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Planning Checklist

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Execute this Success Plan each quarter to bring your team together to make the best decisions to achieve your vision
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Template Library Frameworks | Q2 2024 Planning Checklist
Frameworks
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Jim Benton updated Template Library Frameworks | Q2 2024 SuccessPlanning Checklist on Wed Jan 17 2024 17:10:09
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Jim Benton updated ThePlanning Success CoachChecklist on Wed Jan 17 2024 17:10:09
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Jim Benton updated section TEAMEXEC RHYTHM on Wed Jan 17 2024 17:08:13
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Jim Benton updated section TEAMEXEC PLANNING on Wed Jan 17 2024 17:08:08
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Jim Benton updated BUSINESSALIGNMENT PLAN REVIEWS: Monthly Alignment Reviews [MARS]: Sit on Alignment plan, use chat for notes, question, action items in TEAM RHYTHM on Wed Jan 17 2024 17:06:46
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Jim Benton updated section EXECTEAM RHYTHM on Wed Jan 17 2024 17:06:28
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Jim Benton updated section EXECTEAM PLANNING on Wed Jan 17 2024 17:06:24
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Jim Benton updated The Alignment Playbook (https://www.alignment.io/playbook) in COACH on Wed Jan 17 2024 17:06:06
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Jim Benton updated Template Library Frameworks | Q2 2024 Success Checklist privacy setting from PR to PU on Wed Jan 17 2024 17:04:27
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Jim Benton updated Template Library Frameworks | Q2 2024 Success Checklist category from 11 to 14 on Wed Jan 17 2024 17:04:27
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Jim Benton updated Execute this Success Plan each quarter to sustainbring operationalyour excellenceteam together to make the best decisions to achieve your vision on Wed Jan 17 2024 17:04:27
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Judy Butler
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Template Library
Frameworks
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Q2 2024
Planning Checklist

Template frameworks

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EXEC PLANNING

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Every team to make the best decisions to achieve their vision
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MISSION: Exec, then Team Mission confirmed -5wks. Align exec/company mission first, then team missions second. 
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SWOT+RETRO: Team, then Exec SWOT & RETRO completed -4wks. Leaders do team retro's, force rank items to see top 3 by section 
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Exec Alignment Plan objectives drafted -3wks. Use Exec SWOT conclusion to draft core plan objectives/strategy. Teams do the same. 
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Alignment Plan FINAL: Team+Exec quarterly plan finalized -1wks. Leaders add their top 3 objectives to Exec plan, no wrapping. 
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Company kickoff - Strategy / Quarterly Alignment Plan +1wk - use the Exec Meeting Alignment format 
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EXEC RHYTHM

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Execute your vision with an inspiring high velocity rhythm.
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EXEC TOP 6: Exec Weekly Top 6 based on their teams alignment plan objectives, reviewed in exec meeting 
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EXEC MEETING: Exec Meeting: Follows Alignment plan flow and use the Alignment.io deck structure, plans updated weekly 
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ALIGNMENT PLAN REVIEWS: Monthly Alignment Reviews [MARS]: Sit on Alignment plan, use chat for notes, question, action items 
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BOD: Board Meeting: Follows Alignment plan flow for past quarter results, upcoming quarter plan 
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COACH

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The Alignment Playbook (https://www.alignment.io/playbook) 
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