAN on Thu Jan 16 2020 undo
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Jim Benton updated section BOARD PLAN background from gray to white on Thu Jan 16 2020 undo
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Jim Benton added new section Results vs Plan on Thu Jan 16 2020 undo
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Jim Benton deleted section RESULTS on Thu Jan 16 2020 undo
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Jim Benton moved Financial plan targets [annual period] from RESULTS to KPIs on Thu Jan 16 2020 undo
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Jim Benton moved Financial plan targets [annual period] from the top to after Financial plan targets [current period] on Thu Jan 16 2020 undo
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Jim Benton moved Financial plan targets [current period] from RESULTS to KPIs on Thu Jan 16 2020 undo
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Jim Benton moved RESULTS from after STRATEGY to after VALUES on Thu Jan 16 2020 undo
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Jim Benton deleted Standard operating procedures: https://www.swotanalysis.com/14447/Business-SOP-Checklist in STRATEGY on Tue Jan 14 2020 undo
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Jim Benton deleted How we plan to get it done strategy video decks are completed and posted for each objective in STRATEGY on Tue Jan 14 2020 undo
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Jim Benton updated Roles,Team Responsibilities,Playbook: andRoles Development& PlansResponsibilities [master plan link or add to notes]Index in STRATEGY on Tue Jan 14 2020 undo
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Jim Benton updated Standard operating principlesprocedures: [master playbook link]https://www.swotanalysis.com/14447/Business-SOP-Checklist in STRATEGY on Tue Jan 14 2020 undo
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Jim Benton updated Retrospective of previous period plan + process - input from each direct team member: https://www.swotanalysis.com/2923/Retrospective-Template in STRATEGY on Tue Jan 14 2020 undo
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Jim Benton updated Collect input from each direct team member based on performance of last cycle vs the mission at hand in STRATEGY on Tue Jan 14 2020 undo
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Jim Benton updated SWOT Analysis - input from each direct team member on current position vs their mission: https://www.swotanalysis.com/2647/SWOT-Analysis-Template in STRATEGY on Tue Jan 14 2020 undo
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Jim Benton updated Collect input from each direct team member based on the dimensions of their role vs the mission at hand in STRATEGY on Tue Jan 14 2020 undo
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Jim Benton updated section TEAM PLANS on Tue Jan 14 2020 undo
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Jim Benton updated section TEAM PLANS background from white to on Tue Jan 14 2020 undo
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Jim Benton added Add team alignment plans as a sub-plan here by typing a forward slash / at the beginning of the line in TEAM on Tue Jan 14 2020 undo
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Jim Benton added new section TEAM on Tue Jan 14 2020 undo
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Jim Benton updated The Alignment Plan combines Purpose, Vision, Mission, Values with quarterly OKRs. It's anchored in a strong foundation built on purpose and values, and pushed forward by vision and mission. The objectives and key results are rooted in quarterly urgency and provide clarity on what you and your team are working on next to achieve the long-term vision. What do we ultimately want, why, and how would we measure success? A "how we get it done", Youtube unlisted video/deck is posted as a link in the notes of each key result by item owner. Every leader performs the following planning with their team. [The number is the weeks before or after the start of the quarter] -5: Team meets are shares SWOT by role dimension, aggregates top items into central team SWOT, define key priorities for quarter -4: Team members post OKRs to this page and discusses it in the weekly team meeting -3: Team spends 50 minute reviewing all team members draft OKRs - discusses possible initial concerns, discuss dependencies -2: Discuss with the team plan with the teams upper direct leader [maybe the board in some cases] -1: Team members give a "How to achieve presentation" +0: Team kicks off Alignment OKR Plan for current quarter as final and active +1: Review previous and next quarter during the next all-hands meeting on Mon Jan 13 2020 undo
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Jim Benton deleted Key results - How will we know if we were successful? in OBJECTIVE on Mon Jan 13 2020 undo
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Jim Benton deleted Key results - How will we know if we were successful? in OBJECTIVE on Mon Jan 13 2020 undo
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Jim Benton updated Roles, Responsibilities, and Development Plans [master plan link or add to notes] in STRATEGY on Fri Jan 10 2020 undo
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Jim Benton updated How we plan to get it downdone strategy video decks are completed and posted for each objective in STRATEGY on Fri Jan 10 2020 undo
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Jim Benton updated The Alignment Plan combines Purpose, Vision, Mission, Values with quarterly OKRs. It's anchored in a strong foundation built on purpose and values, and pushed forward by vision and mission. The objectives and key results are rooted in quarterly urgency and provide clarity on what you and your team are working on next to achieve the long-term vision. What do we ultimately want, why, and how would we measure success? A "how we get it done", Youtube unlisted video/deck is posted as a link in the notes of each key result by item owner. EachEvery leader completesperforms anthe Alignmentfollowing Planplanning forwith their team/org. [The number is the weeks before or after the start of the quarter] -5: Team meets are shares SWOT by role dimension, aggregates top items into central team SWOT, define key priorities for quarter -4: Team members post OKRs to this page and discusses it in the weekly team meeting -3: Team spends 50 minute reviewing all team members draft OKRs - discusses possible initial concerns, discuss dependencies -2: Discuss with the team plan with the teams upper direct leader [maybe the board in some cases] -1: Team members give a "How to achieve presentation" +0: Team kicks off Alignment OKR Plan for current quarter as final and active +1: Review previous and next quarter during the next all-hands meeting on Fri Jan 10 2020 undo
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Jim Benton added How we plan to get it down strategy video decks are completed and posted for each objective in STRATEGY on Fri Jan 10 2020 undo
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Jim Benton updated AlignmentTeam OKRName PlanQ1 2020 | Teams Quarterly Theme on Fri Jan 10 2020 undo
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Jim Benton updated Standard operating proceduresprinciples [master playbook link] in STRATEGY on Fri Jan 10 2020 undo
