📌 Monthly Priorities

Sessions
6

The process in detail

01

🚦 Retro: last 90d

6 steps
  1. 1

    What went well?

  2. 2

    Best. ❤🔥 What are we extraordinary at?

  3. 3

    Stop.

  4. 4

    Start.

  5. 5

    Makes me "Mad" or "Sad".

  6. 6

    Notes.

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1. What went well?

👍🔥🙏❤️One suggestion per sticky note.

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2. Best. ❤🔥 What are we extraordinary at?
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3. Stop.

🔴 One suggestion per sticky note.

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4. Start.

👉👌One suggestion per sticky note.

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5. Makes me "Mad" or "Sad".

😨😡😩 One suggestion per sticky note.

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6. Notes.
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02

📍 Annual Goals Board

3 steps
  1. 1

    🤩🎯 Turning Objectives into Actionable Goals

  2. 2

    Debrief the Objective

  3. 3

    🤯📊 Define the timeline and key deliverables

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1. 🤩🎯 Turning Objectives into Actionable Goals

🤩🎯 Turning Objectives into Actionable Goals

An objective or goal is merely a dream without a strategy and an actionable plan behind it. To achieve success, a team must consciously make decisions to prioritize certain actions, discontinue ineffective efforts, and choose the activities most likely to yield results. This requires outlining a clear plan detailing what will be done, by whom, how, and when.

A great starting point is a focused discussion among the leadership team to align on objectives, overall strategy, and expectations. This guide will walk you through the basics. Let’s break it down step by step.

STEP 1.

Define the Objective🔥

1. Follow the SMART Framework

Start by clearly defining the objective using the SMART (Specific, Measurable, Achievable, Relevant, Time-bound) criteria.

2. Establish the Starting Point

Identify the current status of the objective. For example, if you’re measuring progress by increasing sales margins, document the current margin per sale.

3. Set Realistic and Aspirational Goals

Define a realistic target that you believe can be achieved within the given timeframe, such as one year or five years. Then, set an aspirational goal—one that feels challenging or even unattainable based on current circumstances. This will push the team to think strategically about how to change those circumstances.

2. Debrief the Objective

1. Clarify the Objective

Ensure everyone understands the objective as thoroughly as you do. This avoids misinterpretation and creates alignment.

2. Define Its Importance

Explain why the objective is critical, why it must be prioritized now, and how it aligns with the broader vision.

3. Set a Timeline

Indicate when the objective should be achieved. For instance, is this a six-month target or a one-year goal?

4. Define Success Metrics

Align on how success will be measured. Choose key metrics that are specific, relevant, and meaningful for tracking progress.

5. Identify the Decision-Maker

Assign a key leader or decision-maker responsible for driving the objective forward.

New Board
  • Q1 📍
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  • Q4 📍
  • Add objective
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  • Add objective
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  • Add objective
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03

1. Priorities

5 steps
  1. 1

    📌📌 30 days: Top Priorities (1–5)

  2. 2

    ⏰ Up Next

  3. 3

    🪴🪴 Weekly Habit: [ HABIT NAME ]

  4. 4

    ⭐ Links & Resources

  5. 5

    Change Log: Has anything affected the plan and objectives for the month?

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1. 📌📌 30 days: Top Priorities (1–5)

Non-negotiable, high-impact deliverables and goals that require the team’s active attention right now.

Add tasks
2. ⏰ Up Next

Active priorities for this period to take on as soon as the top 1–5 priorities are complete. This includes critical preparation and setup work required this month to ensure next month’s plan runs smoothly and stays on track.

Add tasks
3. 🪴🪴 Weekly Habit: [ HABIT NAME ]
Choose one or more
  • 🪴 WEEK 1
  • 🪴🪴 WEEK 2
  • 🪴 🪴 🪴 WEEK 3
  • 🪴 🪴 🪴 🪴 WEEK 4
4. ⭐ Links & Resources
Upload files or add links
5. Change Log: Has anything affected the plan and objectives for the month?

Any barriers, wins to celebrate, or delays the team should be aware of? Add them here to keep a log of the changes that impacted the plan. 🚨 The assigned team will be notified automatically.

