For those of us who operate on a calendar year,
If your quarterly plan doesn't pass/address all four tests, get back together with your team, and make the needed adjustments. Set yourself up for success by taking the time to get your plan right for the quarter rather than wing it and end up with stagnant or bad results.
Luckily, our Rhythm software will automatically run these tests for you! Under the Execution tab in Rhythm in the Team Quarter Plan page, you'll see a section called "Quarter Plan 4 Tests" that asks the questions mentioned above. You'll see a Warning sign icon for any missing/unlinked information, and you'll see a green check icon when your plan passes the test.
Keep in mind that the Plan still needs your thoughtful eyes to ensure quality! For example, our software can detect if you have Green Success Criteria entered for all Team Priorities, but it can't make a judgment on whether the Success Criteria is SMART (specific, measurable, achievable, relevant, and timely).
And remember, these tests are intended to help you execute successfully throughout the quarter, so prepare thoughtfully, but don't let the pursuit of complete perfection hold you up from moving forward—that's why Weekly Adjustment Meetings are so meaningful!
Value of Outside Facilitation for Quarterly and Annual Planning
The Anatomy of a Great Quarterly Plan (Infographic)
10 Tips for a Successful Quarterly Planning Session (Video)
How to Choose the Right Priorities During Your Quarterly Planning Session
Tips to Help You Prepare to Facilitate Your Next One-Day Quarterly Planning Session
How Much Time Should I Allocate for My Quarterly Planning Session?
The Definitive Guide to Quarterly Planning
Rhythm Systems Quarterly Planning Resource Center
Photo Credit: iStock by Getty Images