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ALIGNMENT PLAN TEMPLATES

Mission
1. Define your teams purpose, vision, & values to create a powerful mission statement
SWOT Analysis
2. Evaluate your internal strengths and weaknesses and external opportunities and threats against your objective

Bright
Light
White
Alignment Plan
3. Build a one page plan to define your objectives (OKRs), track your progress, and assign ownership
Template Library - Productivity
Eisenhower Matrix
Eisenhower Matrix helps you prioritize your time. You can use this framework to help manage your daily to do list based on what is urgent vs not urgent and what is important vs not important.

Ivy Lee Daily Routine
This daily productivity method has been a key model since 1918 when Bethlehem Steel Corporation CEO hired Ivy Lee to help them increase productivity. 1. At the end of each workday, write down the six most important things you need to accomplish tomorrow. 2. Prioritize those six items in order of their true importance. 3. When you arrive tomorrow, concentrate only on the first task. Work until the first task is finished before moving on to the second task. 4. Approach the rest of your list in the same fashion. At the end of the day, move any unfinished items to the following day. 5. Repeat this process every working day.

Meeting Strategy
Coming prepared to a meeting is critical to achieving a successful outcome. Understanding your desired outcome, your plan for achieving your desired outcome, and thinking through the obstacles that may present themselves, will help you to come prepared to achieve a successful outcome.

Meeting
Plan your next meeting with an online agenda. Define your agenda, tasks, notes, and your next agenda.

Morning Routine
Over the last 5 years I've slowly assembled the ultimate morning routine, leveraging insight from published morning routines from successful individuals. The goal was to create a 8 minute exercise to perform everyday while ordering a cup of coffee. It should be quick, but make you think holistically about the important areas of your life and bring balance, perspective, and focus to help make everyday a day to thrive. Use this template daily and list out everything that comes to mind.

To Do List
Build your own collaborative to do list. Customize sections, track completion score, status colors, and assign ownership.

To Do List: The 1-3-5 Rule
An simple strategy from managing your daily to do list. The approach weighs each bucket - Big, Medium, Little, equally emphasizing the importance of achieve your one big strategic item each day.

Weekly Direct Report Goals
This is an email sent out each Monday by 10am to your direct reports communicating what your top focuses of the week will be. Ask them to add theirs as well. This template combines Ivy Lee's top 6 priorities with Mathilde Collin's weekly routine.

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