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Effective operational planning


Turning strategy into an operational plan isn't about doing
more things right – it's about doing more of the right things.

Use this game plan to determine the most effective goals and related evaluation methods, assess your team’s capacity and bandwidth, and create a shared understanding of what will happen if there are more priorities than the team can take on

Top 4 plays for better operational planning

These four go-to plays will prompt the forethought and debate you need for a solid plan, while helping you avoid “analysis paralysis”. They involve the entire group so that each member will be able to self-regulate and re-align themselves in prioritizing what’s best for the team. 

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Prioritization Matrix

Assess your team’s workload and uncover what perhaps should have more resources and what should have less

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Trade-off Sliders

If you can’t have everything you want--speed, quality, budget, etc, get shared alignment on what changes in decisions might cause you to give up.

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Project Poster

What a project’s about, why it’s happening, who’s responsible for what…these are good to know up front but also important to update as details change throughout a project.

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Objectives and Key Results

When everyone agrees on the same goals and the results that demonstrate success, it’s easier to determine what to spend your time on. 

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Leadership Team Health Monitor

Delivering a great operational plan requires a healthy team of planners. Use the Health Monitor to self-assess against eight attributes common amongst high-performing teams, then track your progress over time. 

Gather your operational planning team for an honest discussion about how you're working together.

 

guided health monitor

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