© Copyright Gazelles Systems, Inc. 2006-20111

Release: 11-1-12

Annual Execution PlanningAnnual Execution PlanningTeam PlanningTeam PlanningExecute For

Growth

© Copyright Gazelles Systems, Inc. 2006-20112

AgendaTeam Annual Execution Planning

Part 1: Annual Plan

Check In & Learnings from the Year

Focus on Company’s Plan for the Year

Destination Postcard for our Team

Team’s Top 5 Initiatives for the Year

Part 2: Q1 Execution Plan

Team Top 5 Priorities

Personal Top 5 Priorities

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Objectives

Objectives

• Focus on Company Plan for the Year

• Team Execution Plan: Annual & Q1

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Part 1: Annual Plan

5 Steps

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Step 1: Check In

Everyone share:

• a piece of good news

• or a recent victory

• or a brag

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Step 1: Learnings

Brightspots

• What worked that we can learn

from?

Lessons Learned

• What did not work so well?

• What did we learn?

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Step 2: Review Company Plan

Share our Destination Postcard

Share and discuss Top 5 Key

Initiatives

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Step 3:Destination Postcard

Imagine that you have a time

machine. You zip to the end of

next year... you had a great

year!

• Describe the feelings and the

vision of your successful year

• What were the Top 3 things that

made it great?

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Use the Annual Planning Destination Postcard Tool

Each person should share:

• Tell us about your great year...

what happened that made it great?

• What are the top 3 things or

projects that made the year great?

Each team member shares.

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Discuss • Debate • Agree

What are the top 3-5 Key Initiatives for the year?

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Step 4: Team’s Top 5

For each key initiative:

• Who owns it?

• How will you execute it over 4

Quarters?

• Which quarter will you emphasize

what key initiatives?

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Step 5: Rhythm It!

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Part 2: Q1 Execution Plan

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Q1 Execution Plan

5 Steps

Discuss Company Theme for Q1

Team Top 5

Individual Top 5 Priorities

RedYellowGreen

Rhythm It!

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Step 1: Discuss Company Plan for Q1

Available in Rhythm

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Step 1: Discuss Company Plan for Q1

Or use our Rhythm Tools

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Step 2: Team Top 5

What are the Top 5 Priorities for

our team for Q1?

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Step 3: Individual Top 5

What are the Top 5 Priorities for

each of us?

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Step 4: RedYellowGreen

2 ways to RYG:

• Use a NUMBER

• Use a Date

Tips

• Focus on specific results

• SuperGreen = Stretch Goal

• Green = Goal

• Red = Failure (True Pain)

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Step 5: Rhythm It!

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QA Your Plan

Check:

• Team Priorities done?

• Each of us have Personal Top 5?

• Bulk of energy focused on #1?

• RedYellowGreened?

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Next Step

Review your Plan with your

Rhythm Coach

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