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Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
ANNUAL PLANNING
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
WELCOME & KICKOFF
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
OBJECTIVE
1. Review & confirm our strategy
2. Set...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
CHECK IN
Everyone share:
a piece of good news
or...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
REVIEW, DISCUSS, BRAINSTORM
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
THE YEAR IN REVIEW
R e s u l t s
W h a t w a s o...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
REVIEW ENDING YEAR’S PLAN
D i s c u s s t h e A ...
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...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
REVIEW PREP WORK

•  Share all ideas
•  Narrow d...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
OPPORTUNITIES
& THREATS
3 - 5 Ye a r Ti m e H o ...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
CONNECT STRATEGY TO EXECUTION
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
CONNECT STRATEGY
TO EXECUTION
Step 1: Review to ...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
REVIEW STRATEGY
•  Your Core:
•  Core Values
•  ...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
DISCUSSION TOPICS
•  Determine in advance topics...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
DETERMINE OR ADVANCE YOUR
WINNING MOVES & 3-5 YE...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
WINNING MOVES
Winning Moves for Revenue are
stra...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
BRAINSTORM 

WINNING MOVES
Brainstorm 20 ways to...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
RANK TOP 5-8 IDEAS
• On a scale of 1-10 what is ...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
CHOOSE YOUR 2-3
WINNING MOVES FOR
REVENUE

•  De...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
CHOOSE YOUR 1-3
WINNING MOVES FOR
PROFIT
These a...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
REVIEW STATUS OF CURRENT WINNING MOVES
D i s c u...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
SET 3-5 YEAR PLAN
Set revenue and profit targets
...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
SET UP THINK RHYTHM

Continue working on these
W...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
SUMMARIZE
We h a v e c o m p l e t e d P a r t 2...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
EXECUTION PLANNING
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
ANNUAL PLAN
•  Create Destination Postcard
•  Se...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
CREATE A DESTINATION
POSTCARD FOR DEC. 31S T
Ima...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
USE THE DESTINATION POSTCARD TOOL
E a c h p e r ...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
DETERMINE ANNUAL FOCUS
Ta r g e t s , M a i n T ...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
SET YOUR ANNUAL
TARGETS
What are some key financi...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
WHAT’S THE MAIN THING THIS YEAR?
Y O U R T H E M...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
WHAT ARE YOUR
CRITICAL NUMBERS?
Critical Number ...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
SET TOP 3-5 ANNUAL
INITIATIVES
• What are the To...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
CREATE 4 QUARTER FLYOVER PLAN
F o r e a c h A n ...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
QUARTERLY PLAN
•  Set Targets
•  Determine Main ...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
DETERMINE QUARTER FOCUS
Ta r g e t s , M a i n T...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
SET YOUR QUARTERLY
TARGETS
What are some key fina...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
WHAT’S THE MAIN THING THIS QUARTER?
Y O U R T H ...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
WHAT ARE YOUR
CRITICAL NUMBERS?
Critical Number ...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
REVIEW KPIs
Part 1: Review KPIs that have
carrie...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
KPIs MEASURE COMPANY HEALTH
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
REVIEW KPIs THAT
HAVE CARRIED OVER
IN RHYTHM FRO...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
ADD NEW KPIs AS NEEDED
•  Do we have a good mix ...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
SET RED-YELLOW-GREEN & DATA STANDARDS
•  Set Suc...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
SET COMPANY

TOP 3-5 PRIORITIES
• What are the T...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
DETERMINE 

RED-YELLOW-GREEN
2 ways to RYG
Prior...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
SET INDIVIDUAL 

TOP 3-5 PRIORITIES
• What are t...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
TEST & CASCADE PLAN
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
TEST YOUR PLAN
•  Financial Test: if we successf...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
WHAT IS YOUR DAILY
QUESTION?

Take your Main Thi...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
CREATE PLAN TO CASCADE 

