RECORDING: January 17, 2024 Quarterly Planning for Teams
Goal-setting and prioritization team habits in practice.
Thanks to everyone who joined our first official BTH Quarterly Planning session! In case you missed it, you can find a link to the recording below, along with session highlights, resources, and details about our upcoming Q1 calls.
This regular practice of building your team OKPs ties to goal-setting and prioritization team habits. It's about making it a discipline to review, update, and communicate with your team regularly. Part of the art of management is to have that long-term view and patience. It might not always be clear what is causing growth and progress, but as I shared on the call, it requires consistent tending — "watering and weeding."
Session Highlights
[00:00:00] Welcomes, agenda, and a grounding exercise
[00:09:28] Community shares of 2024 Wins
[00:23:37] The importance of consistent "watering and weeding"
[00:26:48] An overview of the OKP framework and Q&A
[00:36:39] How understanding the different planning styles can improve team communication habits
[00:42:17] Goal-setting: sandbagging vs. being overly ambitious
[00:47:00] How to use your team's readiness level to gauge its execution level
[00:51:21] Breaking annual key results down to the quarterly level
[00:55:06] Support seats and participant OKP examples
Worksheets
Related Resources
Next Steps
Share your vision (OKRs) with your team so they can be part of the planning process
Together, align on the projects that will help you achieve your key results and move you closer to your objective
Upcoming Events*
BTH Office Hours
Wednesday, February 14, 2024, from 11:00 a.m. - 12:00 p.m. PST
Wednesday, March 6, 2024, from 11:00 a.m. - 12:00 p.m. PST
BTH Q2 Planning Session
Wednesday, March 20, 2024, from 11:00 a.m. - 12:30 p.m. PST
*Be on the lookout for announcements and Zoom information about these events in the coming weeks.