As we step into summer 2018 I’d like to provide you with the opportunity to think about what you want to plan for, and do this summer. I’m returning back to some of the quarterly planning questions I used earlier this year.
As some of you may know I have a new planner and workbook coming out in a few weeks. This one is geared for coaches who are looking to build their businesses, AND I will be modifying it for leaders this year as well. Pre-orders are now available on Amazon, for anyone interested. Given that it’s a new quarter, I wanted to share with you one of the planning tools I created for the planner – the Quarterly Planner. you can download it at the Coaching Business Builder.
Here are some questions you can use to reflect on the last quarter:
As we step into summer it’s an opportunity to shore up and revisit some of the key activities that keep teams – virtual and remote - moving collectively.
Have you had a chance to:
· Review quarterly goals with everyone
· Hold one-on-ones with each team member – check out tomorrow’s post on this
· Close off on projects from Q 2
· Hold a project debrief from major quarter 2 projects or projects which have taken place this entire year.
· Explore resourcing – what’s needed, what is in excess and can be shifted around, what level
· Set dates in your schedule for team meetings (weekly/bi-weekly) as well as key
· Clear out any materials not being used – what can be
· Review your list for delegation, deferrals and items which can be deleted
As you look ahead to summer:
What are key priorities?
What are the things you want to accomplish, no matter what?
What can help you?
What things might get in the way of your success? Are these “must dos” or can you delegate, defer or delete them?
What projects are coming on stream? Which are wrapping up? What do you need in order to be successful with these?
What else is important for you to note this quarter?
It’s a great time to explore what’s giving you leverage? What’s not and what changes are needed. I hope you will take 10 minutes today to quickly run through the list.