TO DEPARTMENTS & TEAMS
...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
COMMUNICATION PLAN
• Make sure everyone in the
c...
Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm®
University
1 PHRASE CLOSE
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Annual Planning Slides Slide 1 Annual Planning Slides Slide 2 Annual Planning Slides Slide 3 Annual Planning Slides Slide 4 Annual Planning Slides Slide 5 Annual Planning Slides Slide 6 Annual Planning Slides Slide 7 Annual Planning Slides Slide 8 Annual Planning Slides Slide 9 Annual Planning Slides Slide 10 Annual Planning Slides Slide 11 Annual Planning Slides Slide 12 Annual Planning Slides Slide 13 Annual Planning Slides Slide 14 Annual Planning Slides Slide 15 Annual Planning Slides Slide 16 Annual Planning Slides Slide 17 Annual Planning Slides Slide 18 Annual Planning Slides Slide 19 Annual Planning Slides Slide 20 Annual Planning Slides Slide 21 Annual Planning Slides Slide 22 Annual Planning Slides Slide 23 Annual Planning Slides Slide 24 Annual Planning Slides Slide 25 Annual Planning Slides Slide 26 Annual Planning Slides Slide 27 Annual Planning Slides Slide 28 Annual Planning Slides Slide 29 Annual Planning Slides Slide 30 Annual Planning Slides Slide 31 Annual Planning Slides Slide 32 Annual Planning Slides Slide 33 Annual Planning Slides Slide 34 Annual Planning Slides Slide 35 Annual Planning Slides Slide 36 Annual Planning Slides Slide 37 Annual Planning Slides Slide 38 Annual Planning Slides Slide 39 Annual Planning Slides Slide 40 Annual Planning Slides Slide 41 Annual Planning Slides Slide 42 Annual Planning Slides Slide 43 Annual Planning Slides Slide 44 Annual Planning Slides Slide 45 Annual Planning Slides Slide 46 Annual Planning Slides Slide 47 Annual Planning Slides Slide 48 Annual Planning Slides Slide 49 Annual Planning Slides Slide 50 Annual Planning Slides Slide 51 Annual Planning Slides Slide 52 Annual Planning Slides Slide 53
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Annual Planning Slides

