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

+ 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

+ Create SWOT

Perform quarterly

2. Analyze your strengths, weaknesses, opportunities, and threats.

PLAN

ALIGN OKRS+METRICS

+ Create OKRs

Build quarterly

3. Use your SWOT conclusions to drive your strategic objectives OKR plan.

RETRO

ALIGN THE LEARNINGS

+ 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.

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

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.