Alignment Execution Playbook

APPROACH

Example completed mission, this is how it should look then all done:

https://www.alignment.io/87115/BetaWorks-Exec-2023-Mission

PURPOSE

CEO to share the draft purpose, short 5-6 words on why the company ultimately exists and how it helps people

• Go around the room and ask each leader on a scale of 1-10, 10 being 100% aligned, how aligned are you with this purpose? If not a 10, what would you add or change to make it a 10?
• If there are many 8's and below, then ask everyone in the room to go to this project [invite them if needed] and spend 5 minutes drafting a revised purpose for the room to review.
• After 5 minutes, ask everyone to read the new purpose statements and using the "star" next to each item, vote for the one that speaks to you the most. You only get one star vote.
• CEO, refresh the page, hover over the star count to review vote tally. Discuss best options, delete un-used options so you ultimately have just one top option listed.
• Go around the room and ask everyone 1 by 1 on scale of 1-10, how aligned are you with this. If everyone is an 9's or above, then you are now aligned, move on . Don't focus on getting perfect or perfect words. You can clean up afterwards. This is internal as well.

VISION

CEO to share the draft vision, short 5-6 words on the ultimate long term goal for the business, a clear 10yr+ bold goal.

• Go around the room and ask each leader on a scale of 1-10, 10 being 100% aligned, how aligned are you with this vision? If not a 10, what would you add or change to make it a 10?
• If there are many 8's and below, then ask everyone in the room to go to this project and spend 5 minutes drafting a revised vision for the room to review.
• After 5 minutes, ask everyone to read the new purpose statements and using the "star" next to each item, vote for the one that speaks to you the most. You only get one star vote.
• CEO, refresh the page, hover over the star count to review vote tally. Discuss best options, delete un-used options so you ultimately have just one top option listed.
• Go around the room and ask everyone 1 by 1 on scale of 1-10, how aligned are you with this. If everyone is an 9's or above, then you are now aligned, move on . Don't focus on getting perfect or perfect words. You can clean up afterwards. This is internal as well.

VALUES

CEO to review company core values, list out top 4-6 company core values. These core values and behaviors that are important to follow to achieve the vision

• Go around the room and ask each leader on a scale of 1-10, 10 being 100% aligned, how aligned are you with these values? If not a 10, what would you add or change to make it a 10?
• If there are many 7-8's and below, then ask everyone in the room what vales are missing or should be removed or tuned.
• CEO to tune and make changes based on team feedback
• Go around the room and ask everyone 1 by 1 on scale of 1-10, how aligned are you with this. If everyone is an 9-10's or above, then you are now aligned, move on.

METRICS

CEO to review and align the team on the core company board metric. This is ideally the current year board plan metric and forecast of next years board plan metric. [ex: Reach $120M ARR FY'25, path to $240M ARR FY'26]

• Go around the room and ask each leader on a scale of 1-10, 10 being 100% aligned, how aligned are you with this metric? If not a 10, what would you add or change to make it a 10?
• If there are many 7-8's and below, then ask everyone in the room for feedback to make it a 10.
• CEO to tune and make changes based on team feedback
• Go around the room and ask everyone 1 by 1 on scale of 1-10, how aligned are you with this. If everyone is an 9-10's or above, then you are now aligned, move on.

MISSION

The mission area is where you draft out the final one line mission based on the work done above. It combines the purpose and vision into a single line. Ex: if purpose is to revolutionize space and vision is to ultimately be a multi-planet species, then the mission could be "Revolutionize space by ultimately becoming a multi-planet species"

CEO to share a mission draft.

• Go around the room and ask each leader on a scale of 1-10, 10 being 100% aligned, how aligned are you with this mission one liner? If not a 10, what would you add or change to make it a 10?
• If there are many 8's and below, then ask everyone in the room to go to this project [invite them if needed] and spend 5 minutes drafting a revised mission for the room to review.
• After 5 minutes, ask everyone to read the new purpose statements and using the "star" next to each item, vote for the one that speaks to you the most. You only get one star vote.
• CEO, refresh the page, hover over the star count to review vote tally. Discuss best options, delete un-used options so you ultimately have just one top option listed.
• Go around the room and ask everyone 1 by 1 on scale of 1-10, how aligned are you with this. If everyone is an 9's or above, then you are now aligned! Don't focus on getting perfect or perfect words.
• GREAT, you are now aligned on the mission of the business and exec team

Update each teams mission in workspaces > teams area of alignment.io once the mission is set.

REVIEW PROCESS

After the leader shares their tea mission, go around and ask the room, one a scle of 1-10, 10 being 100% aligned, how aligned are you with this team mission? If not a 10, what would you add or change to make it a 10?

EXEC RETRO: Each leader to add their top 3 went well, not so well, learnings, and action items to team Exec RETRO

CEO to lead session, spending 20 minutes were section, starting with "what went well"

• The What Went Well section includes the top 3 items from each teams Retro by section [leaders added these here].
• Give the team 5 minutes to read the list and star the top 4 items that are the biggest "went well" for achieving the mission.
• Refresh the page so it sorts by highest star count items. Hover over the star to see star count.
• Discuss the top items, discuss what has votes but not in the top 5. Ask for people to advocate for the low star count items if needed - asking people to change their star votes if needed.

Repeat for What didn't go well

Repeat for Learnings

Repeat for Action Items

EXEC SWOT: Each leader to add their top 3 strengths, weaknesses, opps, threats, & conclusions items to Exec SWOT

CEO to lead session, spending 20 minutes were section, starting with strengths

• The strengths includes the top 3 strengths from each teams SWOT [leaders added these here].
• Give the team 5 minutes to read the list and star the top 4 items that are the biggest strengths fro achieving the mission.
• Refresh the page so it sorts by highest star count items. Hover over the star to see star count.
• Discuss the top items, discuss what has votes but not in the top 5. Ask for people to advocate for the low star count items if needed - asking people to change their star votes if needed.

Repeat for Weaknesses

Repeat for Opportunities

Repeat for Threats

Next, Break into 2-3 groups to draft the conclusion

• Draft out a company conclusion based on SWOT
• 3-5 Objectives for the Alignment plan - what we must focus on next to make the greatest progress against our mission