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Jim Benton updated Current SWOT Analysis - input from each direct reportteam addedmember on current position vs their mission: https://www.swotanalysis.com/2647/SWOT-Analysis-Template in STRATEGY on Fri Jan 10 2020 undo
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Jim Benton updated PreviousRetrospective Planof Retrospectiveprevious period plan + process - input from each direct reportteam addedmember: https://www.swotanalysis.com/2923/Retrospective-Template in STRATEGY on Fri Jan 10 2020 undo
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Jim Benton deleted Future SWOT on the the future of [add your category here] over next 10 years in STRATEGY on Fri Jan 10 2020 undo
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Jim Benton moved RESULTS from after VALUES to after STRATEGY on Fri Jan 10 2020 undo
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Jim Benton updated Why do we ultimately exist, [how do we help people], what do we want to achieve in 10 years, [bhag], how would we measureknow successif we were successful? on Fri Jan 10 2020 undo
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Jim Benton updated Current SWOT Analysis - input from each direct report added: https://www.swotanalysis.com/2647/SWOT-Analysis-Template in STRATEGY on Wed Jan 08 2020 undo
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Jim Benton updated Previous Plan Retrospective- input from each direct report added: https://www.swotanalysis.com/2923/Retrospective-Template in STRATEGY on Wed Jan 08 2020 undo
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Jim Benton updated Future SWOT on the the future of [add your category here] over next 10 years - input from each direct report added in STRATEGY on Wed Jan 08 2020 undo
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Jim Benton updated Standard operating procedures by organization [master playbook link] in STRATEGY on Wed Jan 08 2020 undo
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Jim Benton updated Future SWOT on the the future of [add your category here] lookingover atnext your10 categoryyears over- theinput nextfrom decadeeach direct report added in STRATEGY on Wed Jan 08 2020 undo
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Jim Benton updated Retrospective- byinput leaderfrom vantageeach pointdirect ofreport prior periodadded: https://www.swotanalysis.com/2923/Retrospective-Template in STRATEGY on Wed Jan 08 2020 undo
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Jim Benton updated SWOT Analysis by- leaderinput vantagefrom pointeach direct report added: https://www.swotanalysis.com/2647/SWOT-Analysis-Template in STRATEGY on Wed Jan 08 2020 undo
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Jim Benton updated Standard operating procedures by organization [master planplaybook link] in STRATEGY on Wed Jan 08 2020 undo
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Jim Benton deleted section PLAYBOOK on Wed Jan 08 2020 undo
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Jim Benton deleted section DEVELOPMENT on Wed Jan 08 2020 undo
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Jim Benton moved Roles, Responsibilities, and Development Plans [master plan link] from DEVELOPMENT to STRATEGY on Wed Jan 08 2020 undo
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Jim Benton moved Roles, Responsibilities, and Development Plans [master plan link] from the top to after Standard operating procedures by organization [master plan link] on Wed Jan 08 2020 undo
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Jim Benton moved Standard operating procedures by organization [master plan link] from PLAYBOOK to STRATEGY on Wed Jan 08 2020 undo
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Jim Benton moved Standard operating procedures by organization [master plan link] from the top to after Retrospective by leader vantage point of prior period: https://www.swotanalysis.com/2923/Retrospective-Template on Wed Jan 08 2020 undo
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Jim Benton updated section RESULTS background from green to white on Wed Jan 08 2020 undo
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Jim Benton moved VALUES from after RESULTS to after KPIs on Wed Jan 08 2020 undo
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Jim Benton updated Alignment OKR Plan Template| Quarterly Theme on Wed Jan 08 2020 undo
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Jim Benton updated section PLANNINGSTRATEGY on Wed Jan 08 2020 undo
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Jim Benton updated section RESULTS background from white to green on Wed Jan 08 2020 undo
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Jim Benton updated section NewKey priority this cycle on Wed Jan 08 2020 undo
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Jim Benton updated section NewKey priority this cycle on Wed Jan 08 2020 undo
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Jim Benton updated section NewKey priority this cycle on Wed Jan 08 2020 undo
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Jim Benton moved RESULTS from the top to after KPIs on Wed Jan 08 2020 undo
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Jim Benton updated SWOT on the Thethe future of [add your category here] looking at your category over the next decade in PLANNING on Wed Jan 08 2020 undo
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Jim Benton updated Current state SWOT Analysis by leader vantage point: https://www.swotanalysis.com/2647/SWOT-Analysis-Template in PLANNING on Wed Jan 08 2020 undo
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Jim Benton updated SWOT on the The future of [add touryour category here] looking at your category over the next decade in PLANNING on Wed Jan 08 2020 undo
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Jim Benton updated section ANALYSISPLANNING on Wed Jan 08 2020 undo
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Jim Benton updated section TARGETSRESULTS on Wed Jan 08 2020 undo
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Jim Benton updated section Financial plan goals on Wed Jan 08 2020 undo
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Jim Benton updated Roles, Responsibilities, and Development Plans [master plan link] in DEVELOPMENT on Wed Jan 08 2020 undo
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Jim Benton updated Standard operating procedures by organization [master plan link] in PLAYBOOK on Wed Jan 08 2020 undo
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Jim Benton updated section DEVELOPMENT background from darkgray to white on Wed Jan 08 2020 undo
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Jim Benton updated section PLAYBOOK background from darkgray to white on Wed Jan 08 2020 undo
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Jim Benton updated section KeyNew net new priority this cycle on Wed Jan 08 2020 undo
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Jim Benton updated section New Key net new priority this cycle on Wed Jan 08 2020 undo
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Jim Benton updated section KeyNew net new priority this cycle on Wed Jan 08 2020 undo
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Jim Benton updated section KPIs background from darkgreen to green on Wed Jan 08 2020 undo
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Jim Benton updated section VALUES background from darkblue to blue on Wed Jan 08 2020 undo
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Jim Benton moved PLAYBOOK from after VALUES to after ANALYSIS on Wed Jan 08 2020 undo
