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INTRO

Step 3: Alignment PLAN

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Build Quarterly Alignment Plan. The Alignment Plan combines Mission+Vision with Quarterly Objectives and Key Metrics based on your SWOT Conclusions. It's anchored in a strong foundation built on purpose and values, and pushed forward by vision and mission. The objectives and key results are rooted in quarterly urgency and provide clarity on what you and your team are working on next to achieve the long-term vision.

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OBJECTIVE

TL
Key priority this cycle
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OBJECTIVE

TL
Key priority this cycle
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OBJECTIVE

TL
Key priority this cycle
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OBJECTIVE

TL
Key priority this cycle
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METRICS

TL
Input KPIs to drive results
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VALUES

TL
Core values to guide success
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WEEKLY TOP 6

TL
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Type '/' to link to weekly Top 6 mapped to OKR objectives, aggregated for all direct reports, ranked in order of importance 
TL
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TEAM PLANS

TL
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Type '/' to link to my direct reports OKR plans 
TL

Each team members Alignment Plan should have a Mission, SWOT, Retro in the strategy section

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STRATEGY

TL
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OPERATING REVIEW [add link to google slides operating deck] 
TL

How to achieve presentation

  • Detail how you plan to achieve your Key Results. This is not a status update on the previous quarters OKRs but a meeting to detail how you plan to achieve your proposed OKRs for the upcoming quarter.
  • 25 minute meeting with your team leader, everyone else on team optional - 1 week before the new quarter begins.
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RETRO [add link to retrospective, force rank all items] 
TL

Complete a quarterly Retrospective based on your objective. Look at your RETRO from every dimension and every area of responsibility. Seek input from your peers and those that rely on your function.

Perform a Retrospective

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SWOT [add link to SWOT Analysis, force rank all items] 
TL

Complete a quarterly SWOT Analysis based on your objective. Look at your SWOT from every dimension and every area of responsibility. Seek input from your peers and those that rely on your function.

Create SWOT Analysis

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MISSION [add link to Mission, Vision, Strategy, and Values] 
TL
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New

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