Cascade Quarterly Planning

Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University

Team Quarterly planning


Welcome & kickoff


Objective

Develop a Winning Plan for the Next Quarter

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A winning plan is…

3-5 Team Priorities(RedYellowGreened®)

Know what the Quarter is All About (The Main Thing)

3-5 Individual Priorities(RedYellowGreened®)


Review, discuss, brainstorm


Check In

Everyone share: a piece of good news or a recent victory or a brag

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Review The Ending QuarterResults

What was our plan (Priorities, KPIs, Targets)?What did we accomplish?

Bright SpotsWhat improvements did we achieve?What worked well that we can use?

Lessons LearnedWhat did not work well? What did we learn?

Parking Lot Any items in our Parking Lot need discussion?

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Review Ending Quarter – Company

Discuss the top Company Priorities, Theme and Critical #s from last quarterDiscuss the Bright Spots and Lessons Learned


Review Ending Quarter – TEAM

Discuss the top Team Priorities & KPIsDiscuss the Bright Spots and Lessons Learned


Review team Parking Lot

Discuss items that were recorded in the Parking Lot throughout the quarter.

Could any end up as Team or Individual Priorities in the coming quarter?


Review Prep Work

• Share all ideas

• Narrow down to those that could have the biggest impact on the next quarter

• Discuss those ideas as a team

• Consider these as you create your plan for the next quarter

Start-Stop-Keeps


Opportunities & Threats for the team

1 Year Time Horizon

• Think independently

• Share all ideas

• Narrow down to those that could have the biggest impact on this year


Review Company Annual Plan

Year to Date Progress:• Financial Goals• Annual Initiatives• Critical Numbers

13


Review Company Quarterly Plan

• Discuss the Main Thing (Theme) to achieve this quarter• Discuss how it is measured• Critical Numbers

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Review Company Priorities (Top 3-5)

Discuss the top Company Priorities and the Red-Yellow-Green® success criteria for eachShare Team Leader’s Individual Priorities for the QuarterDiscuss which Priorities your Team will work to support


Our Daily Question

Main Thing transformed into a question that we can use every day to maintain focus

<ADD DAILY QUESTION HERE>


Execution planning


Review team KPIs

•Does the list that carried forward in Rhythm® look correct?

•Do we need to delete any?

•Do we need to add any?

•Determine an owner and Red-Yellow-Green® criteria for each.


Set teamTop 3-5 Priorities

•What are the Top 3-5 Priorities for the Team this quarter?

•Assign an owner for each

•Determine Red-Yellow-Green® criteria for each


Determine Red-Yellow-Green®

2 ways to RYG Priorities:• Use a NUMBER• DESCRIBE successTips• Focus on specific results• What does success look

like?• What does failure look

like?• Avoid using dates

alone


Set Individual Top 3-5 Priorities

•What are the Top 3-5 Priorities for each of us? How do each of us support the Main Thing?

•Determine Red-Yellow-Green® success criteria for each

•Share and agree as a team on each person’s Individual Priorities


Test Your Plan

• Focus Test: Is the Main Thing clear to everyone and are Team Priorities aligned with the Company Priorities?

• Energy Test: Do we have enough energy (Individual & Team Priorities) focused on the #1 Priority?

• Accountability Test: Do all Priorities have clear RYG success criteria?


Share Plans Across Departments

Once Team Plans are complete, they should be shared across teams.

• Are we aligned?• Any concerns about

resources?• Any conflicts?• Make tough choices• Make adjustments as

needed

<Add Date Here>


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Cascade Quarterly Planning