Category: #planning

Teams365 #3253: Month End Reflection and Month Ahead Planning

11/30/2022

What were my major achievements this month?
What do I want to celebrate?
As I consider my goals (and resolutions) I made at the start of the year, how am I doing with these on a scale of 1-10? Which ones are becoming new habits or something I can check off?
Which ones need to be let go of?
As a leader, what have I noticed about my team this month?
As a leader, what notes should I make about performance issues (if I haven't done it already!)
The thing that has helped me be most productive this month has been ______
The thing that has helped me be most successful this month has been ______
The thing that has helped me be happiest this month has been ________
The thing that has helped me be most healthy has been _______

Wrapping up the year strong:

The one thing I really want to complete this year is…
I want to make sure I have time for….
One carry forward task for the new year will be…
I’m learning that…
Key projects/tasks I started/completed/will continue…
Critical success factors were:
Key relationships I leaned into were:
What I need to carry forward to the next quarter is…
One thing I want to continue doing to ensure my success next year is…

Enjoy!
Jennifer

Jennifer Britton
Potentials Realized |Reconnecting Workspaces | Group Coaching Essentials
Team and Leadership Development | Coaching | Retreats
Follow us on Instagram @ReconnectingWorkspaces
Phone: (416)996-8326

Check out my TEDx talk

Looking to bring your workplaces back together, whether you are remote, hybrid, or face-to face? Pick up a copy of my new book, Reconnecting Workspaces, at Amazon.

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Teams365 #3223: Month in Review and November Planning Questions

10/31/2022

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Happy Halloween! Where did October go?

I hope that you have an amazing Halloween today and have had the chance to dip into the shadow side of things!

Today we are taking a pause to look at the month in review and explore some questions for the month of November. I hope you will get 10-15 minutes today to take stock of where eyou are with these questions:

Reflecting on the month of October:
What were my major achievements this month?
What do I want to celebrate?
As I consider my goals (and resolutions) I made at the start of the year, how am I doing with these on a scale of 1-10? Which ones are becoming new habits or something I can check off?
Which ones need to be let go of?
As a leader, what have I noticed about my team this month?
As a leader, what notes should I make about performance issues (if I haven't done it already!)
The thing that has helped me be most productive this month has been ______
The thing that has helped me be most successful this month has been ______
The thing that has helped me be happiest this month has been ________
The thing that has helped me be most healthy has been _______
What have I noticed about my work/productivity/results and/or relationships during the winter months (if you are in the northern hemisphere) or summer (if you are in the southern hemisphere)?

Looking ahead to November :
The project I most want to wrap up is...
My priorities are:
Our team priorities are:
My goals are
My teams goals are:
I want to......
I'll be really happy at the end of November when....

Have a great week,
Jennifer

Coaches, join us this month for one of our Tuesday at 12 noon ET community calls.

Jennifer Britton
Potentials Realized |Reconnecting Workspaces | Group Coaching Essentials
Team and Leadership Development | Coaching | Retreats
Follow us on Instagram @ReconnectingWorkspaces
Phone: (416)996-8326

Check out my TEDx talk

Looking to bring your workplaces back together, whether you are remote, hybrid, or face-to-face? Pick up a copy of my new book, Reconnecting Workspaces, at Amazon.

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Teams365 #3192: Quarterly Planning

10/1/2022

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Quarterly planning is a key initiative we focus on here at Potentials Realized. Our focus, and belief in the value of taking time to plan, was enshrined in my 2018, PlanDoTrack.

I hope that you will take a few minutes to focus on the following questions as you go about your Q4 planning:

As you think back to this past quarter (so the period of July, August and September):

What were my major achievements this quarter?
What do I want to celebrate?
As I consider my goals (and resolutions) I made at the start of the year, how am I doing with these on a scale of 1-10? Which ones are becoming new habits or something I can check off?
Which ones need to be let go of?
As a leader, what have I noticed about my team this quarter?
As a leader, what notes should I make about performance issues (if I haven't done it already!)
The thing that has helped me be most productive this quarter has been ______
The thing that has helped me be most successful this quarter has been ______
The thing that has helped me be happiest this quarter has been ________
The thing that has helped me be most healthy has been _______
What have I noticed about my work/productivity/results and/or relationships during the summer months (if you are in the northern hemisphere) or winter (if you are in the southern hemisphere)?