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Jim Benton moved PLAYBOOK from after ANALYSIS to after VALUES on Wed Jan 08 2020 undo
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Jim Benton updated section OBJECTIVE background from darkgray to gray on Wed Jan 08 2020 undo
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Jim Benton updated section OBJECTIVE background from darkgray to gray on Wed Jan 08 2020 undo
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Jim Benton updated section OBJECTIVE background from darkgray to gray on Wed Jan 08 2020 undo
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Jim Benton updated section VALUES background from blue to darkblue on Wed Jan 08 2020 undo
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Jim Benton updated section KPIs background from green to darkgreen on Wed Jan 08 2020 undo
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Jim Benton updated section OBJECTIVE background from gray to darkgray on Wed Jan 08 2020 undo
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Jim Benton updated section OBJECTIVE background from gray to darkgray on Wed Jan 08 2020 undo
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Jim Benton updated section OBJECTIVE background from gray to darkgray on Wed Jan 08 2020 undo
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Jim Benton updated section PLAYBOOK background from white to darkgray on Wed Jan 08 2020 undo
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Jim Benton updated section DEVELOPMENT background from gray to darkgray on Wed Jan 08 2020 undo
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Jim Benton deleted Financial plan targets [10 year period] in TARGETS on Wed Jan 08 2020 undo
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Jim Benton updated section Model performance targets on Wed Jan 08 2020 undo
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Jim Benton updated Model performance targets, ex: New user signups target 8,000 [QDT: 2,128] in KPIs on Wed Jan 08 2020 undo
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Jim Benton updated section Living our core values on Wed Jan 08 2020 undo
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Jim Benton updated section 6 most important things to do on Wed Jan 08 2020 undo
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Jim Benton updated section Prioritize the current position, Evaluate the past cycle on Wed Jan 08 2020 undo
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Jim Benton updated section Standard operating procedures. on Wed Jan 08 2020 undo
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Jim Benton updated section Defines roles, responsibilities, and development plan. on Wed Jan 08 2020 undo
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Jim Benton updated OperatingStandard playbookoperating forprocedures specificby org - scored, documented, cover full spectrum of orgorganization in PLAYBOOK on Tue Jan 07 2020 undo
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Jim Benton added Roles, Responsibilities, and Development Plans in DEVELOPMENT on Tue Jan 07 2020 undo
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Jim Benton updated AddOperating link to measurable operating playbook for specific org - scored, documented, cover full spectrum of org in PLAYBOOK on Tue Jan 07 2020 undo
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Jim Benton updated Add link to your completed Retrospective by leader vantage point of prior period: https://www.swotanalysis.com/2923/Retrospective-Template in ANALYSIS on Tue Jan 07 2020 undo
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Jim Benton updated Add a link to your SWOT on the The future of [add tour category here] looking at your category over the next decade in ANALYSIS on Tue Jan 07 2020 undo
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Jim Benton updated AddCurrent link to your completed current state SWOT Analysis by leader vantage point: https://www.swotanalysis.com/2647/SWOT-Analysis-Template in ANALYSIS on Tue Jan 07 2020 undo
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Jim Benton updated section SWOTANALYSIS on Tue Jan 07 2020 undo
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Jim Benton deleted section RETROSPECTIVE on Tue Jan 07 2020 undo
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Jim Benton deleted section Evaluate the past cycle on Tue Jan 07 2020 undo
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Jim Benton updated section Prioritize the current position, Evaluate the past cycle on Tue Jan 07 2020 undo
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Jim Benton moved Add link to your completed Retrospective by leader vantage point of prior period: https://www.swotanalysis.com/2923/Retrospective-Template from RETROSPECTIVE to SWOT on Tue Jan 07 2020 undo
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Jim Benton moved Add link to your completed Retrospective by leader vantage point of prior period: https://www.swotanalysis.com/2923/Retrospective-Template from the top to after Add a link to your SWOT on the The future of [add tour category here] looking at your category over the next decade on Tue Jan 07 2020 undo
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Jim Benton added new section DEVELOPMENT on Tue Jan 07 2020 undo
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Jim Benton added new section Defines roles, responsibilities, and development plan. on Tue Jan 07 2020 undo
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Jim Benton updated section Standard operating procedures. Defines roles and responsibilities. on Tue Jan 07 2020 undo
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Jim Benton added Add a link to your SWOT on the The future of [add tour category here] looking at your category over the next decade in SWOT on Tue Jan 07 2020 undo
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Jim Benton added Financial plan targets [10 year period] in TARGETS on Tue Jan 07 2020 undo
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Jim Benton updated Financial plan metricstargets [annual period] in TARGETS on Tue Jan 07 2020 undo
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Jim Benton updated Financial plan metricstargets [bothcurrent this period, annual period] in TARGETS on Tue Jan 07 2020 undo
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Jim Benton added Financial plan metrics [annual period] in TARGETS on Tue Jan 07 2020 undo
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Jim Benton updated section Standard operating procedures. Defines roles and responsibilities. on Tue Jan 07 2020 undo
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Jim Benton updated Why do we ultimately exist, what do we want to achieve in 5+10 years, how would we measure success? on Tue Jan 07 2020 undo
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Jim Benton updated Add link to your completed current state SWOT Analysis by leader vantage point: https://www.swotanalysis.com/2647/SWOT-Analysis-Template in SWOT on Tue Jan 07 2020 undo
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Jim Benton updated section KeyModel performance indicatorstargets on Tue Jan 07 2020 undo
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Jim Benton updated New Useruser Signupssignups target 8,000 [QDT: 2,128] in KPIs on Tue Jan 07 2020 undo
