The 4 Step Process to Setting Quarterly Goals

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CYCLE

2023

                              Q2

Team Goals
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Your company, team, or individual vision & mission in a single line

DEFINE STRATEGY

What do we need to do next?

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Pre-work, complete or review your Vision, Mission, Values Alignment https://www.swotanalysis.com/2695/Purpose-Vision-Mission-Values

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Each member completes a SWOT analysis based on their current position vs supporting the company vision

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Summarize your SWOT by listing out your top 3-5 priorities you must make progress towards to fulfill your vision

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In a live session, each member discusses their TOP strength, weakness, opportunity, threat, and adds to master Team SWOT Analysis

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Summarize the items by category into 5 single line crisp items, drag these to the top, and brainstorm your teams top 3-5 priorities

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SET GOALS

How will we know if we were successful?

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Go to "Create" and use the OKR Goals https://www.swotanalysis.com/2696/OKR-Plan or The Alignment Plan https://www.swotanalysis.com/4242/Quarterly-Alignment-Plan templates

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Draft 3-5 objectives that support our vision, essentially what do we need to do next, these should be qualitative and aspirational

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Draft 3-4 key results for each objective. These should we quantitative and tell us the definition of success, outcome based

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Everyone reviews OKR's with their leader, their team and get sign-off. Confirm everyone is in alignment.

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CHECK-INS

Share it, print it, live it

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Everyone publishes a quarterly OKR plan to "team" visibility

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Everyone prints their plan and posts to their wall

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Everyone provides a weekly check in on goals - done, do, blockers https://www.swotanalysis.com/4313/My-Weekly-Update

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REVIEWS

Review, discuss, score

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Monthly alignment meeting with team, spend 20 minutes per plan, color codes items based on sentiment, score based on results

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Quarterly FINAL scoring and final review, complete quarterly retrospective https://www.swotanalysis.com/2923/Sprint-Retrospective

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The 4 Step Process to Setting Quarterly Goals

DEFINE STRATEGY

SET GOALS

CHECK-INS

REVIEWS

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