Workshop: 5 Tips for Setting Up Review Cycles

Jun 23, 2023

You can check out the Zoom recording here and the PowerPoint deck here.

5 Tips on Running Your Quarterly Cycle 

👍 Tip 1: Your plan needs to be complete(15:00-17:00)

Establish your whats (Objectives) and hows (Key Results), so you are clear on your goals, accountability owners, and the outcomes you want to achieve.

👍 Tip 2: Choose a management method that works for you (17:05-18:15)

Whether through a document, spreadsheets, or app, decide on a tool to document the process that works for your organization and is comfortable for your people.

👍 Tip 3: Adoption requires communication and socialization (18:15-20:17)

Adoption is created with a process that is well-communicated, documented, and clearly understood. Your process should help your team align, prioritize, and make decisions. Just remember to stick with it!

👍 Tip 4: Answer these four questions when creating your process.(20:17-22:30)

When designing your process, ask: Are the objectives shared or owned by one individual? How many objectives can one person own? Are goals and initiatives committed or aspirational? Are key results quantitative or deliverable-based?

For more, check out the process architecting worksheet on slide 6 and the book, Measure What Matters, by John Doerr.

👍 Tip 5: Hold problem-solving meetings – not status meetings.(22:30-27:20<)

Use your time to address a few underperforming areas. Reflect on what is going well, address the chokepoints, and propose adaptive key results for the upcoming quarter.

Workshopped Insights from the Community

How do you get buy-in on the process?

  • “Delegate to elevate” and lighten the load by sharing execution.
  • Create timelines and structure while being flexible and able to adjust.
  • Boost the quarterly review engine at the start of the year.
  • Create a consistent executive leadership model to show what good looks like.

How do you engage your team with momentum and consistency?

  • Be patient, consistent, lead with conviction, and stick to it! 
  • Create consistency to get everyone comfortable and know what to expect.
  • Collaborate to create cross-functional perspectives.  

How do you create a meaningful plan and process?

  • Address the “not one more thing” employee attitude by focusing on what’s in it for them and how this process will make the organization better overall. 
  • Start early and discuss strategy management, design, and refresh.
  • Take a phased approach and manufacture a win by showing what success looks like.



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