BRIO LEADERSHIP
  • EOS
  • Coaching
    • Team Coaching Assessment
    • Engage >
      • Company Culture Audit
      • The Leadership Challenge
      • Speaking
  • Leadership Development
    • Workshops
    • Management Skills Development >
      • Delegation Skills
      • Effective Communication Skills
      • Time Management Skills
      • Customer Service Skills
      • Coaching & Feedback Skills
      • Women's Leadership Skills
  • Books
    • Happy Mondays
    • Your Company Culture Ecosystem >
      • Sample chapter
      • Press Kit
      • Radio show recordings
    • A Forgiveness Journal
    • Spectacular Support Centers
  • Blog
  • Resources
    • Your Company Culture Quiz
    • White Papers
    • Partners
  • About Brio
    • Client Results
    • Brio Team
    • Community Involvement
  • Contact

5 Secrets for Fantastic Year-End Planning

11/7/2018

0 Comments

 
Picture
It’s almost year-end and it’s time to set your company’s sights on the new year. Large companies have been working on next year’s budget since August but mid-size and smaller companies are usually focused on finishing the current year with a bang. Companies of all sizes need to make strategic plans for the new year. Now is the time to plan a leadership retreat or half-day planning session to envision a fantastic new year for your organization.

Brio Leadership has helped a multitude of companies and large departments make plans for their new year. We want to share five secrets with you about the process.

Secret #1: If you don’t plan to plan, you will fail to plan. With your leadership team, take out your calendars right now and find a date in November, December or January when you can spend quality, uninterrupted time to envision your dreams and goals for the new year. It’s best to spend a day together to do some team building and planning together.

Secret #2: Involve as many people as possible in the planning. Good change management models always recommend widespread involvement in planning and executing changes. Without that, there is no buy-in to the plans made. Some companies start the planning exercise with executive teams to establish over-arching goals and then repeat the sessions in each department to determine more granular objectives to help meet the corporate goals.

Secret #3: Spend time appreciating the good things that you accomplished this year. After a fun team- building exercise or a meal together, ask the group to think of the five things they achieved this year, either individually or as a company, they are most proud of. Ask each person to list the reasons each accomplishment went so well; in other words, what did we do that made that so successful? Then discuss how the organization could continue to use those success elements to achieve even more next year.

Secret #4: Revisit your values, purpose statement and 10-year vision. Savvy leaders will take this opportunity to remind their teams of the organization’s higher purpose, the values they hold dear and the future vision of what the organization can become. As Stephen Covey taught us in The Seven Habits of Highly Effective People, we “Begin with the end in mind.” Values, purpose and vision are the end goals of a highly effective organization.

Secret #5: Consider inviting an outside facilitator to lead the planning. Some companies like to bring in an expert with “new eyes”, at least every other year, to help guide the discussion, question your assumptions and help you think of things that wouldn’t be conceivable otherwise. An outside facilitator might also introduce you to new disciplines and structures to help revive your strategic goals and plans. Brio Leadership would be glad to talk to you about facilitating your year-end planning session.

Don’t fail to plan! Schedule your year-end strategic thinking meeting today!
0 Comments



Leave a Reply.

    From the desk of
    ​Kristin Robertson

    • CEO of Brio Leadership
    • Passionate Promoter of Vibrant Company Cultures
    • Catalyst of Leader's Potential 
    • Poodle Lover

    RSS Feed

    View my profile on LinkedIn

    Archives

    May 2022
    March 2022
    October 2020
    August 2020
    April 2020
    March 2020
    February 2020
    December 2019
    November 2019
    October 2019
    July 2019
    May 2019
    April 2019
    January 2019
    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    July 2018
    June 2018
    May 2018
    April 2018
    March 2018
    January 2018
    December 2017
    November 2017
    October 2017
    September 2017
    July 2017
    June 2017
    May 2017
    April 2017
    March 2017
    February 2017
    January 2017
    September 2016
    June 2016
    April 2016
    March 2016
    February 2016
    January 2016
    December 2015
    November 2015
    October 2015
    August 2015
    July 2015
    June 2015
    April 2015
    March 2015
    November 2014
    September 2014
    August 2014
    July 2014
    June 2014
    May 2014
    April 2014
    February 2014
    January 2014
    December 2013
    November 2013
    October 2013
    May 2012
    April 2012
    February 2012

    Categories

    All
    Business
    Culture
    Strategy

Our services

Consulting
Leadership

Resources

Our Company

About
The Brio Team
Community Involvement
Contact Us
Blog
Brio Leadership
Copyright © 2020 Brio Leadership
6106 Sierra Leon, Austin, TX 78759
8
17-706-7027
  • EOS
  • Coaching
    • Team Coaching Assessment
    • Engage >
      • Company Culture Audit
      • The Leadership Challenge
      • Speaking
  • Leadership Development
    • Workshops
    • Management Skills Development >
      • Delegation Skills
      • Effective Communication Skills
      • Time Management Skills
      • Customer Service Skills
      • Coaching & Feedback Skills
      • Women's Leadership Skills
  • Books
    • Happy Mondays
    • Your Company Culture Ecosystem >
      • Sample chapter
      • Press Kit
      • Radio show recordings
    • A Forgiveness Journal
    • Spectacular Support Centers
  • Blog
  • Resources
    • Your Company Culture Quiz
    • White Papers
    • Partners
  • About Brio
    • Client Results
    • Brio Team
    • Community Involvement
  • Contact