Add notes
04

2. Priorities

5 steps
  1. 1

    📌📌 30 days: Top Priorities (1–5)

  2. 2

    ⏰ Up Next

  3. 3

    🪴🪴 Weekly Habit: [ HABIT NAME ]

  4. 4

    ⭐ Links & Resources

  5. 5

    Change Log: Has anything affected the plan and objectives for the month?

Read the full text
1. 📌📌 30 days: Top Priorities (1–5)

Non-negotiable, high-impact deliverables and goals that require the team’s active attention right now.

Add tasks
2. ⏰ Up Next

Active priorities for this period to take on as soon as the top 1–5 priorities are complete. This includes critical preparation and setup work required this month to ensure next month’s plan runs smoothly and stays on track.

Add tasks
3. 🪴🪴 Weekly Habit: [ HABIT NAME ]
Choose one or more
  • 🪴 WEEK 1
  • 🪴🪴 WEEK 2
  • 🪴 🪴 🪴 WEEK 3
  • 🪴 🪴 🪴 🪴 WEEK 4
4. ⭐ Links & Resources
Upload files or add links
5. Change Log: Has anything affected the plan and objectives for the month?

Any barriers, wins to celebrate, or delays the team should be aware of? Add them here to keep a log of the changes that impacted the plan. 🚨 The assigned team will be notified automatically.

Add notes
05

3. Priorities

5 steps
  1. 1

    📌📌 30 days: Top Priorities (1–5)

  2. 2

    ⏰ Up Next

  3. 3

    🪴🪴 Weekly Habit: [ HABIT NAME ]

  4. 4

    ⭐ Links & Resources

  5. 5

    Change Log: Has anything affected the plan and objectives for the month?

Read the full text
1. 📌📌 30 days: Top Priorities (1–5)

Non-negotiable, high-impact deliverables and goals that require the team’s active attention right now.

Add tasks
2. ⏰ Up Next

Active priorities for this period to take on as soon as the top 1–5 priorities are complete. This includes critical preparation and setup work required this month to ensure next month’s plan runs smoothly and stays on track.

Add tasks
3. 🪴🪴 Weekly Habit: [ HABIT NAME ]
Choose one or more
  • 🪴 WEEK 1
  • 🪴🪴 WEEK 2
  • 🪴 🪴 🪴 WEEK 3
  • 🪴 🪴 🪴 🪴 WEEK 4
4. ⭐ Links & Resources
Upload files or add links
5. Change Log: Has anything affected the plan and objectives for the month?

Any barriers, wins to celebrate, or delays the team should be aware of? Add them here to keep a log of the changes that impacted the plan. 🚨 The assigned team will be notified automatically.

Add notes
06

4. Priorities

5 steps
  1. 1

    📌📌 30 days: Top Priorities (1–5)

  2. 2

    ⏰ Up Next

  3. 3

    🪴🪴 Weekly Habit: [ HABIT NAME ]

  4. 4

    ⭐ Links & Resources

  5. 5

    Change Log: Has anything affected the plan and objectives for the month?

Read the full text
1. 📌📌 30 days: Top Priorities (1–5)

Non-negotiable, high-impact deliverables and goals that require the team’s active attention right now.

Add tasks
2. ⏰ Up Next

Active priorities for this period to take on as soon as the top 1–5 priorities are complete. This includes critical preparation and setup work required this month to ensure next month’s plan runs smoothly and stays on track.

Add tasks
3. 🪴🪴 Weekly Habit: [ HABIT NAME ]
Choose one or more
  • 🪴 WEEK 1
  • 🪴🪴 WEEK 2
  • 🪴 🪴 🪴 WEEK 3
  • 🪴 🪴 🪴 🪴 WEEK 4
4. ⭐ Links & Resources
Upload files or add links
5. Change Log: Has anything affected the plan and objectives for the month?

Any barriers, wins to celebrate, or delays the team should be aware of? Add them here to keep a log of the changes that impacted the plan. 🚨 The assigned team will be notified automatically.

Add notes