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Quarterly Planning Deck

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Rhythm clients use this deck to facilitate their own quarterly planning sessions.

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Quarterly Planning Deck

  1. 1. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University QUARTERLY PLANNING
  2. 2. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University WELCOME & KICKOFF
  3. 3. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University OBJECTIVE Develop a Winning Plan for the Next Quarter 3
  4. 4. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University A WINNING PLAN IS… 3-5 Team Priorities (with Red-Yellow-Green) Know what the Quarter is All About (The Main Thing) 3-5 Individual Priorities (with Red-Yellow-Green)
  5. 5. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University REVIEW, DISCUSS, BRAINSTORM
  6. 6. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University CHECK IN Everyone share: a piece of good news or a recent victory or a brag 6
  7. 7. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University REVIEW THE ENDING QUARTER R e s u l t s W h a t w a s o u r p l a n ( P r i o r i t i e s , K P I s , Ta r g e t s ) ? W h a t d i d w e a c c o m p l i s h ? B r i g h t S p o t s W h a t i m p r o v e m e n t s d i d w e a c h i e v e ? W h a t w o r k e d w e l l t h a t w e c a n u s e ? Lessons Learned W h a t d i d n o t w o r k w e l l ? W h a t d i d w e l e a r n ? P arking Lot A n y i t e m s i n o u r P a r k i n g L o t n e e d d i s c u s s i o n ? 7
  8. 8. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University REVIEW ENDING QUARTER D i s c u s s t h e t o p C o m p a n y P r i o r i t i e s , T h e m e a n d C r i t i c a l # s f r o m l a s t q u a r t e r D i s c u s s t h e B r i g h t S p o t s a n d L e s s o n s L e a r n e d
  9. 9. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University REVIEW PARKING LOT D i s c u s s i t e m s t h a t w e r e r e c o r d e d i n t h e P a r k i n g L o t t h r o u g h o u t t h e q u a r t e r. C o u l d a n y e n d u p a s C o m p a n y o r I n d i v i d u a l P r i o r i t i e s i n t h e c o m i n g q u a r t e r ? D o a n y r e q u i r e f u r t h e r d i s c u s s i o n ?
  10. 10. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University 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
  11. 11. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University REVIEW ANNUAL PLAN Ye a r t o D a t e P r o g r e s s : •  F i n a n c i a l G o a l s •  A n n u a l I n i t i a t i v e s •  C r i t i c a l N u m b e r s 11
  12. 12. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University OPPORTUNITIES & THREATS 1 Ye a r Ti m e H o r i z o n •  Think independently •  Share all ideas •  Narrow down to those that could have the biggest impact on this year
  13. 13. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University CONNECT STRATEGY TO EXECUTION
  14. 14. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University REVIEW STRATEGY •  Your Core: •  Core Values •  Core Purpose •  Core Customer •  BHAG •  Brand Promise •  Winning Moves & 3-5 Year Plan
  15. 15. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University DISCUSSION TOPICS § D e t e r m i n e i n a d v a n c e t o p i c s t h a t n e e d d i s c u s s i o n § C o u l d b e i t e m s f r o m P a r k i n g L o t , S t a r t S t o p K e e p , e t c . § C o n t i n u e w o r k i n g o n a T h i n k R h y t h m d i s c u s s i o n § P i c k t o p i c s t h a t w i l l p r o v i d e t h e t e a m w i t h t h e p r o p e r i n s i g h t s n e e d e d t o h e l p t h e m s e l e c t p r i o r i t i e s o n D a y 2 § E x a m p l e s i n c l u d e : p r i c i n g m o d e l s , n e w m a r k e t o r c u s t o m e r o p p o r t u n i t i e s , n e w p r o d u c t / s e r v i c e i d e a s , p e o p l e n e e d s , c u l t u r e d e v e l o p m e n t , n e w t e c h n o l o g y, m a r k e t i n g i n i t i a t i v e s
  16. 16. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University EXECUTION PLANNING
  17. 17. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University DETERMINE QUARTER FOCUS Ta r g e t s , M a i n T h i n g , C r i t i c a l N u m b e r s
  18. 18. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University SET YOUR QUARTERLY TARGETS What are some key financial targets for the next 13-week race? Examples: Revenue, EBITDA, Retention, # of clients, Revenue per employee
  19. 19. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University WHAT’S THE MAIN THING THIS QUARTER? Y O U R T H E M E OPPORTUNITIES THREATS START/STOP/KEEP ANNUAL INITIATIVES 3 YEAR WINNING MOVES HABIT/SKILL
  20. 20. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University WHAT ARE YOUR CRITICAL NUMBERS? Critical Number #1 • What is the best leading indicator to measure progress on your Main Thing? Critical Number #2 • What might slip through the cracks if you were too focused on your Critical #1?
  21. 21. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University REVIEW KPIs Part 1: Review KPIs that have carried over in Rhythm® from the previous quarter Part 2: Add new KPIs as needed (ie critical numbers) Part 3: Set Red-Yellow- Greens® & data standards
  22. 22. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University REVIEW KPIs THAT HAVE CARRIED OVER IN RHYTHM FROM THE PREVIOUS QUARTER Are all of these still relevant? Do they all still provide valuable insight? If one goes Yellow/Red, should it prompt an action? If the answer is no, remove it! Remember, less is more.
  23. 23. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University ADD NEW KPIs AS NEEDED •  Do we have a good mix of leading and results indicators? •  Were we blindsided by anything last quarter? •  Is there a specific problem we need to solve? •  Do we have KPIs to measure our Critical Numbers?
  24. 24. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University SET RED-YELLOW-GREEN & DATA STANDARDS •  Set Success Criteria for each KPI: Green: Success: What s our goal? Red: Unacceptable: When do we have a real problem? Yellow: Between Red & Green: Our warning sign Super Green: Time to Celebrate! •  Set data standards for each KPI: Make sure we are all measuring the same way Agreement on a quarterly, monthly or weekly time horizon
  25. 25. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University SET COMPANY
 TOP 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
  26. 26. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University DETERMINE 
 RED-YELLOW-GREEN 2 ways to RYG Priorities: •  Use a NUMBER •  DESCRIBE success Tips •  Focus on specific results •  What does success look like? •  What does failure look like? •  Avoid using dates alone
  27. 27. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University 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
  28. 28. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University TEST YOUR PLAN •  Financial Test: if we successfully complete this plan, will we also achieve our financial goals? •  Focus Test: is our Main Thing clear to everyone and supported by 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?
  29. 29. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University WHAT IS YOUR DAILY QUESTION?
 Take your Main Thing and transform it into a question that you can use every day to maintain focus
  30. 30. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University CASCADE & COMMUNICATE
  31. 31. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University CREATE PLAN TO CASCADE 
 TO DEPARTMENTS & TEAMS •  Which Teams are Cascading this quarter? •  Team Leaders should schedule their Planning sessions •  Set a date and format for sharing Plans across Departments & Teams 31
  32. 32. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University COMMUNICATION PLAN • Make sure everyone in the company understands the company’s execution plan for the quarter. • Make sure everyone knows the Daily Question. • Challenge everyone in the company to have at least 1 Priority. 32
  33. 33. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University 1 PHRASE CLOSE

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