2. Why do you need a War Room?
• Strategize
• Less reactive
• Marketing
• New Products and Services
• Hiring
• You know what’s coming
• Plan ahead financially
• You know what to expect and when you’ve achieved or not achieved your goals
• Build Your Culture
• Allow employees to have a voice
• See new opportunities that will build staff morale and effectiveness
• Create a fun place to work!
3. What is a War Room?
• A full day (~8 hours) dedicated to planning the next 6-12 months
• No distractions
• No phones
• No internet
• No computers (unless taking notes)
• Agenda
• Financial Goals (10%)
• Revenue
• Margins
• Product/Service Goals (60%)
• # sales/customers
• Retention
• Cultural Goals (30%)
• New projects
• Employee incentives
• Everyone in your company is REQUIRED to attend!
4. Benefits
• Leave the War Room with a 6-12 month comprehensive business
plan
• No last-minute sprints to finish projects
• Full employee engagement on initiatives
• Known next steps
5. Considerations
• Must occur outside of the office
• Less restrictive environment
• Need to have a strict agenda
• Conversations will be de-railed with new ideas
• For each topic you speak to your staff about, have assigned action
steps for everyone to execute on after the War Room
• Otherwise things will be forgotten
• LOTS of material!
• Take notes!
6. First Steps
• Find a date
• Find a location
• Create an agenda
• Ask for staff input
• Notify customers/clients that you will be closed for that day
• Let them know you’re in a planning meeting! They will appreciate it.
• Field input to the agenda between now and the War Room
• New ideas will continue to come up, and you should accept any input from
staff members. It could just end up being a game-changer!