Take note of any key metrics which are important for you, and your work. For corporate leaders this may be progress on key KPIs (Key Performance indicators). For small business owners this may be key metrics around social media, sales, customer outreach etc.

Looking ahead to Quarter 4:
My priorities are:
Our team priorities are:
My goals are
My teams goals are:
I want to......
I'll be really happy at the end of this quarter when....
By the end of the year I want to complete:
I also need to think about:
I need to let go of..

Enjoy your reflections!
Jennifer

Jennifer Britton
Potentials Realized |Reconnecting Workspaces | Group Coaching Essentials
Team and Leadership Development | Coaching | Retreats
Follow us on Instagram @ReconnectingWorkspaces
Phone: (416)996-8326

Check out my TEDx talk

Looking to bring your workplaces back together, whether you are remote, hybrid, or face-to-face? Pick up a copy of my new book, Reconnecting Workspaces, at Amazon.

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Teams365 #3191: Month End Planning and October Planning Review

9/30/2022

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It’s the wrap up of a new month and time to start a new one. Let’s spend a few minutes today reviewing the month and planning for the month ahead.

As always, I am pleased to include several questions for you to reflect on:

As we start the new month, reflect upon:
What have been your major achievements this summer?
What do you want to celebrate?
What do you need to wrap up?
What needs to get carried forward this month?
As a leader, what have I noticed about my team this summer?
As a leader, what notes should I make about performance issues (if I haven't done it already!)
The thing that has helped me be most productive this month has been ______
The thing that has helped me be most successful this month has been ______
The thing that has helped me be happiest this month has been ________
The thing that has helped me be most healthy has been _______

Looking ahead to October....
My priorities are:
My goals are
I want to......
I'll be really happy at the end of the month when I.....

Have a great month!
Jennifer

Jennifer Britton
Potentials Realized |Reconnecting Workspaces | Group Coaching Essentials
Team and Leadership Development | Coaching | Retreats
Follow us on Instagram @ReconnectingWorkspaces
Phone: (416)996-8326

Check out my TEDx talk

Looking to bring your workplaces back together, whether you are remote, hybrid, or face-to-face? Pick up a copy of my new book, Reconnecting Workspaces, at Amazon.

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Teams365 #2678 - Flashback Friday – Month End Planning

4/30/2021

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This month I’m bringing forward our month end planning session, a few days earlier, given that it’s the last business day of the month. With spring upon many readers, it’s time to enjoy a good break over the weekend!

Here are some questions to use to reflect on the past month:

As you reflect on April, what have been your successes and accomplishments?
As you reflect on the year so far, what have been your successes and accomplishments?
What are you most proud of?
What successes this month do you want to duplicate?
What top 3 learning have you head that you want to carry forward?
What key relationships have helped you so far this year? Which ones need more attention?
What has helped your successes?
What has hindered or gotten in the way?
What does your team need to be acknowledged for?

As you look to May, consider these questions:
What are your key priorities for May?
What are the key goals?
What are the major priorities?
What will you need to place attention on?
What changes do you want to make in May?
What habits do you want to leverage?
When will you check in to explore your progress, and make changes?
What resources do you want to tap into?
Who can help you be successful this month?

Enjoy your reflections!
Jennifer

Jennifer Britton
Potentials Realized | Coaching Team Leaders
Coaching Skills Training | Leadership Development | Teamwork
Growing Team Leaders, One Conversation at a Time™ in the Remote Space
Contact us to discuss leadership, coaching or performance needs for your and your team
Phone: (416)996-8326

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Teams365 Blog

Teams365 #3253: Month End Reflection and Month Ahead Planning

Teams365 #3223: Month in Review and November Planning Questions

Teams365 #3192: Quarterly Planning

Teams365 #3191: Month End Planning and October Planning Review

Teams365 #2678 - Flashback Friday – Month End Planning

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