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Jim Benton updated New user signups target 8,000 [QDT: 2,128] in KPIs metric 0 to 26 on Tue Jan 07 2020 undo
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Jim Benton updated New user signups target 8,000 [QDT: 2,128] in KPIs color from gray to yellow on Tue Jan 07 2020 undo
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Jim Benton added New User Signups target 8,000 [QDT: 128] in KPIs on Tue Jan 07 2020 undo
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Jim Benton updated Why do we ultimately exist, what do we want to achieve in 5+ years, how would we measure success? on Mon Jan 06 2020 undo
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Jim Benton deleted section RESPONSIBILITIES on Mon Jan 06 2020 undo
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Jim Benton deleted section Core areas of responsibility on Mon Jan 06 2020 undo
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Jim Benton deleted List out your key areas of responsibility in RESPONSIBILITIES on Mon Jan 06 2020 undo
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Jim Benton moved VALUES from after RESPONSIBILITIES to after KPIs on Mon Jan 06 2020 undo
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Jim Benton updated section AwarenessPrioritize ofthe current position on Mon Jan 06 2020 undo
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Jim Benton updated section Key net new priority this cycle on Mon Jan 06 2020 undo
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Jim Benton updated section Key net new priority this cycle on Mon Jan 06 2020 undo
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Jim Benton updated section Key net new priority this cycle on Mon Jan 06 2020 undo
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Jim Benton updated section MeasuresKey performance indicators on Mon Jan 06 2020 undo
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Jim Benton updated section Financial plan goals on Mon Jan 06 2020 undo
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Jim Benton updated section Measures the performance and progress of key business areas on Mon Jan 06 2020 undo
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Jim Benton updated section DutiesCore thatareas are expected to complete as a function of roleresponsibility on Mon Jan 06 2020 undo
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Jim Benton updated section The6 highestmost valueimportant focusthings thisto week, ranked in prioritydo on Mon Jan 06 2020 undo
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Jim Benton updated section FullAwareness awareness of your current position related to your mission on Mon Jan 06 2020 undo
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Jim Benton updated section Evaluate the past cycle. Define actions to fix or improve things on Mon Jan 06 2020 undo
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Jim Benton updated section ProcessStandard workflows and standard operating procedures on Mon Jan 06 2020 undo
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Jim Benton updated section Duties that are expected to complete as a function of role on Mon Jan 06 2020 undo
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Jim Benton updated section Measures the performance and progress of key business areas on Mon Jan 06 2020 undo
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Jim Benton updated section The highest value focus this week, ranked in priority on Mon Jan 06 2020 undo
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Jim Benton updated section Full awareness of your current position related to your mission on Mon Jan 06 2020 undo
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Jim Benton updated section Evaluate the past cycle. Define actions to fix or improve things on Mon Jan 06 2020 undo
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Jim Benton updated section Process workflows and standard operating procedures on Mon Jan 06 2020 undo
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Jim Benton updated section Living our core values on Mon Jan 06 2020 undo
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Jim Benton updated section ANALYSISSWOT on Mon Jan 06 2020 undo
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Jim Benton moved Add link to your completed Retrospective by leader vantage point of prior period: https://www.swotanalysis.com/2923/Retrospective-Template from ANALYSIS to RETROSPECTIVE on Mon Jan 06 2020 undo
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Jim Benton moved Add link to your completed Retrospective by leader vantage point of prior period: https://www.swotanalysis.com/2923/Retrospective-Template from after Add link to your completed SWOT Analysis by leader vantage point: https://www.swotanalysis.com/2647/SWOT-Analysis-Template to the top on Mon Jan 06 2020 undo
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Jim Benton moved RETROSPECTIVE from after VALUES to after ANALYSIS on Mon Jan 06 2020 undo
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Jim Benton added new section RETROSPECTIVE on Mon Jan 06 2020 undo
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Jim Benton updated section LIVE OUR VALUES on Sat Jan 04 2020 undo
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Jim Benton updated List out yourour core values here, one per line, log examples of where living the value is demonstrated in notes in LIVE OUR VALUES on Sat Jan 04 2020 undo
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Jim Benton updated section SWOT ANALYSIS on Sat Jan 04 2020 undo
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Jim Benton updated section LIVE OUR VALUES on Sat Jan 04 2020 undo
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Jim Benton moved Add link to measurable operating playbook for specific org - scored, documented, cover full spectrum of org from RESPONSIBILITIES to PLAYBOOK on Sat Jan 04 2020 undo
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Jim Benton moved Add link to measurable operating playbook for specific org - scored, documented, cover full spectrum of org from after List out your key areas of responsibility to the top on Sat Jan 04 2020 undo
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Jim Benton updated section RETROSPECTIVEPLAYBOOK on Sat Jan 04 2020 undo
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Jim Benton moved Add link to your completed Retrospective by leader vantage point of prior period: https://www.swotanalysis.com/2923/Retrospective-Template from RETROSPECTIVE to SWOT ANALYSIS on Sat Jan 04 2020 undo
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Jim Benton moved Add link to your completed Retrospective by leader vantage point of prior period: https://www.swotanalysis.com/2923/Retrospective-Template from the top to after Add link to your completed SWOT Analysis by leader vantage point: https://www.swotanalysis.com/2647/SWOT-Analysis-Template on Sat Jan 04 2020 undo
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Jim Benton updated section ROLE AREASRESPONSIBILITIES on Sat Jan 04 2020 undo
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Jim Benton deleted section OBJECTIVE on Sat Jan 04 2020 undo
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Jim Benton deleted Key results - How will we know if we were successful? in OBJECTIVE on Sat Jan 04 2020 undo
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Jim Benton updated section RESPONSIBILITIESROLE AREAS on Sat Jan 04 2020 undo
