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INTRO
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Planning Checklist

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Execute this Success Plan each quarter to bring your team together to make the best decisions to achieve your vision
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Judy Butler
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Burt Crumb
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@JaneSmith goes to the ocean
Went surfing today and rode a huge wave
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Marty
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March 23
MARKETING SEO -Win the market and all the users for years to come
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Q2 2024
Planning Checklist

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EXEC PLANNING

JB
Every team to make the best decisions to achieve their vision
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MISSION: Exec, then Team Mission confirmed -5wks. Align exec/company mission first, then team missions second. 
JB
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SWOT+RETRO: Team, then Exec SWOT & RETRO completed -4wks. Leaders do team retro's, force rank items to see top 3 by section 
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Exec Alignment Plan objectives drafted -3wks. Use Exec SWOT conclusion to draft core plan objectives/strategy. Teams do the same. 
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Alignment Plan FINAL: Team+Exec quarterly plan finalized -1wks. Leaders add their top 3 objectives to Exec plan, no wrapping. 
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Company kickoff - Strategy / Quarterly Alignment Plan +1wk - use the Exec Meeting Alignment format 
JB
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EXEC RHYTHM

JB
Execute your vision with an inspiring high velocity rhythm.
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EXEC TOP 6: Exec Weekly Top 6 based on their teams alignment plan objectives, reviewed in exec meeting 
JB
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EXEC MEETING: Exec Meeting: Follows Alignment plan flow and use the Alignment.io deck structure, plans updated weekly 
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ALIGNMENT PLAN REVIEWS: Monthly Alignment Reviews [MARS]: Sit on Alignment plan, use chat for notes, question, action items 
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BOD: Board Meeting: Follows Alignment plan flow for past quarter results, upcoming quarter plan 
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COACH

JB
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The Alignment Playbook (https://www.alignment.io/playbook) 
JB
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