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Templates

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Templates
Create custom project
Each team should execute the system of alignment quarterly to make the best strategic decisions to achieve their vision.
1: Align on purpose, vision, values, and a key metric for your team, project, or role.
MISSION
ALIGN PURPOSE+VISION
1
+ Create Mission
Set annually, review quarterly
1: Align on purpose, vision, values, and a key metric for your team, project, or role.
SWOT
ALIGN THE STRATEGY
2
+ Create SWOT
Perform quarterly
2. Analyze your strengths, weaknesses, opportunities, and threats.
PLAN
ALIGN OKRS+METRICS
3
+ Create OKRs
Build quarterly
3. Use your SWOT conclusions to drive your strategic objectives OKR plan.
RETRO
ALIGN THE LEARNINGS
4
+ Create Retro
Complete quarterly
4. Review what went well, not so well, learnings, and action items.
TOP 6
ALIGN WEEKLY EXECUTION
+ Create Top 6
Execute weekly
3. Use your SWOT conclusions to drive your strategic objectives OKR plan.
KANBAN
ALIGN PROJECT TASKS
+ Create Kanban
4. Review what went well, not so well, learnings, and action items.
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DEFINE - Company, team, or project Mission & Vision

ANALYZE

DEFINE
MISSION

Create Mission
1: Align on purpose, vision, values, and a key metric for your team, project, or role.
Join SWOT Workshop
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.

ANALYZE

SWOT
ANALYSIS

Create SWOT
2. Analyze your strengths, weaknesses, opportunities, and threats.
Join SWOT Workshop
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.

PLAN

OKR
PLAN

Create Plan
3. Use your SWOT conclusions to drive your strategic objectives OKR plan.
Join OKR Workshop
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.

SPRINT
RETRO

Create Retro
4. Review what went well, not so well, learnings, and action items.
Join RETRO Workshop
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 TEMPLATES

Mission Framework
Define your company, team, role, project mission vision statement
SWOT Analysis
Evaluate your internal strengths and weaknesses and external opportunities and threats against your objective

Light
Bright
White
Alignment Plan
Build a one page plan to define your objectives (OKRs), track your progress, and assign ownership
Frameworks - PR and Communications
One Page Memo
P&G one page memo helps you create a clear and concise summary. Next time you are working on a new idea, leverage the One Page Memo to help formulate your idea into a simple, concise, plan.

Public Relations 5Ws
The 5Ws is a framework stands for Who, What, Where, When, and Why. It is used to identify the key elements of a PR campaign and to ensure that all aspects are considered and aligned. The 5Ws can be useful for making decisions, developing strategies, and solving problems. The framework allows for a thorough analysis of a situation and helps to identify areas that might have been overlooked. It is also easy to communicate and understand by all stakeholders in a company and it can be used in different fields such as marketing, journalism, project management, and problem solving.

TED Talks Framework
Build the killer talk track. Follow the proven formula of a TED talk - Emotional, Novel, Memorable.

The AA Simple Speech Framework
The Alcoholics Anonymous use a simple format to build basic, but powerful speech. It tells your audience why you are here, where you were in the past, and how you successfully got here. As seen in INC magazine, "A friend of mine had been asked to present a 25-minute speech for the local Board of Realtors because of her great success in real estate. I suggested she use the AA outline and open like this: "Twelve years ago, when I went into the real estate business, I had never sold anything but Girl Scout cookies and hadn't done well with that." (This is where I was.) "Last year, I sold $15 million of real estate in a slow market, selling homes that averaged $150,000 each." (This is where I am now.) "Today, I'll tell you how I did that." (This is how I got here.)"

Winning Speech Framework
If everyone new this simple speech trick they could all build winning speeches. Find a key message and then support it with three stories. Ask yourself what problem the audience wants to solve and then talk about that problem first and talk about your experience solving this problem.

Writing a Product Press Release
Amazon's approach to product development and working backwards. Start with a press release. This framework describes the 9 steps to strategically mapping out your product story.

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