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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.
BHAG
ALIGN PURPOSE+VISION
1
+ Create BHAG
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 - Software Development
Retrospective
A retrospective strategic framework is a method for evaluating past decisions and actions in order to inform future strategic planning. It typically involves analyzing what worked well and what did not, identifying lessons learned, and making recommendations for improvement. This process can be applied to individuals, teams, or organizations, and can be used in a variety of contexts, such as business, government, and non-profit organizations.

42 Rules to Lead By
Jonathan Rosenberg (Google Product Strategy) - 42 Rules to Lead By. Copy this list and score yourself against these rules.

Daily Standup
The meetings are usually no longer than 5 to 15 minutes, and take place with participants standing up to help keep the meeting short and to-the-point.

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