Top 6 plays for better operational planning
Whether you're planning for the quarter or for the fiscal year, operational planning is a team sport. This collection of plays is designed to help you collaborate and agree on goals, priorities, roles, and risks.
Goals, Signals, and Measures
Starting with your high-level objective in mind, you'll define a specific goal. Then you'll brainstorm signals you can listen for in the short-term that'll let you know you're making progress (think KPIs) and agree on how you'll measure success. Run this play at the beginning of the planning process.
Roles and Responsibilities
Gather your core team to establish who is responsible for what on a day-to-day basis. This play is very effective for uncovering skill gaps or redundancies. (Efficient resourcing for the win!)
Real talk: you can't just implement your operational plan. You'll also need to support requests coming in from across the organization. Run this play with leads from adjacent teams to determine the right balance.
Resource management is tricky. Does your plan require more time than you have? Will the right people be available when you need them? Use this play to take the guesswork out of estimating and prioritizing.
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.
Because there's always more to learn
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