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Jim Benton updated section METRICSTARGETS on Fri Jan 03 2020 undo
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Jim Benton moved VALUES from after KPIs to after RESPONSIBILITIES on Fri Jan 03 2020 undo
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Jim Benton deleted section PLAYBOOK on Fri Jan 03 2020 undo
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Jim Benton moved Add link to measurable operating playbook for specific org - scored, documented, cover full spectrum of org from PLAYBOOK to RESPONSIBILITIES on Fri Jan 03 2020 undo
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Jim Benton moved Add link to measurable operating playbook for specific org - scored, documented, cover full spectrum of org from the top to after List out your key areas of responsibility on Fri Jan 03 2020 undo
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Jim Benton added Key results - How will we know if we were successful? in OBJECTIVE on Fri Jan 03 2020 undo
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Jim Benton deleted Key results - How will we know if we were successful? in OBJECTIVE on Fri Jan 03 2020 undo
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Jim Benton deleted A "how we get it done", Youtube unlisted video/deck is posted as a link in the notes of each KR by item owner in OBJECTIVE on Fri Jan 03 2020 undo
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Jim Benton deleted A "how we get it done", Youtube unlisted video/deck is posted as a link in the notes of each KR by item owner in OBJECTIVE on Fri Jan 03 2020 undo
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Jim Benton deleted A "how we get it done", Youtube unlisted video/deck is posted as a link in the notes of each KR by item owner in OBJECTIVE on Fri Jan 03 2020 undo
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Jim Benton deleted A "how we get it done", Youtube unlisted video/deck is posted as a link in the notes of each KR by item owner in OBJECTIVE on Fri Jan 03 2020 undo
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Jim Benton updated section SWOT ANALYSIS on Fri Jan 03 2020 undo
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Jim Benton updated section PLAYBOOKSPLAYBOOK on Fri Jan 03 2020 undo
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Jim Benton updated section KEY RESPONSIBILITIES on Fri Jan 03 2020 undo
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Jim Benton updated List out your key teamsareas keyof responsibilitiesresponsibility in KEY RESPONSIBILITIES on Fri Jan 03 2020 undo
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Jim Benton added List out your key teams key responsibilities in KEY RESPONSIBILITIES on Fri Jan 03 2020 undo
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Jim Benton updated section KEY RESPONSIBILITIES background from gray to white on Fri Jan 03 2020 undo
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Jim Benton added new section KEY RESPONSIBILITIES on Fri Jan 03 2020 undo
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Jim Benton updated The Alignment Plan combines Purpose, Vision, Mission, Values with quarterly OKRs. It's anchored in a strong foundation built on purpose and values, and pushed forward by vision and mission. The objectives and key results are rooted in quarterly urgency and provide clarity on what you and your team are working on next to achieve the long-term vision. What do we ultimately want, why, and how would we measure success? A "how we get it done", Youtube unlisted video/deck is posted as a link in the notes of each key result by item owner. Each leader completes an Alignment Plan for their team/org. on Fri Jan 03 2020 undo
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Jim Benton updated Add link to scoreablemeasurable operating playbook for specific Orgorg - scored, documented, cover full spectrum of org in PLAYBOOKS on Fri Jan 03 2020 undo
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Jim Benton updated section METRICS background from green to white on Fri Jan 03 2020 undo
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Jim Benton moved KPIs from after PLAYBOOKS to after OBJECTIVE on Fri Jan 03 2020 undo
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Jim Benton added new section KPIs on Fri Jan 03 2020 undo
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Jim Benton updated Financial plan metrics [both this period, longer-termannual periodsperiod] in METRICS on Fri Jan 03 2020 undo
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Jim Benton updated section SWOTSSWOT on Fri Jan 03 2020 undo
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Jim Benton updated section OPERATING BOOKSPLAYBOOKS on Fri Jan 03 2020 undo
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Jim Benton updated ScoreableAdd operatinglink playbooksto byscoreable keyoperating areasplaybook offor thespecific businessOrg are- scored, documented, cover full spectrum of org in OPERATING BOOKS on Fri Jan 03 2020 undo
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Jim Benton deleted A "how we get it done", Youtube unlisted video/deck is posted as a link in the notes of each KR by item owner in OPERATING BOOKS on Fri Jan 03 2020 undo
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Jim Benton added A "how we get it done", Youtube unlisted video/deck is posted as a link in the notes of each KR by item owner in OBJECTIVE on Fri Jan 03 2020 undo
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Jim Benton added A "how we get it done", Youtube unlisted video/deck is posted as a link in the notes of each KR by item owner in OBJECTIVE on Fri Jan 03 2020 undo
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Jim Benton added A "how we get it done", Youtube unlisted video/deck is posted as a link in the notes of each KR by item owner in OBJECTIVE on Fri Jan 03 2020 undo
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Jim Benton added A "how we get it done", Youtube unlisted video/deck is posted as a link in the notes of each KR by item owner in OBJECTIVE on Fri Jan 03 2020 undo
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Jim Benton updated Scoreable operating playbooks by key areas of the business are updatedscored, documented, livingcover full spectrum of org in OPERATING BOOKS on Fri Jan 03 2020 undo
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Jim Benton moved PLAYBOOKSOPERATING BOOKS on Fri Jan 03 2020 undo
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Jim Benton moved OPERATING BOOKS from after WEEKLY TOP 6 to the top on Fri Jan 03 2020 undo
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Jim Benton deleted section TEAM on Fri Jan 03 2020 undo
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Jim Benton deleted Add team sub-plans here by typing a forward slash / at the beginning of the line in TEAM on Fri Jan 03 2020 undo
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Jim Benton moved A "how we get it done", Youtube unlisted video/deck is posted as a link in the notes of each KR by item owner from TEAM to PLAYBOOKS on Fri Jan 03 2020 undo
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Jim Benton moved A "how we get it done", Youtube unlisted video/deck is posted as a link in the notes of each KR by item owner from the top to after Scoreable operating playbooks by key areas of the business are updated, documented, living on Fri Jan 03 2020 undo