  1. 1. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University ANNUAL PLANNING
  2. 2. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University WELCOME & KICKOFF
  3. 3. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University OBJECTIVE 1. Review & confirm our strategy 2. Set Annual Goals and 3-5 Top Annual Initiatives for the new year 3. Develop Next Quarter’s Execution Plan 4. Create plan to cascade to teams & roll out to the rest of the company 3
  4. 4. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University CHECK IN Everyone share: a piece of good news or a recent victory or a brag 4
  5. 5. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University REVIEW, DISCUSS, BRAINSTORM
  6. 6. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University THE YEAR IN REVIEW R e s u l t s W h a t w a s o u r p l a n ? 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 g o i n g f o r w a r d ? 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 ? 6
  7. 7. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University REVIEW ENDING YEAR’S PLAN D i s c u s s t h e A n n u a l I n i t i a t i v e s , Ta r g e t s , T h e m e & C r i t i c a l # s 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
  8. 8. 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 y e a 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 y e a r o r q u a r t e r ? D o a n y r e q u i r e a d e e p e r d i s c u s s i o n ?
  9. 9. 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 year/ quarter •  Discuss those ideas as a team •  Consider these as you create your plan for the next year or quarter Start-Stop-Keeps
  10. 10. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University OPPORTUNITIES & THREATS 3 - 5 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
  11. 11. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University CONNECT STRATEGY TO EXECUTION
  12. 12. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University CONNECT STRATEGY TO EXECUTION Step 1: Review to Connect Strategy Step 2: Discussion Topics Step 3: Determine Winning Moves & 3-5 Year Plan
  13. 13. 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
  14. 14. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University DISCUSSION TOPICS •  Determine in advance topics that need discussion •  Could be items from Parking Lot, Start Stop Keep, etc. •  Continue working on a Think Rhythm discussion •  Pick topics that will provide the team with the proper insights needed to help them select priorities on Day 2 •  Examples include: pricing models, new market or customer opportunities, new product/service ideas, people needs, culture development, new technology, marketing initiatives
  15. 15. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University DETERMINE OR ADVANCE YOUR WINNING MOVES & 3-5 YEAR PLAN WINNING MOVES WINNING MOVES WINNING MOVES BASE CAMP 3-5 YRS BASE CAMP 3-5 YRS CORE FOUNDATION: PURPOSE, VALUES, CORE CUSTOMER BHAG 10+ YRS DETERMINE OR ADVANCE YOUR WINNING MOVES & 3-5 YEAR PLAN
  16. 16. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University WINNING MOVES Winning Moves for Revenue are strategic decisions and actions that enable you to double your business (2x) within 3-5 years. •  Brainstorm new Winning Moves •  Evaluate progress and potential of current Winning Moves •  Identify 1-3 Winning Moves to include in your 3-5 Year Plan
  17. 17. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University BRAINSTORM 
 WINNING MOVES Brainstorm 20 ways to increase revenue •  What are we GREAT at? •  Revisit our BHAG, Brand Promise •  New markets, new products Vote and narrow down to top 5-8 for evaluation
  18. 18. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University RANK TOP 5-8 IDEAS • On a scale of 1-10 what is the revenue impact? • On a scale of 1-10, what is your ability to execute this idea?
  19. 19. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University CHOOSE YOUR 2-3 WINNING MOVES FOR REVENUE
 •  Decide what to say yes to and what to say no to. •  Classify each idea: •  Winning Move for revenue = part of 3-5 year plan; revenue growth •  Winning Move for profit = part of 3-5 year plan; infrastructure & scalability •  Idea = Later, other Moves are more important •  Dead = Stop, losing move
  20. 20. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University CHOOSE YOUR 1-3 WINNING MOVES FOR PROFIT These are the strategic capabilities you’ll need to develop in order to support your growth, scale, and maintain profitability. These are usually operational in nature or related to your infrastructure.
  21. 21. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University REVIEW STATUS OF CURRENT WINNING MOVES D i s c u s s y o u r C u r r e n t W i n n i n g M o v e s B r i g h t S p o t s , L e s s o n s L e a r n e d , N e x t S t e p s
  22. 22. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University SET 3-5 YEAR PLAN Set revenue and profit targets Finalize the right mix of Winning Moves: 2-3 Winning Moves for revenue 1-3 Winning Moves for profit
  23. 23. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University SET UP THINK RHYTHM
 Continue working on these Winning Moves in your Think Rhythm •  Who owns the Think Rhythm? •  Who else should participate? •  When’s your next meeting? •  How often will you meet?
  24. 24. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University SUMMARIZE We h a v e c o m p l e t e d P a r t 2 : C o n n e c t S t r a t e g y t o E x e c u t i o n W h a t h a v e w e a c c o m p l i s h e d s o f a r ? E a c h p e r s o n s h a r e a f a v o r i t e t a k e a w a y f r o m o u r S t r a t e g i c T h i n k i n g t i m e .
  25. 25. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University EXECUTION PLANNING
  26. 26. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University ANNUAL PLAN •  Create Destination Postcard •  Set Targets •  Determine Main Thing and Critical Numbers •  Annual Initiatives •  4 Quarter Flyover Plan
  27. 27. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University CREATE A DESTINATION POSTCARD FOR DEC. 31S T Imagine that you have a time machine. You zip to the end of next year... you had a great year! •  Describe the feelings you have and the vision of your successful year •  What were the Top 3 things that you achieved?
  28. 28. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University USE THE DESTINATION POSTCARD TOOL E a c h p e r s o n s h o u l d s h a r e : •  Te l l u s a b o u t y o u r g r e a t y e a r. . . w h a t h a p p e n e d t h a t m a d e i t g r e a t ? •  W h a t a r e t h e t o p 3 t h i n g s o r p r o j e c t s t h a t m a d e t h e y e a r g r e a t ? E a c h t e a m m e m b e r s h a r e s .
  29. 29. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University DETERMINE ANNUAL 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
  30. 30. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University SET YOUR ANNUAL TARGETS What are some key financial targets for the next year? Examples: Revenue, EBITDA, Retention, # of clients, Revenue per employee
  31. 31. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University WHAT’S THE MAIN THING THIS YEAR? Y O U R T H E M E OPPORTUNITIES THREATS START/STOP/KEEP ANNUAL INITIATIVES 3 YEAR WINNING MOVES HABIT/SKILL
  32. 32. 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?
  33. 33. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University SET TOP 3-5 ANNUAL INITIATIVES • What are the Top 3-5 Priorities for the company this year? • Assign an owner for each • Determine Red-Yellow-Green criteria for each
  34. 34. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University CREATE 4 QUARTER FLYOVER PLAN F o r e a c h A n n u a l I n i t i a t i v e : W h a t a r e t h e m a j o r m i l e s t o n e s f o r e a c h p r i o r i t y o v e r t h e n e x t 4 q u a r t e r s ? T h i s i s n o t s e t i n s t o n e . T h i s i s t o h e l p y o u v i s u a l i z e y o u r y e a r, u n d e r s t a n d t i m i n g , a n d s e e t h e r e l a t i o n s h i p b e t w e e n i n i t i a t i v e s .
  35. 35. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University QUARTERLY PLAN •  Set Targets •  Determine Main Thing and Critical Numbers •  KPIs •  Company Priorities •  Individual Priorities •  Test the Plan
  36. 36. 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
  37. 37. 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
  38. 38. 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
  39. 39. 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?
  40. 40. 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
  41. 41. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University KPIs MEASURE COMPANY HEALTH
  42. 42. 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.
  43. 43. 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?
  44. 44. 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
  45. 45. 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
  46. 46. 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
  47. 47. 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
  48. 48. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University TEST & CASCADE PLAN
  49. 49. 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?
  50. 50. 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
  51. 51. 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 51
  52. 52. 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. 52
  53. 53. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.comRhythm® University 1 PHRASE CLOSE
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    Nov. 28, 2021
  • SeanDalton7

    Jan. 7, 2020
  • CRoss81

    Nov. 24, 2019
  • TimboChen

    Dec. 6, 2018

Rhythm clients use this deck to facilitate their own Annual Planning sessions.

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