So you've just completed your Quarterly Planning Session and are ready to execute. Before you get started, how do you know you have the right plan in place? Are you setting your team up for a successful quarter or not?
Rhythm Blog | Adjustments
by Patrick Thean and the Rhythm Team
How do you know when it’s time to make an adjustment? You’ve got your quarterly plan, and it just doesn’t seem to be going, well, according to plan. Sometimes, knowing when to make an adjustment is tricky. So - when is it time for a new game plan and when do you stay the course, nose to the grindstone, and just get it done?
What are Adjustments?
To be clear, when we talk about making adjustments, we don’t mean adjusting the goal - what we mean is adjusting the execution plan to achieve the goal for the quarter.
Our team is so grateful and appreciative to all of our guests who could join us at our very first Breakthrough Conference last fall. I could be a little biased, but I thought is was such a high-energy, engaging and magical time for everyone there. I am so proud of my team and for all the breakthroughs our guests had!
We are officially in the swing of Q3! Did you have a nice vacation? Are you picking up slack for your tan-worshiping co-workers as we speak? Sometimes it takes us a few weeks to feel settled into a quarter.
My client, Igor, inspired me today. While others may have been spending July loading up cars with beach chairs and umbrellas, Igor facilitated 23 weekly adjustment meetings for various regions and departments. If that wasn’t inspiring enough, he shared with me his passion for making sure every region’s quarterly plans were actual plans. If you are feeling as though your quarter is not as tightened up as it should be, take a page from what Igor tells the teams:
If you have ever downloaded any tools or other resources on our site, you know that we usually ask you about your Biggest Business Challenge in our forms. In response to your feedback, we are featuring a series of blogs on your biggest business challenges! This post is a response to the challenge “Forecasting and prediction."
How many times have we been disappointed by an inaccurate weather forecast? The local news meteorologist smiles and says in a cheesy voice, “Get out your golf clubs and dust off the barbecue pit; Saturday will be sunny and 70 degrees. A perfect day…” Then, we wake up to thundershowers that bring in a cold front.
Call it fate, karma, the universe, God, a higher power...whatever feels good to you; but, I believe that sometimes you are meant to be at a certain place at a certain time. I was attending the FORTUNE Leadership Summit and had to duck out before the final keynote in order to catch my shuttle to the airport. I was saying goodbye to my clients on break when Lucie and Caroline offered to take me to the airport. Win-win! I could talk more with our clients and not miss the final keynote.
I settled back into my seat when a speaker took to the stage who was not on the agenda. His name was Rabbi Stephen Barrs.
I’m pretty sure George Patton would have enjoyed being part of the golf tournament my volunteer organization put on this week. Only, it’s a women’s only group. Well, and he’s dead. Regardless, his sage advice would have guided us through our planning process.
I’m writing this blog while wearing my fuzzy socks and sitting at my kitchen table. I am lucky to live within driving distance to our office, which allows me to enjoy some virtual days to get some heads down work done (in conjunction with a fuzzy sock) and also enjoy face-to-face interactions (with makeup) with my team.
While on site with a client recently, I was asked, “How can I drive, influence and coach my team for results when they don’t talk to me until I come into the office. I want them to talk to me virtually as though they met me in the hallway.” A common pain we hear from new clients is “I feel like my team can do much better, and I don’t know how to help them get better.” When you start asking more questions, you find out there’s typically a virtual component here as well.
This year, my husband, Mike, gave me a Fitbit for Valentine’s Day. I’d heard a story of people gaining weight after using this device. As a coach who helps CEOs determine accuracy in prediction and successful execution, I was determined to change the ending to my story.
So if any of you have spent time around Patrick Thean or read his book Rhythm, you have heard him use the term “minor major.” It refers to the small adjustments you make that have a large impact. I participated in a call today with an associate who described how to prepare for weekly meetings and realized he did not use the same convention I use when I coach clients to prep for their weekly meetings. We had a good conversation afterwards and agreed on the impact of making this minor change.