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Jim Benton updated The Alignment Plan combines Purpose, Vision, Mission, Values with quarterly OKRs. It's anchored in a strong foundation built on purpose and values, and pushed forward by vision and mission. The objectives and key results are rooted in quarterly urgency and provide clarity on what you and your team are working on next to achieve the long-term vision. What do we ultimately want, why, and how would we measure success? A "how we get it done", Youtube unlisted video/deck is posted as a link in the notes of each key result by item owner. on Fri Jan 03 2020 undo
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Jim Benton moved A "how we get it done", Youtube unlisted video/deck is posted as a link in the notes of each KR by item owner from SWOTS to TEAM on Fri Jan 03 2020 undo
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Jim Benton moved A "how we get it done", Youtube unlisted video/deck is posted as a link in the notes of each KR by item owner from after Add link to your completed SWOT Analysis by leader vantage point: https://www.swotanalysis.com/2647/SWOT-Analysis-Template to the top on Fri Jan 03 2020 undo
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Jim Benton moved Add link to your completed SWOT Analysis by leader vantage point: https://www.swotanalysis.com/2647/SWOT-Analysis-Template from RETROSPECTIVE to SWOTS on Fri Jan 03 2020 undo
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Jim Benton moved Add link to your completed Retrospective by leader vantage point of prior period: https://www.swotanalysis.com/2923/Retrospective-Template from SWOTS to RETROSPECTIVE on Fri Jan 03 2020 undo
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Jim Benton moved Add link to your completed Retrospective by leader vantage point of prior period: https://www.swotanalysis.com/2923/Retrospective-Template from the top to after Add link to your completed SWOT Analysis by leader vantage point: https://www.swotanalysis.com/2647/SWOT-Analysis-Template on Fri Jan 03 2020 undo
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Jim Benton updated section RETROSPECTIVE background from gray to white on Fri Jan 03 2020 undo
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Jim Benton moved Add link to your completed SWOT Analysis by leader vantage point: https://www.swotanalysis.com/2647/SWOT-Analysis-Template from SWOTS to RETROSPECTIVE on Fri Jan 03 2020 undo
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Jim Benton moved Add link to your completed SWOT Analysis by leader vantage point: https://www.swotanalysis.com/2647/SWOT-Analysis-Template from after Add link to your completed Retrospective by leader vantage point of prior period: https://www.swotanalysis.com/2923/Retrospective-Template to the top on Fri Jan 03 2020 undo
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Jim Benton updated section SWOT ANALYSISSWOTS on Fri Jan 03 2020 undo
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Jim Benton added new section RETROSPECTIVE on Fri Jan 03 2020 undo
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Jim Benton updated section STRATEGYSWOT ANALYSIS on Fri Jan 03 2020 undo
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Jim Benton updated section SWOT ANALYSIS background from white to on Fri Jan 03 2020 undo
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Jim Benton updated Add link to your completed SWOT Analysis by leader vantage point: https://www.swotanalysis.com/2647/SWOT-Analysis-Template in STRATEGY on Fri Jan 03 2020 undo
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Jim Benton updated Add link to your completed Retrospective by leader vantage point of prior period: https://www.swotanalysis.com/2923/Retrospective-Template in STRATEGY on Fri Jan 03 2020 undo
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Jim Benton updated Add link to your completed SWOT Analysis by leader: https://www.swotanalysis.com/2647/SWOT-Analysis-Template in STRATEGY on Fri Jan 03 2020 undo
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Jim Benton updated Add link to your completed Retrospective by leader of prior period: https://www.swotanalysis.com/2923/Retrospective-Template in STRATEGY on Fri Jan 03 2020 undo
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Jim Benton updated List out your values here, one per line, log examples of where value is demonstrated in notes in VALUES on Fri Jan 03 2020 undo
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Jim Benton updated Scoreable operating playbooks by key areas of the business are updated, documented, living in PLAYBOOKS on Thu Jan 02 2020 undo
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Jim Benton updated A "how we get it done", Youtube unlisted video/deck is posted toas eacha objectivelink byin the keynotes resultsof each KR by item owner in STRATEGY on Thu Jan 02 2020 undo
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Jim Benton added A "how we get it done", Youtube unlisted video is posted to each objective by the key results owner in STRATEGY on Thu Jan 02 2020 undo
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Jim Benton updated section TEAM PLANS on Thu Jan 02 2020 undo
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Jim Benton updated AddScoreable linkoperating toplaybooks yourby Playbookkey byareas area of the business in PLAYBOOKS on Thu Jan 02 2020 undo
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Jim Benton moved TEAM PLANS on Thu Jan 02 2020 undo
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Jim Benton moved TEAM PLANS from after WEEKLY TOP 6 to the top on Thu Jan 02 2020 undo
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Jim Benton updated Financial plan metrics [both this period, fulllonger-term series of periods] in METRICS on Thu Jan 02 2020 undo
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Jim Benton updated Add link to your completed Retrospective of prior period Retrospective: https://www.swotanalysis.com/2923/Retrospective-Template in STRATEGY on Thu Jan 02 2020 undo
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Jim Benton deleted Add link to your completed Mission Framework: https://www.swotanalysis.com/2695/Define-Your-Mission in STRATEGY on Thu Jan 02 2020 undo
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Jim Benton updated Why do we ultimately exist, what do we want to achieve in 5+ years, how would we measure success? on Thu Jan 02 2020 undo
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Jim Benton updated Add link to your Playbook by area of responsibilitythe business in PLAYBOOKS on Thu Jan 02 2020 undo
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Jim Benton moved STRATEGY from after PLANS to after PLAYBOOKS on Thu Jan 02 2020 undo
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Jim Benton updated section PLAYBOOKS background from gray to white on Thu Jan 02 2020 undo
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Jim Benton moved Add link to your Playbook by area of responsibility from STRATEGY to PLAYBOOKS on Thu Jan 02 2020 undo
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Jim Benton moved Add link to your Playbook by area of responsibility from after Add link to your completed Mission Framework: https://www.swotanalysis.com/2695/Define-Your-Mission to the top on Thu Jan 02 2020 undo
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Jim Benton added new section PLAYBOOKS on Thu Jan 02 2020 undo
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Jim Benton updated section PLANS background from white to on Thu Jan 02 2020 undo
