Rhythm Blog | Quarterly Planning

by Patrick Thean and the Rhythm Team

Lack of Visibility - You Can't Solve What You Can't See

Jessica Wishart Wed, Nov 15, 2017 @ 11:30 AM

Imagine this - you set out a quarterly plan with your team. Your top priority is to launch a new product. Everyone is excited! You want to set the teams up for success by providing an end date and clear expectations for what success looks like at the product launch. You talk about which department is going to do what by then. You’ve got a solid plan in place. AND - break!  

Fast forward to the end of the quarter, and the product isn’t launched… not even close. Apparently, R&D had been waiting on specifications from the IT team that never arrived. What’s worse, the marketing team had already launched the new website to promote the product, and sales had started selling it. Now, client services is having to go back to try to smooth things over and convince new clients to wait it out a little longer until the new product is ready. Clients are leaving, and leaving mad. Yikes! 

What Is Poor Annual and Quarterly Planning Costing Your Company?

Jessica Wishart Wed, Nov 8, 2017 @ 11:30 AM

Your annual and quarterly planning sessions are expensive. Let’s do a little exercise:

How to Close out the Quarter for Future Success

Liz McBride Thu, Jul 27, 2017 @ 09:00 AM

As I’ve said before, I learn as much from my clients as they do from me. And then I unabashedly make it my own, share it with others, and blog about it.

Igor Sigmundovic, Product Owner and Rhythm Expert at Infobip, shared with me a concept they practice where they “close out” their priorities each quarter. They are asked to add a comment to their priorities at the end of the quarter to capture the final status color, red-yellow-green-SuperGreen, on how the priority landed, and then explain any further work to be done on this priority.

Getting & Keeping Teams Aligned Throughout the Quarter

Tiffany Chepul Wed, May 31, 2017 @ 09:00 AM

The things I'm most excited about in the new version of Rhythm are the features for cross-functional teams and departments. Achieving team alignment during the planning process is key, and most teams get really good at it once they get the hang of it. Where I have seen teams really struggle is in maintaining that alignment once execution begins and they are in the thick of their 13 Week Race.

Below are some tips and new ways to support cross-functional team alignment and execution in both the Plan and Do Rhythms.

Maximize Your Business Productivity by Focusing On The Right Priorities

Jessica Wishart Sun, May 28, 2017 @ 09:00 AM

We all have those moments when we feel like there is just never enough time or energy to get it all done. There actually isn’t. It doesn’t matter how you slice it, there are only twenty-four hours in a day and seven days in a week. I’ve learned that being productive isn’t about getting it all done; being productive is about getting the right things done. So, how can you maximize your productivity by focusing your limited time and energy on the right priorities?

3 Parts Of An Execution Ready Quarterly Plan (Video)

Patrick Thean Thu, May 25, 2017 @ 09:00 AM

Develop an execution ready plan for your quarter, each and every quarter! This will help you to have a successful quarter each and every quarter. The secret is to visualize your quarter like it's a 13-week race.

An execution ready plan over your 13 week quarter needs three things:

- SMART Priorities (Specific, Measurable, Attainable, Realistic, with a Timeframe)
- Milestones to help you visualize your execution
- The right people and resources with the right amount of dedicated energy to help achieve the team’s plan

How to Test Your Quarterly Plan (Video)

Tiffany Chepul Wed, Nov 30, 2016 @ 11:00 AM

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?

9 Tips to Make Your Business Agile and Outsmart the Competition

Ted Skinner Tue, Nov 8, 2016 @ 09:00 AM

Business is moving faster than ever before, and these days your business needs to be as nimble possible to respond to the rapidly changing business landscape. In today’s nonstop global economy, there is always somebody, somewhere trying to capture part of your market and your customers. You need to create an organization able to respond to the changes in the market more quickly than ever, or you will lose market share to the competition. Unfortunately, many of the legacy tools that businesses use don’t adapt fast enough to work in today’s cutthroat global economy and need to be modernized. Software teams realized this decades ago and quickly shifted from the outmoded Waterfall methodology to the Agile software development framework; it is time for the whole business to catch up to this advancement.

Value of Outside Facilitation for Quarterly and Annual Planning

Cathy McCullough Mon, Oct 31, 2016 @ 09:00 AM

Unfortunately, I’ve seen leading companies spend (aka “waste”) time in a one or two-day Annual or Quarterly Planning Session. The time is wasted because once they leave the room, they get back to what’s normal (i.e., they get back to putting out fires on a daily basis). As one CEO recently said to me, “We plan, but we never seem to get very far with implementing our plan.” What’s lost when this happens is not only time but focus, productivity, and discipline.

For this CEO, it was at this point in time when he contacted Rhythm Systems to inquire about having a facilitated onsite session.  The session went really well, and the team commented that it was one of the most productive two days they’d spent together in a very long time.

Using Priorities to Completely Align Your Organization (Infographic)

Ted Skinner Fri, Jul 1, 2016 @ 09:00 AM

It is that time again. I am working with my clients to help create quarterly execution plans so they can accomplish the goals they set out to achieve. Working with one of my newer clients recently, I noticed we spent a lot of time covering how Company, Group, and Individual Priorities work together to significantly increase their chance of success. I realized that a few of our long-standing customers may have some of the same questions but didn’t want to ask. I thought I would take some time to help clarify how each of these pieces works together in your execution-ready quarterly plan

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