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4 Step Process to Setting Quarterly Goals

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INTRO
This framework is designed to be your blueprint for defining, setting, guiding weekly check-ins, and reviewing your quarterly goals to achieve cross team alignment.
AUTHOR
SWOTAnalysis.com

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DEFINE STRATEGY

JB
What do we need to do next?
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Pre-work, complete or review your Vision, Mission, Values Alignment https://www.swotanalysis.com/2695/Purpose-Vision-Mission-Values 
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Each member completes a SWOT analysis based on their current position vs supporting the company vision 
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Summarize your SWOT by listing out your top 3-5 priorities you must make progress towards to fulfill your vision 
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In a live session, each member discusses their TOP strength, weakness, opportunity, threat, and adds to master Team SWOT Analysis 
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Summarize the items by category into 5 single line crisp items, drag these to the top, and brainstorm your teams top 3-5 priorities 
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SET GOALS

JB
How will we know if we were successful?
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Go to "Create" and use the OKR Goals https://www.swotanalysis.com/2696/OKR-Plan or The Alignment Plan https://www.swotanalysis.com/4242/Quarterly-Alignment-Plan templates 
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Draft 3-5 objectives that support our vision, essentially what do we need to do next, these should be qualitative and aspirational 
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Draft 3-4 key results for each objective. These should we quantitative and tell us the definition of success, outcome based 
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Everyone reviews OKR's with their leader, their team and get sign-off. Confirm everyone is in alignment. 
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CHECK-INS

JB
Share it, print it, live it
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Everyone publishes a quarterly OKR plan to "team" visibility 
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Everyone prints their plan and posts to their wall 
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Everyone provides a weekly check in on goals - done, do, blockers https://www.swotanalysis.com/4313/My-Weekly-Update 
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REVIEWS

JB
Review, discuss, score
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Monthly alignment meeting with team, spend 20 minutes per plan, color codes items based on sentiment, score based on results 
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Quarterly FINAL scoring and final review, complete quarterly retrospective https://www.swotanalysis.com/2923/Sprint-Retrospective 
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