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Jim Benton moved METRICS from after OBJECTIVE to the top on Thu Jan 02 2020 undo
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Jim Benton added Key results - How will we know if we were successful? in OBJECTIVE on Thu Jan 02 2020 undo
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Jim Benton moved OBJECTIVE from after PLANS to after OBJECTIVE on Thu Jan 02 2020 undo
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Jim Benton added new section OBJECTIVE on Thu Jan 02 2020 undo
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Jim Benton updated PlanFinancial plan metrics [both this period, full series of periods] in METRICS on Thu Jan 02 2020 undo
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Jim Benton moved Add link to your completed prior period Retrospective: https://www.swotanalysis.com/2923/Retrospective-Template from after Add link to your completed Mission Framework: https://www.swotanalysis.com/2695/Define-Your-Mission to the top on Thu Jan 02 2020 undo
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Jim Benton updated Why do we ultimately exist, what do we want to achieve in 5 years, how would we measure success? on Thu Jan 02 2020 undo
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Jim Benton updated Alignment OKR Plan Template on Thu Jan 02 2020 undo
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Jim Benton updated section PLAN METRICS on Thu Jan 02 2020 undo
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Jim Benton updated MetricsPlan that matter mostmetrics in PLAN METRICS on Thu Jan 02 2020 undo
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Jim Benton updated section PLAN METRICS on Thu Jan 02 2020 undo
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Jim Benton updated Alignment OKR Plan Template on Thu Jan 02 2020 undo
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Jim Benton updated Why do we ultimately exist, and what do we REALLY want to achieve, how would we measure success? on Thu Jan 02 2020 undo
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Jim Benton updated Alignment OKR Plan Template on Thu Jan 02 2020 undo
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Jim Benton updated The Alignment Plan combines Purpose, Vision, Mission, Values with quarterly OKRs. It's anchored in a strong foundation built on purpose and values, and pushed forward by vision and mission. The objectives and key results are rooted in quarterly urgency and provide clarity on what you and your team are working on next to achieve the long-term vision. What do we ultimately want, why, and how would we measure success? on Thu Jan 02 2020 undo
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Jim Benton updated SWOTAnalysis.comSWOT on Thu Jan 02 2020 undo
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Jim Benton added Add link to your Playbook by area of responsibility in STRATEGY on Thu Jan 02 2020 undo
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Jim Benton moved STRATEGY from after PLANS to after WEEKLY TOP 6 on Mon Dec 16 2019 undo
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Jim Benton updated The Alignment Plan Template on Mon Dec 16 2019 undo
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Jim Benton added Add top 6 plan as a sub-plan here by typing a forward slash / at the beginning of the line in WEEKLY TOP 6 on Tue Dec 10 2019 undo
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Jim Benton moved WEEKLY TOP 6 from after STRATEGY to after VALUES on Tue Dec 10 2019 undo
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Jim Benton added new section WEEKLY TOP 6 on Tue Dec 10 2019 undo
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Jim Benton added Add link to your completed prior period Retrospective: https://www.swotanalysis.com/2923/Retrospective-Template in STRATEGY on Tue Dec 10 2019 undo
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Jim Benton updated Add link to your completed SWOT Analysis: https://www.swotanalysis.com/2647/SWOT-Analysis-Template in STRATEGY on Tue Dec 10 2019 undo
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Jim Benton added Add link to your completed Mission Framework: https://www.swotanalysis.com/2695/Define-Your-Mission in STRATEGY on Tue Dec 10 2019 undo
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Jim Benton added Add link to your completed SWOT Analysis in STRATEGY on Tue Dec 10 2019 undo
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Jim Benton added new section STRATEGY on Tue Dec 10 2019 undo
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Jim Benton added Add team sub-plans here by typing a forward slash / at the beginning of the line in PLANS on Tue Dec 10 2019 undo
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Jim Benton updated section PLANS background from gray to white on Tue Dec 10 2019 undo
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Jim Benton added new section PLANS on Tue Dec 10 2019 undo
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Jim Benton moved METRICS from after VALUES to after OBJECTIVE on Tue Dec 10 2019 undo
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Jim Benton updated List out ouryour values here, one per line in VALUES on Tue Dec 10 2019 undo
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Jim Benton updated section METRICS background from white to green on Tue Dec 10 2019 undo
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Jim Benton added Metrics that matter most in METRICS on Fri Aug 30 2019 undo
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Jim Benton updated section How do we ultimately know if we are healthy on Fri Aug 30 2019 undo
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Jim Benton updated section We live our core values on Fri Aug 30 2019 undo
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Jim Benton updated section What do we need to do next to achieve our vision on Fri Aug 30 2019 undo
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Jim Benton updated section What do we need to do next to achieve our vision on Fri Aug 30 2019 undo
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Jim Benton updated section What do we need to do next to achieve our vision on Fri Aug 30 2019 undo
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Jim Benton updated section What do we need to do next to achieve our vision on Fri Aug 30 2019 undo
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Jim Benton updated section What do we need to do next to achieve our vision on Fri Aug 30 2019 undo
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Jim Benton added Key results - How will we know if we were successful? in OBJECTIVE on Fri Aug 30 2019 undo
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Jim Benton added Key results - How will we know if we were successful? in OBJECTIVE on Fri Aug 30 2019 undo
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Jim Benton updated Alignment Plan Template link url from https://www.swotanalysis.com/post/build-quarterly-team-plan to https://www.swotanalysis.com/blog/alignment-rhythm-showcase-plan-inspire on Tue May 07 2019 undo
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Jim Benton updated OurList coreout our values. Our ruleshere, ways,one approachper that will guide our successline in VALUES on Tue May 07 2019 undo
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Jim Benton updated section What do we need to do next to achieve our vision on Tue May 07 2019 undo
