planning Tag

Here's a possible framework to structure weekly team meetings within your business and keep them on track and worth attending.

  • Personal update: everyone shares the good, bad and ugly of what's going on with them. This helps explain everyone's context and helps build trust.
  • Top three: have everyone in the room state the top three things they're focused on over the next week.
  • Stuck points: have everyone list what the key thing is that's holding them back. It can be resources, health, time, people, information, technology – anything.
The last step in the strategic planning process is often overlooked, and yet, it’s one of the most important: the action steps that will lead to the successful completion of your objectives.

But we need well-formed objectives before we can map out action steps.

Here are eight things we need to consider for solid action plans:

Ownership: one person must be responsible and accountable for tracing the progress toward each objective, keeping the team informed, ensuring timely action steps are occurring and adjusting the actions as reality teaches us what needs to shift.

Action steps: each objective needs to have a series of action steps that lay out a clear path throughout the year on how it can be achieved. If the objective is the “what,” then the action steps are the “hows.” It’s critical that the action steps are clear and actionable steps versus vague ideas or thoughts.

As we close in on the end of the year now is the time that I like to look back and take stock of the successes I've had over the past twelve months. I do this for two reasons: to help me remember all the positives...

Stagnation is the enemy of progress and growth but chasing after every opportunity that comes your way can be just as detrimental to your business. I have a name for these myriad choices that appear like opportunities but in most cases are distracters: shiny objects. When...

A few days ago I had the unique experience of being able to run a portion of strategic planning for a client 200 ft in the area above the Peak of Grouse Mountain, suspended in a viewing platform on the Eye of the Wind, wind...