Alignment LEARNING

Alignment Playbook

Align every team to execute with a strong sense of purpose, with a bold vision, aligned on the right priorities, with clear goals, defined metrics, and with an inspiring high velocity rhythm.

The System of Alignment

Align the Vision
MISSION

Mission Template+ Create Mission
STEP 1: Align your team on a purpose-driven mission, bold vision, values, and a key metric for your org, team, project, or role.
FREQUENCY: Define annually
INSTRUCTIONS: Every team member to create a mission for role.

Add your 7-12 word mission statement to the top of your SWOT Analysis, Plan, Retro.
Group Planning: Have each team member create a team mission and link each team member's mission to the "team missions" section. Make sure you are aligned. Review and reconfirm quarterly.

Align the Strategy
SWOT

SWOT Analysis Template+ Create SWOT
STEP 2: Teams to analyze your current strengths, weaknesses, opportunities, and threats related to team mission?
FREQUENCY: Perform quarterly

Complete 3 weeks before quarter start
INSTRUCTIONS: Every team member to perform a SWOT Analysis against their role.

Force rank all items in your SWOT sections in order of importance, drag and drop.

Make sure to write out a conclusion based on what you need to focus on next to make the most amount of progress vs your mission.
Group Planning: Aggregate the top 3 items of each section of each Team SWOT into an aggregate company SWOT. Then, use the stars and have each person vote on top 4 items per section, discuss. Break into groups to draft conclusions.

Align the OKRs
PLAN

OKR Template+ Create OKR Plan
STEP 3: Use your SWOT Analysis conclusions to drive your strategic objectives and key results on your Alignment OKR plan.
FREQUENCY: Build quarterly

Roll out to team first week of each quarter.
INSTRUCTIONS: Every team member to build an OKR Plan for their role.

Use your SWOT Conclusion to drive your Plan objectives.  

Define initiative based key results that are measurable, outcome based -ex: deliver ##, Launch ## by ## date, Complete ##.
Group Planning: Have each team member create a team plan once the high level objectives have been set. Team member's top objectives typically roll up into the high level plan as key results. Link the Sub-plans from the company plan.

Align the Feedback
RETRO

Retrospective Template+ Create Retro
STEP 4: Perform a team retrospective. Look at what went well, not so well, what you learned. Define action items.
FREQUENCY: Complete quarterly

Complete at quarter end.
INSTRUCTIONS: Every team member to complete a Retrospective.

Force rank all items in your RETRO sections in order of importance, drag and drop.



Group Planning: Aggregating Top 3 items of each section of each Team RETRO into aggregate company RETRO. Then, use the stars and have each person vote on top 4 items per section.

Alignment Operating Rhythm

The Alignment rhythm is the way we bring our alignment plan to life and drive execution and discuss success, blockers, to do across the teams.

We use google slides as our core for team wide communications and collaboration with our Alignment Plan added each week into the specific sections.

The blend of a system of record for strategy that fits to a single page, the alignment plan, and google slides for presentation is a magical combination.
Alignment Operating Rhythm

Strategy Sessions

THE SYSTEM OF ALIGNMENT: PLATFORM OVERVIEW
Join us for a live group zoom session to learn the fundamentals of The System of Alignment and how to apply it within your team:


Learn how to Align the Mission

Learn how to Align the Strategy

Learn how to Align the Quarterly Plan

Learn how to Align the Weekly Execution

Learn how to Align the Learnings


Everyone is welcome.
View schedule

5-steps to unite your team to make the best decisions to achieve your vision.

Start →
The Alignment Playbook
Breaking down the operating silo challenge
Make your workflow consistent across all teams
The  Alignment.io System
Mission & Vision Overview
Every Team Creates a Mission
Mission Framework Exercise
Mission Alignment Exercise
SWOT Analysis Overview
Every Team Performs a SWOT Analysis
Alignment OKR Plan Overview
Alignment OKR Plan Overview Focused Chat
Alignment OKR Plan Overview AI Chat
SWOT to OKRs
Every Team Completes a Retrospective
The Alignment.io Operating Rhythm
Alignment Weekly Team Meeting Framework
Every team aligns on a weekly Top 6
Monthly Alignment Reviews
Alignment Strategic Planning Timeline
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