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Jim Benton updated section What do we need to do next to achieve our vision on Tue May 07 2019 undo
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Jim Benton updated section METRICS background from gray to white on Thu Mar 28 2019 undo
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Jim Benton updated section OBJECTIVE background from white to gray on Thu Mar 28 2019 undo
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Jim Benton updated section OBJECTIVE background from white to gray on Thu Mar 28 2019 undo
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Jim Benton updated section OBJECTIVE background from white to gray on Thu Mar 28 2019 undo
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Jim Benton updated section How do we ultimately know if we are a healthy on Mon Mar 25 2019 undo
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Jim Benton updated section METRICS background from white to gray on Mon Mar 25 2019 undo
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Jim Benton updated section OBJECTIVE background from gray to white on Mon Mar 25 2019 undo
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Jim Benton updated section OBJECTIVE background from gray to white on Mon Mar 25 2019 undo
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Jim Benton updated section OBJECTIVE background from gray to white on Mon Mar 25 2019 undo
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Jim Benton updated section VALUES background from black to blue on Sun Mar 17 2019 undo
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Jim Benton updated section METRICS background from gray to white on Sun Mar 17 2019 undo
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Jim Benton added new section METRICS on Sun Mar 17 2019 undo
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Jim Benton added new section How do we ultimately know if we are a healthy on Sun Mar 17 2019 undo
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Jim Benton deleted section PLANNING on Wed Feb 27 2019 undo
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Jim Benton deleted Perform a SWOT Analysis based on your mission: https://www.swotanalysis.com/create?source_swot_id=2647. Paste a link to your SWOT Analysis here. in PLANNING on Wed Feb 27 2019 undo
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Jim Benton deleted Define your team/role mission: https://www.swotanalysis.com/4935/Define-the-Mission-of-Your-Role. Paste a link to your team/role mission here. in PLANNING on Wed Feb 27 2019 undo
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Jim Benton deleted section TEAM on Fri Jan 11 2019 undo
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Jim Benton deleted section Individual team member plans on Fri Jan 11 2019 undo
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Jim Benton deleted type / to search for and link to your team member plans here in TEAM on Fri Jan 11 2019 undo
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Jim Benton updated type /Alignment Planto search for and link to your team member plans here in TEAM on Wed Jan 09 2019 undo
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Jim Benton added /Alignment Plan in TEAM on Wed Jan 09 2019 undo
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Jim Benton added new section TEAM on Wed Jan 09 2019 undo
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Jim Benton added new section Individual team member plans on Wed Jan 09 2019 undo
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Jim Benton updated Define your team/role mission: https://www.swotanalysis.com/4935/Define-the-Mission-of-Your-Role. Paste a link to theyour planteam/role mission here. in PLANNING on Wed Jan 09 2019 undo
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Jim Benton updated Perform a SWOT Analysis based on your mission: https://www.swotanalysis.com/create?source_swot_id=2647. AddPaste ita herelink byto typingyour /yourswotSWOT Analysis here. in PLANNING on Wed Jan 09 2019 undo
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Jim Benton updated Define your team/role mission: https://www.swotanalysis.com/4935/Define-the-Mission-of-Your-Role. AddPaste ita herelink byto typingthe /yourmissionplan here. in PLANNING on Wed Jan 09 2019 undo
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Jim Benton deleted Key results - How will we know if we were successful? in OBJECTIVE on Wed Jan 09 2019 undo
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Jim Benton deleted Key results - How will we know if we were successful? in OBJECTIVE on Wed Jan 09 2019 undo
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Jim Benton updated Perform a SWOT Analysis based on your mission: https://www.swotanalysis.com/create?source_swot_id=2647. Add it abovehere by typing /yourswot in PLANNING on Wed Jan 09 2019 undo
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Jim Benton updated Define your team/role mission: https://www.swotanalysis.com/4935/Define-the-Mission-of-Your-Role. Add it abovehere by typing /yourmission in PLANNING on Wed Jan 09 2019 undo
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Jim Benton added Perform a SWOT Analysis based on your mission: https://www.swotanalysis.com/create?source_swot_id=2647. Add it above by typing /yourswot in PLANNING on Wed Jan 09 2019 undo
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Jim Benton added Define your team/role mission: https://www.swotanalysis.com/4935/Define-the-Mission-of-Your-Role. Add it above by typing /yourmission in PLANNING on Wed Jan 09 2019 undo
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Jim Benton updated section PLANNING background from gray to white on Wed Jan 09 2019 undo
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Jim Benton added new section PLANNING on Wed Jan 09 2019 undo
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Jim Benton updated QuarterlyAlignment _Alignment Plan on Wed Nov 14 2018 undo
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Jim Benton updated The _AlignmentAlignment Plan on Wed Nov 14 2018 undo
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Judy Butler
10:15pm
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Burt Crumb
10:16pm
@JaneSmith goes to the ocean
Went surfing today and rode a huge wave
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Marty
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March 23
MARKETING SEO
Win the market and all the users for years to come
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#samplenotes

The Alignment Plan

Template Library
Frameworks
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Custom

And we’re on a mission to... [core of why we exist] to help [how this helps people] by [BHAG - our measurable vision for achieving this]

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OBJECTIVE

TL
Key priority this cycle
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OBJECTIVE

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Key priority this cycle
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OBJECTIVE

TL
Key priority this cycle
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OBJECTIVE

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Key priority this cycle
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METRICS

TL
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VALUES

TL
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notes
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