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Annual Planning

Rhythm software helps mid-market companies create and execute better annual plans.

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Still Writing Your Plans On Paper?

Rhythm software can help create and document the right plan to ensure you have a successful year of growth in your business.

Rhythm Software


Planning Without Preparation Is A Waste Of Time

Rhythm gives you the tools needed to have an effective session with your team.


Have the executive team figure out what to Start, Stop and Keep doing. This means to decide what you should consider doing and what to improve on, what is not working and can be tossed or fixed, what is working well and you should continue doing. Rhythm has a feature for people to record these and the ability for everyone to vote on them.

Annual Planning: Start Stop Keep in Rhythm software

An effective annual planning session involves more than merely showing up and talking about what you want to do next year.  This seems obvious, but I’ve seen teams neglect this step and regret it. Who should attend? Where should the session be held?  How should the room be set up?  What is the most effective agenda? Rhythm gives you a place to record and collaborate on these items as a team before your session so that you can get the most out of your team’s energy and time investment.

Annual Planning: Pre-Planning session notes in Rhythm software

Conduct The Executive Team Planning Session

Rhythm captures your plan in an easy to share dashboard so everyone can get work done.

  • Follow the Rhythm agenda and use your completed slide deck
  • Review the collaboration of the Start-Stop-Keeps entered by your team
  • Record your top 3-5 company and individual priorities
  • Specify success criteria for all KPI's and priorities to ensure your team understands what success is and what failure is before the year starts
  • Determine and record Action Items to help you stay accountable throughout the year for completing your priorities successfully on time
  • Review and test your plan right in the software to ensure it is complete and sufficient

Putting A Plan On Paper Does Not Align Your Team

Rhythm dashboards cascade your plan and keep everyone focused on the most important things.

  • Each department can now review the executive team plan right in the software and create their plan to align with the company goals
  • Link KPIs, Priorities and Action Items of all departments and individuals for complete visibility
  • Determine and record Action Items to help you stay accountable throughout the year for completing your priorities successfully on time
  • Use the Priorities Energy Map to brainstorm and record your top 3-5 company priorities
Annual Planning  - Cascade your company annual plan in Rhythm software

You're Never Alone

Expert consultant every step of the way.

  • Your Rhythm Expert Consultant will help you review and test your plan to make sure it passes the financial, accountability, focus and energy aspects.
  • They help you create the right KPIs and metrics to track every quarter and week.
  • They teach you to collaborate as a High Performance Team to accelerate great execution.
  • They teach you the Think, Plan Do Rhythm methodology which will help you establish the right habits to consistently meet or exceed your goals.
Rhythm Systems Head of Consulting - Chris Cosper

Rhythm University

Every Rhythm resource at your fingertips.

  • Learn the basics - whether your company, a group or a new user is implementing Rhythm for the first time, you can learn everything you need to know right here.
  • Work on your strategy - We call this the Think Rhythm; working on the future of your business through strategic thinking. Learn how to use Rhythm to do effective Strategic Thinking to grow your business.
  • Plan your year and quarter - We call this the Plan Rhythm; execution planning that helps teams and individuals understand what they are supposed to do. It requires figuring out the company priorities that will drive your strategy forward, and then making sure that every single person understands and is aligned with those priorities.
  • Do the work and adjust - We call this the Do Rhythm; your process of getting work done and executing your plan. By being accountable to your plan, you can discover which critical adjustments need to be made and brainstorm options and opportunities. When we make adjustments proactively, we achieve our goals faster.
Rhythm University

Get Rhythm Certified

Fast track to learning the Rhythm methodology.

4 different certification programs designed to teach concepts in small bites and can be taken at your own pace.
  • Certified Rhythm Fan - knowledge and tools to implement Think Plan Do.
  • Certified Rhythm User - understand the connection between strategy and execution and navigate the software to record an execution ready plan to run your quarter.
  • Rhythm Group Leader Training & Certification - confidently lead an executive team or departmental group through all areas of Think Plan Do.
  • Rhythm Expert Training & Certification - full access to all Rhythm data and the ability to provide systems administration of the software for your company.
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"Great way of tracking annual/quarterly KPI's, priorities and actions. Helps cascading priorities from the executive team down to their direct reports and their accountable teams".
"Easy to see what needs attention and the problem areas".

Amanda Cunningham - North Shore Pediatrics
Angela Wojtyla
Business Development Manager, Redknee


Call one of our Rhythm experts to get all your questions answered.


Request a Demo

Schedule a demo and learn how Rhythm can help you have a successful year of growth in your business.